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JobNimbus Feedback

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Integrations

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83 results found

  1. Prevent Completed Tasks from being Deleted in Google Calendar

    We want the appointments to stay on the calendar like Google calendar does forever so we can check passed appointment history with clients easily by searching on google calendar.

    4 votes

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    0 comments  ·  Calendar  ·  Admin →
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  2. Integration ith CamScan

    I would like to see JobNimbus integrate with CamScan. The integration will allow us to scan documents, auto save them as PDF's and auto upload them into the Contact's Documents tab.

    9 votes

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    3 comments  ·  Photos  ·  Admin →
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  3. Convert EagleView report into financial documents in JobNimbus

    The integration is great to have the report come in but converting eagle view data into an estimate, work order, and/or material order by creating a table from Eagleview in order to create a generic order for material and labor would allow the flexibility for ordering. This would be a better strategy for Job Nimbus instead of focusing on supplier specific integrations which could later used once the order is created. Currently we are translating from document to data to document.

    27 votes

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    Started  ·  6 comments  ·  Eagle View  ·  Admin →
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  4. sync "jobs" (in Nimbus) with "Projects" (in Quickbooks) in order to be able to run job costing reports on QB online.

    The ability to sync "jobs" (in Nimbus) with "Projects" (in Quickbooks) will let us run job costing reports without having to manually transfer needed info.

    31 votes

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    Viewed  ·  6 comments  ·  Bookkeeping  ·  Admin →
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  5. I need to be able to place orders into Will Call with Beacon through the Job Nimbus integration.

    I need to be able to place orders in Will Call with Beacon from Job Nimbus. Currently that is not an option for me in Job Nimbus. THis can be done in Beacon Pro Plus but not through job nimbus. I also don;t have the option to send an order in for pick up. My options are for delivery only on Job Nimbus.

    11 votes

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    Viewed  ·  0 comments  ·  Admin →
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  6. 3rd Party File Storage Providers - Google Drive, DropBox, SugarSync, etc.

    An integration with 3rd party file storage providers such as Google Drive, DropBox, SugarSync, etc.

    37 votes

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    Viewed  ·  2 comments  ·  Storage  ·  Admin →
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  7. 12 votes

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    Viewed  ·  0 comments  ·  Suppliers  ·  Admin →
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  8. Grouped taxes for Quickbooks

    Quickbooks is now separating taxes by city and state, however, you can only select one or the other within JobNimbus when creating an invoice, which is a major problem. The only current workaround is creating a special "grouped" tax rate within Quickbooks. The problem with that is that it is not segregating the taxes within Quickbooks, and makes accounting more difficult.

    7 votes

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Admin →
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  9. Integrate with T Sheets time tracking app

    T Sheets time tracking app would be amazing to have integrate with Job Nimbus. We waste a ton of paper and time filling out paper.

    5 votes

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    Viewed  ·  0 comments  ·  Admin →
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  10. Sync subcontractors in JN to contractors/vendors in Quickbooks Online

    Right now, contacts set up as subcontractors in JN will sync to Quickbooks Online (QBO) as a customer. No way around that. Once added in QBO as a customer, their type cannot be changed to a vendor or contractor. All you can do is delete it in QBO and manually retype it in QBO.

    For a business like mine, over 90% of our jobs are done by subcontractors. We have to manually double enter all subcontractor info PLUS manually double enter any costs (the amount we need to pay our subcontractors). This is a big shortcoming that opens the door…

    16 votes

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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Admin →
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  11. 6 votes

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    0 comments  ·  Photos  ·  Admin →
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  12. Custom Field Options with Zapier

    When creating zaps, fields are limited to standard JobNimbus fields. Please include the ability to drop info straight into custom fields also.

    62 votes

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    Viewed  ·  6 comments  ·  Zapier  ·  Admin →
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  13. Integrate with Docusign

    Docusing has a great system for contracts, simple to complex, adjustments and signage. It wood be great of an integration would take place, or at least a notification when a document is sent and received from Docusign just like Eagleview.

    36 votes

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  14. Quickbooks A/P sync

    We had expected it would have this feature as our last project management software did. We need to know our cost for each job before we can know what to bill the customer. Now we need to enter the information in both places. It takes more time than ever.

    25 votes

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    2 comments  ·  Bookkeeping  ·  Admin →
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    We apologize that this wasn’t clear and that this is causing you more work. Definitely not something we want to do!

    We have plans to update the estimating and budget systems to help you cost out your jobs better, that will help.

    We’ll let you know when that becomes available!

  15. Interactive Hail Maps integration

    We use interactive hail maps to monitor all of our client locations.

    It would be nice to have a two-way integration for the following:

    1) when a new contact is created in JobNimbus, add relevant information like name, address, etc. to Interactive Hail Maps as a new monitored address

    2) If a new contact and address is added in Interactive Hail Maps as a monitored address, create new contact along with associated information in JobNimbus

    3) If a monitored address alert is generated in IHM, at minimum Hail size & Hail Detection date is posted to JobNimbus to associated contact…

    14 votes

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    Viewed  ·  1 comment  ·  Maps  ·  Admin →
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  16. TSheets Integration for Time Tracking

    For total project management it would be nice to sync with tsheets for time keeping in the field. We currently use tsheets and it works well but doesnt sync with JN

    13 votes

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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Admin →
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  17. Xactimate Integration

    Would love it if Xactimate was integrated directly

    62 votes

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  18. Sync JobNimbus ID # to Quickbooks

    Job ID for Jobs, Contact ID for Customers, and vendors show within the notes on QuickBooks.

    14 votes

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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Admin →
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  19. 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.

    33 votes

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    Started  ·  3 comments  ·  Suppliers  ·  Admin →
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  20. 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.

    32 votes

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    Viewed  ·  9 comments  ·  Bookkeeping  ·  Admin →
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