Integrations
106 results found
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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 -
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 -
Auto merging duplicate files
When files duplicate 2-3 times it becomes confusing and things get missed. It would be extremely helpful if nimbus can auto merge duplicate file.
2 votes -
Freshbooks Integration
We strongly believe that integrating FreshBooks as an alternative to QuickBooks would significantly enhance the experience for JobNimbus users, particularly those in service-based industries like our own.
While QuickBooks offers a robust suite of features, its complexity and cost can be excessive for many of us who primarily require streamlined expense tracking and basic financial reporting. FreshBooks, on the other hand, is specifically designed for service professionals, offering an intuitive interface and a pricing structure that aligns better with the needs of smaller businesses.
By integrating FreshBooks, JobNimbus would empower users with the flexibility to choose a financial management solution…
1 vote -
MyRoofReport
Roof Measurement company that we started using in place of eagleview. Could this integration be added
1 vote -
Map Plotting with Filters
The ability to plot a map with a certain days scheduled appointments per assigned salesman. This way they can easily see all of their appointments on a map and plot accordingly.
2 votes -
Zoho Books Direct Integration
We just switched from Quickbooks online. It is such an awful platform. I know everyone is using it because they probably got hooked into the service years ago when it was actually the best when it was desktop version. If they knew about Zoho and how nicely it works they would probably switch in a second. Nimbus should partner with zoho to make a clean direct integration.
1 vote -
ReMarkable Tablet
I use reMarkable (https://remarkable.com/) everyday, with every customer or vendor to take notes, sketch out options, and to take measurements for windows and doors. It is a wonderful tool that I have been using for years. I do drop files using Google Drive, manually into job documents.... but I would LOVE to see an integration between reMarkable and JB. Please do not hesitate to reach out and I can show you examples on how I use it.
1 vote -
Bring Back Auto-Download to Job
Please bring back auto downloads for Eagleview reports. We have an increase in human error b/c now we have to manually upload the reports to the corresponding job.
1 vote -
1 vote
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The ability to sync classes in QBO.
The ability to sync classes in QBO.
15 votes -
A total count at the top of the days on the calendar
This would allow us to know how many jobs or appointments are scheduled for the day without counting them everytime. Very important when you want to cap people at a certain amount per day.
1 vote -
Ability to Edit JobNimbus Payments Reference Number
"We have been told we cannot edit the JobNimbus payments reference section to our needs. We would like to be able to edit the reference # by adding EE representing Electronic Check without causing a sync error or even better have the payment method selection as ECheck not Check. This would greatly help with our QB record keeping. The payment method is an Electronic Check and we would like to show it as such in our records."
2 votes -
Invoice to QBO Number Sync
Allow QBO Sync to use a different Invoice No. Series
QBO and JN use the same invoice numbers. I would like to have 2 different sets of invoice numbers. We send invoices for new jobs out of jobnimbus, but we book ad-hoc invoices from QBO. We need this to work.
1 vote -
Angi Leads Integration
Please add a direct integration with Angi Leads. Trying to set up Zapier into JobNimbus and then Angi Leads into Zapier excessive.
2 votes -
Send records to CompanyCam at set stages or statuses
Our sales guys get overwhelmed in CompanyCam when the projects are created for every single job. We've tried using Contacts and Jobs to manage it, but that doesn't work better inside of JobNimbus. We would like to have the option to control when or which Jobs get sent to CompanyCam, similar to the QuickBooks integration.
2 votes -
Customizable QuickBooks Mapping for Products & Services
To improve efficiency and accuracy in financial tracking, I suggest enhancing the JobNimbus to QuickBooks integration by introducing customizable mapping options for income and expense accounts. Currently, all imported products and services are categorized identically, requiring manual adjustments post-import. Allowing for the pre-selection of appropriate accounts would significantly reduce bookkeeping time.
Additionally, incorporating a feature to synchronize the status of products or services (active/inactive) based on the chosen sync direction (e.g., two-way, one-way) would further streamline operations and maintain consistency across platforms.
Implementing these changes could greatly enhance usability and financial management efficiency for users.
4 votes -
Add Jotform
I would love to use Job Nimbus to get our contract signed but y'all only use an E signature that when it's signed it signs every box and we need multiple signature boxes on our contract that must each be signed individually in the customer's actual signature. Our Contract is extensive and needs to be signed accordingly. as of now we use Jotform for this feature and would really like you Job Nimbus to add Jotform that way my signed Documents can transfer to Job Nimbus.
OR
Just fix the problem with the signatures
1 vote
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