Share completed Forms
It would be helpful to share completed Forms from JobNimbus, via email, download and print.
My Contacts De La Cruz
shared this idea
-
Anonymous commented
Sharing truly is needed! And to have the pictures in the PDF like the xactimate estimates!
-
Beth Medich commented
I agree with the other comments. For me it's perfect except I can't share it.
-
Jenna Ansley
commented
Being able to share or at the very least export the form is a must. The feature missed at least 98% of its usefulness by only being available in the platform.
I assume basically all roofers see this as an opportunity for inspection forms to show condition but not being able to export is a deal breaker for this having any real functionality. -
Ken Chapman
commented
This form feature seems pretty useless without an export to pdf function. Having to do everything in a browser is a deal breaker for many on-site people.
-
George Gastelum commented
And it would be great if in addition to sharing, we could customize the forms layout. Example: we provide a roof condition report to our customers. The information that the field rep collects during the roof inspection will be in a JobNimbus form, we would like to turn around and be able to present this as our report with our logo and a header displaying the job info (which would be helpful if it was auto populated). Otherwise, we need to get all the information the rep put in the form into our report template, and that's just extra work we don't need :(