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JobNimbus Feedback

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112 results found

  1. 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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  2. 3 votes

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  3. 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

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  4. Hearth

    Hearth is a great platform to work with for the contractor.
    Most companies that help the contractor finance a job pass the loan origination fees to the contractor and ask youto simply mark jobs up and offer discounts to your non financing customers.
    Hearth charges a flat fee to use their service and then as many people for as much as your clients can get are able to finance through them.
    We have loved it as a company.

    3 votes

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    0 comments  ·  Financing  ·  Admin →
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  5. HailRecon Integration

    User would like to see a future integration with Hail Trace.

    3 votes

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  6. More robust options for Quickbooks integrations

    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.

    2 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  7. 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.

    2 votes

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    0 comments  ·  Suppliers  ·  Admin →
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  8. 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.

    2 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  9. 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

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  10. 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

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    0 comments  ·  Zapier  ·  Admin →
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  11. 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

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    0 comments  ·  Leads  ·  Admin →
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  12. 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…

    2 votes

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    1 comment  ·  Bookkeeping  ·  Admin →
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  13. 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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  14. 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

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    0 comments  ·  Bookkeeping  ·  Admin →
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  15. Populate sales rep field with Spotio data provided via Zapier

    The sales rep name is coming over from Spoito via Zapier integration but currently the sales rep field in JobNimbus doesn't get populated from it but it would be better if it did.

    2 votes

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    0 comments  ·  Zapier  ·  Admin →
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  16. QuickBook Automation Capability

    The ability to make an automation for when something happens in Quickbooks and syncs over to JobNimbus the job or contact status would automatically change.

    2 votes

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  17. 2 votes

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  18. Photos in Xactimate

    Logo wants to be able to select photo's in JobNimbus photo tab and link the selected photos directly to an Xactimate.

    2 votes

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    1 comment  ·  Admin →
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  19. SumoQuote address linking

    Be able to enter an address using DR instead of the full word Drive when linking with SumoQuote.
    At this time, SumoQuote will not link the unless the address is an exact match

    2 votes

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  20. CompanyCam Link included in activity

    Can we have a link to get from JobNimbus job to the associated company cam project added to the synced information in the Activity feed?

    2 votes

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