Documents, Photos, Forms & Attachments
226 results found
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Would like the photos submitted in a form to NOT resize when downloaded to PDF
Would like the photos submitted in a form to NOT resize when downloaded to PDF. I love the form option, but it's unusable as a report to a 3rd party. The photos resize to thumbnails and cram them all on one page when the form is downloaded to a PDF Client's can't see them, even when they zoom in as far as possible. In our experience, this is good for in-house use within JN but non-functional for other purposes.
7 votes -
Share Link on Mobile App
I would like to be able to share photos with customers via the mobile app with a link to all the photos instead of having to send each photo over email.
7 votes -
Work Order Template Fields
I would like to be able to add template fields in my emails with information on the customer's work order that I can send to sub contractors.
7 votes -
Ability to Archive Old Versions of Company Documents
It's inevitable that Company Documents need updating. Currently, it's not possible to delete or archive old versions of documents that have been used before so it can get confusing to our employees which are the current versions
7 votes -
Form Data to flow to a template to create estimate
It would be useful to have the information or data from a Form be an input flow to a template which can create an estimate.
7 votesThis functionality will be coming soon! We're looking at a Q2 target date for having form fields that feed into a new tool called "Smart Estimates"
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7 votes
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Uploading PDF's to JobNimbus and being allowed to sign them.
Uploading PDF's to JobNimbus and being allowed to sign them.
7 votes -
Ability to create Google-style documents and spreadsheets
Have the ability to create Google-style documents and spreadsheets that can constantly be updated to track work in progress for all jobs.
7 votes -
Allow for eSign by customers
SImply allow a customer to eSign a document (e.g. estimate) without my having to travel back to their location so they can do it on my device. Customers want to think it over, discuss with their spouse, etc.
7 votes -
Update template fonts to match standard font sizes
Currently, the font sizes in templates do not match standard font sizes. This can cause issues with laws for estimates/contracts needing to be a specific size to be legally binding.
7 votes -
Add Image Resizing/Reformatting in Forms
The Forms feature is essentially useless for damage inspections because when taking multiple photos they are all lined up vertically and shrunk to a tiny size to fit ONE page. Because of this, I can't create a template for damage inspections which was one of the main reasons we went with this software in the first place.
6 votes -
Cancel/Void Signature Request
I requested a signature on a document and need to cancel/void that document before the customer signs, as there was some inaccurate information there. I changed the status to 'Canceled', but the customer could still sign it and this could put me in a legal battle. I would like a way to cancel signature requests and/or make the signature link invalid for instances like this.
6 votes -
6 votes
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Auto updating pricing on templates
Automatically update prices in templates after updating prices in "Products and Services" under settings. We use templates a lot for quotes, ordering and estimates. It would be nice that after we update the price in "Product and Services" we can Click a button in the "edit template area" to update all the items that are linked to the "Products and Services" page. We have about 30 template estimates and updating multiple every time a price change happens in almost a full time job for several days. A button on each one that says "update pricing" to match the products and…
6 votes -
Add form to Contact/Job from the web browser version of JobNimbus
We'd like to be able to add a form to a Contact/Job from the web browser version of JobNimbus so that the form already exists on the said Contact/Job before the sales rep goes onsite to fill it out.
6 votes -
6 votes
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Document Status changes with signature status
There used to be a "Signed" status for documents, but now that's gone and the signature status column seems to have replaced it. The problem is that the signature status can be fully signed, while the document status remains as a draft. I think the document status should relate to the signature status, or the document status should be removed altogether.
6 votes -
Time Date Stamp on photos
Time Date Stamp on photos
6 votes -
Ability to print signature requested doc
Currently when sending a document requesting signature, recipients do not have the option to print the document or download it to review before signing. It would be convenient to include this to make business easier for clients.
6 votes -
More edit options for documents
I would like to be able to have more edit options for documents created in JobNimbus. Like have a landscape view option and also provide more framing options to make a document look more aesthetically pleasing.
6 votes
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