JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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  1. Make Form drafts visible to office

    If a sales rep is unable to complete a check list form and saves it as a draft, it would be great to make the draft visible to the office. Currently we cannot see it in the draft stage until that check list is complete, problem also is if they save it then they cannot go back to edit it.

    8 votes

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    Viewed  ·  1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Form Answers ability to map to custom field.

    Ability for answers to Forms questions be mapped to custom fields.

    2 votes

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    Viewed  ·  0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Verify you want to send a non-financial document before sending

    When clicking to edit a document under a contact, the 'edit' button and the 'Email document' button are right next to each other. We had an issue where our mouse skipped and it accidentally sent an inaccurate document to our contact.

    There needs to be a 'are you sure you want to send this document' popup to allow us to accept or deny the sending of that document.

    1 vote

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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Mass Delete Photos and Attachments

    I would like the ability to select multiple photos and attachments to be able to delete them.

    35 votes

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    Viewed  ·  3 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Attach files in document to emails

    Allow documents stored here to be attached to emails to contacts. Currently they must be downloaded and then uploaded to be attached to an individual file.

    23 votes

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    Viewed  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Add company documents to customer documents

    When creating a document for a customer, such as a contract, we like to add a product brochure or maybe a detail drawing. To do this now, we have to save it on our computer and upload it to the customer as an attachment every time. I created a document type called product brochures. If I could even just make certain types available to include in a document that would be helpful.

    20 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Grid layout for photos

    Currently the vertical layout works, but a photo grid would be much better.
    We tend to take about a hundred or more pictures just for inspections. This amount of pictures in the current vertical layout limits the amount of photos you can view at one time and artificially stretches the page.
    There seems to be well enough room for a grid layout if the information about the photo is limited to the file name uploader name and the date uploaded. If a description is entered, it should pop up when the picture is clicked on.

    This same organization would be…

    10 votes

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    Viewed  ·  0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 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 votes

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    Viewed  ·  0 comments  ·  Proposals  ·  Flag idea as inappropriate…  ·  Admin →

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  9. The Ability To View a PDF as a PDF

    The window is terrible because you can't copy any text from the PDF. If we could change that it would be great.

    14 votes

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    Viewed  ·  2 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Select multiple photos and/or attachments to download (instead of just All)

    Instead of "Downloading All" you could Download just the Before Photos or Just the During Photos. Or be able to Select 10-20 Photos and Download just those photos. Right now is either one by one or all including all attachments. It would be nice to be able to separate your download by category.

    35 votes

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    Viewed  ·  0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Larger embedded photos in work order

    It is great and helpful that we are able to organize and attach photos automatically in the attached options but they photos are just to small. They are currently 5/8" x 1" 1/2 and would be great to get them closer to 1" 1/2 x 3" if possible or bigger. The idea is to at least fit two by each other side to side and will be followed below the sheet and if needed it will add another page for further picture attachments.

    14 votes

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    Viewed  ·  1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Save Checkbox State on Templates

    I have checkboxes in some documents and they are not working when you check them, then create the document over the PDF. The boxes go back to being 'unchecked' after you save because the selection isn't being stored in the database.

    14 votes

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    3 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  13. 11 votes

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  14. Ability to access naturalForms from JobNimbus web app

    It would be really helpful to edit naturalForms documents from JobNimbus online. After filling out a form from Jobnimbus app with naturalForms, there is no way to edit the form except to go directly to NaturalForms to do the editing. That is not really efficient to have to bounce through multiple apps to get a form edited especially when you are with a client and have to sign in again to naturalForms and get the info.

    12 votes

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    Viewed  ·  1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  15. More Photo Organization Options (grouping, rename, reorder)

    The photos in jobnimbus do seem to go in the order that they are taking. Once you have named them they get disorganized even more. I would like to be able to organize the photos the way best to tell the story.

    46 votes

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    Viewed  ·  4 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Improved Photo Viewer (Mobile & Web)

    The photo upload functionality is great, but it seems kind of silly to not allow a viewer to click through photos without exiting the currently viewed photo.

    13 votes

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    1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Search In Company Documents

    you should have a search option in the document section

    11 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Ability to Rearrange Photos Within Documents

    All of us at the office really hate how you are unable to move photos around when creating a document and also when selecting photos for document they are in no kind of order at all and it is hard to decipher which pictures are new or old.

    15 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Better E-Signature Support (actual signature rather than typed, multiple signatures)

    The signature that is placed on our documents when they are signed through email is too simple of a typeset. It makes it look faked. Is there any way to change the font?

    We use templates to send contracts to our subcontractor's. If I use the "signature" built-in field, the only option is the Job's primary contact, not the subcontractor, unless they are a paying team member, which our subcontractor's are not.

    34 votes

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    Viewed  ·  6 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Drag & Drop Attachments (Documents, Photos, etc)

    Instead of having to browse to attach a picture or scanned document, it would be nice to be able to drag and drop it into the attachment section.

    20 votes

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    1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →

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