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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

4 results found

  1. 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.

    8 votes

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    1 comment  ·  Proposals  ·  Admin →
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  2. Rearrange Proposals

    I would like to be able to rearrange the proposals. I’d like to have a PDF with an intro letter as the 2nd page of the proposal.

    1 vote

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    0 comments  ·  Proposals  ·  Admin →
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  3. Postponed Appointments

    When an appointment has been set and needs to be postponed, there should be a "custom" selection where I can put in the new date and time. Currently I have to postpone the appointment, then create a new appointment.

    1 vote

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    0 comments  ·  Proposals  ·  Admin →
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  4. Create a Document or PDF of signed proposals so customer is able to save a copy of all the info

    Create a link on the signed proposal to a downloadable PDF of a signed "proposal" including all attachments, so the customer is able to save a copy of all the info they just signed for there records.

    0 votes

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