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Documents, Photos, Forms & Attachments

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275 results found

  1. 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.

    24 votes

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    6 comments  ·  Templates  ·  Admin →
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  2. All of JN request and ideas

    Boards:
    -Make scroll bar bigger. It is so tiny I end up grabbing a customer instead or its just difficult to grab to scroll side to side because it is so little.
    -Make Boards stackable. As of right now, you have to scroll to the side in order to move back and forth to view through the board. Is there anyway to make the categories stackable within a board, to just scroll up and down rather than side to side.
    -When clicking on a customer to move, have an option to throw it off the screen so it will return…

    1 vote

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  3. Photo arrangement in documents

    When using the photos attachment option in templates you can not chose the order in which the photos will appear on the page it is random. I would like the ability to pick and choose which the ordering of photos when attaching them.

    20 votes

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    5 comments  ·  Photos  ·  Admin →
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  4. Add option to initial important sections of a document before signing a document.

    Add option to initial important sections of a document before signing a document.

    2 votes

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    0 comments  ·  Signatures  ·  Admin →
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  5. open documents in new window

    Instead of documents opening within the same window, open them as a new window(or tab) within the web browser. As it currently stands when you open a document, measurements for an example, it opens within the same tab. This method only allows one document to be viewed at a time. If the document were to open in a new tab within the browser we could easily have multiple documents open at one time. When I order material for a job I will open the Eagle View and the selection sheet that we use, but in the current system I can…

    4 votes

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    0 comments  ·  Documents  ·  Admin →
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  6. Change Photo Resolution/Size Options

    When adding photos to Work Orders or Estimates, we are limited to one image size. Sometimes it would be helpful to be able to have a better/larger image to support the documentation on the project. Would it be possible to allow for a selection of small, medium or large photo sizes to attach to our work orders and estiamtes?

    5 votes

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  7. Document ID

    Ability to have the ID of documents (etc) to include customer details or the customers ID as well.

    1 vote

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    0 comments  ·  Documents  ·  Admin →
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  8. 2 votes

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    0 comments  ·  Documents  ·  Admin →
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  9. 1 vote

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    0 comments  ·  Documents  ·  Admin →
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  10. When downloading documents to have the same font size as shown in the system

    When downloading document from JobNimbus for the document remain in the same font size once opened in a different editor.

    1 vote

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    0 comments  ·  Documents  ·  Admin →
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  11. Scheduling Subs Needs Work

    Being able to reschedule a sub, send an updated email, modify what the automatic email says, attach pics, see if they opened it.

    1 vote

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    0 comments  ·  Signatures  ·  Admin →
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  12. 1 vote

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  13. Template Field View

    Wants the options for the template fields to be more easily accessible rather than just having the drop-down menu.

    1 vote

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    0 comments  ·  Templates  ·  Admin →
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  14. Be able to pull up user download history in time range.

    Be able to search user download history.

    1 vote

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  15. Organize attachments in order

    I would like the ability to organize my attachments in order. Currently, when I attach files they are scattered all over the place and not organized

    6 votes

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    0 comments  ·  Documents  ·  Admin →
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  16. Search, Sort, and Filter Files

    Need these in our daily business:

    Files to sort by Created Date

    Files to sort by Name

    Files to sort by Types in a single view

    Files to sort by Users

    To name and re-name uploaded pdf and photo files

    2 votes

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  17. Mass Delete Photos and Attachments

    I would like the ability to select multiple photos and attachments to be able to delete them.

    48 votes

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    Viewed  ·  3 comments  ·  Photos  ·  Admin →
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  18. Edit pictures

    We need the ability to edit pictures within JN. It would be nice to be able to add text, circle things, point to things, draw on it, etc. We could then send those to the crew, repair man, customer, etc.

    21 votes

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    2 comments  ·  Photos  ·  Admin →
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  19. Attach Videos to Email Templates

    The ability to embed a video in an email template so that when a contact is moved to a specific status, we can create an automation to send the customer an email with a video attached (i.e. more personal thank-you)

    8 votes

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    0 comments  ·  Templates  ·  Admin →
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  20. Ability to create Google-style documents and spreadsheets

    Have the ability to create Google-style documents and spreadsheets that can constantly be updated to track work in progress for all jobs.

    6 votes

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    0 comments  ·  Documents  ·  Admin →
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