JobNimbus Feedback

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Integrations

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  1. Price List Integration with Major Supply Companies for Material Orders

    Having to manually input products and current prices in a market with constant changing prices is cumbersome and time consuming for creating estimates and material orders. When looking for CRM solutions for our company, one of the feature benefits other competitive CRM providers offered was supplier pricelist integration (i.e. ABC Supply Co., WestEnd, etc.). This would lift a huge burden of having to continually cross reference correct current pricing.

    18 votes

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    Viewed  ·  2 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  2. Import Estimates, Work Orders, Etc from Excel or other Estimating Program

    I do most of my estimating in Excel or another Estimating program. It would be really nice to quickly import my estimates and work orders into JobNimbus rather than having to manually enter all of my takeoff amounts again.

    In addition adding some more reporting capabilities like Job Cost Codes or Item Numbers (or even just custom fields) would make it easier to use with other accounting systems than QuickBooks. This is really the biggest thing holding us back from adding more departments to JobNimbus.

    20 votes

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    Viewed  ·  7 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  3. 12 votes

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    Viewed  ·  2 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  4. Improved naturalForms Integration (2 way data sync)

    I'd like to be able to use information gathered in forms from NaturalForms, meaning suck it back in so that info is now in JobNimbus, not just on a PDF attached to the customer in JobNimbus.

    Pull in data from the information added to a naturalForms document.

    21 votes

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    Viewed  ·  3 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  5. Google Calendar Sync for Contacts, Work Orders, Jobs, etc.

    I personally link all accounts to google calendar so we can access everyone's​ daily calendar. I've noticed that when selecting an install date on a work order, it only puts it on the JobNimbus calendar and does not link to the google calendar.

    I have to create a new task and input the same info in order for it to sync with google. This is redundant

    The suggestion is to integrate existing install date tab connect to third-party calendars. If not possible at least add another install date tab that will generate a task so it will link properly.

    Also…

    31 votes

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    Viewed  ·  3 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. Google Contacts Integration

    I would like to see the contact name appear on my cell if the contact is in JobNimbus.

    25 votes

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    Viewed  ·  5 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  7. Google Voice Integration for calls

    Allow the option to choose how you want to make a call inside the app

    7 votes

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    Viewed  ·  0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
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