Documents, Photos, Forms & Attachments
19 results found
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Share completed Forms
It would be helpful to share completed Forms from JobNimbus, via email, download and print.
42 votes -
Automations Triggered by Forms
I'd like to be able to create an automation triggered by a form being completed. We would like to utilize the form function for our production manager to fill out daily or weekly progress forms for jobs and have them automatically emailed or have some kind of notification that they are completed.
5 votes -
Fill out the new forms feature on a desktop
Have forms be able to be filled out on the computer.
39 votesWe have started the work on this idea. We are hoping to move it into a beta sometime within the next month.
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Delete and print forms
I would like to be able to delete a form created under a specific contact/job and download it as a pdf to print it.
26 votes -
Edit and Delete Capabilities for Administrators
I would like to delete a form or edit it, as I have experienced forms being created under the incorrect jobs, and there is no way to rectify this.
As an administrator, I should be to delete and/or edit EVERYTHING.
This is very frustrating.
1 vote -
Make Form drafts visible to office
If a sales rep is unable to complete a check list form and saves it as a draft, it would be great to make the draft visible to the office. Currently we cannot see it in the draft stage until that check list is complete, problem also is if they save it then they cannot go back to edit it.
9 votes -
4 votes
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Add form to Contact/Job from the web browser version of JobNimbus
We'd like to be able to add a form to a Contact/Job from the web browser version of JobNimbus so that the form already exists on the said Contact/Job before the sales rep goes onsite to fill it out.
2 votes -
Create a report from forms
I would like to be able to create a consolidated report from the information gathered on the form when we do a roof inspection. Maybe I would use it with my estimate or attach it to my work order.
7 votes -
Send Forms as Links/Attachments.
The ability to send forms as a link/attachments.
12 votes -
Signature Type for Forms
It would be helpful if one of the type of elements in forms was a signature capture field. We currently use a paper job completion form where the customer and sales rep sign after doing the final walk-around at the end of the job. Rep verifies he inspected job and brief customer on warranty and other items, and customer signs buyoff. This feature would allow reps to upload signed forms into the job.
3 votes -
Upload a PDF to a Form
Would love to be able to upload pdf files while filling out a form.
2 votes -
Form Answers ability to map to custom field.
Ability for answers to Forms questions be mapped to custom fields.
3 votes -
Be able to add colors or other information at the top of a form
I would like to add Colors to the top, so when we do a picture of color matches we can have it under that, instead of having to scroll thru all the photos we take, to find that picture
3 votes -
Hide Forms Tab.
Be able to hide the forms feature.
2 votes -
Ability to add fields in forms and send to sign options
I know it is in the works, but the ability to add documents as forms and insert fields to then send out for e-signatures directly with Job Nimbus would be extremely helpful. Don't particularly like Natural Forms.
8 votes -
Integrate with Fastfield
Customer would like to be able to integrate with Fastfield
3 votes -
Ability to access naturalForms from JobNimbus web app
It would be really helpful to edit naturalForms documents from JobNimbus online. After filling out a form from Jobnimbus app with naturalForms, there is no way to edit the form except to go directly to NaturalForms to do the editing. That is not really efficient to have to bounce through multiple apps to get a form edited especially when you are with a client and have to sign in again to naturalForms and get the info.
13 votes -
Improved naturalForms Integration (2 way data sync)
I'd like to be able to use information gathered in forms from NaturalForms, meaning suck it back in so that info is now in JobNimbus, not just on a PDF attached to the customer in JobNimbus.
Pull in data from the information added to a naturalForms document.
21 votes
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