JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Documents, Photos, Forms & Attachments

  1. 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 vote

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  2. Add form to Contact/Job from the web browser version of JobNimbus

    We'd like to be able to add a form to a Contact/Job from the web browser version of JobNimbus so that the form already exists on the said Contact/Job before the sales rep goes onsite to fill it out.

    1 vote

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  3. 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 vote

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  4. Attach Documents to Estimate Email

    Ability to attach documents to an Estimate when sending Estimate for signature. For example: Contract Terms & Conditions

    1 vote

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  5. Upload a PDF to a Form

    Would love to be able to upload pdf files while filling out a form.

    1 vote

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  6. 1 vote

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  7. 2 votes

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  8. Upload Fillable PDF's (i.e custom contracts, change orders etc) to Document Templates

    Which would then allow our custom documents to be sent out for e-signature.

    1 vote

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  9. 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 votes

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  10. Document Status changes with signature status

    There used to be a "Signed" status for documents, but now that's gone and the signature status column seems to have replaced it. The problem is that the signature status can be fully signed, while the document status remains as a draft. I think the document status should relate to the signature status, or the document status should be removed altogether.

    3 votes

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  11. 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.

    1 vote

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  12. 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 vote

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  13. 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 vote

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  14. Work Order Modified Automations

    There is a built in feature to automatically send work orders to subcontractor, but no built in features to automatically send modifications. You can create an automation to do this, but since attachments cannot be automated into emails, there's no way to send the updated WO to the sub, except manually. On weeks with weather, there are a lot of adjustments to job start dates, which means a lot of manually sent emails.

    1 vote

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  15. Ability to delete or hide company documents that are associated with active records.

    Right now you get an error if you try to delete a document if it's been used in an email. We should be able to delete or hide those if they are outdated.

    4 votes

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  16. Allow us to edit forms that have already been submitted and delete old forms from jobs

    We need to be able to access forms from a desktop as well as be able to edit forms that have already been submit in case of error or mistake or something changing.

    10 votes

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  17. Signature Type for Forms

    It would be helpful if one of the type of elements in forms was a signature capture field. We currently use a paper job completion form where the customer and sales rep sign after doing the final walk-around at the end of the job. Rep verifies he inspected job and brief customer on warranty and other items, and customer signs buyoff. This feature would allow reps to upload signed forms into the job.

    2 votes

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  18. Create a report from forms

    I would like to be able to create a consolidated report from the information gathered on the form when we do a roof inspection. Maybe I would use it with my estimate or attach it to my work order.

    1 vote

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  19. Allow CSS Styling on Templates

    Many of our templates are based off the same CSS styles, so minor updates requires me to update each individual template HTML source code under the <style> tags on each template. Allowing users to link a style sheet hosted on the web to templates within the HTML source would massively improve user experience

    3 votes

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  20. 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 vote

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