Integrations
51 results found
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Add:: (copy) feature
Add:: (copy) feature next to names and addresses on contact profiles. In order to ensure correct data entry into orders and communications, we copy and paste info directly from the job nimbus platform. Sometimes it is difficult to highlight the info needed. By adding a copy feature, it would help out a lot! Thank you.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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Sync Products and Services to ArcSite
I would like to be able to sync our products and services list to ArcSite via the integration
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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The ability to add job info to payment receipts.
The ability to add job info to payment receipts.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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The ability to not have the QB sync push the cost as the price.
The ability to not have the QB sync push the cost as the price.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Allow Admins To Make Classes Required
Please allow admins to make the "class" field required. Our bookkeepers have to do a lot of backend work when our field reps fail to input this field. Being able to simply make this required would be a huge help!
Really, I would like the option to make any of the built-in fields required.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Seek direct integrations with RepCard and/or Popl Teams!!
Zapier makes integrating possible, but direct integration with one of these digital business card platforms would be SICK!
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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It is important to pull reports from smart estimates, such as Usage reports and other essential reports.
After we create smart estimates it would be fantastic if reports could be generated from smart estimate fields!
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Greensky Integration on Estimates
Add Greensky payment option to estimates with monthly payment listed.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Integration with Freshbooks
Ability to integrate/sync JN with Freshbooks for bookkeeping
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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QuickBooks Markup
It would be nice if QuickBooks markup rate percent would sync as markup in JobNimbus since JN estimates does support markup.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Sync Job # to company name in QBO
The ability to map fields different with the QuickBooks Online sync.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Add Multiple Company Cams for Different Branches
Need the ability to add multiple Company Cam Syncs. We have multiple branches. Each branch has its own subcontractors with their own company cams.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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HailTrace: Automated emails for customers impacted by storm
It would be great to be able to set up an email automation triggered by storm activity in HailTrace impacting our customers.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Need to Allow for Syncing of Bundled Items from QuickBooks
QuickBooks allows for "bundled" items so you can essentially use one item that is manufactured from multiple parts. By doing so you are able to show one item on an estimate or invoice without having to itemize each and every part used to make up that item. Job Nimbus needs to at least allow for the sync of the "bundled" item even if it doesn't recognize the items contained within the bundle. This would allow for an estimate and invoice to be created for the customer and QB could handle the job costing and inventory piece (which it does anyway)
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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webhook carry custom field data
We added the customer field for a reason... because we think it is important. Not sending this with the webhook really makes the field mute.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Leap quotes need to feed JobNimbus Sales Reporting Numbers
Right now, if we don't use JobNimbus Estimates, we can't report on sales numbers in JN.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Map Fields to EagleView Order Form
Please add a feature to the EagleView integration settings that allow us to map existing JN fields (built-in and custom fields) to the Order Form.
For example, many of us have "Claim Number" as an custom field. Being able to have this populate automatically in the EV order popup would be very helpful! Some of us might also elect to have the customer's name or JN Contact # appear in "Claim Info," "PO Number," or "Comments."
1 voteMerged with other ideas, fixed, or declined.
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Global Payments- Notification of declined payments
It would be very useful to have a notification if a payment gets declined.
7 votes -
When 'Pass Fee to Customer' is enabled, still allow the ability to hide total on estimates
When turning on settings in global payments to pass fees to customer, the surcharge is also showing on estimates. It would be very helpful to have option to hide the surcharge from estimates since it is not yet an invoice.
8 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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On HailTrace, reference assigned SalesRep or Assignee to contact or job
HailTrace only sends the profile name of who requested the report. It would be good to also have it reference the assigned Sales Rep or Assignee to track who is out on the area nearby.
1 voteMerged with other ideas, fixed, or declined.
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