JobNimbus Feedback

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Integrations

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  1. ABC

    Would like to be able to order, import deliver photos within jobnimbus. Right now we order through the order gateway with ABC and would like to be able to order materials within the app. In order to see delivery photos we must log in to the ABC Site.

    20 votes

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    1 comment  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  2. Tax problem in QB - Shipping address in invoice set up

    JB doesn't bring over shipping address so that QB can calculate the correct sales tax. If the shipping address was populated in the QB sync then sales tax will work correctly. Right now the tax calculation in JB is being overridden with incorrect sales tax calculated in QB and when it syncs back with JB we have incorrect sales tax reported and overpayments from the customers because the sales tax is reduced in JB.

    2 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  3. Utilize WePay to collect deposits on contracts

    It would be nice if a clickable link could be added to contracts to collect a deposit using the WePay integration similar to the one added to a invoice when the WePay integration is used. Maybe have the option to setup a set deposit percentage?

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Sales tax Rate selection in JobNimbus integrate with QuickBooks

    Currently when you create an invoice in JobNimbus, you select a tax rate for each line item. In QuickBooks Online however, the sales tax rate is applied on the entire invoice and, by default, is "Based on Location", which you can manually change to custom sales tax rates. Since Sales tax rate are synced between JobNimbus and QuickBooks Online, and you have to manually select the sales tax you want when creating invoices in JobNimbus, it would be nice if there was a way to tell QuickBooks you want to use a specific sales tax on the invoice when it…

    1 vote

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  5. Complete Email Overhaul in JN

    We all know that the email in JN is horrible. It just needs a complete overhaul period. Either that or a full integration with Gmail or Outlook. The email is barely functional at best. I need to be able to add an attachment to a template, change font size, change font, change font color, add background color to highlight something, basic things that every email has except for Job Nimbus email. Make it more like a real email with the subject line at the top where it belongs, when I select "send an email" when I am within a contact…

    10 votes

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    0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  6. Grouped line items in sections (for totals) and ability to duplicate/delete sections

    Ability for line items to be grouped by sections, those sections have cost totals per section (have option to display section totals or line totals on templates), and the ability to have those sections duplicated/deleted for more efficient estimate/invoice building.

    1 vote

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    0 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to add fields in forms and send to sign options

    I know it is in the works, but the ability to add documents as forms and insert fields to then send out for e-signatures directly with Job Nimbus would be extremely helpful. Don't particularly like Natural Forms.

    1 vote

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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  8. Save email address and auto-populate when adding 'send to'

    Along with overhaul on emailing system, email address should be saved and ability to auto-populate when adding in 'send to' no matter the relation to the job. Also, not having to click the address once typed would be extremely helpful as it will disappear if not clicked.

    1 vote

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    0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  9. SumoQuote address linking

    Be able to enter an address using DR instead of the full word Drive when linking with SumoQuote.
    At this time, SumoQuote will not link the unless the address is an exact match

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Hearth

    Hearth is a great platform to work with for the contractor.
    Most companies that help the contractor finance a job pass the loan origination fees to the contractor and ask youto simply mark jobs up and offer discounts to your non financing customers.
    Hearth charges a flat fee to use their service and then as many people for as much as your clients can get are able to finance through them.
    We have loved it as a company.

    1 vote

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    0 comments  ·  Financing  ·  Flag idea as inappropriate…  ·  Admin →
  11. Integration with pdfFiller

    I would love to have a built-in PDF editor so we can pull up our company documents and edit them within JobNimbus. We have explored NaturalForms and it doesn't fit exactly what we need. An integration with pdfFiller would work perfectly. Currently I am downloading the documents, filling them out then uploading the new copy to the appropriate job, which is inefficient.

    4 votes

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Integrate with Fastfield

    Customer would like to be able to integrate with Fastfield

    2 votes

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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  13. Google Calendar - Multiple Calendars

    Would like to see the option to sync and manage more than one Google Calendar;

    2 votes

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Integration ith CamScan

    I would like to see JobNimbus integrate with CamScan. The integration will allow us to scan documents, auto save them as PDF's and auto upload them into the Contact's Documents tab.

    6 votes

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    1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  15. 5 votes

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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  16. CompanyCam Link included in activity

    Can we have a link to get from JobNimbus job to the associated company cam project added to the synced information in the Activity feed?

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 2 way sync with podium

    Allow for a 2 way sync pulling in conversation data fro podium into JN contacts

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Product sync in Quickbooks

    When a new product is created in JN and syncs to Quickbooks, the costs are deleted from the item. User must go to QB, edit the new item and re-input the cost, and then resync to JN to enable item cost to show in JN. This is a big pain.

    2 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  19. HailRecon Integration

    User would like to see a future integration with Hail Trace.

    3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. WePay toggle per Contact

    Would like to have the option to toggle on/off WePay when I decide to. This would give customers who need a digital payment option access to it without muddling every other transaction where it is not necessary.

    1 vote

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