Documents, Photos, Forms & Attachments
224 results found
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Work Order Template Fields
I would like to be able to add template fields in my emails with information on the customer's work order that I can send to sub contractors.
7 votes -
Print Report or Save Reports as PDF
Would like to be able to save or print generated reports versus downloading and editing an excel or csv file
2 votes -
Add photo container to templates
Creating custom templates in jobnimbus alone is a task especially when using the HTML function. I am just glad it exists. Leanring HTML as you go is another adventure. Anyway I am in the process in creating a 5 page template type form which will require photos and attachemnts a the end. It would be great if we had another HTML function similarly to the checkbox that adds a photo container to the template where the user can upload with certain parameters predetermines IE size and locaiton of upload on the page. Also selecting from the job or contact would…
1 vote -
JobNimbus Local Client Drive Sync
I recently noticed with documents & photos coming in from a multitude of other platforms and apps. It would would be much more efficeint to be able to have a syncronized drive locally on my PC that allows me to choose the shared/sync'd folder to save it into rather than downloading locally then uploading to jobnimbus. This would work just like other storage applications like Box, Google Drive and Dropbox. It could also potentiall add a more streamline way to organize files and photos through a more standard filing system as well as create more direct downloading experiance and possibly…
1 vote -
Need Related contact fields for templates
Currently there is no way to print related contacts information on any documents related to a job.
We have multiple projects where we are working with 2 or more home owners, when printing estimates or documents we are only able to reference the primary job contact, even though the estimate will show a related contact in JN, we are unable to print any of the related contact information, need first/last name, address, phone, email. The work around is to make a job for each home owner, which defeats the whole point of using jobs.
2 votes -
EDIT DOCUMENT TITLE
USERS (AT A CERTAIN PERMISSION SET) NEED TO BE ABLE TO EDIT DOCUMENT FILE NAMES. FOR EXAMPLE, A SALES REP UPLOADS A COPY OF A CHECK PAYMENT WITH THE WRONG INFO AND OUR BOOKKEEPER NEEDS TO AMEND THE FILE NAME WITH THE CORRECT CHECK NUMBER, AMOUNT, ETC.
I'M NOT REFERRING TO CHANGING CATEGORY OR ADDING NOTES ON THE DOCUMENT.
15 votes -
Forms to clients
Is it possible to send a form template to a customer to complete
23 votes -
Send Multiple Photos from JN via iMessage
I would like to be able to select one or multiple photos on my phone and send them all to a contact in iMessage. Currently I have to save the photo to my phone and then send it from there.
1 vote -
Preview Documents in .doc Format
I would like to be able to preview documents within JobNimbus in a .doc or .docx file format instead of just PDF.
3 votes -
Convert All Photos to a Single PDF
I would like to be able to create a PDF within JobNimbus of all photos attached to a job and then be able to email that PDF out. This would be preferable to downloading all photos into a zip file that I then have to email out.
17 votes -
Forms Cover Page
I would like the forms to have a cover page with our logo and the homeowner's information so they look nice when sent out.
15 votes -
Advanced Forms Options
Some more options with forms would be very nice. I'd like to be able to share a link to forms that I can send my contacts so they can fill the form out. I'd also like to be able to print or download forms, both empty ones and submitted ones. There should also be some option to edit or update a form once it's been filled out.
27 votes -
1 vote
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Company Documents- Videos and/or powerpoint uploads
Hello, I would like to be able to upload a powerpoint presentation for our sales guys to use and show clients. To keep everything in Job Nimbus we use.
Also, it would be nice to be able to upload our 30-60sec company intro video also so our sales guys and show customers.3 votes -
Require Input on Contracts
When creating a contract, I want to require my Sales Reps to type something before they can send it to a customer. Like they have to type something there or it will not generate.
2 votes -
Adding Photos to Automations
I have figured out how to add photos to the automated texts & emails, but they show as a link. We need a way to insert the photos so they will show without the link JUST the photo.
2 votes -
Provide a photos section on my homescreen that allows me to scroll through ALL job photos
When on my home screen where I can see a jobs list and contacts list and tasks provide a section to see jobnimbus photos for ALL jobs that you can scroll through. like on the APP but more then the last 30 days.
2 votes -
Optimize Photo Report
Optimize photo reports when converting to PDF. Many times if the photos are too large the PDF simply won't generate, or will generate an extremely large file that I have to manually optimize to reduce the file size.
3 votes -
11 votes
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Save Over Previous Photo When Drawing on a Photo
Whenever I put drawings on my photos and go to save the photo, it does not allow me to save it. It only allows me to save it as a copy. Why! So now when I go to mark up a photo I will have a blank copy and the copy I just marked up. Filling up my photos.
Can you address this please.4 votes
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