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JobNimbus Feedback

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85 results found

  1. invoice number

    Allow QBO Sync to use a different Invoice No. Series

    QBO and JN use the same invoice numbers. I would like to have 2 different sets of invoice numbers. We send invoices for new jobs out of jobnimbus, but we book ad-hoc invoices from QBO. We need this to work.

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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  2. 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."

    1 vote

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  3. Add Jotform

    I would love to use Job Nimbus to get our contract signed but y'all only use an E signature that when it's signed it signs every box and we need multiple signature boxes on our contract that must each be signed individually in the customer's actual signature. Our Contract is extensive and needs to be signed accordingly. as of now we use Jotform for this feature and would really like you Job Nimbus to add Jotform that way my signed Documents can transfer to Job Nimbus.

    OR

    Just fix the problem with the signatures

    1 vote

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    0 comments  ·  Sales Tools  ·  Admin →
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  4. 1 vote

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  5. 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.

    1 vote

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    0 comments  ·  Photos  ·  Admin →
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