Integrations
103 results found
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Missing Payment amount and type fields available on api and/or email templates
I'd like to automate based on the amount and type for example:
Cash/Check Payment -> Manager needs a task to make sure it gets to the bank
JobNimbus Payment -> Send to spreadsheet to consolidate for accounting dept.Can we get the following field available in either an email template, Zapier, or in the API?:
Amount (Amount of the purchase)
Method/Payment Type(Card, Bank, Cash, ect.)
Merchant (JobNimbusPayments, WePay, Global Payments)
RelatedRecordID/JNID
RelatedRecondNumber/ContactNumber/JobNumber
RelatedInvoiceID30 votes -
2 votes
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Allow us to create custom shareable albums
It would be nice to be able to select multiple pictures and create a custom sharable album. For example, select images add it to a custom album titled "Homeowner" and share it to the homeowner. Or being able to create another one name "Adjuster" to share to an insurance adjuster.
2 votes -
Multiple Payments Observations for Improvement
Thoughts on Payments and Areas for Improvement
Balance Details Missing Context [Medium Priority]
In the JobNimbus payment portal, the Balance Details section does not display the customer name, job name, or a running balance. Both the job name and a running balance should be included so users can quickly identify which job or customer the transactions belong to and easily spot where any negative balances originated.No Print or Export Functionality [Medium Priority]
Currently, the Balance Details cannot be properly printed or exported to CSV/Excel. While it is possible to copy and paste the data into Excel and manually create…2 votes -
Integrate Product Variations by Supplier for Simplified Template Management and Estimating
It would be incredibly helpful if JobNimbus allowed users to assign supplier-specific variations to a single product line item. For example, under the main product "GAF Timberline HDZ," users could create variations for each supplier—like ABC Supply, SRS, and QXO—with their respective SKUs, pricing, and formulas.
How It Would Work:
When building an estimate template, the user selects the core product (e.g., GAF HDZ).
The system then automatically pulls in the correct SKU and pricing based on the selected supplier (e.g., ABC).
This would also allow users to easily switch between suppliers in an estimate without duplicating line items or…
3 votes -
inventory
Would love to see an option for assigning and track in-house inventory that is sent out to jobs
1 vote -
Ability to select multiple images on desktop
We are able to select multiple images on the app, why not on the desktop?
1 vote -
Show how many photos we have on desktop view
Small but might help. It would be nice to have a counter telling us how many pictures are on each job. We have this feature on the mobile app (but the counter caps at 1,000 pictures) so why not on the desktop?
1 vote -
Ability to Add Notes to Payments
It would be amazing if we were able to add notes to each logged payment. More than just a Reference #. For example, we keep track of who received the payment, where it was deposited, who it was deposited by, the check's associated bank, etc. It would be nice to have a spot to add these extra details in the payment log screen.
1 vote -
Integrate Stripe
JobNimbus should integrate Stripe as a payment processing option within the finance settings. Many of our clients would greatly benefit from the ease and familiarity Stripe offers for online payments. Incorporating Stripe would streamline their payment collection process and improve overall customer satisfaction. We believe this addition would be a valuable enhancement to JobNimbus.
1 vote -
Sync documents from CompanyCam to JobNimbus
It would be helpful for record keeping if the integration with CompanyCam could be updated to also sync the documents stored in a CompanyCam project to the job in JobNimbus.
1 vote -
Notifications when texts don't go through to clients
When we send a text and it doesn't get delivered we don't know about until we try and text the HO again. If we got notified we can fix it sooner rather than later.
5 votes -
WordPress Plugin/Integration
Going from Wordpress to Zapier to JobNimbus is a pain
1 vote -
Be able to select the default PO number on material orders to a supplier
There is no current way to select the default PO number you would want in JobNimbus for a material order to a supplier
2 votes -
Roof Snap
Roof snap reports: Eagle View enhancement
1 vote -
1 vote
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Sales Tax integration
I live in a state with State and county sales tax. Cities can have multiple counties and a county can be in mulitple cities (usually unincorporated counties). I cannot identify the tax code to use simply by looking at the address. I have to go to a government website, type in the address/zip code to get the tax code and corresponding rate. When we worked out of excel I created a macro so getting the tax code/rate applied to an invoice was just clicking a button. Could a button like that be added? https://webgis.dor.wa.gov/taxratelookup/SalesTax.aspx
2 votes -
a filter in boards that lets you separate contacts by area to make scheduling more efficient
I think it would make very swift work to be able to set a filter when im in boards to be able to work specifically in a certain area, without having to try to remember who is in the area and what needs to be done. example would be setting a filter to only homeowners in orem. That way we could be the most efficient with our time while we are in an area, by seeing everything we can do only in that specific zone.
2 votes -
I would like to be able to collaborate and share jobs with another contractor that also uses jobnimbus
I would like to be able to collaborate and share jobs with another contractor that also uses jobnimbus
2 votes -
Looker Studio Integration
Would be helpful if there was an integration with Insights/Looker Studio to display dashboard data in our office.
1 vote
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