Documents, Photos, Forms & Attachments
207 results found
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Material order USE OUR PO not JN material order number
Please allow us to use a different field for the Material Order number on the Template or allow us to hide YOUR material order number, so we can feature our JOB PO which for us is our display name. Those numbers mean nothing to us the way we use Nimbus and our suppliers especially Beacon and its new AI only pickup on your number not the one we have added in large letters and bolded. PLEASE.
1 vote -
Albums for Photos
Create more options for sorting, dividing, and saving photos. Albums would be the best thing - we do a lot of work that requires that we take photos for specific rooms in a building or sides of a building or we want to share an album with a customer. The room separation is really important because we do mitigation work.
Besides that having a ton of photos and documents without some folder separation makes them hard to sift through.1 vote -
voicemail
There are times in which you get rather long voicemails that are addressed to a certain representative at the company regarding the project. I have been converting these over to MP3, and uploading under documents/photos and then tagging the rep that is handing the account. It would be nice if they could play within the program, and not have to download the message to listen to it.
1 vote -
Add automations to be trigger upon the completion of a form
Add automations to be trigger upon the completion of a form
1 vote -
Photo View
would like to be able to view all photos uploaded each day. When looking for photos to add to web or marketing this feature would make it easier to view. Rather then continuing to have to go back to each job. For example, in marketing maybe we are promoting windows, we then have to find all the jobs we did window installation on and search to see if there is any material that we can use. If we had a photo gallery of all jobs it would make things so much easier, Especially if its months later.
1 vote -
Photo feed on web version
on the app, there is a "photo feed." there should be a web version of this. It would make marketing much easier.
1 vote -
Logo too large and format editing
We need to be able to make some edits to formatting on the signing page. The logo for the finance company is way too large and overwhelming. The important info and pricing is listed too small. It would be nice to adjust logo size and font size on these SumoQuote new estimates
1 vote -
duplicating work order template
Currently, when duplicating a template, it initially displays code that we're advised not to touch. To proceed, we must click "Add Template," then reopen it to make necessary changes. This adds unnecessary steps and complexity.
During a recent support interaction, I highlighted this issue, but the response indicated that this behavior is intended. This process disrupts workflow efficiency and usability.
Suggested improvement: Ensure duplicated templates display correctly upon creation, without requiring additional steps.
1 vote -
Actual Signature
Is Job Nimbus ever going to make it to where you can sign documents instead of it being 1 automated signature? Our contract needs multiple signatures from the customer and witnesses in numerous sections on our contract and each section needs to be signed with an actual signature
1 vote -
Ability to get rid of the Logo in the Top Right Corner
We want the ability to remove the logo from the top right corner as we already have it in the picture upload. As well as the ability to upload PDFs rather than just JPEGS.
1 vote -
Add photo container to templates
Creating custom templates in jobnimbus alone is a task especially when using the HTML function. I am just glad it exists. Leanring HTML as you go is another adventure. Anyway I am in the process in creating a 5 page template type form which will require photos and attachemnts a the end. It would be great if we had another HTML function similarly to the checkbox that adds a photo container to the template where the user can upload with certain parameters predetermines IE size and locaiton of upload on the page. Also selecting from the job or contact would…
1 vote -
JobNimbus Local Client Drive Sync
I recently noticed with documents & photos coming in from a multitude of other platforms and apps. It would would be much more efficeint to be able to have a syncronized drive locally on my PC that allows me to choose the shared/sync'd folder to save it into rather than downloading locally then uploading to jobnimbus. This would work just like other storage applications like Box, Google Drive and Dropbox. It could also potentiall add a more streamline way to organize files and photos through a more standard filing system as well as create more direct downloading experiance and possibly…
1 vote -
Add Image Resizing/Reformatting in Forms
The Forms feature is essentially useless for damage inspections because when taking multiple photos they are all lined up vertically and shrunk to a tiny size to fit ONE page. Because of this, I can't create a template for damage inspections which was one of the main reasons we went with this software in the first place.
1 vote -
3 votes
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Send Multiple Photos from JN via iMessage
I would like to be able to select one or multiple photos on my phone and send them all to a contact in iMessage. Currently I have to save the photo to my phone and then send it from there.
1 vote -
Would like the photos submitted in a form to NOT resize when downloaded to PDF
Would like the photos submitted in a form to NOT resize when downloaded to PDF. I love the form option, but it's unusable as a report to a 3rd party. The photos resize to thumbnails and cram them all on one page when the form is downloaded to a PDF Client's can't see them, even when they zoom in as far as possible. In our experience, this is good for in-house use within JN but non-functional for other purposes.
4 votes -
Print Report or Save Reports as PDF
Would like to be able to save or print generated reports versus downloading and editing an excel or csv file
2 votes -
1 vote
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Need Related contact fields for templates
Currently there is no way to print related contacts information on any documents related to a job.
We have multiple projects where we are working with 2 or more home owners, when printing estimates or documents we are only able to reference the primary job contact, even though the estimate will show a related contact in JN, we are unable to print any of the related contact information, need first/last name, address, phone, email. The work around is to make a job for each home owner, which defeats the whole point of using jobs.
1 vote -
Cancel/Void Signature Request
I requested a signature on a document and need to cancel/void that document before the customer signs, as there was some inaccurate information there. I changed the status to 'Canceled', but the customer could still sign it and this could put me in a legal battle. I would like a way to cancel signature requests and/or make the signature link invalid for instances like this.
4 votes
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