Integrations
96 results found
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2-way sync with SumoQuote for Products and Services
Would like a 2-way integration with SumoQuote where line items in estimates template will transfer to Sumo Quote
11 votes -
Access Profile Setting for Payments
In access profiles, have the ability to only give certain users access to edit or view payments.
5 votes -
ACH Payment sync with QuickBooks Online
ACH payments processed in QuickBooks Online will NOT sync with JobNimbus because JN doesn't have an "ACH" option in Pay Methods. The error is "QuickBooks Payment method is not linked in JobNimbus."
Credit card payments sync just fine (from QBO). The headache this is causing is enormous!
With all of the payment methods already listed, how difficult could it be to add one more? If there is a work around for this, I would love to hear it. Manually posting the payment in JN only works if it pays the invoice off in full, otherwise the payment posted in JN…9 votes -
Show payment matrix
We should be able to show payments on estimates. Kind of like when you go buy a car. Show a break down of the payments available. People buy cars based on the payment. They will absolutely purchase upgrades and higher ticketed items, if they can see the payment. You can set it up so the contractor can input their financing terms in the back end, and it will do the math to show the payment. Game changer here.
3 votes -
Save email address and auto-populate when adding 'send to'
Along with overhaul on emailing system, email address should be saved and ability to auto-populate when adding in 'send to' no matter the relation to the job. Also, not having to click the address once typed would be extremely helpful as it will disappear if not clicked.
8 votes -
Tax problem in QB - Shipping address in invoice set up
JB doesn't bring over shipping address so that QB can calculate the correct sales tax. If the shipping address was populated in the QB sync then sales tax will work correctly. Right now the tax calculation in JB is being overridden with incorrect sales tax calculated in QB and when it syncs back with JB we have incorrect sales tax reported and overpayments from the customers because the sales tax is reduced in JB.
7 votes -
3 votes
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2 votes
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Quick estimates/material order using Hover 3d
Quickly create estimates and material orders using Hover 3D ( Roofing, Siding, Paint, Stucco etc...) Similar to Leap or One click contractor. That feature will stream line the process of ever having to hand measure, or input numbers. A must feature. Jobnimbus will blow up with this feature.
3 votes -
Sales tax Rate selection in JobNimbus integrate with QuickBooks
Currently when you create an invoice in JobNimbus, you select a tax rate for each line item. In QuickBooks Online however, the sales tax rate is applied on the entire invoice and, by default, is "Based on Location", which you can manually change to custom sales tax rates. Since Sales tax rate are synced between JobNimbus and QuickBooks Online, and you have to manually select the sales tax you want when creating invoices in JobNimbus, it would be nice if there was a way to tell QuickBooks you want to use a specific sales tax on the invoice when it…
5 votes -
Google Calendar - Multiple Calendars
Would like to see the option to sync and manage more than one Google Calendar;
6 votes -
Integration with roofr.com
It would be nice if you integrated with https://roofr.com/
20 votes -
Sync Job Address to Ship To in QB
We plan to use Jobs in JobNimbus, but the Job Address is mapped to BillTo in QB. The Contact Address is the for Customer who will be billed, the Job Address belongs to the jobsite, definitely not the one to be billed. The Job Address should map to ShipTo in QB.
17 votes -
Prevent Completed Tasks from being Deleted in Google Calendar
We want the appointments to stay on the calendar like Google calendar does forever so we can check passed appointment history with clients easily by searching on google calendar.
4 votes -
Integration ith CamScan
I would like to see JobNimbus integrate with CamScan. The integration will allow us to scan documents, auto save them as PDF's and auto upload them into the Contact's Documents tab.
9 votes -
Convert EagleView report into financial documents in JobNimbus
The integration is great to have the report come in but converting eagle view data into an estimate, work order, and/or material order by creating a table from Eagleview in order to create a generic order for material and labor would allow the flexibility for ordering. This would be a better strategy for Job Nimbus instead of focusing on supplier specific integrations which could later used once the order is created. Currently we are translating from document to data to document.
28 votes -
sync "jobs" (in Nimbus) with "Projects" (in Quickbooks) in order to be able to run job costing reports on QB online.
The ability to sync "jobs" (in Nimbus) with "Projects" (in Quickbooks) will let us run job costing reports without having to manually transfer needed info.
32 votes -
I need to be able to place orders into Will Call with Beacon through the Job Nimbus integration.
I need to be able to place orders in Will Call with Beacon from Job Nimbus. Currently that is not an option for me in Job Nimbus. THis can be done in Beacon Pro Plus but not through job nimbus. I also don;t have the option to send an order in for pick up. My options are for delivery only on Job Nimbus.
11 votes -
3rd Party File Storage Providers - Google Drive, DropBox, SugarSync, etc.
An integration with 3rd party file storage providers such as Google Drive, DropBox, SugarSync, etc.
38 votes -
12 votes
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