JobNimbus Feedback

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Integrations

Who should JobNimbus integrate with?

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  1. 8 votes
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    0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  2. sync "jobs" (in Nimbus) with "Projects" (in Quickbooks) in order to be able to run job costing reports on QB online.

    The ability to sync "jobs" (in Nimbus) with "Projects" (in Quickbooks) will let us run job costing reports without having to manually transfer needed info.

    6 votes
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    Viewed  ·  2 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  3. 3rd Party File Storage Providers - Google Drive, DropBox, SugarSync, etc.

    An integration with 3rd party file storage providers such as Google Drive, DropBox, SugarSync, etc.

    18 votes
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    Viewed  ·  1 comment  ·  Storage  ·  Flag idea as inappropriate…  ·  Admin →
  4. 5 votes
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    0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  5. The option to order an eagleview via the mobile app

    It would be nice not to have to use the eagleview app or have to do it from the desktop app.

    3 votes
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    Viewed  ·  1 comment  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Sync Classes for Quickbooks Online version

    I see that you have classes for Quickbooks desktop but I need one for the online version. Thank you!

    3 votes
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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  7. Sync subcontractors in JN to contractors/vendors in Quickbooks Online

    Right now, contacts set up as subcontractors in JN will sync to Quickbooks Online (QBO) as a customer. No way around that. Once added in QBO as a customer, their type cannot be changed to a vendor or contractor. All you can do is delete it in QBO and manually retype it in QBO.

    For a business like mine, over 90% of our jobs are done by subcontractors. We have to manually double enter all subcontractor info PLUS manually double enter any costs (the amount we need to pay our subcontractors). This is a big shortcoming that opens the door…

    7 votes
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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  8. jive

    Can you all integrate with Jive? I would love to be able to mass text folks somehow by integrating with Jive. That would be cool.

    2 votes
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    Viewed  ·  0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  9. Other Credit Card Processors (other than WePay)

    JobNimbus should integrate with other Credit Card Processors other than WePay, which is super expensive and you can't even process cards manually by typing in the card details. Please integrate with great processors like FattMerchant!!

    7 votes
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    Viewed  ·  1 comment  ·  Payment Platforms  ·  Flag idea as inappropriate…  ·  Admin →
  10. Beacon Delivery Confirmation with Picture in JN

    It would be nice if I could see a delivery confirmation photo in JN

    3 votes
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    0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  11. WePay - Allow Custom Templates When Sending WePay Invoices

    Currently it looks like you can select a template and send it, but the client actually receives a generic "your invoice is attached" email from WePay. This is a problem because we want to tell customers to only pay half of the invoice amount upfront. Our email template that says that does not send.

    2 votes
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    0 comments  ·  Payment Platforms  ·  Flag idea as inappropriate…  ·  Admin →
  12. Integrate with Quickbooks projects!

    Part of the draw with JobNimbus was its ability to integrate with Quickbooks. :/ Now we have to manually add our jobs into JobNimbus. We use the projects function in QB like the jobs in Nimbus.

    2 votes
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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to Provide Customers With Financing

    I'd like to be able to offer my customers financing so that I can close the deal easier.

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

    Hello users! This is something that has been asked on and off via our various communication channels (social media, via our support department, from tradeshows), and we’d love to get your opinion on this. What companies would you be interested in seeing JobNimbus integrate with for financing options for your customers? At what stage of the sales process would you see this taking place?

  14. Upload SKU's via Excel

    Have the ability to input SKU's & cost via excel file. I'm a flooring store, and for instance we have one manufacturer that has 30 different SKU's at 30 different prices, that we currently have to input the price of manually into the estimate. If we could upload the excel file and have those fields auto-populate, it would save us a lot of time trying to input every item into 'products & services'.

    2 votes
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    0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  15. Sync custom fields from sales rabbit

    Sync custom fields on sales rabbit

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Standard API integration for Lead Capture

    Lead capture api enables you to automate the flow of information from web-based platforms (i.e. contact me, free estimates, home advisor, angie's list, etc.). As soon as the person fill out the form the information (name, address, phone #, email) automatically populates into JobNimbus. You should be able to customize this information with the lead source so as it comes across to your database this information is already completed. You will still received your email from the original provider, however you don't have to enter the information manually.

    2 votes
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  17. Improved Access Profile Settings for API Key Integrations

    - Add additional functionality to Access Profiles to prevent/enable the upload of files and attachments.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. JobNimbus App Store

    JobNimbus should host an app store with a listing of all of their integrations, information about the integration/company, and instructions on how to connect the integration.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to Designate an Estimate/Invoice to a "Class" that Will Sync with QB.

    QB has the ability to label everything to a certain category (or class) enabling the user to create reports to compare numbers between the different classes. Right now, we have to manually go to QB after syncing JobNimbus and change every estimate to add the proper classification. It would be nice if there was a way to select a class when creating the estimate in JobNimbus that would then sync with QB.

    1 vote
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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  20. Create a Sales Order that Will Convert to QB Desktop When a Sale is Made

    When a sale is made in JobNimbus (ex: when a status is changed to Proposal Accepted) then create a sales order that will sync with QB Desktop.

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