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JobNimbus Feedback

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110 results found

  1. When 'Pass Fee to Customer' is enabled, still allow the ability to hide total on estimates

    When turning on settings in global payments to pass fees to customer, the surcharge is also showing on estimates. It would be very helpful to have option to hide the surcharge from estimates since it is not yet an invoice.

    8 votes

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  2. Zapier integration to use Activity Created

    The ability to use Activity Created with Zapier integration.

    4 votes

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    0 comments  ·  Zapier  ·  Admin →
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  3. Gantt Chart

    In order to effectively (and visually) map project timelines and statuses, the incorporation of gantt charts would be helpful.

    4 votes

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    0 comments  ·  Calendar  ·  Admin →
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  4. Add Multiple Company Cams for Different Branches

    Need the ability to add multiple Company Cam Syncs. We have multiple branches. Each branch has its own subcontractors with their own company cams.

    1 vote

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    0 comments  ·  Photos  ·  Admin →
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  5. HailTrace: Automated emails for customers impacted by storm

    It would be great to be able to set up an email automation triggered by storm activity in HailTrace impacting our customers.

    1 vote

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  6. Need to Allow for Syncing of Bundled Items from QuickBooks

    QuickBooks allows for "bundled" items so you can essentially use one item that is manufactured from multiple parts. By doing so you are able to show one item on an estimate or invoice without having to itemize each and every part used to make up that item. Job Nimbus needs to at least allow for the sync of the "bundled" item even if it doesn't recognize the items contained within the bundle. This would allow for an estimate and invoice to be created for the customer and QB could handle the job costing and inventory piece (which it does anyway)

    1 vote

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    0 comments  ·  Admin →
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  7. Syncing issue with Quickbooks Online (QBO) when books are closed

    Don't allow changes to be made to invoices and payments on Jobnimbus when the books for those items are closed in QBO. As it stands, I can change an invoice on JN but it won't sync to QBO if the books involving that invoice are closed. If you try to make changes to a reconciled invoice in QBO, an error message pops up. The same needs to happen in Jobnimbus.

    2 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  8. webhook carry custom field data

    We added the customer field for a reason... because we think it is important. Not sending this with the webhook really makes the field mute.

    1 vote

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    0 comments  ·  Zapier  ·  Admin →
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  9. Create Work Orders with API

    We want to be able to create work orders with the API not just pull information from them.

    4 votes

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    0 comments  ·  Zapier  ·  Admin →
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  10. Leap quotes need to feed JobNimbus Sales Reporting Numbers

    Right now, if we don't use JobNimbus Estimates, we can't report on sales numbers in JN.

    1 vote

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    0 comments  ·  Sales Tools  ·  Admin →
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  11. Ability to email Sunlight Financial Application to contacts

    Ability to email Sunlight's financial application to contacts would be great.

    3 votes

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    0 comments  ·  Financing  ·  Admin →
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  12. Prequalify Icon For Sunlight Financial

    Currently we have and Icon to click when sending a customer the Application for Financing. Problem is, there isn't one for prequalifying a customer. This would make the process just as smooth as sending the credit application, because it would autofill all the customers contact info.

    3 votes

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    0 comments  ·  Financing  ·  Admin →
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  13. 2-way sync with SumoQuote for Products and Services

    Would like a 2-way integration with SumoQuote where line items in estimates template will transfer to Sumo Quote

    10 votes

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  14. 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  ·  Admin →
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  15. 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 votes

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    2 comments  ·  Bookkeeping  ·  Admin →
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  16. Integration with MS Outlook

    We would like to integrate with MS Outlook. It would be great to have an email integration with the contacts in JobNimbus.

    6 votes

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  17. ACH Payment sync with QuickBooks Online

    ACH payments processed in QuickBooks Online will NOT sync with JobNimbus because JN doesn't have an "ACH" option in Pay Methods. The error is "QuickBooks Payment method is not linked in JobNimbus."

    Credit card payments sync just fine (from QBO). The headache this is causing is enormous!
    With all of the payment methods already listed, how difficult could it be to add one more? If there is a work around for this, I would love to hear it. Manually posting the payment in JN only works if it pays the invoice off in full, otherwise the payment posted in JN…

    8 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  18. Access Profile Setting for Payments

    In access profiles, have the ability to only give certain users access to edit or view payments.

    3 votes

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    Viewed  ·  0 comments  ·  Payment Platforms  ·  Admin →
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  19. 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 votes

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    0 comments  ·  Zapier  ·  Admin →
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  20. Show payment matrix

    We should be able to show payments on estimates. Kind of like when you go buy a car. Show a break down of the payments available. People buy cars based on the payment. They will absolutely purchase upgrades and higher ticketed items, if they can see the payment. You can set it up so the contractor can input their financing terms in the back end, and it will do the math to show the payment. Game changer here.

    3 votes

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    0 comments  ·  Financing  ·  Admin →
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