JobNimbus Feedback

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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.

    27 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.

    5 votes

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

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  3. 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.

    8 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 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.

    5 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  5. SRS Integration

    What do we have to do to get an integration with SRS??

    1 vote

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

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  6. Sync for QuickBooks ONLINE classes

    Why does class syncing only work in the desktop version? Any plans to add it to QuickBooks Online?

    3 votes

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

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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…

    6 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 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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  9. Partial payment options through Global Payments Integration

    It would be helpful if through the Global Payments Integration there could be a pop up that can come up before the client's submit a payment letting them know that they are about to process a payment for the amount they have placed in. The reason, is that a lot of customers just go through the motion, and are being charged the full amount when they mean to only make a partial payment. Work around if for them to enter it in manually, but options for partial payment would be great in that process.

    1 vote

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

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  10. 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.

    2 votes

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

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  11. Service fee notice on payments pop up

    When clients submit a payment through GPI, it would be helpful to have a pop up that advises the payee that there is a service charge. Some clients have complained that they did not see the service charge being added. The service is fee is there, but it is sometimes hard to see.

    1 vote

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

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  12. Add Multiple Company Cams for Different Branches

    Need the ability to add multiple Company Cam Syncs. We have multiple branches. Each branch has its own subcontractors with their own company cams.

    1 vote

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

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  13. HailTrace: Automated emails for customers impacted by storm

    It would be great to be able to set up an email automation triggered by storm activity in HailTrace impacting our customers.

    1 vote

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  14. 15 votes

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

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  15. Need to Allow for Syncing of Bundled Items from QuickBooks

    QuickBooks allows for "bundled" items so you can essentially use one item that is manufactured from multiple parts. By doing so you are able to show one item on an estimate or invoice without having to itemize each and every part used to make up that item. Job Nimbus needs to at least allow for the sync of the "bundled" item even if it doesn't recognize the items contained within the bundle. This would allow for an estimate and invoice to be created for the customer and QB could handle the job costing and inventory piece (which it does anyway)

    1 vote

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  16. webhook carry custom field data

    We added the customer field for a reason... because we think it is important. Not sending this with the webhook really makes the field mute.

    1 vote

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

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  17. Gantt Chart

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

    3 votes

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

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  18. Google Mail integration

    The ability to integrate with Google Mail/Google Workspace.

    5 votes

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  19. 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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  20. Zapier integration to use Activity Created

    The ability to use Activity Created with Zapier integration.

    2 votes

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