Documents, Photos, Forms & Attachments
233 results found
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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 -
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 -
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 -
Water damage mitigation package
We run a water damage mitigation company, and used job nimbus for years, we love it! Here are a few ideas that I know would help my team out a lot. 1) being able to create an album where all photos can be organized, like an album named kitchen and all photos of kitchen are located there, or bedroom 1 and all bedroom 1 photos are there. 2) sketch, moisture logs, equipment logs, hygrometric logs and scope sheets can be created basically a one stop shop app tailored more to water damage restoration company's, you could market has a package…
4 votes -
Fill out Forms from desktop
We should be able to fill out forms from the desktop. It's nice to stay on desktop when working in the office and not have to go to my phone to fill out a form
1 vote -
FIX THE GLITCHES
Every time I add a document I choose a category after I click save it reverts back to calling it just a document so I am having to update it again causing multiple work for the same thing. FIX THE GLITCHES
1 vote -
Drag to upload documents
The new update doesn't allow dragging documents to upload anymore... They have to be downloaded to the computer, so I can't easily drag email attachments anymore, they have to be saved to the computer first. Not convenient.
1 vote -
Rename Documents inside of JobNimbus
Currently the only workaround I have found is to download the doc, rename, and then upload the new doc. I delete the obsolete version.
It would increase efficiency to be able to rename the document directly in the JobNimbus tool.
5 votes -
Disable "Related" Check Box on mobile App
Being able to open a Job in the app and only see the important Info for that Job is critical. This functionality exists on the desktop version but is missing from the app.
Currently, the activity Log combines Contact-related items in the Jobs without a way to shut it off. Since on Contact can have multiple Jobs over the years, It becomes cluttered and confusing. For Example, I don't want to see documents or notes from a job that was Completed 5 years ago when I'm looking at a new Job of the same contact. (They don't still Live at…
3 votes -
Ability To Fill out Forms in JobNimbus without a login to JobNimbus
Yes, we have employees who we don't really need them to do anything in Nimbus but complete an end of day report and for what a seat costs, that's just not worth the monthly cost, we can have them do it in another system for free and access that way. If there were a cheaper option for super limited access such as this, we would definitely consider adding more users with super limited functionality.
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.
1 vote -
Header on Estimates
When creating estimates/proposals it would be nice to have our logo, contact info, etc. on each page as a header. This comes as some clients have expressed the request of not sending the cover page as it is just extra pages in the document.
4 votes -
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.
1 vote -
A combo type for forms
I have a form that i use for my salesman to count pipejacks, furnace vents, exhaust caps, ridge vent, turbines, gutter length, & turtle vents. A multiple choice or a checklist that also allowed you to enter a number (qty or length) next to the item would be great. it would keep the form more compact. I can perform this now, but each item has to have its own section , taking up a lot of real estate on the form and the form response
1 vote -
A combo type for forms
I have a form that i use for my salesman to count pipejacks, furnace vents, exhaust caps, ridge vent, turbines, gutter length, & turtle vents. A multiple choice or a checklist that also allowed you to enter a number (qty or length) next to the item would be great. it would keep the form more compact. I can perform this now, but each item has to have its own section , taking up a lot of real estate on the form and the form response
1 vote -
multiple choice in FORMS
THE MULTIPLE CHOICE IN FORMS DOES NOT GIVE YOU MULTIPLE CHOICES. It acts as a radio button and gives you one choice. Please fix this broken part of forms
4 votes -
Display or Upload Related Tasks Documents or Photos
When a task is created, you have the ability to upload documents or photos to that specific task record. Upon uploading those documents or photos, they will not show up on the parent job or contact record (even if the "related" checkbox is selected). I would like to either be able to see those from the "related" checkbox or have those documents/photos be uploaded to the parent record automatically.
When I upload a document/attachment to a task, I need it to show in the documents in the job as well. As it is, I have to upload the attachment 2x.…
1 vote -
Bulk download photos (100+)
JobNimbus, once you try to download more than 100 photos from a job, simply doesn't work. Not having a limit to the amount of photos you can bulk download would save a lot of time!
2 votes
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