Documents, Photos, Forms & Attachments
256 results found
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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 -
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 -
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 -
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 -
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 -
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 -
Custom Drawings
The option to be able to add custom drawings or paintings on documents to personalize, customize, or update for Jobs.
1 vote
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