13 results found
Ability to attach documents to an Estimate when sending Estimate for signature. For example: Contract Terms & Conditions4 votes
This is now done through the proposals feature.
I would like the photos to add to the system automatically when a Form is created if photos are not taken in Job Nimbus first2 votes
This is already functionality that exists. When a form is submitted, the photos automatically get uploaded to the corresponding job or contact.
Zoom in on photos on desktop and mobile.12 votes
Would like to have In person Signatures back so that the customers without an email can sign without having to create an email11 votes
It would be helpful to be able to fill out forms in the Android app.1 vote
Some of our documents require more than one signature. As a work around we have created duplicate documents with alterations. Is it possible to have more than 1 signature on a document? Is it also possible to have a sales rep signature line added?25 votes
This functionality is now available in the product. You can add it from templates in settings or create a one off document from the job or contact.
User would like the ability to upload HEIC photos into JobNimbus.9 votes
HEIC Support is available. If you experience any issues with photo uploading, please reach out to us.
We now have the ability to add signatures to estimates and alternatively, a user can add an estimate to a document template and have that document signed as well.
When viewing an attachment for the document/photo to be larger automatically and easier to scroll (instead of clicking) through multiple pages47 votes
PDF viewing and generating PDFs has been greatly improved. Please let us know if it is not meeting your needs.
Being able to scan the document directly into JobNimbus would save time. Otherwise, have to scan document into computer, save document , then upload it to a file in JobNimbus38 votes
Our team has different templates for Documents - many of which are not a contract but still require a signature. At the current moment, every time you email the request to the client this is the un-editable email template:
You have been sent a PDF document from Vision Construction.
Please review it and when you are ready to sign this contract, click the
It would be great if JN could call the document a Document instead of a Contract, or if the automated emails could have an editable template, so that we could change the wording.2 votes
We’ve updated the wording on the email. It should be good to go for now, but please let us know if you find anything else!
Roofers - ability to send the contract with addendums and/or revised insurance scope as an attachment when sending the final invoice to the client.
Supplements service's- Send new negotiated scope to the client with final invoice.1 vote
Thanks for submitting this! While sending using the “Email Invoice” feature doesn’t give you the option to add other attachments, you can send the invoice PDF from the Activity Tab using the Add Note > Send Email option. There, you can add any other attachments from that job/contact or from your device. You can also do this with the Email option on our mobile app.
Give that a try and if you have further questions, please contact email@example.com or call 855-964-6287.
It would be nice to be able to preview the document before it actually saves it and assigns a document number. This way you can confirm you have selected the correct design template and everything is displayed properly without having to keep going back to edit and having multiple documents.1 vote
If you’re creating this document on the web, you should have an editable preview of the document template below the document info while creating/editing the document.
We will be updating this in the future and will consider ways to make it more useful for you.
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