JobNimbus Feedback

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  1. Fill out the new forms feature on a desktop

    Have forms be able to be filled out on the computer.

    30 votes

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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Share completed Forms

    It would be helpful to share completed Forms from JobNimbus, via email, download and print.

    22 votes

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    Planned  ·  3 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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.

    16 votes

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  4. 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.

    7 votes

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    Viewed  ·  1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Send Forms as Links/Attachments.

    The ability to send forms as a link/attachments.

    8 votes

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  6. 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.

    2 votes

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    1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 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.

    1 vote

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  8. 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

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    Gathering Feedback  ·  0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Upload a PDF to a Form

    Would love to be able to upload pdf files while filling out a form.

    1 vote

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  10. 1 vote

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  11. Form Answers ability to map to custom field.

    Ability for answers to Forms questions be mapped to custom fields.

    2 votes

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  12. 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.

    1 vote

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  13. Hide Forms Tab.

    Be able to hide the forms feature.

    2 votes

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  14. 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.

    7 votes

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  15. Integrate with Fastfield

    Customer would like to be able to integrate with Fastfield

    3 votes

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  16. 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.

    12 votes

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    Viewed  ·  1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 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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    Viewed  ·  3 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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