Documents, Photos, Forms & Attachments
287 results found
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I need to be able to edit a form from pc once it is submitted
I think a Form should be able to be filled out from the web browser (PC) not just the app. also it would be nice if once its submitted you can go back in and edit it, we don't always get all the photos and information at the same time so we would then need to go back and edit to add information.
4 votes -
Provide a photos section on my homescreen that allows me to scroll through ALL job photos
When on my home screen where I can see a jobs list and contacts list and tasks provide a section to see jobnimbus photos for ALL jobs that you can scroll through. like on the APP but more then the last 30 days.
2 votes -
Upload Photos to the Document Tab
When out in the field, we often take pictures of documents to upload into JobNimbus. It would be nice if we could have these upload under the documents tab instead of the photos tab. I understand that it is currently limited by the file type, but it is my opinion that I should be able to choose which tab it shows up under regardless of file type.
2 votes -
Share Link on Mobile App
I would like to be able to share photos with customers via the mobile app with a link to all the photos instead of having to send each photo over email.
3 votes -
The ability to automatically send an updated invoice or receipt to a client when a payment is made.
It would be nice to have the ability to automatically send an updated invoice or receipt to a client when a payment is made. Also, the option to be able to include documents into an automation.
Ex. When a client makes a payment, send invoice to their email.
Ex. When a client moves to paid & closed, send document- warranty.1 vote -
Form Formatting and Emailing
When downloading forms, I would like them to be better formatted to the page and have smaller margins instead of looking like a screenshot of the form itself.
I would also like it if, when you create a form, you could send it directly to the customer from there, and have the form appear under documents.
I would also like if, when composing an email, you could attach a form to the email.
3 votes -
Ability to edit photos via browser version of JobNimbus
Need the ability to edit photos via the browser version of JobNimbus. The only ability to edit photos at this point is to do so via the mobile version. This is very limiting.
5 votes -
Add document attachments to Work Orders
Images are nice to add to line items in job nimbus, but often we need our guys to have access to the documents. Instead of filtering through the many documents on a job, we'd like to attach relevant documents to a work order.
1 vote -
Rearrange Proposals
I would like to be able to rearrange the proposals. I’d like to have a PDF with an intro letter as the 2nd page of the proposal.
1 vote -
Color Names on Text Color Picker in Templates
I would like to be able to edit the colors in email templates easier. It's difficult to edit the colors via the HTML, but I struggle to distinguish between what is blue and what is purple on the text color picker. It would be helpful if the colors had a name when hovering over them so I could tell what they are.
1 vote -
Company Documents- Videos and/or powerpoint uploads
Hello, I would like to be able to upload a powerpoint presentation for our sales guys to use and show clients. To keep everything in Job Nimbus we use.
Also, it would be nice to be able to upload our 30-60sec company intro video also so our sales guys and show customers.3 votes -
Ability to type a custom number for the estimate total
To be able to type the number you're trying to get to and it automatically adjust the margins to the appropriate percentage.
1 vote -
Eagleview Map
Be able to choose which structure you want to pull measurements for when ordering an Eagleview.
1 vote -
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 -
Rotate Photos
I would like a feature added to be able to rotate photos once uploaded to a contact/job.
5 votes -
Automatic Save
When working on proposals/estimates. the system doesn't "automatically save your work" please HELP.
1 vote -
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 -
Add Forms to Documents
I would like to be able to embed a form into a document
1 vote -
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 -
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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