Documents, Photos, Forms & Attachments
184 results found
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Ability to add attachments to email templates
Whenever we email out an estimate, we would love to be able to send some attachments with it about our company, etc. Currently, we are not allowed to add an attachment when clicking "email estimate". We also have an automation that sends an email, but there is no option to add an attachment to email templates.
11 votes -
uploading multiple photos nimbus auto names most photos the same name
, so when downloading to pc it only downloads 5 pics out of 80, huge time waster to name 80 photos when uploading, and downloading. thinking of quitting nimbus on this alone.
07/08/2021 11:50:45.jpeg
Type: Document
Size: 124 KB
Date Created: Thursday, July 8, 2021
Date File Created: Wednesday, July 7, 2021
Uploaded by Lawrence Watts
07/08/2021 11:48:30.jpeg
Type: Document
Size: 354 KB
Date Created: Thursday, July 8, 2021
Date File Created: Wednesday, July 7, 2021
Uploaded by Lawrence Watts
07/08/2021 11:48:30.jpeg
Type: Document
Size: 303 KB
Date Created: Thursday, July 8, 2021
Date File Created: Wednesday, July 7, 2021…11 votes -
11 votes
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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.
10 votes -
Edit multiple photos at the same time
Ability to edit and delete multiple photos at the same time
10 votes -
Access to Company Documents in mobile app
Be able to access Company Documents in the mobile app
10 votes -
Create folders for pictures
Be able to create multiple folders for pictures
10 votes -
Ability to Move Signatures to separate places on documents
Wants the ability to be able to place separate signatures in different places on documents rather than just having them in one central location.
10 votes -
Rename Photos Within JobNimbus
Logo would like to have the option to change the name of their photos, when they're synced into JobNimbus. For example.: When Company Cam's photos are synced, they have a very long name and it would be nice to change that..
10 votes -
Ability for customer to select options on estimate online and sign online
We would like to be able to send an estimate for online signature to our customers, giving them the ability to choose which options they'd like to include in the total price before signing. We usually send an estimate with at least a couple of options/upgrades. Currently, they have to tell us which options they'd like to include, we rework the estimate, and then send it to them again to sign.
10 votes -
Ability to edit the default email that's sent for e-signing
I want to be able to update /customize the default email message that is sent with e-signature requests.
10 votes -
Forms Cover Page
I would like the forms to have a cover page with our logo and the homeowner's information so they look nice when sent out.
9 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.
9 votes -
Checking off items on a Work Order
People who are assigned to a Work Order should be able to check line items off as they are completed. Admins can then see at a glance what has been completed and what still needs to be finished.
9 votes -
Convert Photos to Documents
It would be nice if I could save photos as a document, or somehow get photos to show up on the documents tab, for example if I take a photo of each page of an insurance agreement, I want that to show up in documents.
9 votes -
The ability to organize company documents into subsections
We have so many company documents and every time we are looking for a specific document we have to scroll through and try to interpret the file name as to which document it is. It would be nice if we could save and moved these company documents into subfiles we can edit. For example I can have a subfile for state building codes, the various manufactures installation and technical bulletins such as CT, OC, GAF, Iko, Elk, Celotex Malarky and Atlas ect. Inside those subfiles we can apply others in forms either by file type like brochures, tech bulletins, installation…
9 votes -
Download PDF of forms
Ability to download a filled out form as PDF
9 votes -
Upload PDF in Photos Tab
Ability to save PDF documents (photos) in the photos tab of a contact or job. Currently when you try to upload a PDF in the photos tab it automatically goes into the documents section.
9 votes -
Ability to add fields in forms and send to sign options
I know it is in the works, but the ability to add documents as forms and insert fields to then send out for e-signatures directly with Job Nimbus would be extremely helpful. Don't particularly like Natural Forms.
9 votes -
Ability to edit table settings in document template
Need to be able to alter table borders, settings, widths, etc after creating a document template. Currently have to edit in HTML or create new table and move data and delete old table
9 votes
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