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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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275 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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

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    0 comments  ·  Templates  ·  Admin →
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  13. 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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  14. 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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  15. 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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  16. Stop moving my main page when I click on a document

    Every time I open a document, my main screen defaults to somewhere else so I have to scroll all the way back up/down to open the next document. This is unacceptable

    2 votes

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  17. Stop having JobNimbus automatically resend documents for e-signature.

    I have customers who cancel, yet JobNibus keeps on sending them their documents to sign. I can't delete the document because once it's sent for e-signature it's locked.

    1 vote

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  18. 1 vote

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  19. How can I enter photos/emails/ documents into the client's JobNimbus file when those documents are not coming in through JobNimbus (App for

    How can I enter photos/emails/documents into a client's JobNimbus file that do not come in through the JobNimbus App. At the moment I have to highlight them, save them in a word format, then open the client's JobNimbus file and upload the file. That's messy. Is there/can a way be developed to do that in a simple way. For example, an email comes in from a sub-contractor with a quote. I have to go through the process above. Help

    1 vote

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  20. Manual entry of signed contract and a place to show the date signed

    With the new Required Signatures, and no longer needing to create a document for the signatures....there doesn't seem to be an option to manually put in a signature date for those that print their estimate proposal out and return it to us with a physical signature, rather than a digital signature. There is also no longer a field that shows us the date the estimate was signed like there used to be on the activity page under the documents.

    Can a field showing the date the estimate was signed be added back in somewhere?
    Also, can their be a way…

    2 votes

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    0 comments  ·  Signatures  ·  Admin →
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