JobNimbus Feedback

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Integrations

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  1. ABC

    Would like to be able to order, import deliver photos within jobnimbus. Right now we order through the order gateway with ABC and would like to be able to order materials within the app. In order to see delivery photos we must log in to the ABC Site.

    12 votes
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    0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  2. Integration ith CamScan

    I would like to see JobNimbus integrate with CamScan. The integration will allow us to scan documents, auto save them as PDF's and auto upload them into the Contact's Documents tab.

    5 votes
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    1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  3. Integration with pdfFiller

    I would love to have a built-in PDF editor so we can pull up our company documents and edit them within JobNimbus. We have explored NaturalForms and it doesn't fit exactly what we need. An integration with pdfFiller would work perfectly. Currently I am downloading the documents, filling them out then uploading the new copy to the appropriate job, which is inefficient.

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Complete Email Overhaul in JN

    We all know that the email in JN is horrible. It just needs a complete overhaul period. Either that or a full integration with Gmail or Outlook. The email is barely functional at best. I need to be able to add an attachment to a template, change font size, change font, change font color, add background color to highlight something, basic things that every email has except for Job Nimbus email. Make it more like a real email with the subject line at the top where it belongs, when I select "send an email" when I am within a contact…

    4 votes
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    0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  5. Product sync in Quickbooks

    When a new product is created in JN and syncs to Quickbooks, the costs are deleted from the item. User must go to QB, edit the new item and re-input the cost, and then resync to JN to enable item cost to show in JN. This is a big pain.

    2 votes
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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  6. HailRecon Integration

    User would like to see a future integration with Hail Trace.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. WePay toggle per Contact

    Would like to have the option to toggle on/off WePay when I decide to. This would give customers who need a digital payment option access to it without muddling every other transaction where it is not necessary.

    1 vote
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    0 comments  ·  Payment Platforms  ·  Flag idea as inappropriate…  ·  Admin →
  8. Integrate with Spotio 2.0

    Currently you only have the option to integrate with Spotio legacy. It would be great to have the ability to integrate with Spotio 2.0.

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Quick view icon to identify contacts/jobs that have synced with CompanyCam

    Currently there is not a quick way when viewing the contact to tell if that contact or job has synced with CompanyCam. It would be great if there was a icon on the main contact or job card that identified the this contact/job has synced with companycam.

    2 votes
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    1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  11. 2 votes
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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  12. Beacon Pro+ Templates Communicating with JobNimbus Estimate Edits

    When creating a template in Beacon Pro+, a color selection is required to move forward. This color selection shows up in the "description" of the product. When it is synced to JobNimbus, and an estimate is being created, JN has a drop-down menu to select a color for the product. Editing the color selection this way does not update the description, which requires customers who sync Beacon Pro+ templates to manually update the description every time they want to make a change to the estimate line item.

    1 vote
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    0 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to hide Synced SumoQuote estimates from field reps

    Add the ability to hide SumoQuote estimates from field reps as sometimes there is sensitive information in the estimates that field reps should not have access to.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    0 comments  ·  Zapier  ·  Flag idea as inappropriate…  ·  Admin →
  15. BirdEye Integration

    Would like to see JobNimbus setup an Integration with BirdEye.

    1 vote
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    0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  16. Select the corrosponding payment method when using WePay

    On an Invoice, when someone pays with WePay, it will default to Credit Card even if the payer selects ACH E-check. The Payment method shown should be ACH E-check or just E-check.

    This will help with knowing why there is a delay on a payment as ACH may take longer to verify the banking account is valid.

    1 vote
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    0 comments  ·  Financing  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow Eagle View Upgrades from JobNimbus

    We usually order an Eagle View Quick Squares, then upgrade to premium later, as it's cheaper than just ordering the premium. I'd like the ability to upgrade an order from inside JobNimbus.

    2 votes
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    0 comments  ·  Eagle View  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow the use of product variations when Beacon is selected as the Supplier

    Currently, product variations are not allowed to be used when Beacon is selected as the supplier on financial records. When selecting a different unit of measure, the cost and price do not update as it does when Beacon is not selected.

    1 vote
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    0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  19. Auto fill Estimate based off of Hover

    does Hover auto fill estimate in JobNimbus

    7 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. roofr.com

    It would be nice if you integrated with https://roofr.com/

    3 votes
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    0 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
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