Documents, Photos, Forms & Attachments
217 results found
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Uploading Videos
Would like the option to preview a video when you upload it into documents under a customer file
20 votes -
Better organization for documents and photos
We would like to be able to create folders for different documents and photos. I.E. create a folder for photos, one for documents etc...
20 votes -
Larger embedded photos in work order
It is great and helpful that we are able to organize and attach photos automatically in the attached options but they photos are just to small. They are currently 5/8" x 1" 1/2 and would be great to get them closer to 1" 1/2 x 3" if possible or bigger. The idea is to at least fit two by each other side to side and will be followed below the sheet and if needed it will add another page for further picture attachments.
18 votes -
Create a report from forms
I would like to be able to create a consolidated report from the information gathered on the form when we do a roof inspection. Maybe I would use it with my estimate or attach it to my work order.
17 votes -
Organize documents into sub-categories
I want to be able to organize the Documents on Jobs into sub-categories instead of just having everything listed by date and time.
17 votes -
Drag and Drop Attachments from Email
When uploading a file from an outside service email provider, it would be nice to upload the file by dragging it from the email and dropping it in JN. It is time consuming to download and upload again each file. Quickbooks online has this feature for uploading files and it works great with our Google email system.
17 votesThe fastest way to get an attachment from your email into JobNimbus is to forward it to your @jobnimbusmail.com email address and tag it with the contact or job # (see the Email tab in your JobNimbus settings for more details).
You can also drag and drop from a saved file on your computer, but we will look into drag and drop from email services going forward as well.
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Create Fillable PDF's inside JobNimbus
Having the ability to create fillable PDF's inside JobNimbus, and then later fill them out.
16 votes -
Send Forms as Links/Attachments.
The ability to send forms as a link/attachments.
16 votes -
Ability to access naturalForms from JobNimbus web app
It would be really helpful to edit naturalForms documents from JobNimbus online. After filling out a form from Jobnimbus app with naturalForms, there is no way to edit the form except to go directly to NaturalForms to do the editing. That is not really efficient to have to bounce through multiple apps to get a form edited especially when you are with a client and have to sign in again to naturalForms and get the info.
16 votes -
Convert All Photos to a Single PDF
I would like to be able to create a PDF within JobNimbus of all photos attached to a job and then be able to email that PDF out. This would be preferable to downloading all photos into a zip file that I then have to email out.
15 votes -
The Ability To View a PDF as a PDF
The window is terrible because you can't copy any text from the PDF. If we could change that it would be great.
15 votes -
Able to delete multiple files in the attachments at one time
Able to delete multiple files in the attachments at one time. Having to individually delete things is a horrible use of my time.
15 votes -
Save Checkbox State on Templates
I have checkboxes in some documents and they are not working when you check them, then create the document over the PDF. The boxes go back to being 'unchecked' after you save because the selection isn't being stored in the database.
15 votesThis is a known issue with our current template system and we plan to address it in the future. No timeline is available currently, but we’ll update you as we get closer.
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Search In Company Documents
you should have a search option in the document section
15 votes -
Improved Photo Viewer (Mobile & Web)
The photo upload functionality is great, but it seems kind of silly to not allow a viewer to click through photos without exiting the currently viewed photo.
15 votesWe’re working on adding a better photo viewer for the mobile app and will update the web version in the future as well.
Thanks!
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I need to be able to edit a form from pc once it is submitted
I think a Form should be able to be filled out from the web browser (PC) not just the app. also it would be nice if once its submitted you can go back in and edit it, we don't always get all the photos and information at the same time so we would then need to go back and edit to add information.
14 votes -
Photo Editing on Web App
Add ability to edit photos on web app, not just on mobile.
14 votesWe are now gathering feedback to begin building this feature! To meet with the product manager leading this project, use the link below -
https://meetings.hubspot.com/taylor-brooks1
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EDIT DOCUMENT TITLE
USERS (AT A CERTAIN PERMISSION SET) NEED TO BE ABLE TO EDIT DOCUMENT FILE NAMES. FOR EXAMPLE, A SALES REP UPLOADS A COPY OF A CHECK PAYMENT WITH THE WRONG INFO AND OUR BOOKKEEPER NEEDS TO AMEND THE FILE NAME WITH THE CORRECT CHECK NUMBER, AMOUNT, ETC.
I'M NOT REFERRING TO CHANGING CATEGORY OR ADDING NOTES ON THE DOCUMENT.
14 votes -
Make Form drafts visible to office
If a sales rep is unable to complete a check list form and saves it as a draft, it would be great to make the draft visible to the office. Currently we cannot see it in the draft stage until that check list is complete, problem also is if they save it then they cannot go back to edit it.
14 votes -
Rename Photos after upload
Why can't I rename my photo attachments once it is in Nimbus
14 votes
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