Documents, Photos, Forms & Attachments
217 results found
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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.
3 votes -
Ability to PRINT Proposals
With old school clients the ability to print a proposal and hand deliver would be nice.
2 votes -
Please raise the document size limit substantially.
Currently set at 100 MB, and we regularly get plans set over 150MB and sometimes over 200MB
2 votes -
Photo View
would like to be able to view all photos uploaded each day. When looking for photos to add to web or marketing this feature would make it easier to view. Rather then continuing to have to go back to each job. For example, in marketing maybe we are promoting windows, we then have to find all the jobs we did window installation on and search to see if there is any material that we can use. If we had a photo gallery of all jobs it would make things so much easier, Especially if its months later.
3 votes -
Flow chart options for Forms
It would be helpful for forms to have a flowchart function. For example, depending on the multiple choice answer provided (Q. what is the roof type? A1: Shingles, A2: Standing Seam), you are led to complete different form fills past that point.
2 votes -
Multiple Signatures on a Document
I would like to be able to request two signatures on a document so both homeowners can sign it.
12 votes -
Mandatory Forms
I would like the ability to not only attach specific forms to jobs or work orders to ensure they are completed by technicians, but also have the ability to make them mandatory to fill out before marking the work complete. This would be helpful especially with ensuring safety forms are completed for every site for example.
1 vote -
Mandatory Forms
I would like the ability to attach specific forms to jobs or work orders to ensure technicians not only remember to complete them, but have to in order to mark as completed.
1 vote -
Could you place an option to sort the photos, like, move them in position and order that is correct? When uploading multiple pics, it bring.
When uploading pictures, in a group, Nimbus brings them in all out of order, and there is no way to sort them. Is there any way you can place an option to sort the pictures or organize them to the order one needs or would like them to be? Otherwise, I understand that taking them live and directly from Nimbus puts them in order. But, that is not always going to be possible, and it is difficult to view the photos when they are all out of sequence and order. Thank you.
1 vote -
Albums for Photos
Create more options for sorting, dividing, and saving photos. Albums would be the best thing - we do a lot of work that requires that we take photos for specific rooms in a building or sides of a building or we want to share an album with a customer. The room separation is really important because we do mitigation work.
Besides that having a ton of photos and documents without some folder separation makes them hard to sift through.2 votes -
When email estimates, or any correspondence within JN-should auto remember previous copied emails
When emailing to customer or prospect, the software should remember commonly used emails when copying others within the email addresses, instead every single time we must type out each others emails for whom you want to copy....ridiculously outdated.
1 vote -
Photos will not show or load without major delay and waiting
PHotos is a constant problem from freezing up, to major excessive slow access even after they have already been loaded
Constant all year long!1 vote -
Photos will not show or load without major delay and waiting
PHotos is a constant problem from freezing up, to major excessive slow access even after they have already been loaded
Constant all year long!1 vote -
Add automations to be trigger upon the completion of a form
Add automations to be trigger upon the completion of a form
2 votes -
I need to be able to edit a form from pc once it is submitted
I think a Form should be able to be filled out from the web browser (PC) not just the app. also it would be nice if once its submitted you can go back in and edit it, we don't always get all the photos and information at the same time so we would then need to go back and edit to add information.
14 votes -
Product Selection Section on Authorization page
Customizable Product Selection Area on the authorization page of estimate for shingle colors, metal colors and any other similar choices.
1 vote -
Photo Editing on Web App
Add ability to edit photos on web app, not just on mobile.
14 votesWe are now gathering feedback to begin building this feature! To meet with the product manager leading this project, use the link below -
https://meetings.hubspot.com/taylor-brooks1
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Logo too large and format editing
We need to be able to make some edits to formatting on the signing page. The logo for the finance company is way too large and overwhelming. The important info and pricing is listed too small. It would be nice to adjust logo size and font size on these SumoQuote new estimates
2 votes -
Would like the photos submitted in a form to NOT resize when downloaded to PDF
Would like the photos submitted in a form to NOT resize when downloaded to PDF. I love the form option, but it's unusable as a report to a 3rd party. The photos resize to thumbnails and cram them all on one page when the form is downloaded to a PDF Client's can't see them, even when they zoom in as far as possible. In our experience, this is good for in-house use within JN but non-functional for other purposes.
5 votes -
Material order USE OUR PO not JN material order number
Please allow us to use a different field for the Material Order number on the Template or allow us to hide YOUR material order number, so we can feature our JOB PO which for us is our display name. Those numbers mean nothing to us the way we use Nimbus and our suppliers especially Beacon and its new AI only pickup on your number not the one we have added in large letters and bolded. PLEASE.
1 vote
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