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JobNimbus Feedback

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Integrations

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110 results found

  1. Leap quotes need to feed JobNimbus Sales Reporting Numbers

    Right now, if we don't use JobNimbus Estimates, we can't report on sales numbers in JN.

    1 vote

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    0 comments  ·  Sales Tools  ·  Admin →
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  2. Map Fields to EagleView Order Form

    Please add a feature to the EagleView integration settings that allow us to map existing JN fields (built-in and custom fields) to the Order Form.

    For example, many of us have "Claim Number" as an custom field. Being able to have this populate automatically in the EV order popup would be very helpful! Some of us might also elect to have the customer's name or JN Contact # appear in "Claim Info," "PO Number," or "Comments."

    1 vote

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    Viewed  ·  0 comments  ·  Eagle View  ·  Admin →
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  3. On HailTrace, reference assigned SalesRep or Assignee to contact or job

    HailTrace only sends the profile name of who requested the report. It would be good to also have it reference the assigned Sales Rep or Assignee to track who is out on the area nearby.

    1 vote

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  4. Fewer steps to pull up and approve estimate created in naturalForms on JobNimbus web app

    Right now there are a lot of steps to take when uploading and approving an estimate that was created in naturalForms. Salespeople and office workers get confused easily while trying to do so. It would be nice if the process was simpler.

    1 vote

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  5. Integrate with more than 1 account with CompanyCam

    Be able to integrate more than 1 CompanyCam accounts into JN.

    1 vote

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    0 comments  ·  Photos  ·  Admin →
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  6. Material lists/orders through Beacon3D+(HOVER) => BeaconPRO+ => JobNimbus

    Ability to get a materials list through Beacon 3D+(HOVER), have it create a material order through BeaconPRO+, and appear in JobNimbus.

    1 vote

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    0 comments  ·  Suppliers  ·  Admin →
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  7. Microsoft365 onedrive direct sync

    Please create a direct Sync to Microsoft Onedrive for files and Photos.

    Ideally, when a contact/job is created in JobNimbus, it creates a folder in OneDrive where all documents and photos are synchronized.

    1 vote

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    0 comments  ·  Storage  ·  Admin →
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  8. Modify Default HOVER Deliverable

    I would like to be able to modify the default HOVER deliverable selection so it is not set on "Complete."

    1 vote

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  9. Payroll Services

    It would be beneficial to be able to run payroll through JobNimbus directly.

    1 vote

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  10. Sync Products and Services to ArcSite

    I would like to be able to sync our products and services list to ArcSite via the integration

    0 votes

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    0 comments  ·  Admin →
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