Documents, Photos, Forms & Attachments
27 results found
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
Draft vs sent status
When an email is sent from the activity folder we are able to add additional comments to the email, and we really like doing this to have better communication with the customer. However, when sent from the activity folder the status isn't changed from draft to sent, it stays in draft. Then our office manager sees that we have a bunch of estimates that are only in draft status, when in reality they have been sent to a customer.
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.
-
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 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
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 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
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 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
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 votesMerged with other ideas, fixed, or declined.
-
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 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
Verify you want to send a non-financial document before sending
When clicking to edit a document under a contact, the 'edit' button and the 'Email document' button are right next to each other. We had an issue where our mouse skipped and it accidentally sent an inaccurate document to our contact.
There needs to be a 'are you sure you want to send this document' popup to allow us to accept or deny the sending of that document.
1 voteMerged with other ideas, fixed, or declined.
-
Option to selected signed with agreements
With one of your upgrades you removed the option to change the status of an agreement to "Fully Signed". There are still many people that do not have the ability to electronically sign or want to wet sign an agreement. When we up load the agreement we can not indicate the agreement is signed under document status.
1 voteMerged with other ideas, fixed, or declined.
-
Have a way to search for the Contact/Job that a Company Document is related to.
Have a way to search for the Contact/Job that a Company Document is related to. So that we can be able to delete the document.
1 voteMerged with other ideas, fixed, or declined.
-
Ability to layout a page similar to MS Word function
I hope I'd be able to edit a document as it's shown on paper. I find it hard to format the document without seeing the content on the paper size itself. It seems like JobNimbus does all the formatting at this time.
If there could be an option to see and change the paper size, that would be great as well.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
move the Create Document Button
Please move the "Create Document" button up above the Template Content Window.
It is easy to miss this button because it's way down below.
1 voteMerged with other ideas, fixed, or declined.
-
Automation to sync docs to google drive
Have an Automation to input documents, invoices, estimates into google drive.
1 voteWe want users to store their documents in Jobnimbus.
-
I'm so ****** right now
I just spent an hour working on details months in the making in a document and when I clicked save it said session timed out and had to reload. All was lost. What you have done with Documents over the last few months is **** and it has been screwing our company big time. I can't understand why your teams are working on projects that make no sense when there are tons of other great projects, like so many users spend time posting on these feedback forms, need to be done! Estimating still blows, documents have gone in reverse and…
1 voteMerged with other ideas, fixed, or declined.
-
Document ID
Ability to have the ID of documents (etc) to include customer details or the customers ID as well.
1 voteMerged with other ideas, fixed, or declined.
- Don't see your idea?