Integrations
19 results found
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Send Payment Receipt
Would like to be able to send a receipt through Payments under the Financials tab (clicking the three dots only allows for Edit or Delete)
18 votes -
CompanyCam header
When importing information from CompanyCam, there is a string of irrelevant text. The bold lettering should be mapped to the description in CompanyCam.
6 votes -
Access Profile Setting for Payments
In access profiles, have the ability to only give certain users access to edit or view payments.
5 votes -
sync "jobs" (in Nimbus) with "Projects" (in Quickbooks) in order to be able to run job costing reports on QB online.
The ability to sync "jobs" (in Nimbus) with "Projects" (in Quickbooks) will let us run job costing reports without having to manually transfer needed info.
32 votes -
I need to be able to place orders into Will Call with Beacon through the Job Nimbus integration.
I need to be able to place orders in Will Call with Beacon from Job Nimbus. Currently that is not an option for me in Job Nimbus. THis can be done in Beacon Pro Plus but not through job nimbus. I also don;t have the option to send an order in for pick up. My options are for delivery only on Job Nimbus.
11 votes -
3rd Party File Storage Providers - Google Drive, DropBox, SugarSync, etc.
An integration with 3rd party file storage providers such as Google Drive, DropBox, SugarSync, etc.
38 votes -
Grouped taxes for Quickbooks
Quickbooks is now separating taxes by city and state, however, you can only select one or the other within JobNimbus when creating an invoice, which is a major problem. The only current workaround is creating a special "grouped" tax rate within Quickbooks. The problem with that is that it is not segregating the taxes within Quickbooks, and makes accounting more difficult.
7 votes -
Integrate with T Sheets time tracking app
T Sheets time tracking app would be amazing to have integrate with Job Nimbus. We waste a ton of paper and time filling out paper.
5 votes -
Sync subcontractors in JN to contractors/vendors in Quickbooks Online
Right now, contacts set up as subcontractors in JN will sync to Quickbooks Online (QBO) as a customer. No way around that. Once added in QBO as a customer, their type cannot be changed to a vendor or contractor. All you can do is delete it in QBO and manually retype it in QBO.
For a business like mine, over 90% of our jobs are done by subcontractors. We have to manually double enter all subcontractor info PLUS manually double enter any costs (the amount we need to pay our subcontractors). This is a big shortcoming that opens the door…
16 votes -
Custom Field Options with Zapier
When creating zaps, fields are limited to standard JobNimbus fields. Please include the ability to drop info straight into custom fields also.
62 votes -
Integrate with Docusign
Docusing has a great system for contracts, simple to complex, adjustments and signage. It wood be great of an integration would take place, or at least a notification when a document is sent and received from Docusign just like Eagleview.
37 votes -
Quickbooks A/P sync
We had expected it would have this feature as our last project management software did. We need to know our cost for each job before we can know what to bill the customer. Now we need to enter the information in both places. It takes more time than ever.
25 votesWe apologize that this wasn’t clear and that this is causing you more work. Definitely not something we want to do!
We have plans to update the estimating and budget systems to help you cost out your jobs better, that will help.
We’ll let you know when that becomes available!
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Interactive Hail Maps integration
We use interactive hail maps to monitor all of our client locations.
It would be nice to have a two-way integration for the following:
1) when a new contact is created in JobNimbus, add relevant information like name, address, etc. to Interactive Hail Maps as a new monitored address
2) If a new contact and address is added in Interactive Hail Maps as a monitored address, create new contact along with associated information in JobNimbus
3) If a monitored address alert is generated in IHM, at minimum Hail size & Hail Detection date is posted to JobNimbus to associated contact…
14 votes -
TSheets Integration for Time Tracking
For total project management it would be nice to sync with tsheets for time keeping in the field. We currently use tsheets and it works well but doesnt sync with JN
13 votes -
Sync JobNimbus ID # to Quickbooks
Job ID for Jobs, Contact ID for Customers, and vendors show within the notes on QuickBooks.
15 votes -
Import Estimates, Work Orders, Etc from Excel or other Estimating Program
I do most of my estimating in Excel or another Estimating program. It would be really nice to quickly import my estimates and work orders into JobNimbus rather than having to manually enter all of my takeoff amounts again.
In addition adding some more reporting capabilities like Job Cost Codes or Item Numbers (or even just custom fields) would make it easier to use with other accounting systems than QuickBooks. This is really the biggest thing holding us back from adding more departments to JobNimbus.
33 votes -
14 votes
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Google Calendar Sync for Contacts, Work Orders, Jobs, etc.
I personally link all accounts to google calendar so we can access everyone's daily calendar. I've noticed that when selecting an install date on a work order, it only puts it on the JobNimbus calendar and does not link to the google calendar.
I have to create a new task and input the same info in order for it to sync with google. This is redundant
The suggestion is to integrate existing install date tab connect to third-party calendars. If not possible at least add another install date tab that will generate a task so it will link properly.
Also…
47 votes -
Google Contacts Integration
I would like to see the contact name appear on my cell if the contact is in JobNimbus.
28 votes
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