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.
Will Hieronymus
shared this idea
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Efraim Presser commented
This would be a huge asset- currently we bill some of our largest jobs with Excel, and if we could use the integration it would up productivity tenfold
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JP Robillard Robillard
commented
I do a lot of stuff on Excel, and having to duplicate information is quite tasking. We need this integration ASAP. Excel is such a powerful tool. Please, consider working on this. It has been requested since Aug 2016, hint, hint!
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Karmella Andreu
commented
I have so many estimate, invoices and line items I wish I could upload but its really time consuming and a lot of work to have to upload to quickbooks first. Their system is a little different and difficult to upload services.
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Sean Jegen commented
Is there any possibility to have this be linked to my current bid platform that is in EXCEL, it is a extremely plush bid platform that is ever evolving and not one I would want to switch from due to its designed around streamlining the bidding in and out of the field. Where it is where all we have to is put in the name and measurements via manual measuring or thru eagleview and it will be done with little manipulation to bid/contract/order/completed giving all current pricing and even figures the estimated commission and if the crm was linked to this so only one input of name and address etc it would pull double entry away and eliminate even more time which in turns leads to more sales time
I would really like to see if we can look into this to streamline the process even more so
Thank you for looking into this -
Carrie Roofing
commented
It would be nice to fully integrate Excel into the estimates and bidding fields (possibly more). The way the JobNimbus estimates currently function, I am unable to use it at all and find myself adding my Excel files as attachments into the customer file. It would just be nice if I could utilize the JobNimbus program for all my needs. I really love JobNimbus. It has been a game changer for our office organization.
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Jeff Tyler
commented
This is the only thing keeping me from actually using JobNimbus
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Mary Grubbs
commented
Agreed!!!
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Crystal Smith
commented
Yes, this is exactly what I need to be able to do as well. Please implement this idea ASAP!
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Tia Albertson
commented
EXPORTING too - I would only add that if this feature is developed, I'd like to have an Export to Excel option for Work Orders, Estimates, etc. As a General Contractor, we work with multiple subs/trades and having ability to use the abundant JobNimbus information in more indepth within Excel would be fantastic!