Integrations
75 results found
-
Quickbooks Online- Categories, Classes, and DO NOT REPLACE PRODUCTS & SERVICES
Presently, we are experiencing a HUGE issue with the way that the sync with Quickbooks Online operates.
We created a completely new structure for pricing over the last few months as we have been trying to set up JobNimbus. In doing so, we created an entirely new selection of products and services in JobNimbus that we previously had in Quickbooks.
Apparently, in the sync... JobNimbus tries to match Products/Services. In our case, it didn't match these items 100% ... otherwise only a few P/S items would have been replaced. Instead, there was a more loose set of rules that it…
2 votes -
Ability to order GAF QuickMeasure
Would like to be able to order GAF QuickMeasure just like we can with EagleView.
13 votes -
Sync supplier payments and commissions from QBO to JN
Sync supplier payments and commissions from QBO to JN
3 votes -
Multi-location sync with Quickbooks Online
Ability to sync multiple locations within one JN account to Quickbooks Online
7 votes -
Insurance Estimate Totals
Ability to override the section totals, as well as the entire total of the estimate. If we are completing insurance work, it’s tedious to breakout labor and material, to the point it isn’t worth it. Having the ability to force the total to the RCV from the insurance estimate would streamline the entire process from insurance estimate to orders to invoice.
2 votes -
Sync work orders to QuickBooks.
The ability to sync work orders with QB.
6 votes -
Hide/Delete errors from the sync error report.
Hide or delete QB sync errors that are not needed.
4 votes -
Clicking on address would take you to map on desktop
It would be great if you could click on the address and it would take you to a map on the desktop like it does in the app.
11 votes -
Syncing issue with Quickbooks Online (QBO) when books are closed
Don't allow changes to be made to invoices and payments on Jobnimbus when the books for those items are closed in QBO. As it stands, I can change an invoice on JN but it won't sync to QBO if the books involving that invoice are closed. If you try to make changes to a reconciled invoice in QBO, an error message pops up. The same needs to happen in Jobnimbus.
2 votes -
Send Payment Receipt
Would like to be able to send a receipt through Payments under the Financials tab (clicking the three dots only allows for Edit or Delete)
14 votes -
JobNimbus Job address should sync to Ship to address in QuickBooks
Job address should sync to Ship to not Bill to address in QuickBooks
8 votes -
CompanyCam header
When importing information from CompanyCam, there is a string of irrelevant text. The bold lettering should be mapped to the description in CompanyCam.
6 votes -
Zapier integration to use Activity Created
The ability to use Activity Created with Zapier integration.
4 votes -
Gantt Chart
In order to effectively (and visually) map project timelines and statuses, the incorporation of gantt charts would be helpful.
7 votes -
Ability to email Sunlight Financial Application to contacts
Ability to email Sunlight's financial application to contacts would be great.
3 votes -
Prequalify Icon For Sunlight Financial
Currently we have and Icon to click when sending a customer the Application for Financing. Problem is, there isn't one for prequalifying a customer. This would make the process just as smooth as sending the credit application, because it would autofill all the customers contact info.
3 votes -
Remove Sunlight Financial Banner
Please remove the Sunlight Financial banner in the financials tab. We do not want it and you can't force this on up.
37 votes -
Access Profile Setting for Payments
In access profiles, have the ability to only give certain users access to edit or view payments.
3 votes -
Show payment matrix
We should be able to show payments on estimates. Kind of like when you go buy a car. Show a break down of the payments available. People buy cars based on the payment. They will absolutely purchase upgrades and higher ticketed items, if they can see the payment. You can set it up so the contractor can input their financing terms in the back end, and it will do the math to show the payment. Game changer here.
3 votes -
Integration with MS Outlook
We would like to integrate with MS Outlook. It would be great to have an email integration with the contacts in JobNimbus.
7 votes
- Don't see your idea?