Integrations
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7 votes
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3 votes
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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
6 votes -
1 vote
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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.
2 votes -
1 vote
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Fewer steps to pull up and approve estimate created in naturalForms on JobNimbus web app
Right now there are a lot of steps to take when uploading and approving an estimate that was created in naturalForms. Salespeople and office workers get confused easily while trying to do so. It would be nice if the process was simpler.
1 vote -
Populate sales rep field with Spotio data provided via Zapier
The sales rep name is coming over from Spoito via Zapier integration but currently the sales rep field in JobNimbus doesn't get populated from it but it would be better if it did.
1 vote -
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.
3 votes -
1 vote
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1 vote
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Integrate with more than 1 account with CompanCam
Be able to integrate more than 1 CompanyCam accounts into JN.
1 vote -
Access Profile Setting for Payments
In access profiles, have the ability to only give certain users access to edit or view payments.
1 vote -
Material lists/orders through Beacon3D+(HOVER) => BeaconPRO+ => JobNimbus
Ability to get a materials list through Beacon 3D+(HOVER), have it create a material order through BeaconPRO+, and appear in JobNimbus.
1 vote -
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 -
Microsoft365 onedrive direct sync
Please create a direct Sync to Microsoft Onedrive for files and Photos.
Ideally, when a contact/job is created in JobNimbus, it creates a folder in OneDrive where all documents and photos are synchronized.
1 vote -
Show payment matrix
We should be able to show payments on estimates. Kind of like when you go buy a car. Show a break down of the payments available. People buy cars based on the payment. They will absolutely purchase upgrades and higher ticketed items, if they can see the payment. You can set it up so the contractor can input their financing terms in the back end, and it will do the math to show the payment. Game changer here.
1 vote -
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 -
Modify Default HOVER Deliverable
I would like to be able to modify the default HOVER deliverable selection so it is not set on "Complete."
1 vote -
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.
2 votes
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