Convert EagleView report into financial documents in JobNimbus
The integration is great to have the report come in but converting eagle view data into an estimate, work order, and/or material order by creating a table from Eagleview in order to create a generic order for material and labor would allow the flexibility for ordering. This would be a better strategy for Job Nimbus instead of focusing on supplier specific integrations which could later used once the order is created. Currently we are translating from document to data to document.
We are going to be adding a smart estimating feature in JobNimbus that includes the ability to import measurements from Eagleview that will auto populate an estimate.
We need your feedback on our plans! Please schedule a time to give feedback here: https://meetings.hubspot.com/adam-keys/smart-estimate-feedback
Rebeca Munton commented
It would be great to have Customer eagleview import or hover import with automatic pricing available through JobNimbus.
Jason Dedrick commented
Josh we would want all measurements brought over from Eagleview and populated to their respective field on the material order or estimates. We then can decide which measurements/material we want to include and delete any line items we don't want.
Meir Rosenberg commented
Would start using EV if measurements transferred over to material order/estiamte
Eric Broome commented
1) I would like the cost of the EV to show in the Budget.
2) Roof measurements from the EV being populated for invoices would be amazing. Some of us use total squares, others will want to use the rake, ridge, eave, valley, etc measurements. Something like this would let us do a "1 click estimate" that other platforms advertise, subject to profit margins and waste percentages that could be pre-determined by admins ahead of time.
Lee Fowler commented
Josh, this is perhaps my biggest pain point with Job Nimbus currently. I have to manually take the information from the measurement report and create multiple estimates per job (for different shingle options). Before we started using JN I would use a spreadsheet that I couldn’t enter the measurement information into once and get multiple quotes. At the very least it might be nice if the measurement reports could auto populate an estimate template and even better if the measurement report could auto populate multiple estimate templates.
We've gotten several user requests for more information regarding a deeper, closer integration between an aerial measurement utility such as our partner, Eagleview, and JobNimbus. What measurements are you looking for to transfer over to JobNimbus? How do you currently process these measurements in your JobNimbus financials or manually? We'd love to hear any and all feedback. As this request receives more feedback and votes, it is prioritized higher for consideration for development.