Documents, Photos, Forms & Attachments
251 results found
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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 -
Add photo container to templates
Creating custom templates in jobnimbus alone is a task especially when using the HTML function. I am just glad it exists. Leanring HTML as you go is another adventure. Anyway I am in the process in creating a 5 page template type form which will require photos and attachemnts a the end. It would be great if we had another HTML function similarly to the checkbox that adds a photo container to the template where the user can upload with certain parameters predetermines IE size and locaiton of upload on the page. Also selecting from the job or contact would…
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 -
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 -
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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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 -
Team Member Name Not Showing With Photo Uploads
In the previous version of JobNimbus, the name of the team member used to show next to the photos. I would expect the name to also be attached to each photo and be able to be seen when the photo is clicked on in the new version. Now I have no way of knowing who uploaded what photos in a job unless I go to the Contact page and view the photos there.
1 vote -
Moving Photos from Contact to Job or vise versa
In the Edit drop down provided for each photo, add a line to move the photo within the contact to a job, or from job to job, or back to contact. Currently I have to download the photo and reupload it.
1 vote -
Add form question answers to documents as a template field
Is there a way to add a multiple choice option to the documents. I have looked in template questions, but there is no multiple choice option. The forms support multiple choice, but i don't see a way to get that data into a document. I even tried a workaround which was pointing the form to a job field and then using the job field in the document, but you only allow 50 custom job fields.
1 vote -
Internal notes
Allow internal notes to be added to an estimate that has been sent for signature. I like adding notes for myself when there are multiple change order estimates and once sales sends it, I can no longer add an internal note.
1 vote -
Reply to Notes
For company communication, we currently edit a note and tag back and forth to discuss an issue or need on a job. It would be a lot cleaner to reply underneath a note for a dialogue between multiple employees to hash out an issue. 2 attached screenshots: one shows what we are currently doing in JN which is a pain. The second is how I'd like to see it, with date stamped replies under notes.
1 vote -
Please do NOT GET RID OF LEGACY ESTIMATES AS AN OPTION!
Please do NOT GET RID OF LEGACY ESTIMATES AS AN OPTION! I use this for certain types of customers & insurance estimates I can attach pictures to each line to reference each line item. We CANNOT do this the same in Estimates. Estimates are used best for direct retail customers.
1 vote -
Customer Notes in Legacy Estimates & Notes in Estimates
When an estimate is used to create an invoice, it is really important to us for all "Customer Notes" (in Legacy)/"Notes" in Estimates to automatically transfer into the "Special Instructions" in the Invoice so that I can set an automation for once the estimate is signed to auto populate and send the invoice to the customer to request a 1/2 down deposit.
1 vote -
Print work order pdf shortcut option
Requesting ability to print pdf work orders via a shortcut option. Currently when a work order is saved on desktop version, you have to clear out the pop up so that you can then select the 3 dots, to download a pdf to then in turn hit print. A quick shortcut would be great.
1 vote
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