Documents, Photos, Forms & Attachments
245 results found
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Add photo markup tools to desktop (circles, arrows, text) to improve AI photo descriptions
Currently, photo markup tools (circles, arrows, text, etc.) are only available on the mobile apps, not on desktop. At the same time, desktop users can generate AI-written photo descriptions, but the AI often lacks context because there’s no way to visually indicate areas of focus on the image. Adding basic markup tools to the desktop experience would not only improve photo documentation, but also allow the AI to generate more accurate and useful descriptions based on highlighted areas. This would significantly improve usability and consistency between mobile and desktop workflows.
6 votes -
Automatically Add Form Responses in Documents
Currently, once Job Inspection Details are submitted, they are locked within the job record and cannot be emailed, shared, or sent to third parties such as insurance companies. This makes inspection data difficult to use outside of internal tracking, even when it contains critical photos and damage documentation.
3 votes -
Estimate number on company page of proposal
Have the estimate number populate on the company page of the proposal so when clients with multiple jobs or estimates call in, it makes it easy for them to give the estimate number for the correct estimate they are calling about.
2 votes -
A clickable Google and Facebook review page
create a click button to leave reviews. Even a page with star that they can click on the stars and and it takes them to the google or Facebook reviews which ever the client wants.
2 votes -
Disable "Related" Check Box on mobile App
Being able to open a Job in the app and only see the important Info for that Job is critical. This functionality exists on the desktop version but is missing from the app.
Currently, the activity Log combines Contact-related items in the Jobs without a way to shut it off. Since on Contact can have multiple Jobs over the years, It becomes cluttered and confusing. For Example, I don't want to see documents or notes from a job that was Completed 5 years ago when I'm looking at a new Job of the same contact. (They don't still Live at…
7 votes -
Water damage mitigation package
We run a water damage mitigation company, and used job nimbus for years, we love it! Here are a few ideas that I know would help my team out a lot. 1) being able to create an album where all photos can be organized, like an album named kitchen and all photos of kitchen are located there, or bedroom 1 and all bedroom 1 photos are there. 2) sketch, moisture logs, equipment logs, hygrometric logs and scope sheets can be created basically a one stop shop app tailored more to water damage restoration company's, you could market has a package…
5 votes -
Legacy Material Order
Why did we have to change the material order?? What is the purpose behind the new format? I can't add a photo on the new one and I used that feature all the time! Also why do the line items and sections have to be so big, I used to be able to see the whole order on the screen at once and now every line item takes up 1/3 of the computer screen...why???
10 votes -
add a video onto the estimates/ Inspection report
Would be nice to have the ability to upload videos and attach them to the proposals/estimates for those of us that perform video reports.
11 votes -
The Client-Ready PDF Makeover
I’ve got another suggestion for the Form Builder, but this one is all about the design and layout of the PDFs we’re generating. Right now, the data is all there, but the presentation feels a bit "all over the place," and frankly, sometimes it’s a little embarrassing to send to a homeowner.
The Request: Can we get a cleaner, more standardized layout for Form PDFs? Specifically, we need the "Photo" sections to stop shifting or shrinking when we add more images.
The Problem (The "Layout Glitch"):
Right now, if a sales rep fills out a form and only adds one…1 vote -
Automatically Add Forms To Documents Once Submitted
I’ve been using the Form Builder lately, and while it’s great for grabbing data in the field, there’s a manual "extra step" that’s becoming a real bottleneck for us.
The Request: Can we get an option to automatically save a submitted form as a PDF directly into the "Documents" tab of a job?
The "Why" (Real-Life Example):
Right now, it feels like double the work. My sales rep finishes a detailed inspection on-site and hits "submit." In his mind, he’s done. But then my office manager has to go into the job record, click over to the "Forms" tab, open…1 vote -
Searchable Photos
We use keywords in the notes of photos to make them searchable ie: "2 layers felt" "OSB" "permit" and now there is no search bar in the photos section. This is awful. And when you have hundreds of photos uploaded makes it impossible to find.
ALSO, when attaching photos or documents to an email they are not searchable either. I send emails to insurance with invoices and permits. I can't search documents for "permit" when trying to find it to attach to the email.
While some of the updates are okay, these small things that have been lost are crucial…
2 votes -
When selecting a document to attach to an email add a column to display the internal note and description
When selecting a document to attach to an email, example, material orders, in the selection window, adding a column for internal notes or descriptions to allow quicker and better differentiation of said documents would save a ton of time.
1 vote -
Upload a pdf to a client file that can be sent directly to the client for their signature (like DocuSign)
Upload a pdf (ex. permit application that needs homeowners signature) to a client file that can be sent directly to the client for their signature through JobNimbus rather than having to go outside of Jobnimbus and use a third party like DocuSign.
1 vote -
Add only photos with notes to custom photo document.
Either a way to sort add or photos with notes to folder and then only use those photos in a custom photo document. Instead of scrolling through a hundred photos and trying to remember which ones have notes on them.
1 vote -
subcontractor access
I would like to onboard subcontractors and have everything filter to them in Jobnimbus through workorders, but currently there are issues with the restrictions / controls. As a company, we should be able to restrict what information a subcontractor can see...Right now, subcontractors can edit ALL FORMS if they are assigned a customer / work order. We do our inspections from "forms" and our job closeout (employees do this) using "forms"...it makes no sense for a subcontractor to be able to go in behind them and CHANGE A FORM?? Also, a subcontractor can change the status of a workorder...Our automations…
1 vote -
Relate payments and credit memos
When selecting the related option from the job level. The payments and credit memos will not show under the job. Only the invoice. It is also confusing when the related option is at the top of the page, as it seems like it's a filter for the entire page, not just the invoice section.
1 vote -
Multi-Stage / Multi-Document Signing Workflow for Proposals & Contracts
Currently, JobNimbus supports only one signable document per email and does not allow conditional or sequential signing workflows. This creates friction for contractors who need customers to review and acknowledge a proposal, inspection report, or contingency agreement before signing a final priced contract.
1 vote -
multiple choice in FORMS
THE MULTIPLE CHOICE IN FORMS DOES NOT GIVE YOU MULTIPLE CHOICES. It acts as a radio button and gives you one choice. Please fix this broken part of forms
5 votes -
11 votes
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Ability to Delete Products and Services
The products and services list is completely cluttered with duplicates of products and services that are hidden but then we have to name the new one something different because it already exists.
14 votes
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