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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

29 results found

  1. 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.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. 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.

    17 votes

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    4 comments  ·  Forms  ·  Admin →
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  3. Form Formatting and Emailing

    When downloading forms, I would like them to be better formatted to the page and have smaller margins instead of looking like a screenshot of the form itself.

    I would also like it if, when you create a form, you could send it directly to the customer from there, and have the form appear under documents.

    I would also like if, when composing an email, you could attach a form to the email.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. 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.

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  5. Downloadable Forms

    Can you make forms downloadable? We have some clients that require us to upload photos into their portal and they will only allow to upload one at a time. If we could upload our pictures/inspection form instead of individual photos this would save a ton of time. Thanks!

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. More Form Template Fields

    We currently have an automation set up to send an email to the admin team and owners whenever a form is completed. I need a way to show the name of the form that was completed and the name of the person who submitted it.

    1 vote

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  7. Downloadable Forms with Photos

    Downloading forms with a lot of photos will cut the photos in half between page breaks, and leave a few blank pages at the end without showing all of the photos. Can this be resolved?

    1 vote

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  8. Delete and print forms

    I would like to be able to delete a form created under a specific contact/job and download it as a pdf to print it.

    57 votes

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    Gathering Feedback  ·  6 comments  ·  Forms  ·  Admin →
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  9. Share completed Forms

    It would be helpful to share completed Forms from JobNimbus, via email, download and print.

    55 votes

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    Planned  ·  5 comments  ·  Forms  ·  Admin →
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  10. form data integrates into job fields

    We would like it if data that is entered into forms can automatically prefill data in custom job fields that match. For example, we inspect our roofs after completion and score the crews with a 1-5 rating. At this time, someone needs to fill out the form then manually transfer the data into the job fields.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Automations Triggered by Forms

    I'd like to be able to create an automation triggered by a form being completed. We would like to utilize the form function for our production manager to fill out daily or weekly progress forms for jobs and have them automatically emailed or have some kind of notification that they are completed.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. Fill out the new forms feature on a desktop

    Have forms be able to be filled out on the computer.

    55 votes

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    Gathering Feedback  ·  1 comment  ·  Forms  ·  Admin →
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  13. Scan document to create fillable form

    Ability to scan document or form to create a fillable form or document that can then be signed

    1 vote

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  14. Add form to Contact/Job from the web browser version of JobNimbus

    We'd like to be able to add a form to a Contact/Job from the web browser version of JobNimbus so that the form already exists on the said Contact/Job before the sales rep goes onsite to fill it out.

    6 votes

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    3 comments  ·  Forms  ·  Admin →
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  15. Create a report from forms

    I would like to be able to create a consolidated report from the information gathered on the form when we do a roof inspection. Maybe I would use it with my estimate or attach it to my work order.

    12 votes

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  16. Edit and Delete Capabilities for Administrators

    I would like to delete a form or edit it, as I have experienced forms being created under the incorrect jobs, and there is no way to rectify this.

    As an administrator, I should be to delete and/or edit EVERYTHING.

    This is very frustrating.

    1 vote

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  17. Make Form drafts visible to office

    If a sales rep is unable to complete a check list form and saves it as a draft, it would be great to make the draft visible to the office. Currently we cannot see it in the draft stage until that check list is complete, problem also is if they save it then they cannot go back to edit it.

    11 votes

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    Viewed  ·  1 comment  ·  Forms  ·  Admin →
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  18. Download PDF of forms

    Ability to download a filled out form as PDF

    8 votes

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  19. Send Forms as Links/Attachments.

    The ability to send forms as a link/attachments.

    14 votes

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  20. Form Answers ability to map to custom field.

    Ability for answers to Forms questions be mapped to custom fields.

    8 votes

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