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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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280 results found

  1. Resize Images

    Ability to resize photo.

    5 votes

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  2. Adding a insert template field for personal signatures

    the ability to choose an insert template field for different signatures

    5 votes

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  3. Fix photo problem

    Photos import from the last job viewed. Requires the user to refresh the browser every time they are viewing a new job. Super annoying and could cause problems if someone made a decision based on the wrong photos. Please fix

    8 votes

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    3 comments  ·  Photos  ·  Admin →
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  4. Change Order of Attachments on Created Documents

    The ability to change the order of documents when multiple attachments are placed on a document template/created document.

    2 votes

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  5. Download All Unique IDs

    Please make the unique ID (the random letters and numbers) generated and added to the end of the file name when download all the photos more professional.

    4 votes

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  6. Add "select all" when creating a photo sheet from a template so we don't have to select 40+ photos one-by-one

    The problem is that when you create a photo sheet from a template, you have currently have to select all photos you want in the photo sheet one-by-one. That is okay for a few photos but not when you want to select all 50+.

    3 votes

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    1 comment  ·  Photos  ·  Admin →
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  7. Multiple photo issues after update

    • Photo viewing not working on iPad Pro. The pictures do not load full screen, they only load in the side view one at a time.
    • You cannot scroll through pictures on iPhone or iPad (not working entirely on iPad), you have to click one at a time and close out of each individual picture. This is very cumbersome and breaks the flow of client meetings.
    • Multiple photo batch uploading from camera roll in the field not working. This results in not being able to review photos with JN with the client on site.
    • Photos taken from the JN app or…
    4 votes

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    1 comment  ·  Photos  ·  Admin →
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  8. Option to expire document signature link

    If a customer does not click on a link to sign a document after some time, it would be good to have the link expire and not allow the user to sign the document. It appears that currently, if a client click on an old link it will resend it to them creating activity in JobNimbus sent by the system.

    2 votes

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    0 comments  ·  Signatures  ·  Admin →
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  9. Track COIs - Vendor/Contractors Certificates of Insurance

    Tracking subs COIs, Certificates of Insurance, is a timely, but necessary part of contracting. It would be incredibly helpful to have this an option for all of us. I know that other CRMs allow for it.

    5 votes

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  10. Separate photos from Documents in Access Profiles

    I would like to be able to allow access to see photos, but not documents. For example, if I want someone to be able to see photos of a project, but not be able to see insurance estimates, product invoices, or contracts.

    Photos really are separate, and have different levels of sensitivity than actual documents.

    13 votes

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    0 comments  ·  Photos  ·  Admin →
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  11. automation trigger for document/photo upload filtered by status

    Please add the ability to filter by job status when utilizing photo uploads as a trigger.

    This would allow us to more efficiently track jobs especially when using CompanyCam integration.

    1 vote

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    0 comments  ·  Admin →
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  12. 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 vote

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    0 comments  ·  Documents  ·  Admin →
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  13. 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

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    0 comments  ·  Forms  ·  Admin →
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  14. Better organization for documents and photos

    We would like to be able to create folders for different documents and photos. I.E. create a folder for photos, one for documents etc...

    17 votes

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    1 comment  ·  Documents  ·  Admin →
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  15. Recover Deleted Photos

    Be able to recover deleted photos and see any activities related to photos in the activity report (e.g. who deleted a specific photo).

    4 votes

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    0 comments  ·  Photos  ·  Admin →
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  16. Open two documents at once

    I need to be able to open two documents in a file at the same time. When check on the status of an insurance claim, I need to be able to open the scope front the insurance company, as well as my supplement/estimate that I have submited. I need to be able to open two documents at once. I am pulling my hair out because you don't allow me to do this.

    3 votes

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    0 comments  ·  Documents  ·  Admin →
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  17. 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

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    0 comments  ·  Templates  ·  Admin →
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  18. Export attachments

    Customer would like a way to export attachments all at once rather than going one at a time to download all.

    2 votes

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  19. Contact/Job photos inserted by template fields.

    It would be greate to be able to have a way to have a blank space in a document that we can insert a photo from that specific client instead of having a photo as an attachment.

    For instance, if I wanted to do a proposal but wanted to have a cover page that showed the front of their house. It's a photo that would change on each document created.

    1 vote

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  20. 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 vote

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    0 comments  ·  Documents  ·  Admin →
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