Documents, Photos, Forms & Attachments
214 results found
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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.
10 votes -
Function/shortcut to main navigation for documents
Ability for an icon in the main navigation for documents - the shared document area. In the HOME CONTACTS CALENDAR line. Sort of like a bookmark tab in Chrome. Going through the regular search icon is onerous and mixed use, i.e., everything is listed, not organized by function, or anything, just alphabet.
3 votes -
Downloadable Forms
Can you make forms downloadable? We have some clients that require us to upload photos into their portal and they will only allow to upload one at a time. If we could upload our pictures/inspection form instead of individual photos this would save a ton of time. Thanks!
6 votes -
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!
4 votes -
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 -
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.
5 votes -
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…
11 votes -
The ability to upload documents larger than 100mb.
The ability to upload documents larger than 100mb.
3 votes -
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 -
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.
65 votes -
Bulk download photos and documents separately
Add ability to download all photos without other attachments being downloaded
9 votes -
Create Fillable PDF's inside JobNimbus
Having the ability to create fillable PDF's inside JobNimbus, and then later fill them out.
16 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 -
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.
3 votes -
Fill out the new forms feature on a desktop
Have forms be able to be filled out on the computer.
71 votes -
Share completed Forms
It would be helpful to share completed Forms from JobNimbus, via email, download and print.
58 votes -
Edit multiple photos at the same time
Ability to edit and delete multiple photos at the same time
12 votes -
Edit, download, and email forms
We want to be able to edit, download, and email the forms we create in JobNimbus
31 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 -
Access to Company Documents in mobile app
Be able to access Company Documents in the mobile app
10 votes
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