Integrations
51 results found
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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 voteMerged with other ideas, fixed, or declined.
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Job Account Address to Sync to QB Ship To Address - so Sales Tax reports will be accurately
Job Address should sync with QB Ship To Address so Sales Tax will report accurately. Currently we have to manually update the the addresses in QB (on every friggin job account in WA state) so the Parent name and address shows in the Bill To field and the Job Name and Address will show in the Ship To field - which is where QB pulls the tax rate from.
4 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Populate sales rep field with Spotio data provided via Zapier
The sales rep name is coming over from Spoito via Zapier integration but currently the sales rep field in JobNimbus doesn't get populated from it but it would be better if it did.
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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On HailTrace, reference assigned SalesRep or Assignee to contact or job
HailTrace only sends the profile name of who requested the report. It would be good to also have it reference the assigned Sales Rep or Assignee to track who is out on the area nearby.
1 voteMerged with other ideas, fixed, or declined.
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1 vote
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Fewer steps to pull up and approve estimate created in naturalForms on JobNimbus web app
Right now there are a lot of steps to take when uploading and approving an estimate that was created in naturalForms. Salespeople and office workers get confused easily while trying to do so. It would be nice if the process was simpler.
1 voteMerged with other ideas, fixed, or declined.
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Integrate with more than 1 account with CompanyCam
Be able to integrate more than 1 CompanyCam accounts into JN.
1 voteMerged with other ideas, fixed, or declined.
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Material lists/orders through Beacon3D+(HOVER) => BeaconPRO+ => JobNimbus
Ability to get a materials list through Beacon 3D+(HOVER), have it create a material order through BeaconPRO+, and appear in JobNimbus.
1 voteMerged with other ideas, fixed, or declined.
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Microsoft365 onedrive direct sync
Please create a direct Sync to Microsoft Onedrive for files and Photos.
Ideally, when a contact/job is created in JobNimbus, it creates a folder in OneDrive where all documents and photos are synchronized.
1 voteMerged with other ideas, fixed, or declined.
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QuickBook Automation Capability
The ability to make an automation for when something happens in Quickbooks and syncs over to JobNimbus the job or contact status would automatically change.
2 votesThis is available for many document types in automations today. Will not be adding specific QB automations in the foreseeable future.
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Choose vendor location when submitting order through Beacon integration
It would be great if we could choose what vendor location is getting our material orders. With Beacon they have many different locations that we use since we pull east and west coast materials for our branches. But when i place a material order it automatically chooses the closest branch the vendor has to us. This is causing an issue as we have a HUGE project going on right now and all of our orders go through to one branch we are not able to choose what branch gets the order, making our vendor then have to forward to proper…
3 votesMerged with other ideas, fixed, or declined.
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Modify Default HOVER Deliverable
I would like to be able to modify the default HOVER deliverable selection so it is not set on "Complete."
1 voteMerged with other ideas, fixed, or declined.
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Photos in Xactimate
Logo wants to be able to select photo's in JobNimbus photo tab and link the selected photos directly to an Xactimate.
2 votesMerged with other ideas, fixed, or declined.
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1 vote
Syncing new taxes from JN to QB would cause tax tracking issues in QB, therefore its best we avoid making this update. Thanks for the suggestion!
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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.3 votesMerged with other ideas, fixed, or declined.
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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 match2 votesMerged with other ideas, fixed, or declined.
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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?
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Payroll Services
It would be beneficial to be able to run payroll through JobNimbus directly.
1 voteMerged with other ideas, fixed, or declined.
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HailRecon Integration
User would like to see a future integration with Hail Trace.
3 votesMerged with other ideas, fixed, or declined.
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Ability to select which calendar on Google that tasks sync with
Currently, when syncing with Google calendar, tasks sync from and to JobNimbus with the primary calendar on the Google Account.
It would be good to be able to select which calendar is synced.
2 votesMerged with other ideas, fixed, or declined.
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