Documents, Photos, Forms & Attachments
208 results found
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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.
7 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 -
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 -
Ability to remove Document ID
I've noticed that there is a new id printed at the bottom of our documents and would like to be able to remove it.
12 votes -
Organize documents into sub-categories
I want to be able to organize the Documents on Jobs into sub-categories instead of just having everything listed by date and time.
17 votes -
Allow for eSign by customers
SImply allow a customer to eSign a document (e.g. estimate) without my having to travel back to their location so they can do it on my device. Customers want to think it over, discuss with their spouse, etc.
7 votes -
E-signature for Invoices - D-sign
The ability to add an e-signature line directly to an invoice, specifically.
3 votes -
Ability for customer to select options on estimate online and sign online
We would like to be able to send an estimate for online signature to our customers, giving them the ability to choose which options they'd like to include in the total price before signing. We usually send an estimate with at least a couple of options/upgrades. Currently, they have to tell us which options they'd like to include, we rework the estimate, and then send it to them again to sign.
10 votes -
Doc preview when attaching to email
Would like to have the ability preview a document when selecting to attached to an email sent directly from the Contact. Specifically and Estimate. The thumbnail is too small. I realize each estimate has its own number, but when we update or resend we don't always remember the number of a specific estimate when there are multiple.
6 votes -
Document ID attached to all pages of signed document
Would like to see the Document ID attached to all included pages generated, including the Signature page.
3 votesThis is in development! We’ll send an update once new signature functionality has been completed.
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Please create ability to insert page break.
Page break would help. Also the ability to place pictures specifically where you need them. The template creator as a whole is very awkward and it is difficult to make a high quality document like you can within Word or Google Docs. I like many parts of Jobnimbus but the function to create document templates is very underdeveloped.
31 votes -
PDF Editor
I would love to have a built-in PDF editor so we can pull up our company documents and edit them within JobNimbus, then save a copy to the contact. We have explored NaturalForms and it doesn't fit exactly what we need. Maybe an integration with DocHub or something similar would work? Currently our guys are downloading the documents, filling them out then uploading the new copy to the appropriate contact, which is inefficient.
26 votes -
Option to show all documents in the activity feed
We would like the option to have activities and documents combined so that they both show up in the activity feed.
2 votes -
Ability to edit the default email that's sent for e-signing
I want to be able to update /customize the default email message that is sent with e-signature requests.
10 votes -
Update template fonts to match standard font sizes
Currently, the font sizes in templates do not match standard font sizes. This can cause issues with laws for estimates/contracts needing to be a specific size to be legally binding.
6 votes -
Link documents in Job Nimbus to an external folder
Please add full bi-directional integration of all documents and pictures with Google Drive, Dropbox, or Windows file structure at the job level. This would allow us to have a full backup of all job documents regardless where they reside without the requirement to constantly duplicate the data either there or in our company files.
8 votes -
Ability to edit table settings in document template
Need to be able to alter table borders, settings, widths, etc after creating a document template. Currently have to edit in HTML or create new table and move data and delete old table
9 votes -
Pictures resized in estimates
NEED pictures to resize. They are too small. If we had the option to make them bigger, we could attach a jpg of the work to be done right on the estimate so everything is in the same place instead of having to make a contract.
9 votes -
Grid layout for photos
Currently the vertical layout works, but a photo grid would be much better.
We tend to take about a hundred or more pictures just for inspections. This amount of pictures in the current vertical layout limits the amount of photos you can view at one time and artificially stretches the page.
There seems to be well enough room for a grid layout if the information about the photo is limited to the file name uploader name and the date uploaded. If a description is entered, it should pop up when the picture is clicked on.This same organization would be…
22 votes
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