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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

29 results found

  1. Delete and print forms

    I would like to be able to delete a form created under a specific contact/job and download it as a pdf to print it.

    57 votes

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    Gathering Feedback  ·  6 comments  ·  Forms  ·  Admin →
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  2. Share completed Forms

    It would be helpful to share completed Forms from JobNimbus, via email, download and print.

    55 votes

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    Planned  ·  5 comments  ·  Forms  ·  Admin →
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  3. Fill out the new forms feature on a desktop

    Have forms be able to be filled out on the computer.

    55 votes

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    Gathering Feedback  ·  1 comment  ·  Forms  ·  Admin →
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  4. Editable form / table builder / checklist builder

    A simple spreadsheet like form/table (editable columns/rows) with ability to insert dropdowns/text/checkboxes, etc in columns - so that we can create checklists for our crews and support personnel. Your table insert tool in the templates section almost does it - except we don't have full flexibility to modify/insert different functions.

    37 votes

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    Viewed  ·  3 comments  ·  Forms  ·  Admin →
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  5. Improved naturalForms Integration (2 way data sync)

    I'd like to be able to use information gathered in forms from NaturalForms, meaning suck it back in so that info is now in JobNimbus, not just on a PDF attached to the customer in JobNimbus.

    Pull in data from the information added to a naturalForms document.

    22 votes

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    Viewed  ·  3 comments  ·  Forms  ·  Admin →
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  6. Advanced Forms Options

    Some more options with forms would be very nice. I'd like to be able to share a link to forms that I can send my contacts so they can fill the form out. I'd also like to be able to print or download forms, both empty ones and submitted ones. There should also be some option to edit or update a form once it's been filled out.

    17 votes

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    4 comments  ·  Forms  ·  Admin →
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  7. Send Forms as Links/Attachments.

    The ability to send forms as a link/attachments.

    14 votes

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    0 comments  ·  Forms  ·  Admin →
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  8. Ability to access naturalForms from JobNimbus web app

    It would be really helpful to edit naturalForms documents from JobNimbus online. After filling out a form from Jobnimbus app with naturalForms, there is no way to edit the form except to go directly to NaturalForms to do the editing. That is not really efficient to have to bounce through multiple apps to get a form edited especially when you are with a client and have to sign in again to naturalForms and get the info.

    14 votes

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    Viewed  ·  1 comment  ·  Forms  ·  Admin →
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  9. Create a report from forms

    I would like to be able to create a consolidated report from the information gathered on the form when we do a roof inspection. Maybe I would use it with my estimate or attach it to my work order.

    12 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. Make Form drafts visible to office

    If a sales rep is unable to complete a check list form and saves it as a draft, it would be great to make the draft visible to the office. Currently we cannot see it in the draft stage until that check list is complete, problem also is if they save it then they cannot go back to edit it.

    11 votes

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    Viewed  ·  1 comment  ·  Forms  ·  Admin →
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  11. Automations Triggered by Forms

    I'd like to be able to create an automation triggered by a form being completed. We would like to utilize the form function for our production manager to fill out daily or weekly progress forms for jobs and have them automatically emailed or have some kind of notification that they are completed.

    9 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. Forms Cover Page

    I would like the forms to have a cover page with our logo and the homeowner's information so they look nice when sent out.

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  13. Download PDF of forms

    Ability to download a filled out form as PDF

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. Form Answers ability to map to custom field.

    Ability for answers to Forms questions be mapped to custom fields.

    8 votes

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    Viewed  ·  0 comments  ·  Forms  ·  Admin →
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  15. Ability to add fields in forms and send to sign options

    I know it is in the works, but the ability to add documents as forms and insert fields to then send out for e-signatures directly with Job Nimbus would be extremely helpful. Don't particularly like Natural Forms.

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Downloadable Forms

    Can you make forms downloadable? We have some clients that require us to upload photos into their portal and they will only allow to upload one at a time. If we could upload our pictures/inspection form instead of individual photos this would save a ton of time. Thanks!

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  17. Add form to Contact/Job from the web browser version of JobNimbus

    We'd like to be able to add a form to a Contact/Job from the web browser version of JobNimbus so that the form already exists on the said Contact/Job before the sales rep goes onsite to fill it out.

    6 votes

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    3 comments  ·  Forms  ·  Admin →
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  18. Signature Type for Forms

    It would be helpful if one of the type of elements in forms was a signature capture field. We currently use a paper job completion form where the customer and sales rep sign after doing the final walk-around at the end of the job. Rep verifies he inspected job and brief customer on warranty and other items, and customer signs buyoff. This feature would allow reps to upload signed forms into the job.

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  19. form data integrates into job fields

    We would like it if data that is entered into forms can automatically prefill data in custom job fields that match. For example, we inspect our roofs after completion and score the crews with a 1-5 rating. At this time, someone needs to fill out the form then manually transfer the data into the job fields.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  20. Be able to add colors or other information at the top of a form

    I would like to add Colors to the top, so when we do a picture of color matches we can have it under that, instead of having to scroll thru all the photos we take, to find that picture

    3 votes

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    Gathering Feedback  ·  0 comments  ·  Forms  ·  Admin →
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