Documents, Photos, Forms & Attachments
226 results found
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Insert template field for most recent payment for a job, or pulling a payment reference number.
There is no insert template field currently in templates to insert the most recent payment on a job.
2 votes -
7 votes
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Ability to PRINT Proposals
With old school clients the ability to print a proposal and hand deliver would be nice.
3 votes -
Mandatory Forms
I would like the ability to not only attach specific forms to jobs or work orders to ensure they are completed by technicians, but also have the ability to make them mandatory to fill out before marking the work complete. This would be helpful especially with ensuring safety forms are completed for every site for example.
2 votes -
Mandatory Forms
I would like the ability to attach specific forms to jobs or work orders to ensure technicians not only remember to complete them, but have to in order to mark as completed.
4 votes -
When email estimates, or any correspondence within JN-should auto remember previous copied emails
When emailing to customer or prospect, the software should remember commonly used emails when copying others within the email addresses, instead every single time we must type out each others emails for whom you want to copy....ridiculously outdated.
1 vote -
Photos will not show or load without major delay and waiting
PHotos is a constant problem from freezing up, to major excessive slow access even after they have already been loaded
Constant all year long!2 votes -
Photos will not show or load without major delay and waiting
PHotos is a constant problem from freezing up, to major excessive slow access even after they have already been loaded
Constant all year long!1 vote -
Please raise the document size limit substantially.
Currently set at 100 MB, and we regularly get plans set over 150MB and sometimes over 200MB
3 votes -
Ability to Delete Products and Services
The products and services list is completely cluttered with duplicates of products and services that are hidden but then we have to name the new one something different because it already exists.
9 votes -
Flow chart options for Forms
It would be helpful for forms to have a flowchart function. For example, depending on the multiple choice answer provided (Q. what is the roof type? A1: Shingles, A2: Standing Seam), you are led to complete different form fills past that point.
4 votes -
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.
2 votes -
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 -
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.
3 votes -
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
2 votes -
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.
2 votes -
Require Multiple Pages to be Signed on a Document
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.
2 votes -
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
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