JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Documents, Photos, Forms & Attachments

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  1. Upload photos from Forms Automatically

    I would like the photos to add to the system automatically when a Form is created if photos are not taken in Job Nimbus first

    2 votes

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

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  2. In person Signatures

    Would like to have In person Signatures back so that the customers without an email can sign without having to create an email

    11 votes

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    Completed  ·  1 comment  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Use Forms in Android

    It would be helpful to be able to fill out forms in the Android app.

    1 vote

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

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  4. Multiple Signatures

    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?

    24 votes

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

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  5. Uploading HEIC photos

    User would like the ability to upload HEIC photos into JobNimbus.

    9 votes

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  6. 13 votes

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

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  7. Better PDF Attachment Viewer

    When viewing an attachment for the document/photo to be larger automatically and easier to scroll (instead of clicking) through multiple pages

    47 votes

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    14 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Document Scanner

    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 JobNimbus

    38 votes

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    Completed  ·  7 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Change word "contract" to "document" when emailing document for e-signature

    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
    link below:

    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

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

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  10. Ability to attach additional documents/pdf's to invoice's when sending the invoice email.

    Examples -
    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

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

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    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 support@jobnimbus.com or call 855-964-6287.

  11. an option to preview a document before saving.

    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

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

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    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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Documents, Photos, Forms & Attachments

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