JobNimbus Feedback

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Integrations

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  1. Sync parent contact changes made in contact to the tasks that are synced with google calendar

    Currently with google calendar 2-way sync turned on. Task created will pull parent contact detail into google such as email phone number and address. IF the contact is edited in Jobnimbus and a change is made to the email address as an example. THe updaed parent details are not synced to google calendar. They will however sync if you edit the task and save the task after saving the change to the contact. It would be nice if changes to the contact would force any tasks that have that parent record details associated to automatically update when there is a…

    1 vote

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. 1 Click Email

    1 click email from the contact screen. Currently if you click on the email it will try to open the email up in Outlook. I don't use Outlook. I would like to be able to click on their email directly in the contact screen and it pull up the email to quickly send.

    1 vote

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    0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  3. Multi-location Sync with Beacon

    Create a way to sync multiple locations within Beacon so that none will be overridden if another location is synced.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Save bank account information in WePay

    Regular customers have the option to save their bank account information when submitting a transaction via WePay.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. IRoofing

    This would be extremely helpful for our company due to us using this software.

    5 votes

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    0 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Incoming client emails should be auto captured and added as a note instead of having to forward it in.

    Incoming client emails should be auto captured and added as a note instead of having to forward it in. Many many CRMs already do this. Having to forward every incoming client email is a redundant unnecessary task.

    5 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. BEACON - ORDER TEMPLATE IMPORT

    When importing a template from Beacon for estimating, we don't have a color selection yet. For estimating purposes it would be nice if there was an option to price without color selections. This would motivate us to use the program for estimating

    1 vote

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    0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add ArcSite software

    would be nice if we were able to integrate with this software to provide professional drawings to clients

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. companycam

    We want to have the PDF files scanned into CompanyCam also get synced over to JobNimbus like photos.

    6 votes

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    1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  10. Integration to generate leads from FaceBook.

    An integration to connect JobNimbus with FaceBook business pages so that FaceBook leads will be sent over to JobNimbus.

    3 votes

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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  11. I REALLY need JobNimbus to integrate with google photos on iOS. I need it

    Everyone on our team really needs job nimbus to integrate into google photos on iOS. It also needs to be able to see and upload from pre made albums. The current setup is largely useless when you are a roofer and have to sift through TENS OF THOUSANDS of photos to the ONE day you took them. Photos are organized in albums and JN needs to be able to work with that.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. gmail

    Have and integration with Gmail and JN email where job emails push/pull

    3 votes

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    0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow me to choose when a contact is sent to SumoQuote instead of dumping all contacts to SumoQuote

    Currently all contact in Jobnimbus sync to SumoQuote. This make a mess in SumoQuote. I would like to be able to choose which customers are sent to SumoQuote. This could be done by reaching a certain status in my account or via a action on the contact that would allow me to send the contact info to sumoquote.

    2 votes

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    0 comments  ·  Sales Tools  ·  Flag idea as inappropriate…  ·  Admin →
  14. hover

    Would like to send jobs to Hover via mobil app.

    5 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Integration with Weather Hub

    Integration with Weather Hub

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Zapier & Facebook Lead Ads Phone number fix

    Allow proper formating of phone number when using Facebook Lead Ads. Currently the leads have a 1 in front of the area code on the phone number... When synced with JobNimbus via zapier it adds the phone number in with an extension... Have yet to find a solution to this.

    1 vote

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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  17. Sage Line 50 Cloud integration

    I would like to see JobNimbus integrate with Sage Line 50, Sage 50cloud.

    1 vote

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    0 comments  ·  Financing  ·  Flag idea as inappropriate…  ·  Admin →
  18. 1 vote

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  19. The Ability to Pull Open Availabiltity of Users/Groups Via API

    We've integrated with other service CRM's and the ones that do scheduling allow us to send the type of service in the request and then it would return the available times for that service. That way in the CRM you can set up different users who would perform different services (like estimators versus technicians performing the work.) This could be done with groups in JobNimbus to see what is assigned when, and pull open slots in business hours.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow for customers logo in payment confirmation screen when using wepay

    Currently when a customer pays using the invoice I send out in JN they are getting a email for a payment confirmation with JN logo not mine. This looks very unprofessional as it should show my company logo in the payment confirmation.

    2 votes

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    0 comments  ·  Payment Platforms  ·  Flag idea as inappropriate…  ·  Admin →
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