Integrations
71 results found
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Custom Field Mapping with HailTrace
I would like to be able to import data from custom fields in the HailTrace app into JobNimbus through the integration.
2 votes -
Remove Sunlight Financial Banner
Please remove the Sunlight Financial banner in the financials tab. We do not want it and you can't force this on up.
37 votes -
Send Payment Receipt
Would like to be able to send a receipt through Payments under the Financials tab (clicking the three dots only allows for Edit or Delete)
14 votes -
Clicking on address would take you to map on desktop
It would be great if you could click on the address and it would take you to a map on the desktop like it does in the app.
11 votes -
Hide/Delete errors from the sync error report.
Hide or delete QB sync errors that are not needed.
4 votes -
Sync for QuickBooks ONLINE classes
Why does class syncing only work in the desktop version? Any plans to add it to QuickBooks Online?
11 votes -
Insurance Estimate Totals
Ability to override the section totals, as well as the entire total of the estimate. If we are completing insurance work, it’s tedious to breakout labor and material, to the point it isn’t worth it. Having the ability to force the total to the RCV from the insurance estimate would streamline the entire process from insurance estimate to orders to invoice.
2 votes -
Gantt Chart
In order to effectively (and visually) map project timelines and statuses, the incorporation of gantt charts would be helpful.
7 votes -
CompanyCam header
When importing information from CompanyCam, there is a string of irrelevant text. The bold lettering should be mapped to the description in CompanyCam.
6 votes -
Zapier integration to use Activity Created
The ability to use Activity Created with Zapier integration.
4 votes -
Syncing issue with Quickbooks Online (QBO) when books are closed
Don't allow changes to be made to invoices and payments on Jobnimbus when the books for those items are closed in QBO. As it stands, I can change an invoice on JN but it won't sync to QBO if the books involving that invoice are closed. If you try to make changes to a reconciled invoice in QBO, an error message pops up. The same needs to happen in Jobnimbus.
2 votes -
Ability to email Sunlight Financial Application to contacts
Ability to email Sunlight's financial application to contacts would be great.
3 votes -
Prequalify Icon For Sunlight Financial
Currently we have and Icon to click when sending a customer the Application for Financing. Problem is, there isn't one for prequalifying a customer. This would make the process just as smooth as sending the credit application, because it would autofill all the customers contact info.
3 votes -
2-way sync with SumoQuote for Products and Services
Would like a 2-way integration with SumoQuote where line items in estimates template will transfer to Sumo Quote
11 votes -
Integration with MS Outlook
We would like to integrate with MS Outlook. It would be great to have an email integration with the contacts in JobNimbus.
7 votes -
ACH Payment sync with QuickBooks Online
ACH payments processed in QuickBooks Online will NOT sync with JobNimbus because JN doesn't have an "ACH" option in Pay Methods. The error is "QuickBooks Payment method is not linked in JobNimbus."
Credit card payments sync just fine (from QBO). The headache this is causing is enormous!
With all of the payment methods already listed, how difficult could it be to add one more? If there is a work around for this, I would love to hear it. Manually posting the payment in JN only works if it pays the invoice off in full, otherwise the payment posted in JN…9 votes -
Access Profile Setting for Payments
In access profiles, have the ability to only give certain users access to edit or view payments.
3 votes -
Show payment matrix
We should be able to show payments on estimates. Kind of like when you go buy a car. Show a break down of the payments available. People buy cars based on the payment. They will absolutely purchase upgrades and higher ticketed items, if they can see the payment. You can set it up so the contractor can input their financing terms in the back end, and it will do the math to show the payment. Game changer here.
3 votes -
Tax problem in QB - Shipping address in invoice set up
JB doesn't bring over shipping address so that QB can calculate the correct sales tax. If the shipping address was populated in the QB sync then sales tax will work correctly. Right now the tax calculation in JB is being overridden with incorrect sales tax calculated in QB and when it syncs back with JB we have incorrect sales tax reported and overpayments from the customers because the sales tax is reduced in JB.
7 votes -
3 votes
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