Documents, Photos, Forms & Attachments
226 results found
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E-signature for Invoices - D-sign
The ability to add an e-signature line directly to an invoice, specifically.
3 votes -
Rename Documents inside of JobNimbus
Currently the only workaround I have found is to download the doc, rename, and then upload the new doc. I delete the obsolete version.
It would increase efficiency to be able to rename the document directly in the JobNimbus tool.
2 votes -
Disable "Related" Check Box on mobile App
Being able to open a Job in the app and only see the important Info for that Job is critical. This functionality exists on the desktop version but is missing from the app.
Currently, the activity Log combines Contact-related items in the Jobs without a way to shut it off. Since on Contact can have multiple Jobs over the years, It becomes cluttered and confusing. For Example, I don't want to see documents or notes from a job that was Completed 5 years ago when I'm looking at a new Job of the same contact. (They don't still Live at…
2 votes -
Header on Estimates
When creating estimates/proposals it would be nice to have our logo, contact info, etc. on each page as a header. This comes as some clients have expressed the request of not sending the cover page as it is just extra pages in the document.
2 votes -
multiple choice in FORMS
THE MULTIPLE CHOICE IN FORMS DOES NOT GIVE YOU MULTIPLE CHOICES. It acts as a radio button and gives you one choice. Please fix this broken part of forms
2 votes -
Signing Instructions for a Customer
Often, when a customer is sent a quote, there are no clear instructions on how to sign it. I feel like instructions should be either sent with the quote automatically or include a template in the email being sent that allows us to choose who to send the instructions too.
2 votes -
Make photos on a work order clickable!
Please make it so you can click/enlarge a photo uploaded to a work order on desktop! I can do it on the mobile version of a work order, but not the desktop, and the photos on the work order don't have good enough resolution/detail.
2 votes -
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 -
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 -
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 -
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 -
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 -
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 -
Print Report or Save Reports as PDF
Would like to be able to save or print generated reports versus downloading and editing an excel or csv file
2 votes -
Need Related contact fields for templates
Currently there is no way to print related contacts information on any documents related to a job.
We have multiple projects where we are working with 2 or more home owners, when printing estimates or documents we are only able to reference the primary job contact, even though the estimate will show a related contact in JN, we are unable to print any of the related contact information, need first/last name, address, phone, email. The work around is to make a job for each home owner, which defeats the whole point of using jobs.
2 votes -
Require Input on Contracts
When creating a contract, I want to require my Sales Reps to type something before they can send it to a customer. Like they have to type something there or it will not generate.
2 votes -
Adding Photos to Automations
I have figured out how to add photos to the automated texts & emails, but they show as a link. We need a way to insert the photos so they will show without the link JUST the photo.
2 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 -
Square calculator
Create a form or excel/google sheet file that can be added to a job to help calculate squares/materials when measurements were done by hand. Currently doing this in google sheets then having to add into to JN
2 votes
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