Integrations
51 results found
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More options for Global payment Notifications
Hi Frank,
Thank you for taking time to speak with me today. I was able to review and check our documentation for Global Payments notifications. At this time, notifications for payments made through Global Payments are only able to be sent to the contact and the sales rep.
Since you need the notification to also be sent to you and not just the sales rep, I have submitted a feature request to our development team to consider this in future updates. I know that soon, we should have a Global Payments option for the automation which can then help in…
22 votes -
WePay - Allow Custom Templates When Sending WePay Invoices
Currently it looks like you can select a template and send it, but the client actually receives a generic "your invoice is attached" email from WePay. This is a problem because we want to tell customers to only pay half of the invoice amount upfront. Our email template that says that does not send.
20 votesThank you for the feedback!
In the new Global Payments integration you are able to use whatever invoice template you would like and in the invoice note field you can define how much you’d like the customer to pay upfront and at job completion.
In 2022 we’ll be coming out with a better way to collect deposits as well. We’d recommend making the switch to Global Payments if these features would be valuable for you. They also beat the WePay credit card rate.
Best,
Ryan Walker
Sr. Product Manager -
10 votes
Merged with other ideas, fixed, or declined.
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When 'Pass Fee to Customer' is enabled, still allow the ability to hide total on estimates
When turning on settings in global payments to pass fees to customer, the surcharge is also showing on estimates. It would be very helpful to have option to hide the surcharge from estimates since it is not yet an invoice.
8 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Global Payments- Notification of declined payments
It would be very useful to have a notification if a payment gets declined.
7 votes -
7 votes
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Evernote Integration
If possible, it would be nice to have Evernote integration.
A nice feature that Evernote provides is the ability for me to take a picture of a business card and when I do, Everynote automatically grabs any additional social information about that contact (i.e. LinkedIn photo, LinkedIn Link, etc.) and then I can have it saved in my contacts on my iPhone.
It would be great if I could have that information saved into my JobNimbus Contacts and save a ton of additional key-entry.
Our company loves working with JobNimbus and using your software for our project manager and CRM.
…
6 votesNot enough community interest.
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Create Work Orders with API
We want to be able to create work orders with the API not just pull information from them.
4 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Job Account Address to Sync to QB Ship To Address - so Sales Tax reports will be accurately
Job Address should sync with QB Ship To Address so Sales Tax will report accurately. Currently we have to manually update the the addresses in QB (on every friggin job account in WA state) so the Parent name and address shows in the Bill To field and the Job Name and Address will show in the Ship To field - which is where QB pulls the tax rate from.
4 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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 votesMerged with other ideas, fixed, or declined.
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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 votesMerged with other ideas, fixed, or declined.
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HailRecon Integration
User would like to see a future integration with Hail Trace.
3 votesMerged with other ideas, fixed, or declined.
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Options in with WePay
The option to change the automatic payment options to pay in full and percentages. Other amount is too vague and customers can choose what they want to pay. We want them to either pay a deposit (usually 50%) or pay balance due.
3 votesThank you for the feedback! We will be supporting this in the Global Payments integration in early 2022.
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Include Contact/Job In EagleView Receipt Notification
When you receive an email telling you that your EagleView has come in, it only gives the Order #. It would be nice to have it also connect which contact that EagleView was ordered for and tell that in the email as well. This would allow me to go straight to the contact without looking up what EagleView they are talking about.
3 votesNot enough community interest.
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Integration with RoofSnap
An API key for "RoofSnap" integration!
3 votesNot enough community interest.
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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 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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 votesThis is available for many document types in automations today. Will not be adding specific QB automations in the foreseeable future.
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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 votesMerged with other ideas, fixed, or declined.
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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 match2 votesMerged with other ideas, fixed, or declined.
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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 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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