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JobNimbus Feedback

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Integrations

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110 results found

  1. 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.

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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  2. JotForm Integration

    I would like to integrate directly with JotForm.

    1 vote

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  3. Turn off Beacon Pricing

    I want to turn off Beacon pricing because it is messing up my estimates.

    1 vote

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    0 comments  ·  Suppliers  ·  Admin →
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  4. 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?

    1 vote

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    0 comments  ·  Zapier  ·  Admin →
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  5. The ability to add job info to payment receipts.

    The ability to add job info to payment receipts.

    1 vote

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  6. The ability to not have the QB sync push the cost as the price.

    The ability to not have the QB sync push the cost as the price.

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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  7. Allow Admins To Make Classes Required

    Please allow admins to make the "class" field required. Our bookkeepers have to do a lot of backend work when our field reps fail to input this field. Being able to simply make this required would be a huge help!

    Really, I would like the option to make any of the built-in fields required.

    1 vote

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  8. Seek direct integrations with RepCard and/or Popl Teams!!

    Zapier makes integrating possible, but direct integration with one of these digital business card platforms would be SICK!

    1 vote

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  9. It is important to pull reports from smart estimates, such as Usage reports and other essential reports.

    After we create smart estimates it would be fantastic if reports could be generated from smart estimate fields!

    1 vote

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    1 comment  ·  Sales Tools  ·  Admin →
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  10. Canada tax codes mapping

    Map Quickbooks tax rates to QB tax codes for Canada companies

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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  11. Greensky Integration on Estimates

    Add Greensky payment option to estimates with monthly payment listed.

    1 vote

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    0 comments  ·  Financing  ·  Admin →
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  12. Integration with Computer Fencing System (CFS)

    Would like to see integration with CFS (Computer Fencing Systems) Database

    1 vote

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  13. Integration with Freshbooks

    Ability to integrate/sync JN with Freshbooks for bookkeeping

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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  14. QuickBooks Markup

    It would be nice if QuickBooks markup rate percent would sync as markup in JobNimbus since JN estimates does support markup.

    1 vote

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  15. QuickBooks internal note mapping.

    The ability to map the internal note to a non-customer facing portion of QuickBooks.

    1 vote

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  16. Sync Job # to company name in QBO

    The ability to map fields different with the QuickBooks Online sync.

    1 vote

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  17. Add Multiple Company Cams for Different Branches

    Need the ability to add multiple Company Cam Syncs. We have multiple branches. Each branch has its own subcontractors with their own company cams.

    1 vote

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    0 comments  ·  Photos  ·  Admin →
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  18. HailTrace: Automated emails for customers impacted by storm

    It would be great to be able to set up an email automation triggered by storm activity in HailTrace impacting our customers.

    1 vote

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  19. Need to Allow for Syncing of Bundled Items from QuickBooks

    QuickBooks allows for "bundled" items so you can essentially use one item that is manufactured from multiple parts. By doing so you are able to show one item on an estimate or invoice without having to itemize each and every part used to make up that item. Job Nimbus needs to at least allow for the sync of the "bundled" item even if it doesn't recognize the items contained within the bundle. This would allow for an estimate and invoice to be created for the customer and QB could handle the job costing and inventory piece (which it does anyway)

    1 vote

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  20. webhook carry custom field data

    We added the customer field for a reason... because we think it is important. Not sending this with the webhook really makes the field mute.

    1 vote

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    0 comments  ·  Zapier  ·  Admin →
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