Documents, Photos, Forms & Attachments
236 results found
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2 votes
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2 votes
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Photo Report
I would like to create a report showing any new photo’s that were uploaded over a certain time period –
29 votes -
E-Signature for work orders
I would like to add an option to electronically sign a work order.
22 votes -
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 -
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 -
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.
25 votes -
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.
14 votes -
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.
22 votes -
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.
23 votes -
Subcontractor Access
Our field requires pre-job, in-progress, and completion photos. Since we deal daily with subcontractors, it would be great if they can send photos to the job in JN directly, without a user having to transfer the photos that subs send by text or email and download and upload and erase from our download folders. Time consuming and not efficient.
28 votes -
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 -
Uploading Videos
Would like the option to preview a video when you upload it into documents under a customer file
22 votes -
Upload Standard Templates into JN
A way to upload our standard templates into JN and fill them in & send to customer from JN
3 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...
73 votes -
Folder creation from Job/contact documents
Creating folders within the documents tab of a record could be helpful to locate certain documents faster.
9 votes -
Ability to Move Signatures to separate places on documents
Wants the ability to be able to place separate signatures in different places on documents rather than just having them in one central location.
13 votes -
Time Date Stamp on photos
Time Date Stamp on photos
6 votes -
Ability to print signature requested doc
Currently when sending a document requesting signature, recipients do not have the option to print the document or download it to review before signing. It would be convenient to include this to make business easier for clients.
6 votes -
Make uploaded docs be automatically marked as private.
Have an option in settings to automatically mark uploaded documents as, private. Currently, this is done manually by have to make sure the box is selected.
5 votes
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