JobNimbus Feedback

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Integrations

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  1. Global Payments- enable customer fee option to charge customer.

    At this time with Global Payments, selecting the option to have the customer pay the fees, does not appear to work. Customer tested this by sending himself an invoice and when he tried to pay it, there was no charge to him for the fee even though he selected this option when setting up the integration.

    3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. ACH Payment sync with QuickBooks Online

    ACH payments processed in QuickBooks Online will NOT sync with JobNimbus because JN doesn't have an "ACH" option in Pay Methods. The error is "QuickBooks Payment method is not linked in JobNimbus."

    Credit card payments sync just fine (from QBO). The headache this is causing is enormous!
    With all of the payment methods already listed, how difficult could it be to add one more? If there is a work around for this, I would love to hear it. Manually posting the payment in JN only works if it pays the invoice off in full, otherwise the payment posted in JN…

    3 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    2 votes

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    0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  4. 2 votes

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    0 comments  ·  Payment Platforms  ·  Flag idea as inappropriate…  ·  Admin →
  5. Integrate with staffing for roofing companies

    While attending IRE I was asked if we were networked with anyone for staffing by 3 different companies.

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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

    2 votes

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    0 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to add fields in forms and send to sign options

    I know it is in the works, but the ability to add documents as forms and insert fields to then send out for e-signatures directly with Job Nimbus would be extremely helpful. Don't particularly like Natural Forms.

    5 votes

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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  8. QuickBook Automation Capability

    The ability to make an automation for when something happens in Quickbooks and syncs over to JobNimbus the job or contact status would automatically change.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add "Make a Payment" to custom emails.

    The ability to add the "Make a Payment" button from the invoices to a custom email.

    1 vote

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    0 comments  ·  Payment Platforms  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    28 votes

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    1 comment  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  11. 2 votes

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  12. 1 vote

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote

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  14. Tax problem in QB - Shipping address in invoice set up

    JB doesn't bring over shipping address so that QB can calculate the correct sales tax. If the shipping address was populated in the QB sync then sales tax will work correctly. Right now the tax calculation in JB is being overridden with incorrect sales tax calculated in QB and when it syncs back with JB we have incorrect sales tax reported and overpayments from the customers because the sales tax is reduced in JB.

    3 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  15. Choose vendor location

    It would be great if we could choose what vendor location is getting our material orders. With Beacon they have many different locations that we use since we pull east and west coast materials for our branches. But when i place a material order it automatically chooses the closest branch the vendor has to us. This is causing an issue as we have a HUGE project going on right now and all of our orders go through to one branch we are not able to choose what branch gets the order, making our vendor then have to forward to proper…

    1 vote

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    0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  16. Grouped line items in sections (for totals) and ability to duplicate/delete sections

    Ability for line items to be grouped by sections, those sections have cost totals per section (have option to display section totals or line totals on templates), and the ability to have those sections duplicated/deleted for more efficient estimate/invoice building.

    3 votes

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    0 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  17. Photos in Xactimate

    Logo wants to be able to select photo's in JobNimbus photo tab and link the selected photos directly to an Xactimate.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Hearth

    Hearth is a great platform to work with for the contractor.
    Most companies that help the contractor finance a job pass the loan origination fees to the contractor and ask youto simply mark jobs up and offer discounts to your non financing customers.
    Hearth charges a flat fee to use their service and then as many people for as much as your clients can get are able to finance through them.
    We have loved it as a company.

    3 votes

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    0 comments  ·  Financing  ·  Flag idea as inappropriate…  ·  Admin →
  19. Utilize WePay to collect deposits on contracts

    It would be nice if a clickable link could be added to contracts to collect a deposit using the WePay integration similar to the one added to a invoice when the WePay integration is used. Maybe have the option to setup a set deposit percentage?

    3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  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.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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