Documents, Photos, Forms & Attachments
184 results found
-
Fix photo problem
Photos import from the last job viewed. Requires the user to refresh the browser every time they are viewing a new job. Super annoying and could cause problems if someone made a decision based on the wrong photos. Please fix
8 votes -
Recover Deleted Photos
Be able to recover deleted photos and see any activities related to photos in the activity report (e.g. who deleted a specific photo).
5 votes -
Separate photos from Documents in Access Profiles
I would like to be able to allow access to see photos, but not documents. For example, if I want someone to be able to see photos of a project, but not be able to see insurance estimates, product invoices, or contracts.
Photos really are separate, and have different levels of sensitivity than actual documents.
13 votes -
Ability to add fields in forms and send to sign options
I know it is in the works, but the ability to add documents as forms and insert fields to then send out for e-signatures directly with Job Nimbus would be extremely helpful. Don't particularly like Natural Forms.
9 votes -
Better organization for documents and photos
We would like to be able to create folders for different documents and photos. I.E. create a folder for photos, one for documents etc...
17 votes -
Open two documents at once
I need to be able to open two documents in a file at the same time. When check on the status of an insurance claim, I need to be able to open the scope front the insurance company, as well as my supplement/estimate that I have submited. I need to be able to open two documents at once. I am pulling my hair out because you don't allow me to do this.
3 votes -
Add more invoice template options or allow more formatting options.
There are currently only two options for invoice templates. There is very little customization for the formatting. It would be nice to add or remove items such as company logo and document title, or allow the use of a letterhead in the header. The ability to change margin size would also be helpful to eliminate the chance of a blank second page in the PDF.
8 votes -
Change Photo Resolution/Size Options
When adding photos to Work Orders or Estimates, we are limited to one image size. Sometimes it would be helpful to be able to have a better/larger image to support the documentation on the project. Would it be possible to allow for a selection of small, medium or large photo sizes to attach to our work orders and estiamtes?
7 votes -
Integrate Microsoft Word for Document Template Importing
User has requested the option for importing existing word documents into Document Templates for the purpose of preserving font, layout, images, etc.
24 votes -
Photo arrangement in documents
When using the photos attachment option in templates you can not chose the order in which the photos will appear on the page it is random. I would like the ability to pick and choose which the ordering of photos when attaching them.
20 votes -
Add option to initial important sections of a document before signing a document.
Add option to initial important sections of a document before signing a document.
2 votes -
open documents in new window
Instead of documents opening within the same window, open them as a new window(or tab) within the web browser. As it currently stands when you open a document, measurements for an example, it opens within the same tab. This method only allows one document to be viewed at a time. If the document were to open in a new tab within the browser we could easily have multiple documents open at one time. When I order material for a job I will open the Eagle View and the selection sheet that we use, but in the current system I can…
4 votes -
Mass Delete Photos and Attachments
I would like the ability to select multiple photos and attachments to be able to delete them.
53 votes -
Organize attachments in order
I would like the ability to organize my attachments in order. Currently, when I attach files they are scattered all over the place and not organized
6 votes -
Search, Sort, and Filter Files
Need these in our daily business:
Files to sort by Created Date
Files to sort by Name
Files to sort by Types in a single view
Files to sort by Users
To name and re-name uploaded pdf and photo files
2 votes -
moving multiple photos
I'd like to be able to move multiple photos from one contact/job to another. This would be helpful in cases where there are 40-50 pictures taken in the wrong contact/job. otherwise I have to pull them from the contact/job drag and drop them to the desk top then enter them to the correct contact/job. Most times they show up so small that you can't see them or they are javascript. Same for pulling pictures to email they are super small.
5 votes -
Edit pictures
We need the ability to edit pictures within JN. It would be nice to be able to add text, circle things, point to things, draw on it, etc. We could then send those to the crew, repair man, customer, etc.
21 votes -
Attach Videos to Email Templates
The ability to embed a video in an email template so that when a contact is moved to a specific status, we can create an automation to send the customer an email with a video attached (i.e. more personal thank-you)
8 votes -
Ability to create Google-style documents and spreadsheets
Have the ability to create Google-style documents and spreadsheets that can constantly be updated to track work in progress for all jobs.
6 votes -
Bigger images on the Job level
Having these images easier to see, it would be awesome. Also any images added to that section should be listed within the job under photos automatically. Right now we have to upload to both locations.
3 votes
- Don't see your idea?