Integrations
104 results found
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Quick estimates/material order using Hover 3d
Quickly create estimates and material orders using Hover 3D ( Roofing, Siding, Paint, Stucco etc...) Similar to Leap or One click contractor. That feature will stream line the process of ever having to hand measure, or input numbers. A must feature. Jobnimbus will blow up with this feature.
3 votes -
2 votes
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Allow us to create custom shareable albums
It would be nice to be able to select multiple pictures and create a custom sharable album. For example, select images add it to a custom album titled "Homeowner" and share it to the homeowner. Or being able to create another one name "Adjuster" to share to an insurance adjuster.
2 votes -
Multiple Payments Observations for Improvement
Thoughts on Payments and Areas for Improvement
Balance Details Missing Context [Medium Priority]
In the JobNimbus payment portal, the Balance Details section does not display the customer name, job name, or a running balance. Both the job name and a running balance should be included so users can quickly identify which job or customer the transactions belong to and easily spot where any negative balances originated.No Print or Export Functionality [Medium Priority]
Currently, the Balance Details cannot be properly printed or exported to CSV/Excel. While it is possible to copy and paste the data into Excel and manually create…2 votes -
Be able to select the default PO number on material orders to a supplier
There is no current way to select the default PO number you would want in JobNimbus for a material order to a supplier
2 votes -
Sales Tax integration
I live in a state with State and county sales tax. Cities can have multiple counties and a county can be in mulitple cities (usually unincorporated counties). I cannot identify the tax code to use simply by looking at the address. I have to go to a government website, type in the address/zip code to get the tax code and corresponding rate. When we worked out of excel I created a macro so getting the tax code/rate applied to an invoice was just clicking a button. Could a button like that be added? https://webgis.dor.wa.gov/taxratelookup/SalesTax.aspx
2 votes -
a filter in boards that lets you separate contacts by area to make scheduling more efficient
I think it would make very swift work to be able to set a filter when im in boards to be able to work specifically in a certain area, without having to try to remember who is in the area and what needs to be done. example would be setting a filter to only homeowners in orem. That way we could be the most efficient with our time while we are in an area, by seeing everything we can do only in that specific zone.
2 votes -
I would like to be able to collaborate and share jobs with another contractor that also uses jobnimbus
I would like to be able to collaborate and share jobs with another contractor that also uses jobnimbus
2 votes -
Map Plotting with Filters
The ability to plot a map with a certain days scheduled appointments per assigned salesman. This way they can easily see all of their appointments on a map and plot accordingly.
2 votes -
Ability to Edit JobNimbus Payments Reference Number
"We have been told we cannot edit the JobNimbus payments reference section to our needs. We would like to be able to edit the reference # by adding EE representing Electronic Check without causing a sync error or even better have the payment method selection as ECheck not Check. This would greatly help with our QB record keeping. The payment method is an Electronic Check and we would like to show it as such in our records."
2 votes -
Angi Leads Integration
Please add a direct integration with Angi Leads. Trying to set up Zapier into JobNimbus and then Angi Leads into Zapier excessive.
2 votes -
Send records to CompanyCam at set stages or statuses
Our sales guys get overwhelmed in CompanyCam when the projects are created for every single job. We've tried using Contacts and Jobs to manage it, but that doesn't work better inside of JobNimbus. We would like to have the option to control when or which Jobs get sent to CompanyCam, similar to the QuickBooks integration.
2 votes -
Shorter Filenames for CompanyCam Photos
Photos that sync over from CompanyCam have crazy long filenames. This makes photo reports look terrible because there will be several lines of text for the names. If I share a photo via CompanyCam and then someone clicks into the link and views/downloads individual photos, then it does show those crazy names in the URL. However, if I select download all photos and put in my email, CompanyCam will send a zip file that contains the photos with normal names when unzipped. Please update the integration to pull the shorter names.
2 votes -
Zapier to JobNimbus Not Adjusting for DST
Integrating from Highlevel to JN via Zapier, and Zapier or JN does not seem to take daylight savings into account when putting a start/due date on a job. Can you please investigate this?
2 votes -
The ability to select non location taxes in QBO sync.
The ability to select non location taxes in QBO sync.
2 votes -
Sync sales reps to QBO
Ability to sync sales reps to Quickbooks Online
2 votes -
Exclude line items from getting convenience fee added to it with 'Build Into Margin' enabled
Ability to exclude line items from surcharge fee when fee is built into the margin
2 votes -
API File Return option
I would like to see more options with the API and files. specifically I'd like to be able to determin if a file exists with an id (already doable but only provides a boolean) and then attach that file to an email if it exists.
2 votes -
Custom Field Mapping with HailTrace
I would like to be able to import data from custom fields in the HailTrace app into JobNimbus through the integration.
2 votes -
Insurance Estimate Totals
Ability to override the section totals, as well as the entire total of the estimate. If we are completing insurance work, it’s tedious to breakout labor and material, to the point it isn’t worth it. Having the ability to force the total to the RCV from the insurance estimate would streamline the entire process from insurance estimate to orders to invoice.
2 votes
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