JB doesn't bring over shipping address so that QB can calculate the correct sales tax. If the shipping address was populated in the QB sync then sales tax will work correctly. Right now the tax calculation in JB is being overridden with incorrect sales tax calculated in QB and when it syncs back with JB we have incorrect sales tax reported and overpayments from the customers because the sales tax is reduced in JB.

Ability for line items to be grouped by sections, those sections have cost totals per section (have option to display section totals or line totals on templates), and the ability to have those sections duplicated/deleted for more efficient estimate/invoice building.

I know it is in the works, but the ability to add documents as forms and insert fields to then send out for e-signatures directly with Job Nimbus would be extremely helpful. Don't particularly like Natural Forms.

Along with overhaul on emailing system, email address should be saved and ability to auto-populate when adding in 'send to' no matter the relation to the job. Also, not having to click the address once typed would be extremely helpful as it will disappear if not clicked.

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 match

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.

It would be nice if a clickable link could be added to contracts to collect a deposit using the WePay integration similar to the one added to a invoice when the WePay integration is used. Maybe have the option to setup a set deposit percentage?

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?

Allow for a 2 way sync pulling in conversation data fro podium into JN contacts

Customer would like to be able to integrate with Fastfield

Would like to see the option to sync and manage more than one Google Calendar;

Would like to have the option to toggle on/off WePay when I decide to. This would give customers who need a digital payment option access to it without muddling every other transaction where it is not necessary.

When creating a template in Beacon Pro+, a color selection is required to move forward. This color selection shows up in the "description" of the product. When it is synced to JobNimbus, and an estimate is being created, JN has a drop-down menu to select a color for the product. Editing the color selection this way does not update the description, which requires customers who sync Beacon Pro+ templates to manually update the description every time they want to make a change to the estimate line item.

Add the ability to hide SumoQuote estimates from field reps as sometimes there is sensitive information in the estimates that field reps should not have access to.

When a new product is created in JN and syncs to Quickbooks, the costs are deleted from the item. User must go to QB, edit the new item and re-input the cost, and then resync to JN to enable item cost to show in JN. This is a big pain.

Would like to see JobNimbus setup an Integration with BirdEye.

On an Invoice, when someone pays with WePay, it will default to Credit Card even if the payer selects ACH E-check. The Payment method shown should be ACH E-check or just E-check.

This will help with knowing why there is a delay on a payment as ACH may take longer to verify the banking account is valid.