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. Have a way to search for the Contact/Job that a Company Document is related to.

    Have a way to search for the Contact/Job that a Company Document is related to. So that we can be able to delete the document.

    1 vote

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Folder creation from Job/contact documents

    Creating folders within the documents tab of a record could be helpful to locate certain documents faster.

    4 votes

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  3. uploading multiple photos nimbus auto names most photos the same name

    , so when downloading to pc it only downloads 5 pics out of 80, huge time waster to name 80 photos when uploading, and downloading. thinking of quitting nimbus on this alone.

    07/08/2021 11:50:45.jpeg
    

    Type: Document
    Size: 124 KB
    Date Created: Thursday, July 8, 2021
    Date File Created: Wednesday, July 7, 2021
    Uploaded by Lawrence Watts

    07/08/2021 11:48:30.jpeg
    Type: Document
    Size: 354 KB
    Date Created: Thursday, July 8, 2021
    Date File Created: Wednesday, July 7, 2021
    Uploaded by Lawrence Watts

    07/08/2021 11:48:30.jpeg
    Type: Document
    Size: 303 KB
    Date Created: Thursday, July 8, 2021
    Date File Created: Wednesday, July 7, 2021…

    7 votes

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

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  4. Stay on same place on the page when downloading photos

    When downloading photos it scrolls you back to the top of the page. Allow the page to stay in the same place when a photo is downloaded.

    2 votes

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  5. More edit options for documents

    I would like to be able to have more edit options for documents created in JobNimbus. Like have a landscape view option and also provide more framing options to make a document look more aesthetically pleasing.

    4 votes

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  6. Hide Forms Tab.

    Be able to hide the forms feature.

    2 votes

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  7. Subcontractors can upload photos to JN

    Our field requires pre-job, in-progress, and completion photos. Since we deal daily with subcontractors, it would be great if they can send photos to the job in JN directly, without a user having to transfer the photos that subs send by text or email and download and upload and erase from our download folders. Time consuming and not efficient.

    9 votes

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  8. Photo Activity

    The abiltity to track the activity for photos when they are uploaded or deleted from a contact.

    2 votes

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

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  9. Organize Documents

    It would be nice if there was a way to alphabetize Documents or have a folder option. Currently, the most recent document uploaded is on top and you have to search through pages and pages to find a document that might have been uploaded 2 months ago. Alternatively, if they could be dropped into folders that would be another organizational tool. Ideally, we want to store all our job-related docs in JN but right now are using SharePoint as a back-up where docs can be alpha and organized into folders.

    4 votes

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  10. Add a document status to indicate a signature was collected on a paper copy of said document

    Add a document status to indicate a signature was collected on a paper copy of said document

    6 votes

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

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  11. Ability to add attachments to email templates

    Whenever we email out an estimate, we would love to be able to send some attachments with it about our company, etc. Currently, we are not allowed to add an attachment when clicking "email estimate". We also have an automation that sends an email, but there is no option to add an attachment to email templates.

    3 votes

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  12. Downloading options

    Instead of "DOWNLOAD ALL" being the only way to download multiple things at one time, a check box next to an item and the ability to download only those checked items would be amazing. It really helps when merging several documents into a single document.

    3 votes

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  13. Ability to layout a page similar to MS Word function

    I hope I'd be able to edit a document as it's shown on paper. I find it hard to format the document without seeing the content on the paper size itself. It seems like JobNimbus does all the formatting at this time.

    If there could be an option to see and change the paper size, that would be great as well.

    3 votes

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  14. Customize Document Status

    I would like to be able to customize the status options for documents. Specifically have an option to show a document as "Approved."

    2 votes

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  15. 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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    Gathering Feedback  ·  1 comment  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  16. 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  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Document Signatures -Choosing where the document signature line goes on the document.

    I would like to choose where the signature line is placed on the document

    4 votes

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  18. Rename Photos Within JobNimbus

    Logo would like to have the option to change the name of their photos, when they're synced into JobNimbus. For example.: When Company Cam's photos are synced, they have a very long name and it would be nice to change that..

    4 votes

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  19. 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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  20. Ability to add custom columns to Templates

    Specifically we need a column on our Materials Order template for the material source (i.e. Beacon, Shop, ABC, etc) but I can think of many more examples where this would be useful.

    3 votes

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Documents, Photos, Forms & Attachments

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