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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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198 results found

  1. Add Subcontractor Information as a Template Field

    I want to be able to add contact information for a subcontractor on the work order.

    2 votes

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    1 comment  ·  Templates  ·  Admin →
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  2. Editing Batch Photos

    So I've noticed on some devices through the app, when I choose category "Photo" It will upload them as "Inspection Photos" which can be frustrating, when SumoQuote doesn't read unless it says "Photo". So when I got to reasign or edit the photos, I have to do it individually versus edit batch photos. How nice would it be to edit batch photos, and re-categorize them. Anyways, that would be awesome. Thank you.

    8 votes

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    0 comments  ·  Photos  ·  Admin →
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  3. Checking off items on a Work Order

    People who are assigned to a Work Order should be able to check line items off as they are completed. Admins can then see at a glance what has been completed and what still needs to be finished.

    9 votes

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    0 comments  ·  Documents  ·  Admin →
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  4. EDIT FILE NAMES

    We need the ability to edit file names. Often times, other departments are uploading documents and they need to be in certain format for processes later down the lifecycle. For example, we have a particular naming format for financials but also being able to add things like PO, job number, or even fix misspellings would be really helpful!

    3 votes

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    0 comments  ·  Documents  ·  Admin →
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  5. Edit documents if they haven't been signed yet

    Often I will send off a document to be signed and it will need to be slightly corrected in some way and resent. If no one has signed it yet, I should be able to edit it and resend it for signatures. Instead, right now, I have to create a new document, make the change and then send it out for signatures again. This clutters up the documents because you also aren't able to cancel/delete a document that has been sent for signatures, even if it hasn't been signed.

    4 votes

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    0 comments  ·  Signatures  ·  Admin →
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  6. Template fields for secondary related contact

    We need a way to pull contact information for a secondary related contact on document and email templates and for signatures

    4 votes

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    0 comments  ·  Templates  ·  Admin →
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  7. Select option for photos and documents

    At photo upload or document section, please add a small check box on the left side photo or document, so i can have an option to select all the box and delete all at one time only, no need to click delete one photo each time please.

    4 votes

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    1 comment  ·  Admin →
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  8. Separate Permission for Photos and Documents not together

    Under access profiles the permissions for "photos" and "documents" are the same. If these could be separated out that would be a huge help to us. We have many technicians that need the ability to upload and access photos into the app but do not need access to documents. Even though we can lock the technician out of estimates and invoices the documents category could have sensitive info in a lien waiver or other documents that a field/technician should not have access to.

    5 votes

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    1 comment  ·  Photos  ·  Admin →
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  9. The ability to organize company documents into subsections

    We have so many company documents and every time we are looking for a specific document we have to scroll through and try to interpret the file name as to which document it is. It would be nice if we could save and moved these company documents into subfiles we can edit. For example I can have a subfile for state building codes, the various manufactures installation and technical bulletins such as CT, OC, GAF, Iko, Elk, Celotex Malarky and Atlas ect. Inside those subfiles we can apply others in forms either by file type like brochures, tech bulletins, installation…

    9 votes

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    0 comments  ·  Documents  ·  Admin →
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  10. The ability to upload documents larger than 100mb.

    The ability to upload documents larger than 100mb.

    2 votes

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    0 comments  ·  Documents  ·  Admin →
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  11. Delete and print forms

    I would like to be able to delete a form created under a specific contact/job and download it as a pdf to print it.

    63 votes

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    Gathering Feedback  ·  6 comments  ·  Forms  ·  Admin →
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  12. Bulk download photos and documents separately

    Add ability to download all photos without other attachments being downloaded

    9 votes

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    1 comment  ·  Documents  ·  Admin →
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  13. form data integrates into job fields

    We would like it if data that is entered into forms can automatically prefill data in custom job fields that match. For example, we inspect our roofs after completion and score the crews with a 1-5 rating. At this time, someone needs to fill out the form then manually transfer the data into the job fields.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. Create Fillable PDF's inside JobNimbus

    Having the ability to create fillable PDF's inside JobNimbus, and then later fill them out.

    15 votes

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    0 comments  ·  Documents  ·  Admin →
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  15. Access all of documents photos related to the contact in a job

    We have clients that will send us an email with photo attachments. the settings will allow the attachments to save to the photos or documents tabs related to the client, but not the job. Then we create the estimate in a job (because our clients tend to have multiple projects, unrelated to each other), but have to re-upload those exact same photos to the job to attach them to he estimates.

    I'd like to be able to access any photo related to that client, within the job. But specifically with the estimates, as well.

    11 votes

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    0 comments  ·  Photos  ·  Admin →
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  16. PHONE NUMBER OF PRIMARY CONTACT IN JOB

    Having to click on the primary contact just to see a phone number is problematic when people forget to go back to the job to add notes or documents believing they are still in the job.

    It is also one extra step that needs to be done.

    5 votes

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    1 comment  ·  Admin →
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  17. Share completed Forms

    It would be helpful to share completed Forms from JobNimbus, via email, download and print.

    55 votes

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    Planned  ·  5 comments  ·  Forms  ·  Admin →
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  18. Ability to Hide Documents or Photos That Are Not Relevant

    Estimate & Invoice Example -- If we send out 3 estimates/invoices for one job and they only sign one, all estimates show in the documents tab without indication of which one is the signed version. Currently, the only way to determine the valid estimate or invoice is to go back to the financials tab and find the Fully Signed estimate number, then go back to the documents tab and match that to the number in the documents tab. When we have 50 jobs running at a time, this is a nightmare. Either they shouldn't copy to documents Unless they are…

    4 votes

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    0 comments  ·  Documents  ·  Admin →
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  19. Fill out the new forms feature on a desktop

    Have forms be able to be filled out on the computer.

    58 votes

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    Gathering Feedback  ·  4 comments  ·  Forms  ·  Admin →
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  20. Edit multiple photos at the same time

    Ability to edit and delete multiple photos at the same time

    10 votes

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    1 comment  ·  Photos  ·  Admin →
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