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JobNimbus Feedback

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Integrations

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111 results found

  1. attaching documents to an automate email

    I think being able to attach a document to an automate email would be a great idea for an updated feature.

    3 votes

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  2. Sync Vendors in QBO

    The ability to sync vendors to QBO.

    4 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  3. Add:: (copy) feature

    Add:: (copy) feature next to names and addresses on contact profiles. In order to ensure correct data entry into orders and communications, we copy and paste info directly from the job nimbus platform. Sometimes it is difficult to highlight the info needed. By adding a copy feature, it would help out a lot! Thank you.

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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  4. More robust options for Quickbooks integrations

    To improve efficiency and accuracy in financial tracking, I suggest enhancing the JobNimbus to QuickBooks integration by introducing customizable mapping options for income and expense accounts. Currently, all imported products and services are categorized identically, requiring manual adjustments post-import. Allowing for the pre-selection of appropriate accounts would significantly reduce bookkeeping time.

    Additionally, incorporating a feature to synchronize the status of products or services (active/inactive) based on the chosen sync direction (e.g., two-way, one-way) would further streamline operations and maintain consistency across platforms.

    Implementing these changes could greatly enhance usability and financial management efficiency for users.

    1 vote

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    0 comments  ·  Bookkeeping  ·  Admin →
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  5. JotForm Integration

    I would like to integrate directly with JotForm.

    1 vote

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  6. SRS Live Pricing Update to Products & Services

    I need the SRS integration to live update the pricing in the Products and Services page, not just on the financial documents themselves.

    2 votes

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    0 comments  ·  Suppliers  ·  Admin →
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  7. Pinned Activities / Notes

    There should be an option to "Pin" activities in the activity feed of a contact/job.

    Activity feeds can fill up quick with hundreds of entries, such as general notes, tags, texts, calls, emails, etc. The default view is 5 items per page, which you can change up to 100 per page.
    Sometimes, very important information is entered into the activity feed, which can easily be missed within all the other entries or take a ton of time to scan through to find.

    Pinning activities would allow important entires to be pinned at the very top of the activity feed for…

    4 votes

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    1 comment  ·  Admin →
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  8. Turn off Beacon Pricing

    I want to turn off Beacon pricing because it is messing up my estimates.

    1 vote

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    0 comments  ·  Suppliers  ·  Admin →
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  9. Zapier to JobNimbus Not Adjusting for DST

    Integrating from Highlevel to JN via Zapier, and Zapier or JN does not seem to take daylight savings into account when putting a start/due date on a job. Can you please investigate this?

    1 vote

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    0 comments  ·  Zapier  ·  Admin →
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  10. Ability to sync invoices and payments to Quickbooks without syncing Products

    With acculynx I was able to sync financials to QB without syncing products. You were able to assign your QB cost codes to each line item on the invoice, that way all those line items did not have to be pushed in. We have over 900 products in JN and syncing these to QB would cause a lot of clutter.

    5 votes

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    1 comment  ·  Bookkeeping  ·  Admin →
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  11. Quickbooks Payments: Accounts

    There is no space to assign a deposit account for payments made when logging payments in JobNimbus.

    This throws off Quickbooks reports. When the reports are ran it shows all payments logged through JobNimbus as being "undeposited funds".

    5 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  12. Ability to order GAF QuickMeasure

    Would like to be able to order GAF QuickMeasure just like we can with EagleView.

    8 votes

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  13. QBO / JN both recognize billing address

    Why does the billing address (contact address) not sync to the invoice in QBO? Our invoices when sent from JN to QBO lose the billing address. All invoices are billed to the job address. This is a disaster for our property management business. And your payment processing fees are too expensive compared to QBO.

    2 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  14. Multi-location sync with Quickbooks Online

    Ability to sync multiple locations within one JN account to Quickbooks Online

    7 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  15. Integrations with Roofr and Smart Estimates

    Integrations with Roofr and Smart Estimates to create accurate measurements and estimates faster for our clients.

    5 votes

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  16. The ability to have one product sync over to QuickBooks when using Material and Labor.

    The ability to have one product sync over to QuickBooks when using Material and Labor. Instead of it splitting into two or three depending on what material and labor is selected.

    4 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  17. Identify Property When Ordering Eagleview

    When placing an order for an Eagleview inside JobNimbus, it would be super helpful to have the satellite image so we can identify (aka...put a pin over a house) the property. Since identifying the house inside JobNimbus is not possible right now, this has caused delays in receiving our measurement reports. After we place the order in JobNimbus, we have to wait to see if Eagleview finds the property, if they don't, we have to go into the Eagleview app and identify the property. If we can identify the property from the beginning, we can receive the reports faster, therefore…

    3 votes

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    0 comments  ·  Eagle View  ·  Admin →
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  18. Quickbooks Online- Categories, Classes, and DO NOT REPLACE PRODUCTS & SERVICES

    Presently, we are experiencing a HUGE issue with the way that the sync with Quickbooks Online operates.

    We created a completely new structure for pricing over the last few months as we have been trying to set up JobNimbus. In doing so, we created an entirely new selection of products and services in JobNimbus that we previously had in Quickbooks.

    Apparently, in the sync... JobNimbus tries to match Products/Services. In our case, it didn't match these items 100% ... otherwise only a few P/S items would have been replaced. Instead, there was a more loose set of rules that it…

    2 votes

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    1 comment  ·  Bookkeeping  ·  Admin →
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  19. The ability to add job info to payment receipts.

    The ability to add job info to payment receipts.

    1 vote

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  20. Exclude line items from getting convenience fee added to it with 'Build Into Margin' enabled

    Ability to exclude line items from surcharge fee when fee is built into the margin

    2 votes

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