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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.

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  2. 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.

    2 votes

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    0 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.

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Add Image Resizing/Reformatting in Forms

    The Forms feature is essentially useless for damage inspections because when taking multiple photos they are all lined up vertically and shrunk to a tiny size to fit ONE page. Because of this, I can't create a template for damage inspections which was one of the main reasons we went with this software in the first place.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  5. Forms to clients

    Is it possible to send a form template to a customer to complete

    17 votes

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    3 comments  ·  Forms  ·  Admin →
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  6. 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.

    11 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. 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.

    22 votes

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    4 comments  ·  Forms  ·  Admin →
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  8. 11 votes

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    0 comments  ·  Forms  ·  Admin →
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  9. 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.

    29 votes

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    5 comments  ·  Forms  ·  Admin →
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  10. 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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  11. 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.

    64 votes

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

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

    56 votes

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    Planned  ·  5 comments  ·  Forms  ·  Admin →
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  13. Edit, download, and email forms

    We want to be able to edit, download, and email the forms we create in JobNimbus

    30 votes

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    4 comments  ·  Forms  ·  Admin →
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  14. Fill out the new forms feature on a desktop

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

    61 votes

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    Gathering Feedback  ·  4 comments  ·  Forms  ·  Admin →
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  15. Populate documents from Forms

    Add ability to populate documents using information entered on forms.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. 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.

    17 votes

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

    Ability to download a filled out form as PDF

    12 votes

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    2 comments  ·  Forms  ·  Admin →
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  19. 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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  20. Form Fields to Fill Custom Fields

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

    10 votes

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    Viewed  ·  1 comment  ·  Forms  ·  Admin →
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