Integrations
94 results found
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6 votes
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The ability to have one product sync over to QuickBooks when using Material and Labor.
The ability to have one product sync over to QuickBooks when using Material and Labor. Instead of it splitting into two or three depending on what material and labor is selected.
5 votes -
Access Profile Setting for Payments
In access profiles, have the ability to only give certain users access to edit or view payments.
5 votes -
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 -
Integrate with T Sheets time tracking app
T Sheets time tracking app would be amazing to have integrate with Job Nimbus. We waste a ton of paper and time filling out paper.
5 votes -
Notifications when texts don't go through to clients
When we send a text and it doesn't get delivered we don't know about until we try and text the HO again. If we got notified we can fix it sooner rather than later.
4 votes -
Customizable QuickBooks Mapping for Products & Services
To improve efficiency and accuracy in financial tracking, I suggest enhancing the JobNimbus to QuickBooks integration by introducing customizable mapping options for income and expense accounts. Currently, all imported products and services are categorized identically, requiring manual adjustments post-import. Allowing for the pre-selection of appropriate accounts would significantly reduce bookkeeping time.
Additionally, incorporating a feature to synchronize the status of products or services (active/inactive) based on the chosen sync direction (e.g., two-way, one-way) would further streamline operations and maintain consistency across platforms.
Implementing these changes could greatly enhance usability and financial management efficiency for users.
4 votes -
Sync Vendors in QBO
The ability to sync vendors to QBO.
4 votes -
Zapier integration to use Activity Created
The ability to use Activity Created with Zapier integration.
4 votes -
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 -
SRS Live Pricing Update to Products & Services
I need the SRS integration to live update the pricing in the Products and Services page, not just on the financial documents themselves.
3 votes -
QBO / JN both recognize billing address
Why does the billing address (contact address) not sync to the invoice in QBO? Our invoices when sent from JN to QBO lose the billing address. All invoices are billed to the job address. This is a disaster for our property management business. And your payment processing fees are too expensive compared to QBO.
3 votes -
Identify Property When Ordering Eagleview
When placing an order for an Eagleview inside JobNimbus, it would be super helpful to have the satellite image so we can identify (aka...put a pin over a house) the property. Since identifying the house inside JobNimbus is not possible right now, this has caused delays in receiving our measurement reports. After we place the order in JobNimbus, we have to wait to see if Eagleview finds the property, if they don't, we have to go into the Eagleview app and identify the property. If we can identify the property from the beginning, we can receive the reports faster, therefore…
3 votes -
The ability to place time constraints on the data with the QBO sync.
The ability to place a time constraint on the data pulled from and placed into QBO when syncing.
3 votes -
Quickbooks Online- Categories, Classes, and DO NOT REPLACE PRODUCTS & SERVICES
Presently, we are experiencing a HUGE issue with the way that the sync with Quickbooks Online operates.
We created a completely new structure for pricing over the last few months as we have been trying to set up JobNimbus. In doing so, we created an entirely new selection of products and services in JobNimbus that we previously had in Quickbooks.
Apparently, in the sync... JobNimbus tries to match Products/Services. In our case, it didn't match these items 100% ... otherwise only a few P/S items would have been replaced. Instead, there was a more loose set of rules that it…
3 votes -
Sync supplier payments and commissions from QBO to JN
Sync supplier payments and commissions from QBO to JN
3 votes -
Ability to email Sunlight Financial Application to contacts
Ability to email Sunlight's financial application to contacts would be great.
3 votes -
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 -
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 -
3 votes
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