Documents, Photos, Forms & Attachments
255 results found
-
Ability to upload photos for Proposal Cover
Proposals currently have a few stock photos to choose from for the proposal cover page. Most are roofing photos, so none really make sense for our jobs. I would like the ability to upload our own photos to use as the cover page of the proposal. We could take a picture of our customer's home/job and use that vs a stock photo.
6 votes -
Create a gallery view for photos.
Be able to see photos on a grid view instead of having to scroll through so much empty screen space.
14 votes -
EDIT DOCUMENT TITLE
USERS (AT A CERTAIN PERMISSION SET) NEED TO BE ABLE TO EDIT DOCUMENT FILE NAMES. FOR EXAMPLE, A SALES REP UPLOADS A COPY OF A CHECK PAYMENT WITH THE WRONG INFO AND OUR BOOKKEEPER NEEDS TO AMEND THE FILE NAME WITH THE CORRECT CHECK NUMBER, AMOUNT, ETC.
I'M NOT REFERRING TO CHANGING CATEGORY OR ADDING NOTES ON THE DOCUMENT.
5 votes -
Advanced Forms Options
Some more options with forms would be very nice. I'd like to be able to share a link to forms that I can send my contacts so they can fill the form out. I'd also like to be able to print or download forms, both empty ones and submitted ones. There should also be some option to edit or update a form once it's been filled out.
12 votes -
Save Over Previous Photo When Drawing on a Photo
Whenever I put drawings on my photos and go to save the photo, it does not allow me to save it. It only allows me to save it as a copy. Why! So now when I go to mark up a photo I will have a blank copy and the copy I just marked up. Filling up my photos.
Can you address this please.2 votes -
Forms Cover Page
I would like the forms to have a cover page with our logo and the homeowner's information so they look nice when sent out.
5 votes -
Convert All Photos to a Single PDF
I would like to be able to create a PDF within JobNimbus of all photos attached to a job and then be able to email that PDF out. This would be preferable to downloading all photos into a zip file that I then have to email out.
6 votes -
Hide Templates
I would like to be able to 'hide' templates so that they do not show up as an option when creating a doc/estimate/etc. I don't want to delete them in case I decide to start using them again in the future, but I don't want a bunch in the drop-down menu that i'm not currently using.
1 vote -
Rotate Photos
I would like a feature added to be able to rotate photos once uploaded to a contact/job.
1 vote -
Limit team members' ability to view email threads/attachments
Create an accessibility setting for specific team members/groups' access profiles to limit their ability to view email activity from other users and also limit ability to download/view attachments in the emails. It kind of defeats the purpose of limiting team members to be able to view documents such as estimates and invoices when they have full visibility of email activity in which they can just download the attached file and view it.
2 votes -
Automatic Save
When working on proposals/estimates. the system doesn't "automatically save your work" please HELP.
1 vote -
A better document/template builder
Every time I want to take a word file or excel file we have of one of our company documents and copy and paste it into the document template creator it messes up the layout so much its unusable. Template builder/editor is one of the hardest and most unfriendly feature in JN. The editor is so boxy and clunky its not user friendly or customizable. We would love to import more of our documents into JN and add template fields to auto populate info when created but can not do that effectively with the current design.. Also font selections and…
1 vote -
Add Forms to Documents
I would like to be able to embed a form into a document
1 vote -
Improve picture Quality/Size
We are solar installers as well as roofers. We are a VERY big market that JN could capitalize on. The picture quality from the compression of JN makes many of the pictures illegible and therefore useless. In solar, we need pictures where small labels on breakers, wire etc. must be readable. Very frustrating to be required to go back to a job and tell your techs "NOT" to use JN for photos. We're forced to go back to using WhatsApp to move full-size picture files around.
15 votes -
Scroll Through Multiple Documents
I would like to be able to scroll through all documents instead of having to close out of each one before opening the next.
1 vote -
Make it possible to add a review link to text message
can you make it so we can send a link via a text message
1 vote -
Optimize Photo Report
Optimize photo reports when converting to PDF. Many times if the photos are too large the PDF simply won't generate, or will generate an extremely large file that I have to manually optimize to reduce the file size.
1 vote -
Work Order Template Fields
I would like to be able to add template fields in my emails with information on the customer's work order that I can send to sub contractors.
1 vote -
Estimates need to show up in documents on the activity screen.
This needs to happen so we have a quick reference.
1 vote -
Function/shortcut to main navigation for documents
Ability for an icon in the main navigation for documents - the shared document area. In the HOME CONTACTS CALENDAR line. Sort of like a bookmark tab in Chrome. Going through the regular search icon is onerous and mixed use, i.e., everything is listed, not organized by function, or anything, just alphabet.
3 votes
- Don't see your idea?