Integrations
85 results found
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Ability to sync invoices and payments to Quickbooks without syncing Products
With acculynx I was able to sync financials to QB without syncing products. You were able to assign your QB cost codes to each line item on the invoice, that way all those line items did not have to be pushed in. We have over 900 products in JN and syncing these to QB would cause a lot of clutter.
7 votes -
The ability to select non location taxes in QBO sync.
The ability to select non location taxes in QBO sync.
2 votes -
Sync sales reps to QBO
Ability to sync sales reps to Quickbooks Online
2 votes -
Exclude line items from getting convenience fee added to it with 'Build Into Margin' enabled
Ability to exclude line items from surcharge fee when fee is built into the margin
2 votes -
Identify Property When Ordering Eagleview
When placing an order for an Eagleview inside JobNimbus, it would be super helpful to have the satellite image so we can identify (aka...put a pin over a house) the property. Since identifying the house inside JobNimbus is not possible right now, this has caused delays in receiving our measurement reports. After we place the order in JobNimbus, we have to wait to see if Eagleview finds the property, if they don't, we have to go into the Eagleview app and identify the property. If we can identify the property from the beginning, we can receive the reports faster, therefore…
3 votes -
API File Return option
I would like to see more options with the API and files. specifically I'd like to be able to determin if a file exists with an id (already doable but only provides a boolean) and then attach that file to an email if it exists.
2 votes -
Custom Field Mapping with HailTrace
I would like to be able to import data from custom fields in the HailTrace app into JobNimbus through the integration.
2 votes -
The ability to place time constraints on the data with the QBO sync.
The ability to place a time constraint on the data pulled from and placed into QBO when syncing.
3 votes -
Integrations with Roofr and Smart Estimates
Integrations with Roofr and Smart Estimates to create accurate measurements and estimates faster for our clients.
6 votes -
The ability to have one product sync over to QuickBooks when using Material and Labor.
The ability to have one product sync over to QuickBooks when using Material and Labor. Instead of it splitting into two or three depending on what material and labor is selected.
5 votes -
Quickbooks Online- Categories, Classes, and DO NOT REPLACE PRODUCTS & SERVICES
Presently, we are experiencing a HUGE issue with the way that the sync with Quickbooks Online operates.
We created a completely new structure for pricing over the last few months as we have been trying to set up JobNimbus. In doing so, we created an entirely new selection of products and services in JobNimbus that we previously had in Quickbooks.
Apparently, in the sync... JobNimbus tries to match Products/Services. In our case, it didn't match these items 100% ... otherwise only a few P/S items would have been replaced. Instead, there was a more loose set of rules that it…
3 votes -
Ability to order GAF QuickMeasure
Would like to be able to order GAF QuickMeasure just like we can with EagleView.
16 votes -
Sync supplier payments and commissions from QBO to JN
Sync supplier payments and commissions from QBO to JN
3 votes -
Multi-location sync with Quickbooks Online
Ability to sync multiple locations within one JN account to Quickbooks Online
7 votes -
Insurance Estimate Totals
Ability to override the section totals, as well as the entire total of the estimate. If we are completing insurance work, it’s tedious to breakout labor and material, to the point it isn’t worth it. Having the ability to force the total to the RCV from the insurance estimate would streamline the entire process from insurance estimate to orders to invoice.
2 votes -
Sync work orders to QuickBooks.
The ability to sync work orders with QB.
6 votes -
Hide/Delete errors from the sync error report.
Hide or delete QB sync errors that are not needed.
5 votes -
Clicking on address would take you to map on desktop
It would be great if you could click on the address and it would take you to a map on the desktop like it does in the app.
11 votes -
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 -
Send Payment Receipt
Would like to be able to send a receipt through Payments under the Financials tab (clicking the three dots only allows for Edit or Delete)
18 votes
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