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

73 results found

  1. EDIT DOCUMENT TITLE

    USERS (AT A CERTAIN PERMISSION SET) NEED TO BE ABLE TO EDIT DOCUMENT FILE NAMES. FOR EXAMPLE, A SALES REP UPLOADS A COPY OF A CHECK PAYMENT WITH THE WRONG INFO AND OUR BOOKKEEPER NEEDS TO AMEND THE FILE NAME WITH THE CORRECT CHECK NUMBER, AMOUNT, ETC.

    I'M NOT REFERRING TO CHANGING CATEGORY OR ADDING NOTES ON THE DOCUMENT.

    10 votes

    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)
  2. Preview Documents in .doc Format

    I would like to be able to preview documents within JobNimbus in a .doc or .docx file format instead of just PDF.

    2 votes

    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. Require Input on Contracts

    When creating a contract, I want to require my Sales Reps to type something before they can send it to a customer. Like they have to type something there or it will not generate.

    2 votes

    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. 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)
  5. 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)
  6. Add document attachments to Work Orders

    Images are nice to add to line items in job nimbus, but often we need our guys to have access to the documents. Instead of filtering through the many documents on a job, we'd like to attach relevant documents to a work order.

    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)
  7. Eagleview Map

    Be able to choose which structure you want to pull measurements for when ordering an Eagleview.

    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. Limit team members' ability to view email threads/attachments

    Create an accessibility setting for specific team members/groups' access profiles to limit their ability to view email activity from other users and also limit ability to download/view attachments in the emails. It kind of defeats the purpose of limiting team members to be able to view documents such as estimates and invoices when they have full visibility of email activity in which they can just download the attached file and view it.

    2 votes

    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)
  9. Automatic Save

    When working on proposals/estimates. the system doesn't "automatically save your work" please HELP.

    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)
  10. Add Forms to Documents

    I would like to be able to embed a form into a document

    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)
  11. 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)
  12. Ability to Archive Old Versions of Company Documents

    It's inevitable that Company Documents need updating. Currently, it's not possible to delete or archive old versions of documents that have been used before so it can get confusing to our employees which are the current versions

    3 votes

    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. Checking off items on a Work Order

    People who are assigned to a Work Order should be able to check line items off as they are completed. Admins can then see at a glance what has been completed and what still needs to be finished.

    9 votes

    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)
  14. EDIT FILE NAMES

    We need the ability to edit file names. Often times, other departments are uploading documents and they need to be in certain format for processes later down the lifecycle. For example, we have a particular naming format for financials but also being able to add things like PO, job number, or even fix misspellings would be really helpful!

    3 votes

    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)
  15. 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)
  16. Convert Photos to Documents

    It would be nice if I could save photos as a document, or somehow get photos to show up on the documents tab, for example if I take a photo of each page of an insurance agreement, I want that to show up in documents.

    7 votes

    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)
  17. The ability to organize company documents into subsections

    We have so many company documents and every time we are looking for a specific document we have to scroll through and try to interpret the file name as to which document it is. It would be nice if we could save and moved these company documents into subfiles we can edit. For example I can have a subfile for state building codes, the various manufactures installation and technical bulletins such as CT, OC, GAF, Iko, Elk, Celotex Malarky and Atlas ect. Inside those subfiles we can apply others in forms either by file type like brochures, tech bulletins, installation…

    9 votes

    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)
  18. 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)
  19. Create Fillable PDF's inside JobNimbus

    Having the ability to create fillable PDF's inside JobNimbus, and then later fill them out.

    15 votes

    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)
  20. Bulk download photos and documents separately

    Add ability to download all photos without other attachments being downloaded

    8 votes

    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

    1 comment  ·  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
  • Don't see your idea?

Documents, Photos, Forms & Attachments

Categories

Feedback and Knowledge Base