Integrations
85 results found
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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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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 -
Google Map integration to verify and auto-fill addresses while entering them on new jobs
Google Map integration to verify and auto-fill addresses while entering them on new jobs. Every CRM I have used has this feature which helps prevent incorrect address entry and wasting inspectors time. Also saves a lot of typing.
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 -
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 -
Syncing issue with Quickbooks Online (QBO) when books are closed
Don't allow changes to be made to invoices and payments on Jobnimbus when the books for those items are closed in QBO. As it stands, I can change an invoice on JN but it won't sync to QBO if the books involving that invoice are closed. If you try to make changes to a reconciled invoice in QBO, an error message pops up. The same needs to happen in Jobnimbus.
2 votes -
2 votes
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Bring Back Auto-Download to Job
Please bring back auto downloads for Eagleview reports. We have an increase in human error b/c now we have to manually upload the reports to the corresponding job.
1 vote -
A total count at the top of the days on the calendar
This would allow us to know how many jobs or appointments are scheduled for the day without counting them everytime. Very important when you want to cap people at a certain amount per day.
1 vote -
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.
1 vote
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