Documents, Photos, Forms & Attachments
232 results found
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open documents in new window
Instead of documents opening within the same window, open them as a new window(or tab) within the web browser. As it currently stands when you open a document, measurements for an example, it opens within the same tab. This method only allows one document to be viewed at a time. If the document were to open in a new tab within the browser we could easily have multiple documents open at one time. When I order material for a job I will open the Eagle View and the selection sheet that we use, but in the current system I can…
5 votes -
Search, Sort, and Filter Files
Need these in our daily business:
Files to sort by Created Date
Files to sort by Name
Files to sort by Types in a single view
Files to sort by Users
To name and re-name uploaded pdf and photo files
3 votes -
Mass Delete Photos and Attachments
I would like the ability to select multiple photos and attachments to be able to delete them.
74 votes -
Photo arrangement in documents
When using the photos attachment option in templates you can not chose the order in which the photos will appear on the page it is random. I would like the ability to pick and choose which the ordering of photos when attaching them.
21 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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moving multiple photos
I'd like to be able to move multiple photos from one contact/job to another. This would be helpful in cases where there are 40-50 pictures taken in the wrong contact/job. otherwise I have to pull them from the contact/job drag and drop them to the desk top then enter them to the correct contact/job. Most times they show up so small that you can't see them or they are javascript. Same for pulling pictures to email they are super small.
8 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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Edit pictures
We need the ability to edit pictures within JN. It would be nice to be able to add text, circle things, point to things, draw on it, etc. We could then send those to the crew, repair man, customer, etc.
21 votes -
Organize attachments in order
I would like the ability to organize my attachments in order. Currently, when I attach files they are scattered all over the place and not organized
6 votes -
Ability to create Google-style documents and spreadsheets
Have the ability to create Google-style documents and spreadsheets that can constantly be updated to track work in progress for all jobs.
7 votes -
Attach Videos to Email Templates
The ability to embed a video in an email template so that when a contact is moved to a specific status, we can create an automation to send the customer an email with a video attached (i.e. more personal thank-you)
8 votes -
Bigger images on the Job level
Having these images easier to see, it would be awesome. Also any images added to that section should be listed within the job under photos automatically. Right now we have to upload to both locations.
3 votes -
Ability to remove Document ID
I've noticed that there is a new id printed at the bottom of our documents and would like to be able to remove it.
12 votes -
Organize documents into sub-categories
I want to be able to organize the Documents on Jobs into sub-categories instead of just having everything listed by date and time.
17 votes -
E-signature for Invoices - D-sign
The ability to add an e-signature line directly to an invoice, specifically.
4 votes -
Allow for eSign by customers
SImply allow a customer to eSign a document (e.g. estimate) without my having to travel back to their location so they can do it on my device. Customers want to think it over, discuss with their spouse, etc.
7 votes -
Document ID attached to all pages of signed document
Would like to see the Document ID attached to all included pages generated, including the Signature page.
5 votesThis is in development! We’ll send an update once new signature functionality has been completed.
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Ability for customer to select options on estimate online and sign online
We would like to be able to send an estimate for online signature to our customers, giving them the ability to choose which options they'd like to include in the total price before signing. We usually send an estimate with at least a couple of options/upgrades. Currently, they have to tell us which options they'd like to include, we rework the estimate, and then send it to them again to sign.
10 votes -
Please create ability to insert page break.
Page break would help. Also the ability to place pictures specifically where you need them. The template creator as a whole is very awkward and it is difficult to make a high quality document like you can within Word or Google Docs. I like many parts of Jobnimbus but the function to create document templates is very underdeveloped.
33 votes -
Doc preview when attaching to email
Would like to have the ability preview a document when selecting to attached to an email sent directly from the Contact. Specifically and Estimate. The thumbnail is too small. I realize each estimate has its own number, but when we update or resend we don't always remember the number of a specific estimate when there are multiple.
6 votes -
Ability to edit the default email that's sent for e-signing
I want to be able to update /customize the default email message that is sent with e-signature requests.
11 votes -
PDF Editor
I would love to have a built-in PDF editor so we can pull up our company documents and edit them within JobNimbus, then save a copy to the contact. We have explored NaturalForms and it doesn't fit exactly what we need. Maybe an integration with DocHub or something similar would work? Currently our guys are downloading the documents, filling them out then uploading the new copy to the appropriate contact, which is inefficient.
27 votes
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