Integrations
109 results found
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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 -
It is important to pull reports from smart estimates, such as Usage reports and other essential reports.
After we create smart estimates it would be fantastic if reports could be generated from smart estimate fields!
1 vote -
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 -
Allow Admins To Make Classes Required
Please allow admins to make the "class" field required. Our bookkeepers have to do a lot of backend work when our field reps fail to input this field. Being able to simply make this required would be a huge help!
Really, I would like the option to make any of the built-in fields required.
1 vote -
Seek direct integrations with RepCard and/or Popl Teams!!
Zapier makes integrating possible, but direct integration with one of these digital business card platforms would be SICK!
1 vote -
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)
12 votes -
Canada tax codes mapping
Map Quickbooks tax rates to QB tax codes for Canada companies
1 vote -
Greensky Integration on Estimates
Add Greensky payment option to estimates with monthly payment listed.
1 vote -
Integration with Computer Fencing System (CFS)
Would like to see integration with CFS (Computer Fencing Systems) Database
1 vote -
Integration with Freshbooks
Ability to integrate/sync JN with Freshbooks for bookkeeping
1 vote -
Hide/Delete errors from the sync error report.
Hide or delete QB sync errors that are not needed.
3 votes -
Sync for QuickBooks ONLINE classes
Why does class syncing only work in the desktop version? Any plans to add it to QuickBooks Online?
9 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 -
QuickBooks Markup
It would be nice if QuickBooks markup rate percent would sync as markup in JobNimbus since JN estimates does support markup.
1 vote -
QuickBooks internal note mapping.
The ability to map the internal note to a non-customer facing portion of QuickBooks.
1 vote -
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 -
Sync Job # to company name in QBO
The ability to map fields different with the QuickBooks Online sync.
1 vote -
When 'Pass Fee to Customer' is enabled, still allow the ability to hide total on estimates
When turning on settings in global payments to pass fees to customer, the surcharge is also showing on estimates. It would be very helpful to have option to hide the surcharge from estimates since it is not yet an invoice.
8 votes -
Zapier integration to use Activity Created
The ability to use Activity Created with Zapier integration.
4 votes -
Gantt Chart
In order to effectively (and visually) map project timelines and statuses, the incorporation of gantt charts would be helpful.
4 votes
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