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2 results found

  1. Map Fields to EagleView Order Form

    Please add a feature to the EagleView integration settings that allow us to map existing JN fields (built-in and custom fields) to the Order Form.

    For example, many of us have "Claim Number" as an custom field. Being able to have this populate automatically in the EV order popup would be very helpful! Some of us might also elect to have the customer's name or JN Contact # appear in "Claim Info," "PO Number," or "Comments."

    1 vote

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    Viewed  ·  0 comments  ·  Eagle View  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Convert EagleView report into financial documents in JobNimbus

    The integration is great to have the report come in but converting eagle view data into an estimate, work order, and/or material order by creating a table from Eagleview in order to create a generic order for material and labor would allow the flexibility for ordering. This would be a better strategy for Job Nimbus instead of focusing on supplier specific integrations which could later used once the order is created. Currently we are translating from document to data to document.

    25 votes

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    Started  ·  6 comments  ·  Eagle View  ·  Flag idea as inappropriate…  ·  Admin →
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