JobNimbus Feedback

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Integrations

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  1. The option to order an eagleview via the mobile app

    It would be nice not to have to use the eagleview app or have to do it from the desktop app.

    3 votes
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    Viewed  ·  1 comment  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  2. Sync Classes for Quickbooks Online version

    I see that you have classes for Quickbooks desktop but I need one for the online version. Thank you!

    3 votes
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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  3. Sync subcontractors in JN to contractors/vendors in Quickbooks Online

    Right now, contacts set up as subcontractors in JN will sync to Quickbooks Online (QBO) as a customer. No way around that. Once added in QBO as a customer, their type cannot be changed to a vendor or contractor. All you can do is delete it in QBO and manually retype it in QBO.

    For a business like mine, over 90% of our jobs are done by subcontractors. We have to manually double enter all subcontractor info PLUS manually double enter any costs (the amount we need to pay our subcontractors). This is a big shortcoming that opens the door…

    7 votes
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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  4. Turn off cost sync for product if not needed in QuickBooks

    Please add the option to a future update of JobNimbus to allow you to turn off cost sync for the products if you do not need it in QuickBooks.

    Upgrading to Pro is another $500/year for QB and i really don't need that function except to keep my costing numbers from zeroing out whenever things sync up.

    1 vote
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    Viewed  ·  0 comments  ·  Financing  ·  Flag idea as inappropriate…  ·  Admin →
  5. Other payment integration options besides WePay

    Our photo station business was determined to be a "high risk" business and after one successful payment transfer we were told they could not longer service us. We picked JobNimbus because of the payment integration and are now left trying to decide if we keep JobNimbus.

    2 votes
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    Viewed  ·  0 comments  ·  Payment Platforms  ·  Flag idea as inappropriate…  ·  Admin →
  6. JobNimbus App Store

    JobNimbus should host an app store with a listing of all of their integrations, information about the integration/company, and instructions on how to connect the integration.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. jive

    Can you all integrate with Jive? I would love to be able to mass text folks somehow by integrating with Jive. That would be cool.

    2 votes
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    Viewed  ·  0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  9. Grouped taxes for Quickbooks

    Quickbooks is now separating taxes by city and state, however, you can only select one or the other within JobNimbus when creating an invoice, which is a major problem. The only current workaround is creating a special "grouped" tax rate within Quickbooks. The problem with that is that it is not segregating the taxes within Quickbooks, and makes accounting more difficult.

    2 votes
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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  10. Integrate with Quickbooks projects!

    Part of the draw with JobNimbus was its ability to integrate with Quickbooks. :/ Now we have to manually add our jobs into JobNimbus. We use the projects function in QB like the jobs in Nimbus.

    2 votes
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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  11. Upload SKU's via Excel

    Have the ability to input SKU's & cost via excel file. I'm a flooring store, and for instance we have one manufacturer that has 30 different SKU's at 30 different prices, that we currently have to input the price of manually into the estimate. If we could upload the excel file and have those fields auto-populate, it would save us a lot of time trying to input every item into 'products & services'.

    2 votes
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    0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  12. an integration with G Mail

    To be able to send and keep track of emails in and out of the nimbus

    2 votes
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    0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  13. Sync custom fields from sales rabbit

    Sync custom fields on sales rabbit

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Standard API integration for Lead Capture

    Lead capture api enables you to automate the flow of information from web-based platforms (i.e. contact me, free estimates, home advisor, angie's list, etc.). As soon as the person fill out the form the information (name, address, phone #, email) automatically populates into JobNimbus. You should be able to customize this information with the lead source so as it comes across to your database this information is already completed. You will still received your email from the original provider, however you don't have to enter the information manually.

    2 votes
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  15. Improved Access Profile Settings for API Key Integrations

    - Add additional functionality to Access Profiles to prevent/enable the upload of files and attachments.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. the ability to sync with my sideline phone number

    I use sideline as an additional phone number on my phone. It separates my business calls from my personal calls and I love it however I cannot make jobnimbus work with it. Is there any way to make this work? It would be amazing to be able to make calls from jobnimbus instead of having to log each and every call or text I send by hand since I cannot get jobnimbus to use my sideline number...If you could make this work I would be a very happy man!

    Thanks,

    John Moody
    Masterpiece Roofing and Painting

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Integrate with T Sheets time tracking app

    T Sheets time tracking app would be amazing to have integrate with Job Nimbus. We waste a ton of paper and time filling out paper.

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. custom payment methods

    We would like to customize the types of payment methods that are currently available to include other options such as Quickbooks, Square, Paypal, Check in store, Check via mail. The lack of payment options or ability to customize are creating some major accounting challenges. Also the ability to customize the names of the current payment method to simplify our accounting would be a huge help!

    2 votes
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    0 comments  ·  Payment Platforms  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to Designate an Estimate/Invoice to a "Class" that Will Sync with QB.

    QB has the ability to label everything to a certain category (or class) enabling the user to create reports to compare numbers between the different classes. Right now, we have to manually go to QB after syncing JobNimbus and change every estimate to add the proper classification. It would be nice if there was a way to select a class when creating the estimate in JobNimbus that would then sync with QB.

    1 vote
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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  20. Create a Sales Order that Will Convert to QB Desktop When a Sale is Made

    When a sale is made in JobNimbus (ex: when a status is changed to Proposal Accepted) then create a sales order that will sync with QB Desktop.

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