Integrations
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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.
24 votes -
Global Payments- Notification of declined payments
It would be very useful to have a notification if a payment gets declined.
3 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.
3 votes -
ability to hide cc surcharge, when enabled to pass fees to customer with Global Payments
When turning on settings in global payments to pass fees to customer, the surcharge is also showing on estimates. It would be very helpful to have option to hide the surcharge from estimates since it is not yet an invoice.
5 votes -
13 votes
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Google Mail integration
The ability to integrate with Google Mail/Google Workspace.
5 votes -
More options for Global payment Notifications
Hi Frank,
Thank you for taking time to speak with me today. I was able to review and check our documentation for Global Payments notifications. At this time, notifications for payments made through Global Payments are only able to be sent to the contact and the sales rep.
Since you need the notification to also be sent to you and not just the sales rep, I have submitted a feature request to our development team to consider this in future updates. I know that soon, we should have a Global Payments option for the automation which can then help in…
3 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.
1 vote -
Leap quotes need to feed JobNimbus Sales Reporting Numbers
Right now, if we don't use JobNimbus Estimates, we can't report on sales numbers in JN.
1 vote -
Zapier integration to use Activity Created
The ability to use Activity Created with Zapier integration.
2 votes -
Separate Products from Service, add variations with same unit of measure
Be able to separate products from services to be able to select services from products. Also, have the ability to create a variation under existing product to specify different measurements for the same unit of measure. We have posts that are different lengths in feet.
2 votes -
Gantt Chart
In order to effectively (and visually) map project timelines and statuses, the incorporation of gantt charts would be helpful.
2 votes -
Create Work Orders with API
We want to be able to create work orders with the API not just pull information from them.
3 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.
1 vote -
Sync for QuickBooks ONLINE classes
Why does class syncing only work in the desktop version? Any plans to add it to QuickBooks Online?
1 vote -
Ability to email Sunlight Financial Application to contacts
Ability to email Sunlight's financial application to contacts would be great.
2 votes -
Map Fields to EagleView Order Form
Please add a feature to the EagleView integration settings that allow us to map existing JN fields (built-in and custom fields) to the Order Form.
For example, many of us have "Claim Number" as an custom field. Being able to have this populate automatically in the EV order popup would be very helpful! Some of us might also elect to have the customer's name or JN Contact # appear in "Claim Info," "PO Number," or "Comments."
1 vote -
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.
2 votes -
Job Account Address to Sync to QB Ship To Address - so Sales Tax reports will be accurately
Job Address should sync with QB Ship To Address so Sales Tax will report accurately. Currently we have to manually update the the addresses in QB (on every friggin job account in WA state) so the Parent name and address shows in the Bill To field and the Job Name and Address will show in the Ship To field - which is where QB pulls the tax rate from.
4 votes -
2-way sync with SumoQuote for Products and Services
Would like a 2-way integration with SumoQuote where line items in estimates template will transfer to Sumo Quote
7 votes
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