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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

53 results found

  1. 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…

    5 votes

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    0 comments  ·  Documents  ·  Admin →
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  2. Create Fillable PDF's inside JobNimbus

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

    8 votes

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    0 comments  ·  Documents  ·  Admin →
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  3. 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.

    2 votes

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    0 comments  ·  Documents  ·  Admin →
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  4. 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.

    2 votes

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  5. Allow us to edit forms that have already been submitted and delete old forms from jobs

    We need to be able to access forms from a desktop as well as be able to edit forms that have already been submit in case of error or mistake or something changing.

    20 votes

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    2 comments  ·  Documents  ·  Admin →
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  6. Signatures on WORK ORDERS

    Just like on estimates and documents, WORK ORDERS need to have a native way of adding signatures. We've had a number of subcontractors argue payments with us because they didn't sign for anything. If we send a work order to a sub to accept, we want them to sign for it as a means of accepting the scope of work and payment terms.

    1 vote

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  7. Ability to Hide Documents or Photos That Are Not Relevant

    Estimate & Invoice Example -- If we send out 3 estimates/invoices for one job and they only sign one, all estimates show in the documents tab without indication of which one is the signed version. Currently, the only way to determine the valid estimate or invoice is to go back to the financials tab and find the Fully Signed estimate number, then go back to the documents tab and match that to the number in the documents tab. When we have 50 jobs running at a time, this is a nightmare. Either they shouldn't copy to documents Unless they are…

    1 vote

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  8. Virtual photo release form

    A simple photo release form we could send via Jobnumbus for a virtual signature. This would eliminate the need for printing off a paper copy and the hassle of getting sales reps to upload these documents to jobnimbus.

    1 vote

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  9. Ability to delete or hide company documents that are associated with active records.

    Right now you get an error if you try to delete a document if it's been used in an email. We should be able to delete or hide those if they are outdated.

    10 votes

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    1 comment  ·  Documents  ·  Admin →
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  10. Notifications for When Document is Digitally Signed.

    An option for others besides the signees to be notified when a document is fully signed. There is a similar feature for estimates via an automation, which currently cant be created for documents.

    56 votes

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    4 comments  ·  Documents  ·  Admin →
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  11. Document esigned status

    I'd like the ability to create a report showing wither or not a specific company document (contract agreement) has been sent to a contact, and then show the status, if the document has been sent, opened, or fully signed. If that doesn't work, some way to trigger an automation when a contact signs a company document.

    1 vote

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  12. Template questions with a Photo type

    Include a Photo type question to the template questions so I can select specific photos for specific areas on a document

    2 votes

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  13. Attach Links to Documents

    Give us the option of "uploading" or attaching a link as a document. This would make it possible to easily link a Google Doc or similar to a Contact/Job.

    2 votes

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  14. Upload Fillable PDF's (i.e custom contracts, change orders etc) to Document Templates

    Which would then allow our custom documents to be sent out for e-signature.

    4 votes

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  15. Document Status changes with signature status

    There used to be a "Signed" status for documents, but now that's gone and the signature status column seems to have replaced it. The problem is that the signature status can be fully signed, while the document status remains as a draft. I think the document status should relate to the signature status, or the document status should be removed altogether.

    4 votes

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  16. Restrict visibility access for different Attachment Categories

    Visibility on different types of documents.

    Prevent certain groups/individuals to be able to see certain types of Attachment Categories.

    1 vote

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  17. The app does not allow my coworkers to see my notes as to what the document is under documents, which makes searching hard. Please update

    The app does not allow my coworkers to see my notes as to what the document is under documents, which makes searching hard. Please update

    1 vote

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  18. Be able to upload a document and make notes/tag people at the same time

    We want the ability to upload a document, and be able to make a not and tag people at same time.... not have to load and go out and search job or contact and go back in and make a note.

    2 votes

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  19. when dragging document to upload, BOX SHOUL HIGHLIGHT TO DIFFERNT COLOR. ITS HARD TO TELL IF DOCUMENT HAS BEEN PLACE IN THE BOX.

    when dragging document to upload, BOX SHOUL HIGHLIGHT TO DIFFERNT COLOR. ITS HARD TO TELL IF DOCUMENT HAS BEEN PLACE IN THE BOX

    1 vote

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  20. Ability to print signature requested doc

    Currently when sending a document requesting signature, recipients do not have the option to print the document or download it to review before signing. It would be convenient to include this to make business easier for clients.

    5 votes

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