Documents, Photos, Forms & Attachments
245 results found
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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 -
The Client-Ready PDF Makeover
I’ve got another suggestion for the Form Builder, but this one is all about the design and layout of the PDFs we’re generating. Right now, the data is all there, but the presentation feels a bit "all over the place," and frankly, sometimes it’s a little embarrassing to send to a homeowner.
The Request: Can we get a cleaner, more standardized layout for Form PDFs? Specifically, we need the "Photo" sections to stop shifting or shrinking when we add more images.
The Problem (The "Layout Glitch"):
Right now, if a sales rep fills out a form and only adds one…1 vote -
Automatically Add Forms To Documents Once Submitted
I’ve been using the Form Builder lately, and while it’s great for grabbing data in the field, there’s a manual "extra step" that’s becoming a real bottleneck for us.
The Request: Can we get an option to automatically save a submitted form as a PDF directly into the "Documents" tab of a job?
The "Why" (Real-Life Example):
Right now, it feels like double the work. My sales rep finishes a detailed inspection on-site and hits "submit." In his mind, he’s done. But then my office manager has to go into the job record, click over to the "Forms" tab, open…1 vote -
When selecting a document to attach to an email add a column to display the internal note and description
When selecting a document to attach to an email, example, material orders, in the selection window, adding a column for internal notes or descriptions to allow quicker and better differentiation of said documents would save a ton of time.
1 vote -
Upload a pdf to a client file that can be sent directly to the client for their signature (like DocuSign)
Upload a pdf (ex. permit application that needs homeowners signature) to a client file that can be sent directly to the client for their signature through JobNimbus rather than having to go outside of Jobnimbus and use a third party like DocuSign.
1 vote -
Add only photos with notes to custom photo document.
Either a way to sort add or photos with notes to folder and then only use those photos in a custom photo document. Instead of scrolling through a hundred photos and trying to remember which ones have notes on them.
1 vote -
subcontractor access
I would like to onboard subcontractors and have everything filter to them in Jobnimbus through workorders, but currently there are issues with the restrictions / controls. As a company, we should be able to restrict what information a subcontractor can see...Right now, subcontractors can edit ALL FORMS if they are assigned a customer / work order. We do our inspections from "forms" and our job closeout (employees do this) using "forms"...it makes no sense for a subcontractor to be able to go in behind them and CHANGE A FORM?? Also, a subcontractor can change the status of a workorder...Our automations…
1 vote -
Relate payments and credit memos
When selecting the related option from the job level. The payments and credit memos will not show under the job. Only the invoice. It is also confusing when the related option is at the top of the page, as it seems like it's a filter for the entire page, not just the invoice section.
1 vote -
Multi-Stage / Multi-Document Signing Workflow for Proposals & Contracts
Currently, JobNimbus supports only one signable document per email and does not allow conditional or sequential signing workflows. This creates friction for contractors who need customers to review and acknowledge a proposal, inspection report, or contingency agreement before signing a final priced contract.
1 vote -
Add a print button to the new photo tools.
We add the notebook page with information about the job, how many vents we need to change, now to print that page i need to download it and print it.
1 vote
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