Documents, Photos, Forms & Attachments
234 results found
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Forms - Have another dropdown field inside of each line item that could be be a custom field fot Quantity, or any information
Have another Custom Field dropdown in each item that is a option list that could be used for various thingls
Quantity, Color, etc...3 votes -
Automatically add estimates and eagle views to the documents tab so they can be added as attachments to a independent email.
When I order an eagle view through job nimbus there is an extra step that requires me to apply the eagle view once the order is fulfilled. This also happens when I create an estimate it will sit in the estimate section of the job but not be applied to the documents. Be very nice if both of these items were automatically put into the document section so they can be attached to an independent email created.
3 votes -
Ability to PRINT Proposals
With old school clients the ability to print a proposal and hand deliver would be nice.
3 votes -
Please raise the document size limit substantially.
Currently set at 100 MB, and we regularly get plans set over 150MB and sometimes over 200MB
3 votes -
Material order USE OUR PO not JN material order number
Please allow us to use a different field for the Material Order number on the Template or allow us to hide YOUR material order number, so we can feature our JOB PO which for us is our display name. Those numbers mean nothing to us the way we use Nimbus and our suppliers especially Beacon and its new AI only pickup on your number not the one we have added in large letters and bolded. PLEASE.
3 votes -
Photo View
would like to be able to view all photos uploaded each day. When looking for photos to add to web or marketing this feature would make it easier to view. Rather then continuing to have to go back to each job. For example, in marketing maybe we are promoting windows, we then have to find all the jobs we did window installation on and search to see if there is any material that we can use. If we had a photo gallery of all jobs it would make things so much easier, Especially if its months later.
3 votes -
duplicating work order template
Currently, when duplicating a template, it initially displays code that we're advised not to touch. To proceed, we must click "Add Template," then reopen it to make necessary changes. This adds unnecessary steps and complexity.
During a recent support interaction, I highlighted this issue, but the response indicated that this behavior is intended. This process disrupts workflow efficiency and usability.
Suggested improvement: Ensure duplicated templates display correctly upon creation, without requiring additional steps.
3 votes -
Need Related contact fields for templates
Currently there is no way to print related contacts information on any documents related to a job.
We have multiple projects where we are working with 2 or more home owners, when printing estimates or documents we are only able to reference the primary job contact, even though the estimate will show a related contact in JN, we are unable to print any of the related contact information, need first/last name, address, phone, email. The work around is to make a job for each home owner, which defeats the whole point of using jobs.
3 votes -
Preview Documents in .doc Format
I would like to be able to preview documents within JobNimbus in a .doc or .docx file format instead of just PDF.
3 votes -
Company Documents- Videos and/or powerpoint uploads
Hello, I would like to be able to upload a powerpoint presentation for our sales guys to use and show clients. To keep everything in Job Nimbus we use.
Also, it would be nice to be able to upload our 30-60sec company intro video also so our sales guys and show customers.3 votes -
Optimize Photo Report
Optimize photo reports when converting to PDF. Many times if the photos are too large the PDF simply won't generate, or will generate an extremely large file that I have to manually optimize to reduce the file size.
3 votes -
In-Person Signature Only
We collect signatures on documents in person. I would like a way to add that signature to the document without an email being sent to the client.
3 votes -
Ability to text a work order or other documents.
Ability to include attachments in text messages. Work orders, estimates etc
3 votes -
Function/shortcut to main navigation for documents
Ability for an icon in the main navigation for documents - the shared document area. In the HOME CONTACTS CALENDAR line. Sort of like a bookmark tab in Chrome. Going through the regular search icon is onerous and mixed use, i.e., everything is listed, not organized by function, or anything, just alphabet.
3 votes -
Add Subcontractor Information as a Template Field
I want to be able to add contact information for a subcontractor on the work order.
4 votes -
The ability to upload documents larger than 100mb.
The ability to upload documents larger than 100mb.
3 votes -
Square calculator
Create a form or excel/google sheet file that can be added to a job to help calculate squares/materials when measurements were done by hand. Currently doing this in google sheets then having to add into to JN
3 votes -
Virtual photo release form
A simple photo release form we could send via Jobnumbus for a virtual signature. This would eliminate the need for printing off a paper copy and the hassle of getting sales reps to upload these documents to jobnimbus.
3 votes -
Live Documents
We have supplements to send to insurance, and often those are figured out on the job and on the fly. It would be better to have a simple document that could be opened, typed in, saved, and closed....and then opened again later in the day to do it again until the job is complete. It would be more akin to a Google Drive document.
3 votes -
Signature Document Workflow
When creating templates, there should be an option to create a document workflow for signatures. For example, we require that proposals be reviewed by one of the owners before going out for customer signature. We currently cannot do that in JN, so we have to use a third party e-signature service which allows us to create these workflows. A way to do this would be for us to be able to create an estimate template with all the contract terms and conditions, and to have a feature where we select that any estimates sent for signature under that template, must…
3 votes
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