JobNimbus Feedback

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Integrations

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  1. Transfer photos from JobNimbus to Company Cam

    Ability for photos uploaded directly into JobNimbus to be transferred into Company Cam

    2 votes

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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  2. Beacon Job field on Estimates

    Would like ability to remove "Beacon Job" field from estimates when using Beacon Supply Catalog.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Uploading Videos

    Being able to upload our inspection and job progress and completion videos to send to our customers.

    3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. autmoatically monitor/update/change an estimate in quickbooks when it imports and recognizes the changes from "draft" to "sent"

    autmoatically monitor/update/change an estimate in quickbooks when it imports and recognizes the changes from "draft" to "sent"

    1 vote

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    0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  5. WePay - Allow Custom Templates When Sending WePay Invoices

    Currently it looks like you can select a template and send it, but the client actually receives a generic "your invoice is attached" email from WePay. This is a problem because we want to tell customers to only pay half of the invoice amount upfront. Our email template that says that does not send.

    20 votes

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    4 comments  ·  Payment Platforms  ·  Flag idea as inappropriate…  ·  Admin →
  6. Integrate with Monday.com

    Monday.com is a very robust task management system which is amazing for all sorts of teams and businesses. They also have the ability to schedule tasks in a very simple and easy to manipulate way. This could be an amazing integration opportunity for job nimbus to really round out many features that are currently lacking in JN universe. A 1:1 integration so that reports and boards could be manipulated by Monday.com and information sent seamlessly back again could vastly enhance JN's potential for many business types.

    Please take a look at their functionality!!

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Canceled Wepay payments update in JobNimbus as canceled

    User would like payments that are cancelled in WePay to update in JobNImbus as being cancelled.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Sync customer name correctly to QB

    Instead of syncing the display name to the name in the address bill to in QB, why don't you use the first and last name. Our display names are last name, first name. So, now it syncs over that way and we cannot print address labels or envelopes because it prints the name backwards.
    QB had this default this way to begin with. It was for that reason!
    Also, the contact should sync to the bill to and the job address should sync to the ship to.

    4 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  9. QBO "Classes" integration.

    I run multiple "classes" in QBO to categorize different divisions of my company. It shows me how each division is doing. I need the invoices to be able to sync with these classes for accurate reporting.

    5 votes

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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  10. sync photos from CompanyCam to the contact and the job

    Would like to have the option to sync photos from CompanyCam to the contact and the job

    4 votes

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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to clear sync error report

    Have the ability to dismiss items in the sync error report of the Quickbooks integration. Sometimes there are errors that are old records or useless records that we don't care if they sync. I would like to be able to dismiss or hide those records so that I can more easily find the new errors that I do need to fix.

    3 votes

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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  12. Sync sales rep phone number as a mapable field in Natural forms without having to create as a custom field

    sync sales rep phone number as a mappable field in Natural forms without having to create as a custom field

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. I believe it would be very useful to have a business card capture app to integrate with JN. This way my reps in the field can simply snap a

    Integrate with an app that takes photos of business cards and then automatically populate the contact field for a new lead

    2 votes

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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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

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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Measurement Platform Integration

    An integration with measurement platforms like Eagle View and Hover where measurements and the reports are synced with JN

    5 votes

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    Viewed  ·  0 comments  ·  Eagle View  ·  Flag idea as inappropriate…  ·  Admin →
  17. Integrate with Joist

    Integration bt Jobnimbus and Joist would be great. That was customer and invoice/leads info could be passed from joist to Jobnimbus

    1 vote

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    1 comment  ·  Sales Tools  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    14 votes

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    Viewed  ·  4 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow Zapier to select an assignee for new leads

    Would like to see a way to have Zapier select an assignee when a new lead is sent into JobNimbus. Ultimately trying to connect with Calendly and have the assignee be selected via a round robin method. Assignee is not available in Zapier.

    1 vote

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    0 comments  ·  Zapier  ·  Flag idea as inappropriate…  ·  Admin →
  20. Rename CompanyCam Files on Import

    Configure how image files are named when they are imported into JobNimbus from CompanyCam.

    5 votes

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    Viewed  ·  0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
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