Documents, Photos, Forms & Attachments
196 results found
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Download Completed Forms
Would like to be able to download forms or have it as a document that can be sent as an attachment
6 votes -
Ability to select email template when sending document for signature
Currently there is no way to add an email message when sending a signature request. It requires me to email the customer with a heads up that they are going to be receiving a signature request and it takes extra time.
22 votes -
Ability to add attachments to email templates
Whenever we email out an estimate, we would love to be able to send some attachments with it about our company, etc. Currently, we are not allowed to add an attachment when clicking "email estimate". We also have an automation that sends an email, but there is no option to add an attachment to email templates.
11 votes -
Edit Columns on Material orders and Work orders
I want to not show the Item column. I want to be able to show my "items" selection. as I may have an item that I am trying to order by a bag/ box or size.
3 votes -
Upload Standard Templates into JN
A way to upload our standard templates into JN and fill them in & send to customer from JN
3 votes -
Uploading Videos
Would like the option to preview a video when you upload it into documents under a customer file
19 votes -
Ability to print signature requested doc
Currently when sending a document requesting signature, recipients do not have the option to print the document or download it to review before signing. It would be convenient to include this to make business easier for clients.
6 votes -
Make uploaded docs be automatically marked as private.
Have an option in settings to automatically mark uploaded documents as, private. Currently, this is done manually by have to make sure the box is selected.
5 votes -
Folder creation from Job/contact documents
Creating folders within the documents tab of a record could be helpful to locate certain documents faster.
7 votes -
Time Date Stamp on photos
Time Date Stamp on photos
5 votes -
Create folders for pictures
Be able to create multiple folders for pictures
10 votes -
Ability to Move Signatures to separate places on documents
Wants the ability to be able to place separate signatures in different places on documents rather than just having them in one central location.
10 votes -
Add a page to a signed document
Ability to add another page to a signed document to have it signed so the document could be all in one spot instead of multiple places.
3 votes -
Organize Documents
It would be nice if there was a way to alphabetize Documents or have a folder option. Currently, the most recent document uploaded is on top and you have to search through pages and pages to find a document that might have been uploaded 2 months ago. Alternatively, if they could be dropped into folders that would be another organizational tool. Ideally, we want to store all our job-related docs in JN but right now are using SharePoint as a back-up where docs can be alpha and organized into folders.
8 votes -
uploading multiple photos nimbus auto names most photos the same name
, so when downloading to pc it only downloads 5 pics out of 80, huge time waster to name 80 photos when uploading, and downloading. thinking of quitting nimbus on this alone.
07/08/2021 11:50:45.jpegType: Document
Size: 124 KB
Date Created: Thursday, July 8, 2021
Date File Created: Wednesday, July 7, 2021
Uploaded by Lawrence Watts
07/08/2021 11:48:30.jpeg
Type: Document
Size: 354 KB
Date Created: Thursday, July 8, 2021
Date File Created: Wednesday, July 7, 2021
Uploaded by Lawrence Watts
07/08/2021 11:48:30.jpeg
Type: Document
Size: 303 KB
Date Created: Thursday, July 8, 2021
Date File Created: Wednesday, July 7, 2021…11 votes -
Rename Photos Within JobNimbus
Logo would like to have the option to change the name of their photos, when they're synced into JobNimbus. For example.: When Company Cam's photos are synced, they have a very long name and it would be nice to change that..
10 votes -
Downloading options
Instead of "DOWNLOAD ALL" being the only way to download multiple things at one time, a check box next to an item and the ability to download only those checked items would be amazing. It really helps when merging several documents into a single document.
7 votes -
Subcontractors can upload photos to JN
Our field requires pre-job, in-progress, and completion photos. Since we deal daily with subcontractors, it would be great if they can send photos to the job in JN directly, without a user having to transfer the photos that subs send by text or email and download and upload and erase from our download folders. Time consuming and not efficient.
15 votes -
Change Orientation of Photos after Upload.
The ability to change the orientation of photos after they are uploaded!
3 votes -
More edit options for documents
I would like to be able to have more edit options for documents created in JobNimbus. Like have a landscape view option and also provide more framing options to make a document look more aesthetically pleasing.
6 votes
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