JobNimbus Feedback

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Integrations

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  1. Xactimate Integration

    Would love it if Xactimate was integrated directly

    37 votes
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    10 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
    Gathering Feedback  ·  Josh responded

    Hello! Reviewing our open integration requests within UserVoice, and I wanted to source some feedback regarding this idea. What are your thoughts on how an integration like this would function? How would you want to see data from Xactimate flow into JobNimbus? Your thoughts are always greatly appreciated!

  2. Ability to send Jobnimbus custom fields using Zapier

    When creating zaps, fields are limited to standard JobNimbus fields. Please include the ability to drop info straight into custom fields also.

    27 votes
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    Viewed  ·  2 comments  ·  Zapier  ·  Flag idea as inappropriate…  ·  Admin →
  3. Sync Budgets/Job Costs With Quickbook

    So all appropriate parties could see actual current expenses to compare to their job budgets.

    26 votes
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    Viewed  ·  6 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  4. Google Contacts Integration

    I would like to see the contact name appear on my cell if the contact is in JobNimbus.

    23 votes
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    Viewed  ·  5 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  5. 3rd Party File Storage Providers - Google Drive, DropBox, SugarSync, etc.

    An integration with 3rd party file storage providers such as Google Drive, DropBox, SugarSync, etc.

    18 votes
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    Viewed  ·  1 comment  ·  Storage  ·  Flag idea as inappropriate…  ·  Admin →
  6. Improved naturalForms Integration (2 way data sync)

    I'd like to be able to use information gathered in forms from NaturalForms, meaning suck it back in so that info is now in JobNimbus, not just on a PDF attached to the customer in JobNimbus.

    Pull in data from the information added to a naturalForms document.

    17 votes
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    Viewed  ·  3 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  7. Integrate with Docusign

    Docusing has a great system for contracts, simple to complex, adjustments and signage. It wood be great of an integration would take place, or at least a notification when a document is sent and received from Docusign just like Eagleview.

    14 votes
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    Viewed  ·  1 comment  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  8. Quickbooks A/P sync

    We had expected it would have this feature as our last project management software did. We need to know our cost for each job before we can know what to bill the customer. Now we need to enter the information in both places. It takes more time than ever.

    13 votes
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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →

    We apologize that this wasn’t clear and that this is causing you more work. Definitely not something we want to do!

    We have plans to update the estimating and budget systems to help you cost out your jobs better, that will help.

    We’ll let you know when that becomes available!

  9. Import Estimates, Work Orders, Etc from Excel or other Estimating Program

    I do most of my estimating in Excel or another Estimating program. It would be really nice to quickly import my estimates and work orders into JobNimbus rather than having to manually enter all of my takeoff amounts again.

    In addition adding some more reporting capabilities like Job Cost Codes or Item Numbers (or even just custom fields) would make it easier to use with other accounting systems than QuickBooks. This is really the biggest thing holding us back from adding more departments to JobNimbus.

    12 votes
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    Viewed  ·  5 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  10. Other Credit Card Processors (other than WePay)

    JobNimbus should integrate with other Credit Card Processors other than WePay, which is super expensive and you can't even process cards manually by typing in the card details. Please integrate with great processors like FattMerchant!!

    11 votes
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    Viewed  ·  4 comments  ·  Payment Platforms  ·  Flag idea as inappropriate…  ·  Admin →
  11. Outlook Integration

    It would be great if JobNimbus could be integrated with Outlook 2013 for the purposes of sending / keeping records of emails. I currently do not email direct from JobNimbus due to the limited functionality and as all my emails are managed through Outlook.

    11 votes
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    Viewed  ·  1 comment  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  12. 10 votes
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    Viewed  ·  0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  13. 10 votes
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    Viewed  ·  0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  14. Sync JobNimbus ID # to Quickbooks

    Job ID for Jobs, Contact ID for Customers, and vendors show within the notes on QuickBooks.

    10 votes
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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  15. Excel Integration for Estimates

    It would be nice to fully integrate Excel into the estimates and bidding fields (possibly more). The way the JobNimbus estimates currently function, I am unable to use it at all and find myself adding my Excel files as attachments into the customer file. It would just be nice if I could utilize the JobNimbus program for all my needs. I really love JobNimbus. It has been a game changer for our office organization.

    9 votes
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    Viewed  ·  1 comment  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow Google Calendar items to be associated to contacts

    create an appointment in google calendar which syncs back into tasks in JN, Currently JN does this but does not allow the linking of it to a known contact. I'd like to be able to input an email or phone number to identify that person so it will assign it to that contact so I can still track tasks for an individual without having to duplicate creating the task in google cal and then heading into JN to assign it to someone.

    8 votes
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    Viewed  ·  1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. sync "jobs" (in Nimbus) with "Projects" (in Quickbooks) in order to be able to run job costing reports on QB online.

    The ability to sync "jobs" (in Nimbus) with "Projects" (in Quickbooks) will let us run job costing reports without having to manually transfer needed info.

    7 votes
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    Viewed  ·  3 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  18. Beacon Delivery Confirmation with Picture in JN

    It would be nice if I could see a delivery confirmation photo in JN

    7 votes
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    0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  19. Sync subcontractors in JN to contractors/vendors in Quickbooks Online

    Right now, contacts set up as subcontractors in JN will sync to Quickbooks Online (QBO) as a customer. No way around that. Once added in QBO as a customer, their type cannot be changed to a vendor or contractor. All you can do is delete it in QBO and manually retype it in QBO.

    For a business like mine, over 90% of our jobs are done by subcontractors. We have to manually double enter all subcontractor info PLUS manually double enter any costs (the amount we need to pay our subcontractors). This is a big shortcoming that opens the door…

    7 votes
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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  20. 7 votes
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    Viewed  ·  1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
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