Integrations
94 results found
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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 -
The ability to select non location taxes in QBO sync.
The ability to select non location taxes in QBO sync.
2 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)
25 votes -
Sync sales reps to QBO
Ability to sync sales reps to Quickbooks Online
2 votes -
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 -
Sync supplier payments and commissions from QBO to JN
Sync supplier payments and commissions from QBO to JN
3 votes -
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 -
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 -
Sync work orders to QuickBooks.
The ability to sync work orders with QB.
6 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 -
Hide/Delete errors from the sync error report.
Hide or delete QB sync errors that are not needed.
6 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 -
JobNimbus Job address should sync to Ship to address in QuickBooks
Job address should sync to Ship to not Bill to address in QuickBooks
10 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 -
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 -
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.
9 votes
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