Documents, Photos, Forms & Attachments
92 results found
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The work order template and the estimate template need to have the same format.
In the WO template there isn't a amount column. I would like the ability to have a total appear in the section when checked, like it does in the estimate template.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Be able to upload a document and make notes/tag people at the same time
We want the ability to upload a document, and be able to make a not and tag people at same time.... not have to load and go out and search job or contact and go back in and make a note.
2 votesMerged with other ideas, fixed, or declined.
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when dragging document to upload, BOX SHOUL HIGHLIGHT TO DIFFERNT COLOR. ITS HARD TO TELL IF DOCUMENT HAS BEEN PLACE IN THE BOX.
when dragging document to upload, BOX SHOUL HIGHLIGHT TO DIFFERNT COLOR. ITS HARD TO TELL IF DOCUMENT HAS BEEN PLACE IN THE BOX
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Be able to add colors or other information at the top of a form
I would like to add Colors to the top, so when we do a picture of color matches we can have it under that, instead of having to scroll thru all the photos we take, to find that picture
3 votesMerged with other ideas, fixed, or declined.
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Verify you want to send a non-financial document before sending
When clicking to edit a document under a contact, the 'edit' button and the 'Email document' button are right next to each other. We had an issue where our mouse skipped and it accidentally sent an inaccurate document to our contact.
There needs to be a 'are you sure you want to send this document' popup to allow us to accept or deny the sending of that document.
1 voteMerged with other ideas, fixed, or declined.
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Option to selected signed with agreements
With one of your upgrades you removed the option to change the status of an agreement to "Fully Signed". There are still many people that do not have the ability to electronically sign or want to wet sign an agreement. When we up load the agreement we can not indicate the agreement is signed under document status.
1 voteMerged with other ideas, fixed, or declined.
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Photo Activity
The abiltity to track the activity for photos when they are uploaded or deleted from a contact.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Have a way to search for the Contact/Job that a Company Document is related to.
Have a way to search for the Contact/Job that a Company Document is related to. So that we can be able to delete the document.
1 voteMerged with other ideas, fixed, or declined.
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Stay on same place on the page when downloading photos
When downloading photos it scrolls you back to the top of the page. Allow the page to stay in the same place when a photo is downloaded.
2 votesMerged with other ideas, fixed, or declined.
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Hide Forms Tab.
Be able to hide the forms feature.
2 votesMerged with other ideas, fixed, or declined.
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Document Signatures -Choosing where the document signature line goes on the document.
I would like to choose where the signature line is placed on the document
6 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Add a document status to indicate a signature was collected on a paper copy of said document
Add a document status to indicate a signature was collected on a paper copy of said document
6 votesMerged with other ideas, fixed, or declined.
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Ability to layout a page similar to MS Word function
I hope I'd be able to edit a document as it's shown on paper. I find it hard to format the document without seeing the content on the paper size itself. It seems like JobNimbus does all the formatting at this time.
If there could be an option to see and change the paper size, that would be great as well.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Change Order of Attachments on Created Documents
The ability to change the order of documents when multiple attachments are placed on a document template/created document.
2 votesMerged with other ideas, fixed, or declined.
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Download All Unique IDs
Please make the unique ID (the random letters and numbers) generated and added to the end of the file name when download all the photos more professional.
4 votesMerged with other ideas, fixed, or declined.
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Add "select all" when creating a photo sheet from a template so we don't have to select 40+ photos one-by-one
The problem is that when you create a photo sheet from a template, you have currently have to select all photos you want in the photo sheet one-by-one. That is okay for a few photos but not when you want to select all 50+.
3 votesMerged with other ideas, fixed, or declined.
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Multiple photo issues after update
- Photo viewing not working on iPad Pro. The pictures do not load full screen, they only load in the side view one at a time.
- You cannot scroll through pictures on iPhone or iPad (not working entirely on iPad), you have to click one at a time and close out of each individual picture. This is very cumbersome and breaks the flow of client meetings.
- Multiple photo batch uploading from camera roll in the field not working. This results in not being able to review photos with JN with the client on site.
- Photos taken from the JN app or…
4 votesMerged with other ideas, fixed, or declined.
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Track COIs - Vendor/Contractors Certificates of Insurance
Tracking subs COIs, Certificates of Insurance, is a timely, but necessary part of contracting. It would be incredibly helpful to have this an option for all of us. I know that other CRMs allow for it.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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automation trigger for document/photo upload filtered by status
Please add the ability to filter by job status when utilizing photo uploads as a trigger.
This would allow us to more efficiently track jobs especially when using CompanyCam integration.
1 voteMerged with other ideas, fixed, or declined.
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move the Create Document Button
Please move the "Create Document" button up above the Template Content Window.
It is easy to miss this button because it's way down below.
1 voteMerged with other ideas, fixed, or declined.
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