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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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276 results found

  1. 3 votes

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    0 comments  ·  Proposals  ·  Admin →
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  2. Notifications in Desktop Site

    Our office staff who work in front of the computer all day want to see "Notifications" in the desktop site. This prevents them from picking up their phone getting distracted by the MILLION other notifications waiting for them on their phone:) Instagram, Snapchat, Twitter, personal texts etc.

    1 vote

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    0 comments  ·  Admin →
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  3. Create a report from forms

    I would like to be able to create a consolidated report from the information gathered on the form when we do a roof inspection. Maybe I would use it with my estimate or attach it to my work order.

    12 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Edit and Delete Capabilities for Administrators

    I would like to delete a form or edit it, as I have experienced forms being created under the incorrect jobs, and there is no way to rectify this.

    As an administrator, I should be to delete and/or edit EVERYTHING.

    This is very frustrating.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  5. Notifications for When Document is Digitally Signed.

    An option for others besides the signees to be notified when a document is fully signed. There is a similar feature for estimates via an automation, which currently cant be created for documents.

    58 votes

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    4 comments  ·  Documents  ·  Admin →
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  6. Make Form drafts visible to office

    If a sales rep is unable to complete a check list form and saves it as a draft, it would be great to make the draft visible to the office. Currently we cannot see it in the draft stage until that check list is complete, problem also is if they save it then they cannot go back to edit it.

    11 votes

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    Viewed  ·  1 comment  ·  Forms  ·  Admin →
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  7. 6 votes

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    1 comment  ·  Admin →
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  8. Print and sign and reupload.

    Please have an option to print estimates with a sign and date option .

    3 votes

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    0 comments  ·  Signatures  ·  Admin →
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  9. Auto updating pricing on templates

    Automatically update prices in templates after updating prices in "Products and Services" under settings. We use templates a lot for quotes, ordering and estimates. It would be nice that after we update the price in "Product and Services" we can Click a button in the "edit template area" to update all the items that are linked to the "Products and Services" page. We have about 30 template estimates and updating multiple every time a price change happens in almost a full time job for several days. A button on each one that says "update pricing" to match the products and…

    4 votes

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    0 comments  ·  Templates  ·  Admin →
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  10. Attach a "Company Document" onto a document template

    ok guys, are you ready for the next big thing? Another billion dollar idea? So the document feature is almost perfect, but we need to have access to attaching a "Company Document" to a "document" we create from a template. I created some cool PDF's from illustrator to bolster up the template look, you know, eye candy for the clients, but in order to hook the pdf to the newly created document, the pdf must first be downloaded from the "company documents" to my computer, then uploaded to the individual contact, then create document, then connect. I propose having the…

    11 votes

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    1 comment  ·  Templates  ·  Admin →
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  11. Upload Fillable PDF's (i.e custom contracts, change orders etc) to Document Templates

    Which would then allow our custom documents to be sent out for e-signature.

    6 votes

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    0 comments  ·  Documents  ·  Admin →
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  12. Download PDF of forms

    Ability to download a filled out form as PDF

    8 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Document esigned status

    I'd like the ability to create a report showing wither or not a specific company document (contract agreement) has been sent to a contact, and then show the status, if the document has been sent, opened, or fully signed. If that doesn't work, some way to trigger an automation when a contact signs a company document.

    1 vote

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    0 comments  ·  Documents  ·  Admin →
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  14. Send Forms as Links/Attachments.

    The ability to send forms as a link/attachments.

    14 votes

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    0 comments  ·  Forms  ·  Admin →
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  15. List Android App in Amazon Marketplace for use on Windows11 Tablet

    Windows 11 Can now run Android apps but they need to be listed on the Amazon market place.

    I would LOVE to be able to run the Android app version on our windows tablets instead of using the web browser.

    1 vote

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  16. Downlaod Estiamte Tempaltes

    The ability to download estimate templates.

    1 vote

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    0 comments  ·  Templates  ·  Admin →
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  17. Document Status changes with signature status

    There used to be a "Signed" status for documents, but now that's gone and the signature status column seems to have replaced it. The problem is that the signature status can be fully signed, while the document status remains as a draft. I think the document status should relate to the signature status, or the document status should be removed altogether.

    6 votes

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    0 comments  ·  Documents  ·  Admin →
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  18. Ability to filter (reject) images from email replies

    Ability to filter (reject) images from email replies

    Would like to continue saving attachments but avoid images such as signatures and logos.

    2 votes

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  19. Template questions with a Photo type

    Include a Photo type question to the template questions so I can select specific photos for specific areas on a document

    2 votes

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    0 comments  ·  Documents  ·  Admin →
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  20. Form Answers ability to map to custom field.

    Ability for answers to Forms questions be mapped to custom fields.

    8 votes

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    Viewed  ·  0 comments  ·  Forms  ·  Admin →
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