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JobNimbus Feedback

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Integrations

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110 results found

  1. Integrations with Roofr and Smart Estimates

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

    5 votes

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  2. 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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  3. 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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  4. 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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  5. Pinned Activities / Notes

    There should be an option to "Pin" activities in the activity feed of a contact/job.

    Activity feeds can fill up quick with hundreds of entries, such as general notes, tags, texts, calls, emails, etc. The default view is 5 items per page, which you can change up to 100 per page.
    Sometimes, very important information is entered into the activity feed, which can easily be missed within all the other entries or take a ton of time to scan through to find.

    Pinning activities would allow important entires to be pinned at the very top of the activity feed for…

    4 votes

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    1 comment  ·  Admin →
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  6. 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.

    4 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  7. Hide/Delete errors from the sync error report.

    Hide or delete QB sync errors that are not needed.

    4 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  8. 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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  9. Gantt Chart

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

    4 votes

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    0 comments  ·  Calendar  ·  Admin →
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  10. Create Work Orders with API

    We want to be able to create work orders with the API not just pull information from them.

    4 votes

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    0 comments  ·  Zapier  ·  Admin →
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  11. Job Account Address to Sync to QB Ship To Address - so Sales Tax reports will be accurately

    Job Address should sync with QB Ship To Address so Sales Tax will report accurately. Currently we have to manually update the the addresses in QB (on every friggin job account in WA state) so the Parent name and address shows in the Bill To field and the Job Name and Address will show in the Ship To field - which is where QB pulls the tax rate from.

    4 votes

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    2 comments  ·  Bookkeeping  ·  Admin →
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  12. Google Calendar - Multiple Calendars

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

    4 votes

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    0 comments  ·  Calendar  ·  Admin →
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  13. attaching documents to an automate email

    I think being able to attach a document to an automate email would be a great idea for an updated feature.

    3 votes

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  14. 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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  15. 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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  16. Ability to email Sunlight Financial Application to contacts

    Ability to email Sunlight's financial application to contacts would be great.

    3 votes

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    0 comments  ·  Financing  ·  Admin →
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  17. 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

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    0 comments  ·  Financing  ·  Admin →
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  18. Access Profile Setting for Payments

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

    3 votes

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    Viewed  ·  0 comments  ·  Payment Platforms  ·  Admin →
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  19. 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

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    0 comments  ·  Financing  ·  Admin →
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  20. Choose vendor location when submitting order through Beacon integration

    It would be great if we could choose what vendor location is getting our material orders. With Beacon they have many different locations that we use since we pull east and west coast materials for our branches. But when i place a material order it automatically chooses the closest branch the vendor has to us. This is causing an issue as we have a HUGE project going on right now and all of our orders go through to one branch we are not able to choose what branch gets the order, making our vendor then have to forward to proper…

    3 votes

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    0 comments  ·  Suppliers  ·  Admin →
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