Documents, Photos, Forms & Attachments
245 results found
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Tracking proposals I send out for project managers
Hello! I send out proposals/agreements for our project managers and would love to be able to follow the progression of them being signed or not. How do I look up sent proposals/agreements I send out under the different PM's? Also, are we able to see if the client has even looked at the proposal yet?
Thank you!
2 votes -
Add a print button to the new photo tools.
We add the notebook page with information about the job, how many vents we need to change, now to print that page i need to download it and print it.
1 vote -
Auto-Save Email Attachments to Customer Files
I’d like to suggest a feature where all email attachments automatically save into the corresponding customer file in JobNimbus. Attachments could be sorted by type:
Images (JPG, PNG, etc.) → saved under the Photos/Images section
Documents (PDF, DOCX, XLSX, etc.) → saved under the Documents section
Why This Matters
Right now, saving attachments is a manual process and can be time-consuming. With AccuLynx, this feature was built-in and it saved us countless hours because everything was automatically organized and stored in the right place. Bringing this functionality into JobNimbus would save time for sales, production, and admin teams. It would…2 votes -
Private photos for groups of people (not everyone) when making it private
We upload pictures of the checks and proof of payments collected from the customer. But these are accesible for the installers now. We need the option just like the contacts, where you can select what group of people can see certain photos so the subcontractors do not see the payments we receive from the customer and this information is not exposed, only available for the office.
1 vote -
Need to enable each document to option to delete it or to rename the document.
documents attached to emails that are forwarded to files are automatically uploaded into the document folder as scanned Scan2025-10-13114824. for example. This is agravating as you can't rename it. It must be downloaded renamed so it can be located by name. Now you have the prenamed Scan2025-10-13114824 in the file and it's confusing.
1 vote -
Download Document or Contract before signing
Some customers have requested pdf versions that they can download and print (and read) before signing. As of today, when you receive a request to sign a document, you only get the option to download the document after you have already signed. For now, my workaround is to download a copy and send the pdf to the customer. It is less hassle if that would be built in for those customers that request it.
3 votes -
who uploaded photo
The new and improved photos doesn't show who uploaded the photo. That was very helpful, but no longer an detail we can see.
1 vote -
App Needs to Show Job Address on Photo
If a name is tagged on a photo and you follow the notification link on the web, it shows the address. However, on the app you are in the dark. The app needs to show the address associated with the photo.
Example: There is an issue that I need my PM to address. I tag him on the photo with details of what needs to be done. If he opens it on his phone, he has no idea where he needs to go since the app doesn't list the address.
1 vote -
zoom
Zoom In and Pan on photos.
3 votes -
1 vote
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View all Documents/Photos on All Jobs
To enable related across all jobs, and not have to enable it individually for every job
1 vote -
Add Notes/Annotate Photos in Forms
We have a specific process when we are at a customer site to take pictures of all areas of the home we may work on and add notes and measurements. Adding the ability to add notes and annotations directly after taking a picture in the forms would allow us to remove another application that we only use for this purpose.
1 vote -
Move Edited Photos to Most Recent
When editing photos in the app, would be more efficient if those that are most recently marked up or edited were sent to the top of the photos, or where you could put them in a folder for other team members on the job to see.
1 vote -
Add Folders to Documents
Under the documents in a job would like to add a file and categorize the documents into those files rather than changing the category.
1 vote -
Automatically Order and sort Photos in the order they were taken.
1st photo taken, typically residence overview is ordered first in photos tab, remaining photos are ordered in the sequence they were taken. In the way a typical flow of a property inspection would be.
2 votes -
Custom Drawings
The option to be able to add custom drawings or paintings on documents to personalize, customize, or update for Jobs.
1 vote -
checklist
AI checklist builder. You speak the checklist and an AI bot turns your recording into a checklist for the job. Company cam already has this feature so if theres a way to integrate the checklist from company cam that works. Or you should build this feature into Job Nimbus
1 vote -
Signing Instructions for a Customer
Often, when a customer is sent a quote, there are no clear instructions on how to sign it. I feel like instructions should be either sent with the quote automatically or include a template in the email being sent that allows us to choose who to send the instructions too.
3 votes -
Forms - Have another dropdown field inside of each line item that could be be a custom field fot Quantity, or any information
Have another Custom Field dropdown in each item that is a option list that could be used for various thingls
Quantity, Color, etc...3 votes -
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.
6 votes
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