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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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How can we handle relevant files better?

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219 results found

  1. Forms to clients

    Is it possible to send a form template to a customer to complete

    23 votes
    3 comments  ·  Forms  ·  Admin →
    How important is this to you?

  2. 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
    0 comments  ·  Photos  ·  Admin →
    How important is this to you?

  3. 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
    0 comments  ·  Admin →
    How important is this to you?

  4. 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.

    14 votes
    1 comment  ·  Forms  ·  Admin →
    How important is this to you?

  5. I would like to be able to attach a Hover Report or any document to a work order when sending it to a sub-contractor.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  6. 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.

    26 votes
    4 comments  ·  Forms  ·  Admin →
    How important is this to you?

  7. 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
    1 comment  ·  Admin →
    How important is this to you?

  8. 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.

    1 vote
    0 comments  ·  Templates  ·  Admin →
    How important is this to you?

  9. 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.

    2 votes
    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

  10. 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
    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

  11. 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
    0 comments  ·  Admin →
    How important is this to you?

  12. 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
    0 comments  ·  Photos  ·  Admin →
    How important is this to you?

  13. Delete completed forms

    11 votes
    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

  14. 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
    2 comments  ·  Photos  ·  Admin →
    How important is this to you?

  15. Limit team members' ability to view email threads/attachments

    Create an accessibility setting for specific team members/groups' access profiles to limit their ability to view email activity from other users and also limit ability to download/view attachments in the emails. It kind of defeats the purpose of limiting team members to be able to view documents such as estimates and invoices when they have full visibility of email activity in which they can just download the attached file and view it.

    4 votes
    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

  16. Sort documents and Rename them

    4 votes
    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

  17. bulk export photos and documents on jobs

    bulk export photos and documents on jobs

    4 votes
    0 comments  ·  Photos  ·  Admin →
    How important is this to you?

  18. Ability to Archive Old Versions of Company Documents

    It's inevitable that Company Documents need updating. Currently, it's not possible to delete or archive old versions of documents that have been used before so it can get confusing to our employees which are the current versions

    6 votes
    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

  19. 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.

    2 votes
    0 comments  ·  Photos  ·  Admin →
    How important is this to you?

  20. Improve picture Quality/Size

    We are solar installers as well as roofers. We are a VERY big market that JN could capitalize on. The picture quality from the compression of JN makes many of the pictures illegible and therefore useless. In solar, we need pictures where small labels on breakers, wire etc. must be readable. Very frustrating to be required to go back to a job and tell your techs "NOT" to use JN for photos. We're forced to go back to using WhatsApp to move full-size picture files around.

    21 votes
    2 comments  ·  Photos  ·  Admin →
    How important is this to you?
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