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JobNimbus Feedback

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76 results found

  1. The ability to sync classes in QBO.

    The ability to sync classes in QBO.

    14 votes

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    2 comments  ·  Bookkeeping  ·  Admin →
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  2. Shorter Filenames for CompanyCam Photos

    Photos that sync over from CompanyCam have crazy long filenames. This makes photo reports look terrible because there will be several lines of text for the names. If I share a photo via CompanyCam and then someone clicks into the link and views/downloads individual photos, then it does show those crazy names in the URL. However, if I select download all photos and put in my email, CompanyCam will send a zip file that contains the photos with normal names when unzipped. Please update the integration to pull the shorter names.

    2 votes

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    0 comments  ·  Photos  ·  Admin →
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  3. 1 vote

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  4. Send records to CompanyCam at set stages or statuses

    Our sales guys get overwhelmed in CompanyCam when the projects are created for every single job. We've tried using Contacts and Jobs to manage it, but that doesn't work better inside of JobNimbus. We would like to have the option to control when or which Jobs get sent to CompanyCam, similar to the QuickBooks integration.

    1 vote

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  5. 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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  6. 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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  7. 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.

    2 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  8. 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?

    2 votes

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    0 comments  ·  Zapier  ·  Admin →
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  9. 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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  10. Ability to order GAF QuickMeasure

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

    14 votes

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  11. 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.

    6 votes

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    1 comment  ·  Bookkeeping  ·  Admin →
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  12. 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".

    6 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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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. The ability to place time constraints on the data with the QBO sync.

    The ability to place a time constraint on the data pulled from and placed into QBO when syncing.

    3 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  19. The ability to select non location taxes in QBO sync.

    The ability to select non location taxes in QBO sync.

    2 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  20. 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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