Documents, Photos, Forms & Attachments
92 results found
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Sorting for Attachments when Adding to Work Orders
Now of course when looking at a contact, attachments like photos are sorted by date. This changes when you click to add an attachment to a WORK ORDER. For some reason, the attachments are not in order when you're at that screen. It's randomized. So if a contact have 100 photos of accessories for the roof, siding, gutters, windows, everything, and you want to draft a work order with pictures of something affecting the garage door, you may have to search through tons and tons of photos before you find what you're looking for. The first photo could be from…
13 votesNot enough community interest.
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Document Signatures -Choosing where the document signature line goes on the document.
I would like to choose where the signature line is placed on the document
6 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Add a document status to indicate a signature was collected on a paper copy of said document
Add a document status to indicate a signature was collected on a paper copy of said document
6 votesMerged with other ideas, fixed, or declined.
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Track COIs - Vendor/Contractors Certificates of Insurance
Tracking subs COIs, Certificates of Insurance, is a timely, but necessary part of contracting. It would be incredibly helpful to have this an option for all of us. I know that other CRMs allow for it.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Upload Attachment to Multiple Contacts
When uploading invoices from salesmen or subs with multiple jobs paid out it would be VERY helpful to have a way to be able to send them to all at once by selecting the contacts and hitting send once instead of having to go under each separately.
5 votesNot enough community interest.
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Download All Unique IDs
Please make the unique ID (the random letters and numbers) generated and added to the end of the file name when download all the photos more professional.
4 votesMerged with other ideas, fixed, or declined.
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Multiple photo issues after update
- Photo viewing not working on iPad Pro. The pictures do not load full screen, they only load in the side view one at a time.
- You cannot scroll through pictures on iPhone or iPad (not working entirely on iPad), you have to click one at a time and close out of each individual picture. This is very cumbersome and breaks the flow of client meetings.
- Multiple photo batch uploading from camera roll in the field not working. This results in not being able to review photos with JN with the client on site.
- Photos taken from the JN app or…
4 votesMerged with other ideas, fixed, or declined.
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Integrate Power point with Jobnimbus for sales presentations
I think it would be beneficial to have a power point feature in Jobnimbus for sales presentations.
4 votesMerged with other ideas, fixed, or declined.
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3 votes
Closing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Allow CSS Styling on Templates
Many of our templates are based off the same CSS styles, so minor updates requires me to update each individual template HTML source code under the <style> tags on each template. Allowing users to link a style sheet hosted on the web to templates within the HTML source would massively improve user experience
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Be able to add colors or other information at the top of a form
I would like to add Colors to the top, so when we do a picture of color matches we can have it under that, instead of having to scroll thru all the photos we take, to find that picture
3 votesMerged with other ideas, fixed, or declined.
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Photo Activity
The abiltity to track the activity for photos when they are uploaded or deleted from a contact.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Ability to layout a page similar to MS Word function
I hope I'd be able to edit a document as it's shown on paper. I find it hard to format the document without seeing the content on the paper size itself. It seems like JobNimbus does all the formatting at this time.
If there could be an option to see and change the paper size, that would be great as well.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Add "select all" when creating a photo sheet from a template so we don't have to select 40+ photos one-by-one
The problem is that when you create a photo sheet from a template, you have currently have to select all photos you want in the photo sheet one-by-one. That is okay for a few photos but not when you want to select all 50+.
3 votesMerged with other ideas, fixed, or declined.
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Integrate with Fastfield
Customer would like to be able to integrate with Fastfield
3 votesMerged with other ideas, fixed, or declined.
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Restore/Undelete uploaded documents/files that were deleted
I need a way to see which uploaded documents were deleted and to be able to restore them if needed.
3 votesMerged with other ideas, fixed, or declined.
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Set Attachment Category based on certain keywords appearing in filename
I'd like to be able to set up automation to search for new/modified attachments with a condition of containing or not containing the character string (ex. "invoice"). Then be able to choose to change the attachment type (to "acct dept" for example).
This would benefit us because when we forward an email with an attachment, the attachment automatically gets saved to JN but not in the correct type for what we need. This would allow us to automate specific types of attachments such as invoices, purchase orders, etc.
Because titles may not be limited to an exact string but may…
3 votesNot enough community interest.
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Estimates need to show up in documents on the activity screen.
This needs to happen so we have a quick reference.
2 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Ability to filter (reject) images from email replies
Ability to filter (reject) images from email replies
Would like to continue saving attachments but avoid images such as signatures and logos.
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Template questions with a Photo type
Include a Photo type question to the template questions so I can select specific photos for specific areas on a document
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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