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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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280 results found

  1. 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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  2. 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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    0 comments  ·  Admin →
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  3. 1 vote

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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 2 votes

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    0 comments  ·  Documents  ·  Admin →
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  14. 1 vote

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    0 comments  ·  Documents  ·  Admin →
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  15. 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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  16. 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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  17. 1 vote

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  18. 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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  19. Be able to pull up user download history in time range.

    Be able to search user download history.

    1 vote

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  20. 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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