Integrations
85 results found
-
Integrate with ABC Supply
JN integrated with Beacon, but we need an integration with ABC Supply. Would be nice to get real time pricing in JN so we don't have to manually change everything when we get price increases.
88 votesThis is close to open beta. If you have yet to sign up for early access feel free to do so here: https://www.jobnimbus.com/integrations/abc/#early-access
-
Xactimate Integration
Would love it if Xactimate was integrated directly
63 votes -
Custom Field Options with Zapier
When creating zaps, fields are limited to standard JobNimbus fields. Please include the ability to drop info straight into custom fields also.
62 votes -
Google Calendar Sync for Contacts, Work Orders, Jobs, etc.
I personally link all accounts to google calendar so we can access everyone's daily calendar. I've noticed that when selecting an install date on a work order, it only puts it on the JobNimbus calendar and does not link to the google calendar.
I have to create a new task and input the same info in order for it to sync with google. This is redundant
The suggestion is to integrate existing install date tab connect to third-party calendars. If not possible at least add another install date tab that will generate a task so it will link properly.
Also…
47 votes -
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.
38 votes -
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 -
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.
36 votes -
Price List Integration with Major Supply Companies for Material Orders
Having to manually input products and current prices in a market with constant changing prices is cumbersome and time consuming for creating estimates and material orders. When looking for CRM solutions for our company, one of the feature benefits other competitive CRM providers offered was supplier pricelist integration (i.e. ABC Supply Co., WestEnd, etc.). This would lift a huge burden of having to continually cross reference correct current pricing.
33 votes -
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.
33 votes -
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.
32 votes -
Convert EagleView report into financial documents in JobNimbus
The integration is great to have the report come in but converting eagle view data into an estimate, work order, and/or material order by creating a table from Eagleview in order to create a generic order for material and labor would allow the flexibility for ordering. This would be a better strategy for Job Nimbus instead of focusing on supplier specific integrations which could later used once the order is created. Currently we are translating from document to data to document.
28 votes -
Google Contacts Integration
I would like to see the contact name appear on my cell if the contact is in JobNimbus.
28 votes -
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.
25 votesWe 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!
-
Integration with roofr.com
It would be nice if you integrated with https://roofr.com/
20 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 -
Sync Job Address to Ship To in QB
We plan to use Jobs in JobNimbus, but the Job Address is mapped to BillTo in QB. The Contact Address is the for Customer who will be billed, the Job Address belongs to the jobsite, definitely not the one to be billed. The Job Address should map to ShipTo in QB.
17 votes -
Missing Payment amount and type fields available on api and/or email templates
I'd like to automate based on the amount and type for example:
Cash/Check Payment -> Manager needs a task to make sure it gets to the bank
JobNimbus Payment -> Send to spreadsheet to consolidate for accounting dept.Can we get the following field available in either an email template, Zapier, or in the API?:
Amount (Amount of the purchase)
Method/Payment Type(Card, Bank, Cash, ect.)
Merchant (JobNimbusPayments, WePay, Global Payments)
RelatedRecordID/JNID
RelatedRecondNumber/ContactNumber/JobNumber
RelatedInvoiceID16 votes -
Ability to order GAF QuickMeasure
Would like to be able to order GAF QuickMeasure just like we can with EagleView.
16 votes -
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…
16 votes -
Sync JobNimbus ID # to Quickbooks
Job ID for Jobs, Contact ID for Customers, and vendors show within the notes on QuickBooks.
15 votes
- Don't see your idea?