Documents, Photos, Forms & Attachments
27 results found
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A better document/template builder
Every time I want to take a word file or excel file we have of one of our company documents and copy and paste it into the document template creator it messes up the layout so much its unusable. Template builder/editor is one of the hardest and most unfriendly feature in JN. The editor is so boxy and clunky its not user friendly or customizable. We would love to import more of our documents into JN and add template fields to auto populate info when created but can not do that effectively with the current design.. Also font selections and…
1 vote -
Make it possible to add a review link to text message
can you make it so we can send a link via a text message
1 vote -
Work Order Template Fields
I would like to be able to add template fields in my emails with information on the customer's work order that I can send to sub contractors.
1 vote -
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 vote -
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 vote -
Template fields for secondary related contact
We need a way to pull contact information for a secondary related contact on document and email templates and for signatures
3 votes -
Square calculator
Create a form or excel/google sheet file that can be added to a job to help calculate squares/materials when measurements were done by hand. Currently doing this in google sheets then having to add into to JN
2 votes -
Ability to edit work order number to match job number
When submitting a work order you should have the ability to make the work order ID number editable. It currently generates a number that could be correlated to a completely different customer/job with that same number. Why not make this editable to so that customer, job, and work order have the ability to all have the same ID number? Giving us the ability to make this change in the template would help associate the work order to that customer.
1 vote -
Attach Specific Document Types in email template
Because you are able to define each document type which is uploaded, I WOULD THINK that you can make an email template that attaches all documents labeled as user defined "Document Type" to an EMAIL TEMPLATE. IF you can add this feature it would make the process 100x easier.
ie If job status is set to follow up - send email template "follow up" Attach all documents with type as "follow-up documents"
2 votes -
Auto updating pricing on templates
Automatically update prices in templates after updating prices in "Products and Services" under settings. We use templates a lot for quotes, ordering and estimates. It would be nice that after we update the price in "Product and Services" we can Click a button in the "edit template area" to update all the items that are linked to the "Products and Services" page. We have about 30 template estimates and updating multiple every time a price change happens in almost a full time job for several days. A button on each one that says "update pricing" to match the products and…
4 votes -
Attach a "Company Document" onto a document template
ok guys, are you ready for the next big thing? Another billion dollar idea? So the document feature is almost perfect, but we need to have access to attaching a "Company Document" to a "document" we create from a template. I created some cool PDF's from illustrator to bolster up the template look, you know, eye candy for the clients, but in order to hook the pdf to the newly created document, the pdf must first be downloaded from the "company documents" to my computer, then uploaded to the individual contact, then create document, then connect. I propose having the…
10 votes -
Downlaod Estiamte Tempaltes
The ability to download estimate templates.
1 vote -
Allow CSS Styling on Templates
Many of our templates are based off the same CSS styles, so minor updates requires me to update each individual template HTML source code under the <style> tags on each template. Allowing users to link a style sheet hosted on the web to templates within the HTML source would massively improve user experience
3 votes -
Edit Columns on Material orders and Work orders
I want to not show the Item column. I want to be able to show my "items" selection. as I may have an item that I am trying to order by a bag/ box or size.
3 votes -
The work order template and the estimate template need to have the same format.
In the WO template there isn't a amount column. I would like the ability to have a total appear in the section when checked, like it does in the estimate template.
1 vote -
Work Order Modified Automations
There is a built in feature to automatically send work orders to subcontractor, but no built in features to automatically send modifications. You can create an automation to do this, but since attachments cannot be automated into emails, there's no way to send the updated WO to the sub, except manually. On weeks with weather, there are a lot of adjustments to job start dates, which means a lot of manually sent emails.
2 votes -
Ability to add custom columns to Templates
Specifically we need a column on our Materials Order template for the material source (i.e. Beacon, Shop, ABC, etc) but I can think of many more examples where this would be useful.
4 votes -
Add more invoice template options or allow more formatting options.
There are currently only two options for invoice templates. There is very little customization for the formatting. It would be nice to add or remove items such as company logo and document title, or allow the use of a letterhead in the header. The ability to change margin size would also be helpful to eliminate the chance of a blank second page in the PDF.
8 votes -
Template Questions- Make boolean default to "No" if left unchecked
When using template questions and selecting a boolean check box for yes or no, currently if left unchecked it is just blank. User would like it to default to "no" if left unchecked.
2 votes -
Integrate Microsoft Word for Document Template Importing
User has requested the option for importing existing word documents into Document Templates for the purpose of preserving font, layout, images, etc.
23 votes
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