Documents, Photos, Forms & Attachments
256 results found
-
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 -
In-Person Signature Only
We collect signatures on documents in person. I would like a way to add that signature to the document without an email being sent to the client.
3 votes -
Ability to text a work order or other documents.
Ability to include attachments in text messages. Work orders, estimates etc
3 votes -
Function/shortcut to main navigation for documents
Ability for an icon in the main navigation for documents - the shared document area. In the HOME CONTACTS CALENDAR line. Sort of like a bookmark tab in Chrome. Going through the regular search icon is onerous and mixed use, i.e., everything is listed, not organized by function, or anything, just alphabet.
3 votes -
The ability to upload documents larger than 100mb.
The ability to upload documents larger than 100mb.
3 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
3 votes -
Live Documents
We have supplements to send to insurance, and often those are figured out on the job and on the fly. It would be better to have a simple document that could be opened, typed in, saved, and closed....and then opened again later in the day to do it again until the job is complete. It would be more akin to a Google Drive document.
3 votes -
Signature Document Workflow
When creating templates, there should be an option to create a document workflow for signatures. For example, we require that proposals be reviewed by one of the owners before going out for customer signature. We currently cannot do that in JN, so we have to use a third party e-signature service which allows us to create these workflows. A way to do this would be for us to be able to create an estimate template with all the contract terms and conditions, and to have a feature where we select that any estimates sent for signature under that template, must…
3 votes -
Add a page to a signed document
Ability to add another page to a signed document to have it signed so the document could be all in one spot instead of multiple places.
3 votes -
Open two documents at once
I need to be able to open two documents in a file at the same time. When check on the status of an insurance claim, I need to be able to open the scope front the insurance company, as well as my supplement/estimate that I have submited. I need to be able to open two documents at once. I am pulling my hair out because you don't allow me to do this.
3 votes -
Search, Sort, and Filter Files
Need these in our daily business:
Files to sort by Created Date
Files to sort by Name
Files to sort by Types in a single view
Files to sort by Users
To name and re-name uploaded pdf and photo files
3 votes -
Bigger images on the Job level
Having these images easier to see, it would be awesome. Also any images added to that section should be listed within the job under photos automatically. Right now we have to upload to both locations.
3 votes -
Estimate number on company page of proposal
Have the estimate number populate on the company page of the proposal so when clients with multiple jobs or estimates call in, it makes it easy for them to give the estimate number for the correct estimate they are calling about.
2 votes -
Searchable Photos
We use keywords in the notes of photos to make them searchable ie: "2 layers felt" "OSB" "permit" and now there is no search bar in the photos section. This is awful. And when you have hundreds of photos uploaded makes it impossible to find.
ALSO, when attaching photos or documents to an email they are not searchable either. I send emails to insurance with invoices and permits. I can't search documents for "permit" when trying to find it to attach to the email.
While some of the updates are okay, these small things that have been lost are crucial…
2 votes -
2 votes
-
View all Documents/Photos on All Jobs
To enable related across all jobs, and not have to enable it individually for every job
2 votes -
Automatically Order and sort Photos in the order they were taken.
1st photo taken, typically residence overview is ordered first in photos tab, remaining photos are ordered in the sequence they were taken. In the way a typical flow of a property inspection would be.
3 votes -
Display or Upload Related Tasks Documents or Photos
When a task is created, you have the ability to upload documents or photos to that specific task record. Upon uploading those documents or photos, they will not show up on the parent job or contact record (even if the "related" checkbox is selected). I would like to either be able to see those from the "related" checkbox or have those documents/photos be uploaded to the parent record automatically.
When I upload a document/attachment to a task, I need it to show in the documents in the job as well. As it is, I have to upload the attachment 2x.…
2 votes -
Bulk download photos (100+)
JobNimbus, once you try to download more than 100 photos from a job, simply doesn't work. Not having a limit to the amount of photos you can bulk download would save a lot of time!
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
- Don't see your idea?