JobNimbus Feedback

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Integrations

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  1. 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

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    1 comment  ·  Financing  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Global Payments- Notification of declined payments

    It would be very useful to have a notification if a payment gets declined.

    3 votes

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    2 comments  ·  Payment Platforms  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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

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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 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

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  5. 13 votes

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

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  6. Google Mail integration

    The ability to integrate with Google Mail/Google Workspace.

    5 votes

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  7. 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

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  8. 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

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

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  9. 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

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    0 comments  ·  Sales Tools  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Zapier integration to use Activity Created

    The ability to use Activity Created with Zapier integration.

    2 votes

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

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  11. 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

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  12. Gantt Chart

    In order to effectively (and visually) map project timelines and statuses, the incorporation of gantt charts would be helpful.

    2 votes

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

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  13. 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

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

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  14. 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

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

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  15. 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

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

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  16. Ability to email Sunlight Financial Application to contacts

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

    2 votes

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

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  17. 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

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    Viewed  ·  0 comments  ·  Eagle View  ·  Flag idea as inappropriate…  ·  Admin →

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  18. 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

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  19. 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

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    2 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →

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  20. 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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    0 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →

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