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JobNimbus Feedback

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Integrations

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83 results found

  1. Integrations with Roofr and Smart Estimates

    Integrations with Roofr and Smart Estimates to create accurate measurements and estimates faster for our clients.

    6 votes

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  2. 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.

    5 votes

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    1 comment  ·  Bookkeeping  ·  Admin →
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  3. 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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  4. 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…

    3 votes

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    1 comment  ·  Bookkeeping  ·  Admin →
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  5. 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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  6. 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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  7. 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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  8. Sync sales reps to QBO

    Ability to sync sales reps to Quickbooks Online

    2 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  9. Exclude line items from getting convenience fee added to it with 'Build Into Margin' enabled

    Ability to exclude line items from surcharge fee when fee is built into the margin

    2 votes

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  10. Sync supplier payments and commissions from QBO to JN

    Sync supplier payments and commissions from QBO to JN

    3 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  11. API File Return option

    I would like to see more options with the API and files. specifically I'd like to be able to determin if a file exists with an id (already doable but only provides a boolean) and then attach that file to an email if it exists.

    2 votes

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    0 comments  ·  Zapier  ·  Admin →
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  12. 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

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    0 comments  ·  Leads  ·  Admin →
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  13. Sync work orders to QuickBooks.

    The ability to sync work orders with QB.

    6 votes

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    1 comment  ·  Bookkeeping  ·  Admin →
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  14. 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

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    1 comment  ·  Financing  ·  Admin →
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  15. 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)

    17 votes

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    Viewed  ·  2 comments  ·  Payment Platforms  ·  Admin →
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  16. Hide/Delete errors from the sync error report.

    Hide or delete QB sync errors that are not needed.

    5 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  17. 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

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    0 comments  ·  Maps  ·  Admin →
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  18. Gantt Chart

    In order to effectively (and visually) map project timelines and statuses, the incorporation of gantt charts would be helpful.

    9 votes

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    3 comments  ·  Calendar  ·  Admin →
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  19. JobNimbus Job address should sync to Ship to address in QuickBooks

    Job address should sync to Ship to not Bill to address in QuickBooks

    9 votes

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    0 comments  ·  Bookkeeping  ·  Admin →
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  20. 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

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