Documents, Photos, Forms & Attachments
226 results found
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Populate documents from Forms
Add ability to populate documents using information entered on forms.
2 votes -
Deleting Document Templates
I would like the ability to delete a document template from a contact & have it also remove the attachment from the document tab, without having to manually delete from both areas.
2 votes -
2 votes
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2 votes
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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…
2 votes -
Attach Links to Documents
Give us the option of "uploading" or attaching a link as a document. This would make it possible to easily link a Google Doc or similar to a Contact/Job.
2 votes -
Option to show all documents in the activity feed
We would like the option to have activities and documents combined so that they both show up in the activity feed.
2 votes -
email pictures
Why is the option to submit an email with pictures so limited to the amount of pictures that we can attach? Makes sending emails with pictures completely pointless through JN.
1 vote -
Ability To Fill out Forms in JobNimbus without a login to JobNimbus
Yes, we have employees who we don't really need them to do anything in Nimbus but complete an end of day report and for what a seat costs, that's just not worth the monthly cost, we can have them do it in another system for free and access that way. If there were a cheaper option for super limited access such as this, we would definitely consider adding more users with super limited functionality.
1 vote -
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.
1 vote -
Download Document or Contract before signing
Some customers have requested pdf versions that they can download and print (and read) before signing. As of today, when you receive a request to sign a document, you only get the option to download the document after you have already signed. For now, my workaround is to download a copy and send the pdf to the customer. It is less hassle if that would be built in for those customers that request it.
1 vote -
A combo type for forms
I have a form that i use for my salesman to count pipejacks, furnace vents, exhaust caps, ridge vent, turbines, gutter length, & turtle vents. A multiple choice or a checklist that also allowed you to enter a number (qty or length) next to the item would be great. it would keep the form more compact. I can perform this now, but each item has to have its own section , taking up a lot of real estate on the form and the form response
1 vote -
A combo type for forms
I have a form that i use for my salesman to count pipejacks, furnace vents, exhaust caps, ridge vent, turbines, gutter length, & turtle vents. A multiple choice or a checklist that also allowed you to enter a number (qty or length) next to the item would be great. it would keep the form more compact. I can perform this now, but each item has to have its own section , taking up a lot of real estate on the form and the form response
1 vote -
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.…
1 vote -
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!
1 vote -
zoom
Zoom In and Pan on photos.
1 vote -
How you can properly format your books
As new authors, we have a lot of problems to deal with at once, and this is definitely a stressful situation for many of us. Trust me, I was in that situation when I first started, finishing the draft manuscript, finding a proofreader, which also has its own set of problems, and trying to find someone who could properly format my book and create the most eye-catching book covers to attract potential buyers. After enduring all of the difficulties, I eventually found a perfect book publishing firm that helped me a lot and communicated each and every step of the…
1 vote -
When email estimates, or any correspondence within JN-should auto remember previous copied emails
When emailing to customer or prospect, the software should remember commonly used emails when copying others within the email addresses, instead every single time we must type out each others emails for whom you want to copy....ridiculously outdated.
1 vote -
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!1 vote -
voicemail
There are times in which you get rather long voicemails that are addressed to a certain representative at the company regarding the project. I have been converting these over to MP3, and uploading under documents/photos and then tagging the rep that is handing the account. It would be nice if they could play within the program, and not have to download the message to listen to it.
1 vote
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