Documents, Photos, Forms & Attachments
232 results found
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Need Related contact fields for templates
Currently there is no way to print related contacts information on any documents related to a job.
We have multiple projects where we are working with 2 or more home owners, when printing estimates or documents we are only able to reference the primary job contact, even though the estimate will show a related contact in JN, we are unable to print any of the related contact information, need first/last name, address, phone, email. The work around is to make a job for each home owner, which defeats the whole point of using jobs.
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 -
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
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 -
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 -
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
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