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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.

    64 votes

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    Gathering Feedback  ·  6 comments  ·  Forms  ·  Admin →
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  2. Fill out the new forms feature on a desktop

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

    61 votes

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    Gathering Feedback  ·  4 comments  ·  Forms  ·  Admin →
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  3. Share completed Forms

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

    56 votes

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    Planned  ·  5 comments  ·  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.

    40 votes

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    Viewed  ·  3 comments  ·  Forms  ·  Admin →
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  5. Edit, download, and email forms

    We want to be able to edit, download, and email the forms we create in JobNimbus

    30 votes

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    4 comments  ·  Forms  ·  Admin →
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  6. 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.

    28 votes

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    5 comments  ·  Forms  ·  Admin →
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  7. 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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  8. 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.

    21 votes

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    4 comments  ·  Forms  ·  Admin →
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  9. Forms to clients

    Is it possible to send a form template to a customer to complete

    17 votes

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    3 comments  ·  Forms  ·  Admin →
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  10. 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.

    17 votes

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    1 comment  ·  Forms  ·  Admin →
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  11. 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.

    16 votes

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

    Ability to download a filled out form as PDF

    12 votes

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    2 comments  ·  Forms  ·  Admin →
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  14. 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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  15. 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.

    10 votes

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    1 comment  ·  Forms  ·  Admin →
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  16. 10 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Form Fields to Fill Custom Fields

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

    10 votes

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    Viewed  ·  1 comment  ·  Forms  ·  Admin →
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  18. 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.

    9 votes

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    0 comments  ·  Forms  ·  Admin →
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  19. Form Data to flow to a template to create estimate

    It would be useful to have the information or data from a Form be an input flow to a template which can create an estimate.

    7 votes

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    3 comments  ·  Forms  ·  Admin →
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  20. 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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