Documents, Photos, Forms & Attachments
232 results found
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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 -
Attach Specific Document Types in email template
Because you are able to define each document type which is uploaded, I WOULD THINK that you can make an email template that attaches all documents labeled as user defined "Document Type" to an EMAIL TEMPLATE. IF you can add this feature it would make the process 100x easier.
ie If job status is set to follow up - send email template "follow up" Attach all documents with type as "follow-up documents"
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 -
Edit Columns on Material orders and Work orders
I want to not show the Item column. I want to be able to show my "items" selection. as I may have an item that I am trying to order by a bag/ box or size.
3 votes -
Upload Standard Templates into JN
A way to upload our standard templates into JN and fill them in & send to customer from JN
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 -
Auto-Save Email Attachments to Customer Files
I’d like to suggest a feature where all email attachments automatically save into the corresponding customer file in JobNimbus. Attachments could be sorted by type:
Images (JPG, PNG, etc.) → saved under the Photos/Images section
Documents (PDF, DOCX, XLSX, etc.) → saved under the Documents section
Why This Matters
Right now, saving attachments is a manual process and can be time-consuming. With AccuLynx, this feature was built-in and it saved us countless hours because everything was automatically organized and stored in the right place. Bringing this functionality into JobNimbus would save time for sales, production, and admin teams. It would…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 -
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 -
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 -
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
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
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