Documents, Photos, Forms & Attachments
251 results found
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Team Member Name Not Showing With Photo Uploads
In the previous version of JobNimbus, the name of the team member used to show next to the photos. I would expect the name to also be attached to each photo and be able to be seen when the photo is clicked on in the new version. Now I have no way of knowing who uploaded what photos in a job unless I go to the Contact page and view the photos there.
1 vote -
Moving Photos from Contact to Job or vise versa
In the Edit drop down provided for each photo, add a line to move the photo within the contact to a job, or from job to job, or back to contact. Currently I have to download the photo and reupload it.
1 vote -
Add form question answers to documents as a template field
Is there a way to add a multiple choice option to the documents. I have looked in template questions, but there is no multiple choice option. The forms support multiple choice, but i don't see a way to get that data into a document. I even tried a workaround which was pointing the form to a job field and then using the job field in the document, but you only allow 50 custom job fields.
1 vote -
Internal notes
Allow internal notes to be added to an estimate that has been sent for signature. I like adding notes for myself when there are multiple change order estimates and once sales sends it, I can no longer add an internal note.
1 vote -
Reply to Notes
For company communication, we currently edit a note and tag back and forth to discuss an issue or need on a job. It would be a lot cleaner to reply underneath a note for a dialogue between multiple employees to hash out an issue. 2 attached screenshots: one shows what we are currently doing in JN which is a pain. The second is how I'd like to see it, with date stamped replies under notes.
1 vote -
Please do NOT GET RID OF LEGACY ESTIMATES AS AN OPTION!
Please do NOT GET RID OF LEGACY ESTIMATES AS AN OPTION! I use this for certain types of customers & insurance estimates I can attach pictures to each line to reference each line item. We CANNOT do this the same in Estimates. Estimates are used best for direct retail customers.
1 vote -
Customer Notes in Legacy Estimates & Notes in Estimates
When an estimate is used to create an invoice, it is really important to us for all "Customer Notes" (in Legacy)/"Notes" in Estimates to automatically transfer into the "Special Instructions" in the Invoice so that I can set an automation for once the estimate is signed to auto populate and send the invoice to the customer to request a 1/2 down deposit.
1 vote -
Print work order pdf shortcut option
Requesting ability to print pdf work orders via a shortcut option. Currently when a work order is saved on desktop version, you have to clear out the pop up so that you can then select the 3 dots, to download a pdf to then in turn hit print. A quick shortcut would be great.
1 vote -
The Client-Ready PDF Makeover
I’ve got another suggestion for the Form Builder, but this one is all about the design and layout of the PDFs we’re generating. Right now, the data is all there, but the presentation feels a bit "all over the place," and frankly, sometimes it’s a little embarrassing to send to a homeowner.
The Request: Can we get a cleaner, more standardized layout for Form PDFs? Specifically, we need the "Photo" sections to stop shifting or shrinking when we add more images.
The Problem (The "Layout Glitch"):
Right now, if a sales rep fills out a form and only adds one…1 vote -
Automatically Add Forms To Documents Once Submitted
I’ve been using the Form Builder lately, and while it’s great for grabbing data in the field, there’s a manual "extra step" that’s becoming a real bottleneck for us.
The Request: Can we get an option to automatically save a submitted form as a PDF directly into the "Documents" tab of a job?
The "Why" (Real-Life Example):
Right now, it feels like double the work. My sales rep finishes a detailed inspection on-site and hits "submit." In his mind, he’s done. But then my office manager has to go into the job record, click over to the "Forms" tab, open…2 votes -
Estimate number on company page of proposal
Have the estimate number populate on the company page of the proposal so when clients with multiple jobs or estimates call in, it makes it easy for them to give the estimate number for the correct estimate they are calling about.
2 votes -
A clickable Google and Facebook review page
create a click button to leave reviews. Even a page with star that they can click on the stars and and it takes them to the google or Facebook reviews which ever the client wants.
4 votes -
When selecting a document to attach to an email add a column to display the internal note and description
When selecting a document to attach to an email, example, material orders, in the selection window, adding a column for internal notes or descriptions to allow quicker and better differentiation of said documents would save a ton of time.
1 vote -
Upload a pdf to a client file that can be sent directly to the client for their signature (like DocuSign)
Upload a pdf (ex. permit application that needs homeowners signature) to a client file that can be sent directly to the client for their signature through JobNimbus rather than having to go outside of Jobnimbus and use a third party like DocuSign.
3 votes -
Add only photos with notes to custom photo document.
Either a way to sort add or photos with notes to folder and then only use those photos in a custom photo document. Instead of scrolling through a hundred photos and trying to remember which ones have notes on them.
1 vote -
subcontractor access
I would like to onboard subcontractors and have everything filter to them in Jobnimbus through workorders, but currently there are issues with the restrictions / controls. As a company, we should be able to restrict what information a subcontractor can see...Right now, subcontractors can edit ALL FORMS if they are assigned a customer / work order. We do our inspections from "forms" and our job closeout (employees do this) using "forms"...it makes no sense for a subcontractor to be able to go in behind them and CHANGE A FORM?? Also, a subcontractor can change the status of a workorder...Our automations…
1 vote -
Relate payments and credit memos
When selecting the related option from the job level. The payments and credit memos will not show under the job. Only the invoice. It is also confusing when the related option is at the top of the page, as it seems like it's a filter for the entire page, not just the invoice section.
1 vote -
Automatically Add Form Responses in Documents
Currently, once Job Inspection Details are submitted, they are locked within the job record and cannot be emailed, shared, or sent to third parties such as insurance companies. This makes inspection data difficult to use outside of internal tracking, even when it contains critical photos and damage documentation.
5 votes -
Multi-Stage / Multi-Document Signing Workflow for Proposals & Contracts
Currently, JobNimbus supports only one signable document per email and does not allow conditional or sequential signing workflows. This creates friction for contractors who need customers to review and acknowledge a proposal, inspection report, or contingency agreement before signing a final priced contract.
1 vote -
Searchable Photos
We use keywords in the notes of photos to make them searchable ie: "2 layers felt" "OSB" "permit" and now there is no search bar in the photos section. This is awful. And when you have hundreds of photos uploaded makes it impossible to find.
ALSO, when attaching photos or documents to an email they are not searchable either. I send emails to insurance with invoices and permits. I can't search documents for "permit" when trying to find it to attach to the email.
While some of the updates are okay, these small things that have been lost are crucial…
2 votes
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