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JobNimbus Feedback

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Integrations

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85 results found

  1. The ability to sync classes in QBO.

    The ability to sync classes in QBO.

    14 votes

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    2 comments  ·  Bookkeeping  ·  Admin →
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  2. Interactive Hail Maps integration

    We use interactive hail maps to monitor all of our client locations.

    It would be nice to have a two-way integration for the following:

    1) when a new contact is created in JobNimbus, add relevant information like name, address, etc. to Interactive Hail Maps as a new monitored address

    2) If a new contact and address is added in Interactive Hail Maps as a monitored address, create new contact along with associated information in JobNimbus

    3) If a monitored address alert is generated in IHM, at minimum Hail size & Hail Detection date is posted to JobNimbus to associated contact…

    14 votes

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    Viewed  ·  1 comment  ·  Maps  ·  Admin →
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  3. 14 votes

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    Viewed  ·  2 comments  ·  Leads  ·  Admin →
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  4. TSheets Integration for Time Tracking

    For total project management it would be nice to sync with tsheets for time keeping in the field. We currently use tsheets and it works well but doesnt sync with JN

    13 votes

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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Admin →
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  5. 12 votes

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    Planned  ·  0 comments  ·  Suppliers  ·  Admin →
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  6. 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

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    0 comments  ·  Maps  ·  Admin →
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  7. 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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  8. I need to be able to place orders into Will Call with Beacon through the Job Nimbus integration.

    I need to be able to place orders in Will Call with Beacon from Job Nimbus. Currently that is not an option for me in Job Nimbus. THis can be done in Beacon Pro Plus but not through job nimbus. I also don;t have the option to send an order in for pick up. My options are for delivery only on Job Nimbus.

    11 votes

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    Viewed  ·  0 comments  ·  Admin →
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  9. Gantt Chart

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

    10 votes

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    3 comments  ·  Calendar  ·  Admin →
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  10. JobNimbus Job address should sync to Ship to address in QuickBooks

    Job address should sync to Ship to not Bill to address in QuickBooks

    9 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  11. 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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  12. 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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  13. Quickbooks Payments: Accounts

    There is no space to assign a deposit account for payments made when logging payments in JobNimbus.

    This throws off Quickbooks reports. When the reports are ran it shows all payments logged through JobNimbus as being "undeposited funds".

    7 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  14. 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

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    1 comment  ·  Bookkeeping  ·  Admin →
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  15. Multi-location sync with Quickbooks Online

    Ability to sync multiple locations within one JN account to Quickbooks Online

    7 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  16. 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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  17. 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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  18. 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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  19. Grouped taxes for Quickbooks

    Quickbooks is now separating taxes by city and state, however, you can only select one or the other within JobNimbus when creating an invoice, which is a major problem. The only current workaround is creating a special "grouped" tax rate within Quickbooks. The problem with that is that it is not segregating the taxes within Quickbooks, and makes accounting more difficult.

    7 votes

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Admin →
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  20. Integrations with Roofr and Smart Estimates

    Integrations with Roofr and Smart Estimates to create accurate measurements and estimates faster for our clients.

    6 votes

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