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JobNimbus Feedback

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85 results found

  1. Sync work orders to QuickBooks.

    The ability to sync work orders with QB.

    6 votes

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    1 comment  ·  Bookkeeping  ·  Admin →
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  2. CompanyCam header

    When importing information from CompanyCam, there is a string of irrelevant text. The bold lettering should be mapped to the description in CompanyCam.

    6 votes

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    Viewed  ·  1 comment  ·  Admin →
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  3. Google Calendar - Multiple Calendars

    Would like to see the option to sync and manage more than one Google Calendar;

    6 votes

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    0 comments  ·  Calendar  ·  Admin →
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  4. 6 votes

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    0 comments  ·  Photos  ·  Admin →
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  5. 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

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    1 comment  ·  Bookkeeping  ·  Admin →
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  6. Hide/Delete errors from the sync error report.

    Hide or delete QB sync errors that are not needed.

    5 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  7. Access Profile Setting for Payments

    In access profiles, have the ability to only give certain users access to edit or view payments.

    5 votes

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    Viewed  ·  0 comments  ·  Payment Platforms  ·  Admin →
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  8. 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

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    0 comments  ·  Bookkeeping  ·  Admin →
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  9. 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

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    Viewed  ·  0 comments  ·  Admin →
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  10. Sync Vendors in QBO

    The ability to sync vendors to QBO.

    4 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  11. Zapier integration to use Activity Created

    The ability to use Activity Created with Zapier integration.

    4 votes

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    0 comments  ·  Zapier  ·  Admin →
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  12. 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

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    0 comments  ·  Calendar  ·  Admin →
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  13. Job Automation With Ability to Change Type, Not Just Status

    Warranty jobs go in the warranty workflow, but sometimes they end up not being warranty. This means the type/workflow needs to change. Our sales reps only really change statuses, not the workflow/type, because it requires extra time to open the edit box. We need to create an automation that changes the type/workflow based on a status in the warranty workflow that triggers this change.

    3 votes

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    1 comment  ·  Admin →
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  14. 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.

    3 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  15. 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

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    0 comments  ·  Suppliers  ·  Admin →
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  16. 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

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    0 comments  ·  Bookkeeping  ·  Admin →
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  17. 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

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    0 comments  ·  Eagle View  ·  Admin →
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  18. 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

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    0 comments  ·  Bookkeeping  ·  Admin →
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  19. 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

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    1 comment  ·  Bookkeeping  ·  Admin →
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  20. Sync supplier payments and commissions from QBO to JN

    Sync supplier payments and commissions from QBO to JN

    3 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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