JobNimbus Feedback

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Integrations

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  1. The Ability to Pull Open Availabiltity of Users/Groups Via API

    We've integrated with other service CRM's and the ones that do scheduling allow us to send the type of service in the request and then it would return the available times for that service. That way in the CRM you can set up different users who would perform different services (like estimators versus technicians performing the work.) This could be done with groups in JobNimbus to see what is assigned when, and pull open slots in business hours.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Beacon Job field on Estimates

    Would like ability to remove "Beacon Job" field from estimates when using Beacon Supply Catalog.

    1 vote
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  3. autmoatically monitor/update/change an estimate in quickbooks when it imports and recognizes the changes from "draft" to "sent"

    autmoatically monitor/update/change an estimate in quickbooks when it imports and recognizes the changes from "draft" to "sent"

    1 vote
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    0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow me to choose when a contact is sent to SumoQuote instead of dumping all contacts to SumoQuote

    Currently all contact in Jobnimbus sync to SumoQuote. This make a mess in SumoQuote. I would like to be able to choose which customers are sent to SumoQuote. This could be done by reaching a certain status in my account or via a action on the contact that would allow me to send the contact info to sumoquote.

    1 vote
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    0 comments  ·  Sales Tools  ·  Flag idea as inappropriate…  ·  Admin →
  5. Integrate with Monday.com

    Monday.com is a very robust task management system which is amazing for all sorts of teams and businesses. They also have the ability to schedule tasks in a very simple and easy to manipulate way. This could be an amazing integration opportunity for job nimbus to really round out many features that are currently lacking in JN universe. A 1:1 integration so that reports and boards could be manipulated by Monday.com and information sent seamlessly back again could vastly enhance JN's potential for many business types.

    Please take a look at their functionality!!

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Canceled Wepay payments update in JobNimbus as canceled

    User would like payments that are cancelled in WePay to update in JobNImbus as being cancelled.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. SumoQuote- Automatically add the quoted amount to an estimate

    We have SumoQuote and have it integrating with JobNimbus AND LOVE BOTH. When a project is quoted through SumoQuote, it correctly adds the quote to the Activity section in Job Nimbus. It would be extremely helpful as a future addition to this integration if it also took the quote amount and added it into the “estimates” section. Just a thought for the future as this would be a HUGE timesave for Job Nimbus / SumoQuote users.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Sync sales rep phone number as a mapable field in Natural forms without having to create as a custom field

    sync sales rep phone number as a mappable field in Natural forms without having to create as a custom field

    1 vote
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  9. 1 vote
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  10. Integration to generate leads from FaceBook.

    An integration to connect JobNimbus with FaceBook business pages so that FaceBook leads will be sent over to JobNimbus.

    2 votes
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  11. gmail

    Have and integration with Gmail and JN email where job emails push/pull

    1 vote
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    0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow for customers logo in payment confirmation screen when using wepay

    Currently when a customer pays using the invoice I send out in JN they are getting a email for a payment confirmation with JN logo not mine. This looks very unprofessional as it should show my company logo in the payment confirmation.

    2 votes
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    0 comments  ·  Payment Platforms  ·  Flag idea as inappropriate…  ·  Admin →
  13. Transfer photos from JobNimbus to Company Cam

    Ability for photos uploaded directly into JobNimbus to be transferred into Company Cam

    1 vote
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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  14. IRoofing

    This would be extremely helpful for our company due to us using this software.

    5 votes
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    0 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  15. Incoming client emails should be auto captured and added as a note instead of having to forward it in.

    Incoming client emails should be auto captured and added as a note instead of having to forward it in. Many many CRMs already do this. Having to forward every incoming client email is a redundant unnecessary task.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow Zapier to select an assignee for new leads

    Would like to see a way to have Zapier select an assignee when a new lead is sent into JobNimbus. Ultimately trying to connect with Calendly and have the assignee be selected via a round robin method. Assignee is not available in Zapier.

    1 vote
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    0 comments  ·  Zapier  ·  Flag idea as inappropriate…  ·  Admin →
  17. Auto fill Estimate based off of Hover

    does Hover auto fill estimate in JobNimbus

    5 votes
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  18. I believe it would be very useful to have a business card capture app to integrate with JN. This way my reps in the field can simply snap a

    Integrate with an app that takes photos of business cards and then automatically populate the contact field for a new lead

    2 votes
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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  19. Uploading Videos

    Being able to upload our inspection and job progress and completion videos to send to our customers.

    3 votes
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  20. Notification of failed Beacon order

    If a material order sent to Beacon fails, user would like to receive an email notification of that failure so they can correct the issue on the material order.

    1 vote
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