JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Documents, Photos, Forms & Attachments

  1. Moving the Signature Area

    It would be very helpful if we could move the signature area to the very bottom of estimates. We are currently not able to move the signature area in estimate templates. Documents would look more presentable if we could move the signature line to where we want it to be.

    13 votes

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

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  2. Attach Documents to Estimate Email

    Ability to attach documents to an Estimate when sending Estimate for signature. For example: Contract Terms & Conditions

    1 vote

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  3. 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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  4. Customize the email "You have a document to sign"

    The email that prompts the customer to sign the document, it would be great to change the subject line header and the brief email content that is displayed.

    10 votes

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    2 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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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  6. 1 vote

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  7. Ability to print signature requested doc

    Currently when sending a document requesting signature, recipients do not have the option to print the document or download it to review before signing. It would be convenient to include this to make business easier for clients.

    5 votes

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  8. Upload Fillable PDF's (i.e custom contracts, change orders etc) to Document Templates

    Which would then allow our custom documents to be sent out for e-signature.

    1 vote

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  9. Make uploaded docs be automatically marked as private.

    Have an option in settings to automatically mark uploaded documents as, private. Currently, this is done manually by have to make sure the box is selected.

    4 votes

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  10. 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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  11. Edit Columns on Material orders and Work orders

    I want to not show the Item column. I want to be able to show my "items" selection. as I may have an item that I am trying to order by a bag/ box or size.

    1 vote

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  12. Verify you want to send a non-financial document before sending

    When clicking to edit a document under a contact, the 'edit' button and the 'Email document' button are right next to each other. We had an issue where our mouse skipped and it accidentally sent an inaccurate document to our contact.

    There needs to be a 'are you sure you want to send this document' popup to allow us to accept or deny the sending of that document.

    1 vote

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  13. Option to selected signed with agreements

    With one of your upgrades you removed the option to change the status of an agreement to "Fully Signed". There are still many people that do not have the ability to electronically sign or want to wet sign an agreement. When we up load the agreement we can not indicate the agreement is signed under document status.

    1 vote

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  14. Zoom in on photos

    Zoom in on photos on desktop and mobile.

    9 votes

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    2 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Work Order Modified Automations

    There is a built in feature to automatically send work orders to subcontractor, but no built in features to automatically send modifications. You can create an automation to do this, but since attachments cannot be automated into emails, there's no way to send the updated WO to the sub, except manually. On weeks with weather, there are a lot of adjustments to job start dates, which means a lot of manually sent emails.

    1 vote

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  16. Add a page to a signed document

    Ability to add another page to a signed document to have it signed so the document could be all in one spot instead of multiple places.

    2 votes

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  17. E-Signature for work orders

    I would like to add an option to electronically sign a work order.

    5 votes

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

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  18. Ability to Move Signatures to separate places on documents

    Wants the ability to be able to place separate signatures in different places on documents rather than just having them in one central location.

    7 votes

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  19. Transfer Documents between Records

    It would be beneficial to have the ability to transfer documents from one record to another in case you accidentally upload documents to an incorrect record.

    32 votes

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  20. 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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