JobNimbus Feedback

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Integrations

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  1. Integrate with Docusign

    Docusing has a great system for contracts, simple to complex, adjustments and signage. It wood be great of an integration would take place, or at least a notification when a document is sent and received from Docusign just like Eagleview.

    18 votes
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    Viewed  ·  3 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  2. document push from company cam to Job Nimbus

    I would like to see company and jobnimbus to push/pull documents from company to appear in jobnimbus like the photos do.

    2 votes
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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  3. 5 votes
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  4. Square Payment

    The ability to implement Square Pay into their software so that those of us that prefer to take payments with Swuare have the option to do so.

    2 votes
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    0 comments  ·  Payment Platforms  ·  Flag idea as inappropriate…  ·  Admin →
  5. Quickbooks A/P sync

    We had expected it would have this feature as our last project management software did. We need to know our cost for each job before we can know what to bill the customer. Now we need to enter the information in both places. It takes more time than ever.

    15 votes
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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →

    We apologize that this wasn’t clear and that this is causing you more work. Definitely not something we want to do!

    We have plans to update the estimating and budget systems to help you cost out your jobs better, that will help.

    We’ll let you know when that becomes available!

  6. Multi-Location support for QuickBooks Online

    We have 2 companies - 2 sets of QB online 1 for each company. Was excited to see that I could have 2 companies/locations within JobNimbus, but that excitement went away when I went to sync with my books and found out it wasn't an option to sync WI Customers with WI books and IA customers with IA books. If you would be a little thought behind this I think you would find it would not be to difficult to sync 1 location in Job Nimbus to one QB online log in and the other location to another QB online…

    5 votes
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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  7. TSheets Integration for Time Tracking

    For total project management it would be nice to sync with tsheets for time keeping in the field. We currently use tsheets and it works well but doesnt sync with JN

    10 votes
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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  8. Zapier – Check for Existing Contact before Creating Contact

    The Zapier integration for JobNimbus is a great addition. That said, we're seeing issued with duplicate contacts getting created. It would be awesome if we could create a Zap to:


    • Check if a contact exists using email and/or phone (Not all contact have email addresses, but most have phone numbers).


    • If a match is found, update the contact.


    • If a match is not found, create a new contact.


    6 votes
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    Viewed  ·  3 comments  ·  Zapier  ·  Flag idea as inappropriate…  ·  Admin →
  9. Interactive Hail Maps integration

    We use interactive hail maps to monitor all of our client locations.

    It would be nice to have a two-way integration for the following:

    1) when a new contact is created in JobNimbus, add relevant information like name, address, etc. to Interactive Hail Maps as a new monitored address

    2) If a new contact and address is added in Interactive Hail Maps as a monitored address, create new contact along with associated information in JobNimbus

    3) If a monitored address alert is generated in IHM, at minimum Hail size & Hail Detection date is posted to JobNimbus to associated contact…

    7 votes
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    Viewed  ·  0 comments  ·  Maps  ·  Flag idea as inappropriate…  ·  Admin →
  10. 7 votes
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    Viewed  ·  1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  11. Make the Location field one to import to

    It apparently isn't. We just signed up for an answering service that is going to use Zapier to set up a contact in JobNimbus. The Location field wasn't available to them on the Zap. Rather painful for us. Thank you.

    2 votes
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    0 comments  ·  Zapier  ·  Flag idea as inappropriate…  ·  Admin →
  12. Beacon 3D+ Integration

    An integration with Beacon 3D+ Would be phenomenal. Beacon creates a 3D model with photos that are taken by the sales rep on site - converts into accurate measurements. It can also show different color/product options based on the model. It would be a huge integration for our industry.

    6 votes
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    Viewed  ·  0 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  13. Task-Based Zaps for Zapier Automation

    The current Zapier/JobNimbus integration is what is allowing us to setup our JobNimbus clients to send website leads directly into JobNimbus and then a text message to the assigned Sales Rep that a new lead has arrived. However, something that is missing is the ability to integrate creating Zaps based on Tasks which at the moment we can only associate Contact, Job, or Activity zaps. As soon as Tasks become a "zapable" item it would be real nice as our clients could then receive reminders on Tasks which at present sit stagnant at times in JobNimbus' tasks list. :) Really…

    2 votes
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    Viewed  ·  2 comments  ·  Zapier  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to access naturalForms from JobNimbus web app

    It would be really helpful to edit naturalForms documents from JobNimbus online. After filling out a form from Jobnimbus app with naturalForms, there is no way to edit the form except to go directly to NaturalForms to do the editing. That is not really efficient to have to bounce through multiple apps to get a form edited especially when you are with a client and have to sign in again to naturalForms and get the info.

    8 votes
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    Viewed  ·  1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →
  15. Call Rail and Clear Estimate Integration via Zapier

    Is it possible to integrate Call Rail and clear estimates via zapier any time soon?

    2 votes
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    0 comments  ·  Zapier  ·  Flag idea as inappropriate…  ·  Admin →
  16. Excel Integration for Estimates

    It would be nice to fully integrate Excel into the estimates and bidding fields (possibly more). The way the JobNimbus estimates currently function, I am unable to use it at all and find myself adding my Excel files as attachments into the customer file. It would just be nice if I could utilize the JobNimbus program for all my needs. I really love JobNimbus. It has been a game changer for our office organization.

    11 votes
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    Viewed  ·  1 comment  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  17. Xactimate Integration

    Would love it if Xactimate was integrated directly

    44 votes
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    11 comments  ·  Measurement & Estimates  ·  Flag idea as inappropriate…  ·  Admin →
    Gathering Feedback  ·  Josh responded

    Hello! Reviewing our open integration requests within UserVoice, and I wanted to source some feedback regarding this idea. What are your thoughts on how an integration like this would function? How would you want to see data from Xactimate flow into JobNimbus? Your thoughts are always greatly appreciated!

  18. Sync Budgets/Job Costs With Quickbook

    So all appropriate parties could see actual current expenses to compare to their job budgets.

    31 votes
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    Viewed  ·  6 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  19. A Manual Sync Button To Force a Google Calendar Sync Instantly

    I am looking for a way to force the Google Calendar/JobNimbus Calendar sync without having to wait for the autosync to occur. There are times when I make a change and want to see it update on the other calendar quicker.

    6 votes
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. more date ranges for syncing with quickbooks

    We had to unsync with quickbooks, then re-sync because we moved the QB file to a different computer. The only options for date ranges to re-sync once the programs were talking were by months, when I only needed the previous 1-2 weeks synced up.

    3 votes
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    0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
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