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JobNimbus Feedback

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Integrations

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75 results found

  1. Ability to sync invoices and payments to Quickbooks without syncing Products

    With acculynx I was able to sync financials to QB without syncing products. You were able to assign your QB cost codes to each line item on the invoice, that way all those line items did not have to be pushed in. We have over 900 products in JN and syncing these to QB would cause a lot of clutter.

    5 votes

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    1 comment  ·  Bookkeeping  ·  Admin →
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  2. Integrations with Roofr and Smart Estimates

    Integrations with Roofr and Smart Estimates to create accurate measurements and estimates faster for our clients.

    5 votes

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  3. Sales tax Rate selection in JobNimbus integrate with QuickBooks

    Currently when you create an invoice in JobNimbus, you select a tax rate for each line item. In QuickBooks Online however, the sales tax rate is applied on the entire invoice and, by default, is "Based on Location", which you can manually change to custom sales tax rates. Since Sales tax rate are synced between JobNimbus and QuickBooks Online, and you have to manually select the sales tax you want when creating invoices in JobNimbus, it would be nice if there was a way to tell QuickBooks you want to use a specific sales tax on the invoice when it…

    5 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  4. Google Calendar - Multiple Calendars

    Would like to see the option to sync and manage more than one Google Calendar;

    5 votes

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    0 comments  ·  Calendar  ·  Admin →
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  5. Integrate with T Sheets time tracking app

    T Sheets time tracking app would be amazing to have integrate with Job Nimbus. We waste a ton of paper and time filling out paper.

    5 votes

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    Viewed  ·  0 comments  ·  Admin →
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  6. Sync Vendors in QBO

    The ability to sync vendors to QBO.

    4 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  7. The ability to have one product sync over to QuickBooks when using Material and Labor.

    The ability to have one product sync over to QuickBooks when using Material and Labor. Instead of it splitting into two or three depending on what material and labor is selected.

    4 votes

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  8. Hide/Delete errors from the sync error report.

    Hide or delete QB sync errors that are not needed.

    4 votes

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  9. Zapier integration to use Activity Created

    The ability to use Activity Created with Zapier integration.

    4 votes

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    0 comments  ·  Zapier  ·  Admin →
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  10. Prevent Completed Tasks from being Deleted in Google Calendar

    We want the appointments to stay on the calendar like Google calendar does forever so we can check passed appointment history with clients easily by searching on google calendar.

    4 votes

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    0 comments  ·  Calendar  ·  Admin →
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  11. attaching documents to an automate email

    I think being able to attach a document to an automate email would be a great idea for an updated feature.

    3 votes

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  12. Identify Property When Ordering Eagleview

    When placing an order for an Eagleview inside JobNimbus, it would be super helpful to have the satellite image so we can identify (aka...put a pin over a house) the property. Since identifying the house inside JobNimbus is not possible right now, this has caused delays in receiving our measurement reports. After we place the order in JobNimbus, we have to wait to see if Eagleview finds the property, if they don't, we have to go into the Eagleview app and identify the property. If we can identify the property from the beginning, we can receive the reports faster, therefore…

    3 votes

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    0 comments  ·  Eagle View  ·  Admin →
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  13. The ability to place time constraints on the data with the QBO sync.

    The ability to place a time constraint on the data pulled from and placed into QBO when syncing.

    3 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  14. Sync supplier payments and commissions from QBO to JN

    Sync supplier payments and commissions from QBO to JN

    3 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  15. Ability to email Sunlight Financial Application to contacts

    Ability to email Sunlight's financial application to contacts would be great.

    3 votes

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    0 comments  ·  Financing  ·  Admin →
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  16. 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

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    0 comments  ·  Financing  ·  Admin →
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  17. Access Profile Setting for Payments

    In access profiles, have the ability to only give certain users access to edit or view payments.

    3 votes

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    Viewed  ·  0 comments  ·  Payment Platforms  ·  Admin →
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  18. 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

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    0 comments  ·  Financing  ·  Admin →
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  19. 3 votes

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  20. Quick estimates/material order using Hover 3d

    Quickly create estimates and material orders using Hover 3D ( Roofing, Siding, Paint, Stucco etc...) Similar to Leap or One click contractor. That feature will stream line the process of ever having to hand measure, or input numbers. A must feature. Jobnimbus will blow up with this feature.

    3 votes

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