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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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275 results found

  1. Increase photo upload limit to 1000+

    We often need to upload hundreds of photos from our job sites at once. Now, we need to do this in chunks, and it's extremely inefficient.

    1 vote

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  2. Attach Links to Documents

    Give us the option of "uploading" or attaching a link as a document. This would make it possible to easily link a Google Doc or similar to a Contact/Job.

    2 votes

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    0 comments  ·  Documents  ·  Admin →
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  3. Signature Type for Forms

    It would be helpful if one of the type of elements in forms was a signature capture field. We currently use a paper job completion form where the customer and sales rep sign after doing the final walk-around at the end of the job. Rep verifies he inspected job and brief customer on warranty and other items, and customer signs buyoff. This feature would allow reps to upload signed forms into the job.

    4 votes

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    2 comments  ·  Forms  ·  Admin →
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  4. Upload PDF in Photos Tab

    Ability to save PDF documents (photos) in the photos tab of a contact or job. Currently when you try to upload a PDF in the photos tab it automatically goes into the documents section.

    8 votes

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  5. Photo Report

    I would like to create a report showing any new photo’s that were uploaded over a certain time period –

    24 votes

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    Viewed  ·  4 comments  ·  Admin →
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  6. Ability view all photos with a View All setting

    On the web browser, it would be nice to have a check box in the photos tab or setting to be able to select "View All" rather than going down and selecting view 100 max. It would minimize time with lest clicks.

    1 vote

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    0 comments  ·  Photos  ·  Admin →
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  7. Badges for number of items in files

    Able to see the number of items in each file at a glance like the notifications tab at the bottom of the page. i.e.
    Tasks - 1
    Photos - 18

    1 vote

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    0 comments  ·  Admin →
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  8. Customizable Signature Line

    I have a commercial property owner who would like to electronically sign their contracts, but would like to add the title "managing member" under his name, but not have that part of the signature. it would be great if we could edit the signature area and add titles under the signature line.

    3 votes

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    0 comments  ·  Signatures  ·  Admin →
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  9. E-Signature for work orders

    I would like to add an option to electronically sign a work order.

    17 votes

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    1 comment  ·  Signatures  ·  Admin →
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  10. Customize the email "You have a document to sign"

    The email that prompts the customer to sign the document, it would be great to change the subject line header and the brief email content that is displayed.

    19 votes

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    2 comments  ·  Signatures  ·  Admin →
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  11. Ability to select email template when sending document for signature

    Currently there is no way to add an email message when sending a signature request. It requires me to email the customer with a heads up that they are going to be receiving a signature request and it takes extra time.

    22 votes

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  12. Ability to add attachments to email templates

    Whenever we email out an estimate, we would love to be able to send some attachments with it about our company, etc. Currently, we are not allowed to add an attachment when clicking "email estimate". We also have an automation that sends an email, but there is no option to add an attachment to email templates.

    11 votes

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  13. Group photos in document templates

    Currently, when using the [[photo_attachments]] field to attach photos, it does not allow to add photos in groups. It would be very helpful to be able to attach photos and break them up in sections or groups on a document template.

    1 vote

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  14. The app does not allow my coworkers to see my notes as to what the document is under documents, which makes searching hard. Please update

    The app does not allow my coworkers to see my notes as to what the document is under documents, which makes searching hard. Please update

    1 vote

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    0 comments  ·  Documents  ·  Admin →
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  15. Allow CSS Styling on Templates

    Many of our templates are based off the same CSS styles, so minor updates requires me to update each individual template HTML source code under the <style> tags on each template. Allowing users to link a style sheet hosted on the web to templates within the HTML source would massively improve user experience

    3 votes

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    1 comment  ·  Templates  ·  Admin →
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  16. Edit Columns on Material orders and Work orders

    I want to not show the Item column. I want to be able to show my "items" selection. as I may have an item that I am trying to order by a bag/ box or size.

    3 votes

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    0 comments  ·  Templates  ·  Admin →
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  17. Moving the Signature Area

    It would be very helpful if we could move the signature area to the very bottom of estimates. We are currently not able to move the signature area in estimate templates. Documents would look more presentable if we could move the signature line to where we want it to be.

    19 votes

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  18. Upload a PDF to a Form

    Would love to be able to upload pdf files while filling out a form.

    2 votes

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    Gathering Feedback  ·  0 comments  ·  Forms  ·  Admin →
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  19. The work order template and the estimate template need to have the same format.

    In the WO template there isn't a amount column. I would like the ability to have a total appear in the section when checked, like it does in the estimate template.

    1 vote

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    0 comments  ·  Templates  ·  Admin →
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  20. Be able to upload a document and make notes/tag people at the same time

    We want the ability to upload a document, and be able to make a not and tag people at same time.... not have to load and go out and search job or contact and go back in and make a note.

    2 votes

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