JobNimbus Feedback

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Integrations

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  1. Integrate with Spotio 2.0

    Currently you only have the option to integrate with Spotio legacy. It would be great to have the ability to integrate with Spotio 2.0.

    2 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Quick view icon to identify contacts/jobs that have synced with CompanyCam

    Currently there is not a quick way when viewing the contact to tell if that contact or job has synced with CompanyCam. It would be great if there was a icon on the main contact or job card that identified the this contact/job has synced with companycam.

    2 votes

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    1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  3. roofr.com

    It would be nice if you integrated with https://roofr.com/

    5 votes

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    0 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote

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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  5. Beacon Pro+ Templates Communicating with JobNimbus Estimate Edits

    When creating a template in Beacon Pro+, a color selection is required to move forward. This color selection shows up in the "description" of the product. When it is synced to JobNimbus, and an estimate is being created, JN has a drop-down menu to select a color for the product. Editing the color selection this way does not update the description, which requires customers who sync Beacon Pro+ templates to manually update the description every time they want to make a change to the estimate line item.

    1 vote

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    0 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to hide Synced SumoQuote estimates from field reps

    Add the ability to hide SumoQuote estimates from field reps as sometimes there is sensitive information in the estimates that field reps should not have access to.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Sync Job Address to Ship To in QB

    We plan to use Jobs in JobNimbus, but the Job Address is mapped to BillTo in QB. The Contact Address is the for Customer who will be billed, the Job Address belongs to the jobsite, definitely not the one to be billed. The Job Address should map to ShipTo in QB.

    4 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote

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    0 comments  ·  Zapier  ·  Flag idea as inappropriate…  ·  Admin →
  9. BirdEye Integration

    Would like to see JobNimbus setup an Integration with BirdEye.

    1 vote

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    0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  10. Select the corrosponding payment method when using WePay

    On an Invoice, when someone pays with WePay, it will default to Credit Card even if the payer selects ACH E-check. The Payment method shown should be ACH E-check or just E-check.

    This will help with knowing why there is a delay on a payment as ACH may take longer to verify the banking account is valid.

    1 vote

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    0 comments  ·  Financing  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow Eagle View Upgrades from JobNimbus

    We usually order an Eagle View Quick Squares, then upgrade to premium later, as it's cheaper than just ordering the premium. I'd like the ability to upgrade an order from inside JobNimbus.

    2 votes

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    0 comments  ·  Eagle View  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow the use of product variations when Beacon is selected as the Supplier

    Currently, product variations are not allowed to be used when Beacon is selected as the supplier on financial records. When selecting a different unit of measure, the cost and price do not update as it does when Beacon is not selected.

    1 vote

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    0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  13. Auto fill Estimate based off of Hover

    does Hover auto fill estimate in JobNimbus

    7 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Restrict specific access profiles from ordering eagle view

    A way to restrict specific access profiles from order an eagle view with out first requesting access from an admin

    2 votes

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    1 comment  ·  Eagle View  ·  Flag idea as inappropriate…  ·  Admin →
  15. Phone Number Field in Jobs for QB integration

    We use jobs in JobNimbus and also API to Quickbooks with the same formatting except, Jobs in JobNimbus doesn't have a customer phone number field to be sync'd to Quickbooks Jobs set up. This makes pulling true financial reports using the customer phone number in QB impossible.
    I'll admit it may have gone unnoticed but we have a marketing partnership program with several of the local media stations that require us to pull this report and its filtered by unique customer phone number.

    2 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  16. Fleet Management/Dispatching

    Would like to see this type of feature added to JobNimbus. Having visibility over where my team is and when is very critical and would be awesome if it could monitored within JobNimbus.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Use the "Project Name" field for EagleView Orders

    We can't order EagleView through the JN mobile app. Thankfully, EagleView has a mobile app!

    When ordering through the EV mobile app, I noticed "Project Name" as a field where I can input information, alongside PO Number and Claim Number.

    Any chance that we can get JN "Display Name" mapped to EV "Project Name?"

    1 vote

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    0 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  18. Two-way sync with SalesRabbit

    Currently, there is no way for JN changes to be communicated back to SalesRabbit. Please look into setting up a two-way sync.

    2 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. SumoQuote- Automatically add the quoted amount to an estimate

    We have SumoQuote and have it integrating with JobNimbus AND LOVE BOTH. When a project is quoted through SumoQuote, it correctly adds the quote to the Activity section in Job Nimbus. It would be extremely helpful as a future addition to this integration if it also took the quote amount and added it into the “estimates” section. Just a thought for the future as this would be a HUGE timesave for Job Nimbus / SumoQuote users.

    4 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. NexTraq Integration

    User would like to explore Integrating with NexTraq

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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