Documents, Photos, Forms & Attachments
183 results found
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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 -
Create Fillable PDF's inside JobNimbus
Having the ability to create fillable PDF's inside JobNimbus, and then later fill them out.
15 votes -
Bulk download photos and documents separately
Add ability to download all photos without other attachments being downloaded
8 votes -
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 -
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 -
Share completed Forms
It would be helpful to share completed Forms from JobNimbus, via email, download and print.
55 votes -
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 -
Be able to “Duplicate” or “Copy” a Document
Please add a “copy” or “duplicate” function on the documents. We currently use our own templates for contracts. When we send a document for signature, it locks it and we can’t make any corrections to that or make a copy. We have to re-create the contract from scratch if we need to make any edits. This is for document that have NOT been signed yet.
Or let us void the document if it hasn’t been signed, and unlock the document so we can make edits.
2 votes -
Automations Triggered by Forms
I'd like to be able to create an automation triggered by a form being completed. We would like to utilize the form function for our production manager to fill out daily or weekly progress forms for jobs and have them automatically emailed or have some kind of notification that they are completed.
9 votes -
Fill out the new forms feature on a desktop
Have forms be able to be filled out on the computer.
58 votes -
Edit multiple photos at the same time
Ability to edit and delete multiple photos at the same time
10 votes -
receipts
To have a receipts option under documents downloads that would give you a box to put the cost of the receipt in. This could auto total on the financial page. It would help keep track of job costs. This could theoretically integrate into a post job budget check.
2 votes -
Access to Company Documents in mobile app
Be able to access Company Documents in the mobile app
10 votes -
Attach Pictures And Documents to Estimates/Invoices
Not only should we be able attach Pictures AND Pdfs that are multiple pages, but also please make it to where they can be attached to the estimate or invoice as a whole vs. to a single line item. (Similar to "Add Item/ Add Section", but Add Attachment).
The way it is right now, our salesmen have to send the estimate and/or invoice then a Separate email that includes the pictures and documents needed for the homeowners to have Legible, Large Format documents to submit to their HOA or insurance company. It adds steps that are supposed to be simplified…3 votes -
Indicator on photo comment on mobile phone
Can I get an indicator(highlight or red dot like Apple notifications) on photo comments showing there is a comment for photo instead of having to click on each comment bubble to see if there is text to read.
5 votes -
Square calculator
Create a form or excel/google sheet file that can be added to a job to help calculate squares/materials when measurements were done by hand. Currently doing this in google sheets then having to add into to JN
2 votes -
Signatures on WORK ORDERS
Just like on estimates and documents, WORK ORDERS need to have a native way of adding signatures. We've had a number of subcontractors argue payments with us because they didn't sign for anything. If we send a work order to a sub to accept, we want them to sign for it as a means of accepting the scope of work and payment terms.
2 votes -
Populate documents from Forms
Add ability to populate documents using information entered on forms.
2 votes -
Virtual photo release form
A simple photo release form we could send via Jobnumbus for a virtual signature. This would eliminate the need for printing off a paper copy and the hassle of getting sales reps to upload these documents to jobnimbus.
2 votes -
Ability to delete or hide company documents that are associated with active records.
Right now you get an error if you try to delete a document if it's been used in an email. We should be able to delete or hide those if they are outdated.
16 votes
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