Documents, Photos, Forms & Attachments
234 results found
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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 -
Private photos for groups of people (not everyone) when making it private
We upload pictures of the checks and proof of payments collected from the customer. But these are accesible for the installers now. We need the option just like the contacts, where you can select what group of people can see certain photos so the subcontractors do not see the payments we receive from the customer and this information is not exposed, only available for the office.
1 vote -
Need to enable each document to option to delete it or to rename the document.
documents attached to emails that are forwarded to files are automatically uploaded into the document folder as scanned Scan2025-10-13114824. for example. This is agravating as you can't rename it. It must be downloaded renamed so it can be located by name. Now you have the prenamed Scan2025-10-13114824 in the file and it's confusing.
1 vote -
who uploaded photo
The new and improved photos doesn't show who uploaded the photo. That was very helpful, but no longer an detail we can see.
1 vote -
App Needs to Show Job Address on Photo
If a name is tagged on a photo and you follow the notification link on the web, it shows the address. However, on the app you are in the dark. The app needs to show the address associated with the photo.
Example: There is an issue that I need my PM to address. I tag him on the photo with details of what needs to be done. If he opens it on his phone, he has no idea where he needs to go since the app doesn't list the address.
1 vote -
Tracking proposals I send out for project managers
Hello! I send out proposals/agreements for our project managers and would love to be able to follow the progression of them being signed or not. How do I look up sent proposals/agreements I send out under the different PM's? Also, are we able to see if the client has even looked at the proposal yet?
Thank you!
1 vote -
1 vote
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View all Documents/Photos on All Jobs
To enable related across all jobs, and not have to enable it individually for every job
1 vote -
Add Notes/Annotate Photos in Forms
We have a specific process when we are at a customer site to take pictures of all areas of the home we may work on and add notes and measurements. Adding the ability to add notes and annotations directly after taking a picture in the forms would allow us to remove another application that we only use for this purpose.
1 vote -
Move Edited Photos to Most Recent
When editing photos in the app, would be more efficient if those that are most recently marked up or edited were sent to the top of the photos, or where you could put them in a folder for other team members on the job to see.
1 vote -
Add Folders to Documents
Under the documents in a job would like to add a file and categorize the documents into those files rather than changing the category.
1 vote -
Custom Drawings
The option to be able to add custom drawings or paintings on documents to personalize, customize, or update for Jobs.
1 vote -
checklist
AI checklist builder. You speak the checklist and an AI bot turns your recording into a checklist for the job. Company cam already has this feature so if theres a way to integrate the checklist from company cam that works. Or you should build this feature into Job Nimbus
1 vote -
Fill out Forms from desktop
We should be able to fill out forms from the desktop. It's nice to stay on desktop when working in the office and not have to go to my phone to fill out a form
1 vote -
FIX THE GLITCHES
Every time I add a document I choose a category after I click save it reverts back to calling it just a document so I am having to update it again causing multiple work for the same thing. FIX THE GLITCHES
1 vote -
Drag to upload documents
The new update doesn't allow dragging documents to upload anymore... They have to be downloaded to the computer, so I can't easily drag email attachments anymore, they have to be saved to the computer first. Not convenient.
1 vote
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