Skip to content

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

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

92 results found

  1. Generate Photo Reports Like CompanyCam

    We need a feature that allows us to generate photo reports with the pictures in our job files that's similar to CompanyCam's. We can already select multiple photos while in a job, now we just need an option to create a photo report. It doesn't need to be anything crazy or extensive either. Just something that allows you to edit the title, section headings, and add brief descriptions to each picture you include.

    We are trying to use as few applications as we can to run our business, and we would like to only use JobNimbus for everything if we…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Photos  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Resort Template Questions

    Resorting of template questions.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Template Questions write to custom fields

    Template questions can write or be mapped to custom fields.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. The ability to automatically send an updated invoice or receipt to a client when a payment is made.

    It would be nice to have the ability to automatically send an updated invoice or receipt to a client when a payment is made. Also, the option to be able to include documents into an automation.
    Ex. When a client makes a payment, send invoice to their email.
    Ex. When a client moves to paid & closed, send document- warranty.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Color Names on Text Color Picker in Templates

    I would like to be able to edit the colors in email templates easier. It's difficult to edit the colors via the HTML, but I struggle to distinguish between what is blue and what is purple on the text color picker. It would be helpful if the colors had a name when hovering over them so I could tell what they are.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Hide Templates

    I would like to be able to 'hide' templates so that they do not show up as an option when creating a doc/estimate/etc. I don't want to delete them in case I decide to start using them again in the future, but I don't want a bunch in the drop-down menu that i'm not currently using.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Scroll Through Multiple Documents

    I would like to be able to scroll through all documents instead of having to close out of each one before opening the next.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Estimates need to show up in documents on the activity screen.

    This needs to happen so we have a quick reference.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. send button for email

    Please move the send button so that we don't have to scroll to the bottom of our attachments every time we want to send

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Document Template of Excel File

    I would like to be able to copy an excel file into a custom document and have it format correctly.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Purchase Order #'s

    In the invoice template, there needs to be a hard coding to add a PO# or Reference # on the top next to the Invoice #. The alternative is typing out the PO# in the customer notes, however this is not widely excepted with our corporate clients and leads to documents being rejected.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Estimate Line Item Custom Fields in a Document

    Can we add a custom field for adding line items within a document? I don't want to include the entire estimate, but I want to be able to type in line items with a description and a price, just like we would if we were creating an estimate. I want these fields to populate when creating the document so we can type in the description and price and have it look presentable to the customer. I am currently manually doing this, and the spacing doesn't look great and its time consuming to try to align everything.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Postponed Appointments

    When an appointment has been set and needs to be postponed, there should be a "custom" selection where I can put in the new date and time. Currently I have to postpone the appointment, then create a new appointment.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Proposals  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. photo information download attach

    Photos should retain metadata when downloaded. When you download your photos they are given a random name and do not contain useful metadata about the photo, such as the date the photo was taken or the location of the photo.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Photos  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. File size issues

    The file size restrictions of 100mb are very inconvenient when you have a large set of architectural drawings to upload. I have sets of drawings that i am breaking up by subsection already (arch, struct, elect, plumbing) that are STILL too large to upload at the 100mb. Even zipping the file is not helping. Some of the drawings sets are hundreds of pages and to have to break them out into separate documents is cumbersome and will be confusing when looking for something in the documents tab (especially that there is no sub-files to separate them into).

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. More Form Template Fields

    We currently have an automation set up to send an email to the admin team and owners whenever a form is completed. I need a way to show the name of the form that was completed and the name of the person who submitted it.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Downloadable Forms with Photos

    Downloading forms with a lot of photos will cut the photos in half between page breaks, and leave a few blank pages at the end without showing all of the photos. Can this be resolved?

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Template and documents

    I would like a better way to organize email templates and documents so we don't have to spend so much time scrolling to find what we need. We should be able to organize them into catagories and sub catagories such as Sales Follow Up emails, Scheduling Emails, Post Sale Emails, etc.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Extend Character Limit for Checklist Options in Forms

    I would like to be able to fit more words in each item for the checklist in forms. Currently, the character limit is small.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. STATUS SORT FOR WORK ORDER

    IT WOULD BE AMAZING TO SORT STATUS (I.E. OPEN, CLOSED, ETC.) IN THE WORK ORDER SECTION OF THE WEB AND MOBILE APP.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5
  • Don't see your idea?

Documents, Photos, Forms & Attachments

Categories

Feedback and Knowledge Base