Documents, Photos, Forms & Attachments
92 results found
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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Resort Template Questions
Resorting of template questions.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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Template Questions write to custom fields
Template questions can write or be mapped to custom fields.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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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.
1 voteThis 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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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 voteThis 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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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 voteThis 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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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 voteThis 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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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 voteThis 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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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 voteThis 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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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 voteThis 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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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 voteThis 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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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 voteThis 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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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 voteThis 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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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 voteThis 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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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 voteThis 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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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 voteThis 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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