Documents, Photos, Forms & Attachments
254 results found
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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.
3 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.
10 votes -
Create Fillable PDF's inside JobNimbus
Having the ability to create fillable PDF's inside JobNimbus, and then later fill them out.
13 votes -
Share completed Forms
It would be helpful to share completed Forms from JobNimbus, via email, download and print.
54 votes -
Template and documents
I would like a better way to organize email templates and documents so we don't have to spend so much time scrolling to find what we need. We should be able to organize them into catagories and sub catagories such as Sales Follow Up emails, Scheduling Emails, Post Sale Emails, etc.
1 vote -
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.
3 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 -
Extend Character Limit for Checklist Options in Forms
I would like to be able to fit more words in each item for the checklist in forms. Currently, the character limit is small.
1 vote -
STATUS SORT FOR WORK ORDER
IT WOULD BE AMAZING TO SORT STATUS (I.E. OPEN, CLOSED, ETC.) IN THE WORK ORDER SECTION OF THE WEB AND MOBILE APP.
1 vote -
The ability to pin a note or email
It is easy to lose track of important emails or notes regarding projects, so an ability to "pin" said note or email would be helpful.
1 vote -
Draft vs sent status
When an email is sent from the activity folder we are able to add additional comments to the email, and we really like doing this to have better communication with the customer. However, when sent from the activity folder the status isn't changed from draft to sent, it stays in draft. Then our office manager sees that we have a bunch of estimates that are only in draft status, when in reality they have been sent to a customer.
1 vote -
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 -
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…
3 votes -
Fill out the new forms feature on a desktop
Have forms be able to be filled out on the computer.
51 votes -
Access to Company Documents in mobile app
Be able to access Company Documents in the mobile app
9 votes -
Bulk download photos and documents separately
Add ability to download all photos without other attachments being downloaded
5 votes -
Enable Deletion of Icons, Logos, and TXT files auto extracted from emails when we email them in
It would be great if we can filter out or allow deletion of icons, logos, and txt files automatically extracted from emails. It consumes pages of photo space and you can't readily find what you need. I fully understand disallowing attachment deletion for recordkeeping sake, but is there a way to allow deletion of .png and .txt files only? Or maybe filter by file size and if they are under a certain size AND are .png or txt, allow deletion? It would make things cleaner and more organized if this was possible. Or if we could even send screenshots and…
1 vote -
Photo descriptions on Financial docs
When adding photos to work orders and other financial documents, automatically include the photo description from the photo section of the contact or job they are being uploaded from
1 vote -
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
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