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JobNimbus Feedback

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85 results found

  1. Missing Payment amount and type fields available on api and/or email templates

    I'd like to automate based on the amount and type for example:

    Cash/Check Payment -> Manager needs a task to make sure it gets to the bank
    JobNimbus Payment -> Send to spreadsheet to consolidate for accounting dept.

    Can we get the following field available in either an email template, Zapier, or in the API?:

    Amount (Amount of the purchase)
    Method/Payment Type(Card, Bank, Cash, ect.)
    Merchant (JobNimbusPayments, WePay, Global Payments)
    RelatedRecordID/JNID
    RelatedRecondNumber/ContactNumber/JobNumber
    RelatedInvoiceID

    17 votes

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  2. Job Automation With Ability to Change Type, Not Just Status

    Warranty jobs go in the warranty workflow, but sometimes they end up not being warranty. This means the type/workflow needs to change. Our sales reps only really change statuses, not the workflow/type, because it requires extra time to open the edit box. We need to create an automation that changes the type/workflow based on a status in the warranty workflow that triggers this change.

    3 votes

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    1 comment  ·  Admin →
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  3. Google Map integration to verify and auto-fill addresses while entering them on new jobs

    Google Map integration to verify and auto-fill addresses while entering them on new jobs. Every CRM I have used has this feature which helps prevent incorrect address entry and wasting inspectors time. Also saves a lot of typing.

    2 votes

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    0 comments  ·  Maps  ·  Admin →
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  4. Bring Back Auto-Download to Job

    Please bring back auto downloads for Eagleview reports. We have an increase in human error b/c now we have to manually upload the reports to the corresponding job.

    1 vote

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    0 comments  ·  Eagle View  ·  Admin →
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  5. A total count at the top of the days on the calendar

    This would allow us to know how many jobs or appointments are scheduled for the day without counting them everytime. Very important when you want to cap people at a certain amount per day.

    1 vote

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    0 comments  ·  Calendar  ·  Admin →
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  6. Map Plotting with Filters

    The ability to plot a map with a certain days scheduled appointments per assigned salesman. This way they can easily see all of their appointments on a map and plot accordingly.

    1 vote

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    0 comments  ·  Maps  ·  Admin →
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  7. The ability to sync classes in QBO.

    The ability to sync classes in QBO.

    14 votes

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    2 comments  ·  Bookkeeping  ·  Admin →
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  8. invoice number

    Allow QBO Sync to use a different Invoice No. Series

    QBO and JN use the same invoice numbers. I would like to have 2 different sets of invoice numbers. We send invoices for new jobs out of jobnimbus, but we book ad-hoc invoices from QBO. We need this to work.

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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  9. Angi Leads Integration

    Please add a direct integration with Angi Leads. Trying to set up Zapier into JobNimbus and then Angi Leads into Zapier excessive.

    2 votes

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    0 comments  ·  Leads  ·  Admin →
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  10. Ability to Edit JobNimbus Payments Reference Number

    "We have been told we cannot edit the JobNimbus payments reference section to our needs. We would like to be able to edit the reference # by adding EE representing Electronic Check without causing a sync error or even better have the payment method selection as ECheck not Check. This would greatly help with our QB record keeping. The payment method is an Electronic Check and we would like to show it as such in our records."

    1 vote

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  11. Add Jotform

    I would love to use Job Nimbus to get our contract signed but y'all only use an E signature that when it's signed it signs every box and we need multiple signature boxes on our contract that must each be signed individually in the customer's actual signature. Our Contract is extensive and needs to be signed accordingly. as of now we use Jotform for this feature and would really like you Job Nimbus to add Jotform that way my signed Documents can transfer to Job Nimbus.

    OR

    Just fix the problem with the signatures

    1 vote

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    0 comments  ·  Sales Tools  ·  Admin →
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  12. Shorter Filenames for CompanyCam Photos

    Photos that sync over from CompanyCam have crazy long filenames. This makes photo reports look terrible because there will be several lines of text for the names. If I share a photo via CompanyCam and then someone clicks into the link and views/downloads individual photos, then it does show those crazy names in the URL. However, if I select download all photos and put in my email, CompanyCam will send a zip file that contains the photos with normal names when unzipped. Please update the integration to pull the shorter names.

    2 votes

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    0 comments  ·  Photos  ·  Admin →
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  13. 1 vote

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    0 comments  ·  Admin →
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  14. Customizable QuickBooks Mapping for Products & Services

    To improve efficiency and accuracy in financial tracking, I suggest enhancing the JobNimbus to QuickBooks integration by introducing customizable mapping options for income and expense accounts. Currently, all imported products and services are categorized identically, requiring manual adjustments post-import. Allowing for the pre-selection of appropriate accounts would significantly reduce bookkeeping time.

    Additionally, incorporating a feature to synchronize the status of products or services (active/inactive) based on the chosen sync direction (e.g., two-way, one-way) would further streamline operations and maintain consistency across platforms.

    Implementing these changes could greatly enhance usability and financial management efficiency for users.

    3 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  15. Send records to CompanyCam at set stages or statuses

    Our sales guys get overwhelmed in CompanyCam when the projects are created for every single job. We've tried using Contacts and Jobs to manage it, but that doesn't work better inside of JobNimbus. We would like to have the option to control when or which Jobs get sent to CompanyCam, similar to the QuickBooks integration.

    1 vote

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    0 comments  ·  Photos  ·  Admin →
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  16. 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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  17. SRS Live Pricing Update to Products & Services

    I need the SRS integration to live update the pricing in the Products and Services page, not just on the financial documents themselves.

    3 votes

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    0 comments  ·  Suppliers  ·  Admin →
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  18. Ability to order GAF QuickMeasure

    Would like to be able to order GAF QuickMeasure just like we can with EagleView.

    17 votes

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  19. Zapier to JobNimbus Not Adjusting for DST

    Integrating from Highlevel to JN via Zapier, and Zapier or JN does not seem to take daylight savings into account when putting a start/due date on a job. Can you please investigate this?

    2 votes

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    0 comments  ·  Zapier  ·  Admin →
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  20. Quickbooks Payments: Accounts

    There is no space to assign a deposit account for payments made when logging payments in JobNimbus.

    This throws off Quickbooks reports. When the reports are ran it shows all payments logged through JobNimbus as being "undeposited funds".

    7 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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