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JobNimbus Feedback

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Integrations

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83 results found

  1. 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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  2. Gantt Chart

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

    9 votes

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    3 comments  ·  Calendar  ·  Admin →
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  3. 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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  4. 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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  5. Remove Sunlight Financial Banner

    Please remove the Sunlight Financial banner in the financials tab. We do not want it and you can't force this on up.

    37 votes

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    1 comment  ·  Financing  ·  Admin →
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  6. 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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  7. 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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  8. 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.

    7 votes

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  9. 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

    11 votes

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  10. 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…

    9 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  11. 2 votes

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  12. 3 votes

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  13. Quick estimates/material order using Hover 3d

    Quickly create estimates and material orders using Hover 3D ( Roofing, Siding, Paint, Stucco etc...) Similar to Leap or One click contractor. That feature will stream line the process of ever having to hand measure, or input numbers. A must feature. Jobnimbus will blow up with this feature.

    3 votes

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  14. Sales tax Rate selection in JobNimbus integrate with QuickBooks

    Currently when you create an invoice in JobNimbus, you select a tax rate for each line item. In QuickBooks Online however, the sales tax rate is applied on the entire invoice and, by default, is "Based on Location", which you can manually change to custom sales tax rates. Since Sales tax rate are synced between JobNimbus and QuickBooks Online, and you have to manually select the sales tax you want when creating invoices in JobNimbus, it would be nice if there was a way to tell QuickBooks you want to use a specific sales tax on the invoice when it…

    5 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  15. Tax problem in QB - Shipping address in invoice set up

    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.

    7 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  16. Save email address and auto-populate when adding 'send to'

    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.

    7 votes

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  17. 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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  18. Google Calendar - Multiple Calendars

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

    6 votes

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    0 comments  ·  Calendar  ·  Admin →
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  19. 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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  20. Integration with roofr.com

    It would be nice if you integrated with https://roofr.com/

    20 votes

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