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Who should JobNimbus integrate with?

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Xactimate Integration

Would love it if Xactimate was integrated directly

64 votes

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Heidi Herrod shared this idea  ·   ·  Report…  ·  Admin →
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  • Chris Montgomery commented  ·   ·  Report

    I love this idea. We work with a lot of insurance companies that use xactimate and xactanalysis to send us claims. It would be great if we could import these contacts directly from xactimate/xactanalysis to job nimbus creating the contact/profile for the customer. That would save us tons of time.

  • Krista Adams commented  ·   ·  Report

    This would be so beneficial - especially since we chose JN based on its relationship with Xactimate.

  • Debra Taylor commented  ·   ·  Report

    Any further consideration being given to this integration?

  • Ana Topalovic commented  ·   ·  Report

    any updates??? Xactimate integration would be highly beneficial

  • LB commented  ·   ·  Report

    Any update on this? Customer asked us to evaluate alternative CMS options. This integration would help us steer them toward JobNimbus. Could lead to future opportunity with Xactimate customers needing CRM.

  • Cash White commented  ·   ·  Report

    it would be great to be able to upload an estimate directly into an estimate

  • Tom Beckerle commented  ·   ·  Report

    Having the ability to convert Xactimate estimates into invoices would be huge. Also, the ability to sync contacts. Right now I'm double ordering and it's adding extra time.

  • Jim Cappelleri commented  ·   ·  Report

    I would see this as something that would go into the estimate section of Job Nimbus. Other systems either bring each line items from xactimate or in sections of the estimate ie Roofing, Demo etc. They do this generally by importing the pdf and converting into a budget

  • Dolphin Roofing commented  ·   ·  Report

    That is a great idea, we need something that would look like the insurance scope, this way we can input items from the insurance scope directly into a form on nimbus, things they are doing and not doing, or appling items to deductible. hmm???

  • Eric Broome commented  ·   ·  Report

    Mike is right. This integration really only works if we can 1) decide what gets synced and 2) what we decide is quickly and consistently shared to XactAnalysis.

  • Eric Broome commented  ·   ·  Report

    JobNimbus (Support, JobNimbus) responded · Jan 24, 2017
    We would too!

    Well, what's the hold up?

  • Tony Burch commented  ·   ·  Report

    IE: if you updated a status to "Signed Contract" and we could add an automated task to import contact info to Xactimate.

  • Michael Gochenour commented  ·   ·  Report

    The key is to make sure it integrates with XactAnalysis, so all uploads, notes, alerts, etc. communicate between JN and XA to prevent any missed communication and avoid the need for any double entry.

Integrations: Measurement & Estimates

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