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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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255 results found

  1. Hide Templates

    I would like to be able to 'hide' templates so that they do not show up as an option when creating a doc/estimate/etc. I don't want to delete them in case I decide to start using them again in the future, but I don't want a bunch in the drop-down menu that i'm not currently using.

    1 vote

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    0 comments  ·  Templates  ·  Admin →
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  2. Rotate Photos

    I would like a feature added to be able to rotate photos once uploaded to a contact/job.

    1 vote

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    0 comments  ·  Photos  ·  Admin →
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  3. Automatic Save

    When working on proposals/estimates. the system doesn't "automatically save your work" please HELP.

    1 vote

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    0 comments  ·  Documents  ·  Admin →
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  4. A better document/template builder

    Every time I want to take a word file or excel file we have of one of our company documents and copy and paste it into the document template creator it messes up the layout so much its unusable. Template builder/editor is one of the hardest and most unfriendly feature in JN. The editor is so boxy and clunky its not user friendly or customizable. We would love to import more of our documents into JN and add template fields to auto populate info when created but can not do that effectively with the current design.. Also font selections and…

    1 vote

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    0 comments  ·  Templates  ·  Admin →
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  5. Add Forms to Documents

    I would like to be able to embed a form into a document

    1 vote

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  6. Scroll Through Multiple Documents

    I would like to be able to scroll through all documents instead of having to close out of each one before opening the next.

    1 vote

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  7. Make it possible to add a review link to text message

    can you make it so we can send a link via a text message

    1 vote

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  8. Optimize Photo Report

    Optimize photo reports when converting to PDF. Many times if the photos are too large the PDF simply won't generate, or will generate an extremely large file that I have to manually optimize to reduce the file size.

    1 vote

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  9. Work Order Template Fields

    I would like to be able to add template fields in my emails with information on the customer's work order that I can send to sub contractors.

    1 vote

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  10. Estimates need to show up in documents on the activity screen.

    This needs to happen so we have a quick reference.

    1 vote

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  11. send button for email

    Please move the send button so that we don't have to scroll to the bottom of our attachments every time we want to send

    1 vote

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  12. Document Template of Excel File

    I would like to be able to copy an excel file into a custom document and have it format correctly.

    1 vote

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  13. Limit team members' ability to view email threads/attachments

    Create an accessibility setting for specific team members/groups' access profiles to limit their ability to view email activity from other users and also limit ability to download/view attachments in the emails. It kind of defeats the purpose of limiting team members to be able to view documents such as estimates and invoices when they have full visibility of email activity in which they can just download the attached file and view it.

    2 votes

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  14. Purchase Order #'s

    In the invoice template, there needs to be a hard coding to add a PO# or Reference # on the top next to the Invoice #. The alternative is typing out the PO# in the customer notes, however this is not widely excepted with our corporate clients and leads to documents being rejected.

    1 vote

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  15. Ability to upload photos for Proposal Cover

    Proposals currently have a few stock photos to choose from for the proposal cover page. Most are roofing photos, so none really make sense for our jobs. I would like the ability to upload our own photos to use as the cover page of the proposal. We could take a picture of our customer's home/job and use that vs a stock photo.

    6 votes

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    1 comment  ·  Proposals  ·  Admin →
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  16. In-Person Signature Only

    We collect signatures on documents in person. I would like a way to add that signature to the document without an email being sent to the client.

    1 vote

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    0 comments  ·  Signatures  ·  Admin →
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  17. Estimate Line Item Custom Fields in a Document

    Can we add a custom field for adding line items within a document? I don't want to include the entire estimate, but I want to be able to type in line items with a description and a price, just like we would if we were creating an estimate. I want these fields to populate when creating the document so we can type in the description and price and have it look presentable to the customer. I am currently manually doing this, and the spacing doesn't look great and its time consuming to try to align everything.

    1 vote

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  18. Save Over Previous Photo When Drawing on a Photo

    Whenever I put drawings on my photos and go to save the photo, it does not allow me to save it. It only allows me to save it as a copy. Why! So now when I go to mark up a photo I will have a blank copy and the copy I just marked up. Filling up my photos.
    Can you address this please.

    2 votes

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    2 comments  ·  Photos  ·  Admin →
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  19. Postponed Appointments

    When an appointment has been set and needs to be postponed, there should be a "custom" selection where I can put in the new date and time. Currently I have to postpone the appointment, then create a new appointment.

    1 vote

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    0 comments  ·  Proposals  ·  Admin →
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  20. photo information download attach

    Photos should retain metadata when downloaded. When you download your photos they are given a random name and do not contain useful metadata about the photo, such as the date the photo was taken or the location of the photo.

    1 vote

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