Documents, Photos, Forms & Attachments
256 results found
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Signatures on WORK ORDERS
Just like on estimates and documents, WORK ORDERS need to have a native way of adding signatures. We've had a number of subcontractors argue payments with us because they didn't sign for anything. If we send a work order to a sub to accept, we want them to sign for it as a means of accepting the scope of work and payment terms.
6 votes -
Ability to Hide Documents or Photos That Are Not Relevant
Estimate & Invoice Example -- If we send out 3 estimates/invoices for one job and they only sign one, all estimates show in the documents tab without indication of which one is the signed version. Currently, the only way to determine the valid estimate or invoice is to go back to the financials tab and find the Fully Signed estimate number, then go back to the documents tab and match that to the number in the documents tab. When we have 50 jobs running at a time, this is a nightmare. Either they shouldn't copy to documents Unless they are…
6 votes -
Default Visibility for Attachment Categories
Visibility on different types of documents.
Prevent certain groups/individuals to be able to see certain types of Attachment Categories.
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 -
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 -
Change Orientation of Photos after Upload.
The ability to change the orientation of photos after they are uploaded!
6 votes -
Make uploaded docs be automatically marked as private.
Have an option in settings to automatically mark uploaded documents as, private. Currently, this is done manually by have to make sure the box is selected.
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 -
Template Questions- Make boolean default to "No" if left unchecked
When using template questions and selecting a boolean check box for yes or no, currently if left unchecked it is just blank. User would like it to default to "no" if left unchecked.
6 votes -
Recover Deleted Photos
Be able to recover deleted photos and see any activities related to photos in the activity report (e.g. who deleted a specific photo).
6 votes -
Organize attachments in order
I would like the ability to organize my attachments in order. Currently, when I attach files they are scattered all over the place and not organized
6 votes -
A clickable Google and Facebook review page
create a click button to leave reviews. Even a page with star that they can click on the stars and and it takes them to the google or Facebook reviews which ever the client wants.
5 votes -
Add Folders to Documents
Under the documents in a job would like to add a file and categorize the documents into those files rather than changing the category.
5 votes -
Water damage mitigation package
We run a water damage mitigation company, and used job nimbus for years, we love it! Here are a few ideas that I know would help my team out a lot. 1) being able to create an album where all photos can be organized, like an album named kitchen and all photos of kitchen are located there, or bedroom 1 and all bedroom 1 photos are there. 2) sketch, moisture logs, equipment logs, hygrometric logs and scope sheets can be created basically a one stop shop app tailored more to water damage restoration company's, you could market has a package…
5 votes -
multiple choice in FORMS
THE MULTIPLE CHOICE IN FORMS DOES NOT GIVE YOU MULTIPLE CHOICES. It acts as a radio button and gives you one choice. Please fix this broken part of forms
5 votes -
Make photos on a work order clickable!
Please make it so you can click/enlarge a photo uploaded to a work order on desktop! I can do it on the mobile version of a work order, but not the desktop, and the photos on the work order don't have good enough resolution/detail.
5 votes -
Limit team members' ability to view email threads/attachments
Create an accessibility setting for specific team members/groups' access profiles to limit their ability to view email activity from other users and also limit ability to download/view attachments in the emails. It kind of defeats the purpose of limiting team members to be able to view documents such as estimates and invoices when they have full visibility of email activity in which they can just download the attached file and view it.
5 votes -
Add Subcontractor Information as a Template Field
I want to be able to add contact information for a subcontractor on the work order.
5 votes
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