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JobNimbus Feedback

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Integrations

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110 results found

  1. API File Return option

    I would like to see more options with the API and files. specifically I'd like to be able to determin if a file exists with an id (already doable but only provides a boolean) and then attach that file to an email if it exists.

    2 votes

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    0 comments  ·  Zapier  ·  Admin →
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  2. The ability to not have the QB sync push the cost as the price.

    The ability to not have the QB sync push the cost as the price.

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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  3. Custom Field Mapping with HailTrace

    I would like to be able to import data from custom fields in the HailTrace app into JobNimbus through the integration.

    2 votes

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    0 comments  ·  Leads  ·  Admin →
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  4. Remove Sunlight Financial Banner

    Please remove the Sunlight Financial banner in the financials tab. We do not want it and you can't force this on up.

    37 votes

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    1 comment  ·  Financing  ·  Admin →
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  5. It is important to pull reports from smart estimates, such as Usage reports and other essential reports.

    After we create smart estimates it would be fantastic if reports could be generated from smart estimate fields!

    1 vote

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    1 comment  ·  Sales Tools  ·  Admin →
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  6. Clicking on address would take you to map on desktop

    It would be great if you could click on the address and it would take you to a map on the desktop like it does in the app.

    11 votes

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    0 comments  ·  Maps  ·  Admin →
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  7. Allow Admins To Make Classes Required

    Please allow admins to make the "class" field required. Our bookkeepers have to do a lot of backend work when our field reps fail to input this field. Being able to simply make this required would be a huge help!

    Really, I would like the option to make any of the built-in fields required.

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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  8. Seek direct integrations with RepCard and/or Popl Teams!!

    Zapier makes integrating possible, but direct integration with one of these digital business card platforms would be SICK!

    1 vote

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    0 comments  ·  Admin →
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  9. Send Payment Receipt

    Would like to be able to send a receipt through Payments under the Financials tab (clicking the three dots only allows for Edit or Delete)

    12 votes

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    Viewed  ·  2 comments  ·  Payment Platforms  ·  Admin →
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  10. Hide/Delete errors from the sync error report.

    Hide or delete QB sync errors that are not needed.

    4 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  11. Canada tax codes mapping

    Map Quickbooks tax rates to QB tax codes for Canada companies

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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  12. Greensky Integration on Estimates

    Add Greensky payment option to estimates with monthly payment listed.

    1 vote

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    0 comments  ·  Financing  ·  Admin →
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  13. Sync for QuickBooks ONLINE classes

    Why does class syncing only work in the desktop version? Any plans to add it to QuickBooks Online?

    11 votes

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    1 comment  ·  Bookkeeping  ·  Admin →
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  14. Integration with Computer Fencing System (CFS)

    Would like to see integration with CFS (Computer Fencing Systems) Database

    1 vote

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  15. Integration with Freshbooks

    Ability to integrate/sync JN with Freshbooks for bookkeeping

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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  16. Insurance Estimate Totals

    Ability to override the section totals, as well as the entire total of the estimate. If we are completing insurance work, it’s tedious to breakout labor and material, to the point it isn’t worth it. Having the ability to force the total to the RCV from the insurance estimate would streamline the entire process from insurance estimate to orders to invoice.

    2 votes

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  17. QuickBooks Markup

    It would be nice if QuickBooks markup rate percent would sync as markup in JobNimbus since JN estimates does support markup.

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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  18. QuickBooks internal note mapping.

    The ability to map the internal note to a non-customer facing portion of QuickBooks.

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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  19. CompanyCam header

    When importing information from CompanyCam, there is a string of irrelevant text. The bold lettering should be mapped to the description in CompanyCam.

    6 votes

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    Viewed  ·  1 comment  ·  Admin →
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  20. Sync Job # to company name in QBO

    The ability to map fields different with the QuickBooks Online sync.

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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