Integrations
109 results found
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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".
4 votes -
Pinned Activities / Notes
There should be an option to "Pin" activities in the activity feed of a contact/job.
Activity feeds can fill up quick with hundreds of entries, such as general notes, tags, texts, calls, emails, etc. The default view is 5 items per page, which you can change up to 100 per page.
Sometimes, very important information is entered into the activity feed, which can easily be missed within all the other entries or take a ton of time to scan through to find.Pinning activities would allow important entires to be pinned at the very top of the activity feed for…
2 votes -
QBO / JN both recognize billing address
Why does the billing address (contact address) not sync to the invoice in QBO? Our invoices when sent from JN to QBO lose the billing address. All invoices are billed to the job address. This is a disaster for our property management business. And your payment processing fees are too expensive compared to QBO.
2 votes -
Ability to sync invoices and payments to Quickbooks without syncing Products
With acculynx I was able to sync financials to QB without syncing products. You were able to assign your QB cost codes to each line item on the invoice, that way all those line items did not have to be pushed in. We have over 900 products in JN and syncing these to QB would cause a lot of clutter.
3 votes -
Ability to order GAF QuickMeasure
Would like to be able to order GAF QuickMeasure just like we can with EagleView.
6 votes -
Multi-location sync with Quickbooks Online
Ability to sync multiple locations within one JN account to Quickbooks Online
6 votes -
The ability to have one product sync over to QuickBooks when using Material and Labor.
The ability to have one product sync over to QuickBooks when using Material and Labor. Instead of it splitting into two or three depending on what material and labor is selected.
3 votes -
Quickbooks Online- Categories, Classes, and DO NOT REPLACE PRODUCTS & SERVICES
Presently, we are experiencing a HUGE issue with the way that the sync with Quickbooks Online operates.
We created a completely new structure for pricing over the last few months as we have been trying to set up JobNimbus. In doing so, we created an entirely new selection of products and services in JobNimbus that we previously had in Quickbooks.
Apparently, in the sync... JobNimbus tries to match Products/Services. In our case, it didn't match these items 100% ... otherwise only a few P/S items would have been replaced. Instead, there was a more loose set of rules that it…
2 votes -
The ability to add job info to payment receipts.
The ability to add job info to payment receipts.
1 vote -
Exclude line items from getting convenience fee added to it with 'Build Into Margin' enabled
Ability to exclude line items from surcharge fee when fee is built into the margin
2 votes -
Identify Property When Ordering Eagleview
When placing an order for an Eagleview inside JobNimbus, it would be super helpful to have the satellite image so we can identify (aka...put a pin over a house) the property. Since identifying the house inside JobNimbus is not possible right now, this has caused delays in receiving our measurement reports. After we place the order in JobNimbus, we have to wait to see if Eagleview finds the property, if they don't, we have to go into the Eagleview app and identify the property. If we can identify the property from the beginning, we can receive the reports faster, therefore…
2 votes -
Sync supplier payments and commissions from QBO to JN
Sync supplier payments and commissions from QBO to JN
3 votes -
The ability to not have the QB sync push the cost as the price.
The ability to not have the QB sync push the cost as the price.
1 vote -
Custom Field Mapping with HailTrace
I would like to be able to import data from custom fields in the HailTrace app into JobNimbus through the integration.
2 votes -
Integrations with Roofr and Smart Estimates
Integrations with Roofr and Smart Estimates to create accurate measurements and estimates faster for our clients.
2 votes -
It is important to pull reports from smart estimates, such as Usage reports and other essential reports.
After we create smart estimates it would be fantastic if reports could be generated from smart estimate fields!
1 vote -
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.
35 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.
11 votes -
API File Return option
I would like to see more options with the API and files. specifically I'd like to be able to determin if a file exists with an id (already doable but only provides a boolean) and then attach that file to an email if it exists.
1 vote -
Allow Admins To Make Classes Required
Please allow admins to make the "class" field required. Our bookkeepers have to do a lot of backend work when our field reps fail to input this field. Being able to simply make this required would be a huge help!
Really, I would like the option to make any of the built-in fields required.
1 vote
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