JobNimbus Feedback

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Integrations

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  1. Grouped taxes for Quickbooks

    Quickbooks is now separating taxes by city and state, however, you can only select one or the other within JobNimbus when creating an invoice, which is a major problem. The only current workaround is creating a special "grouped" tax rate within Quickbooks. The problem with that is that it is not segregating the taxes within Quickbooks, and makes accounting more difficult.

    4 votes

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  2. Sync subcontractors in JN to contractors/vendors in Quickbooks Online

    Right now, contacts set up as subcontractors in JN will sync to Quickbooks Online (QBO) as a customer. No way around that. Once added in QBO as a customer, their type cannot be changed to a vendor or contractor. All you can do is delete it in QBO and manually retype it in QBO.

    For a business like mine, over 90% of our jobs are done by subcontractors. We have to manually double enter all subcontractor info PLUS manually double enter any costs (the amount we need to pay our subcontractors). This is a big shortcoming that opens the door…

    11 votes

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    Viewed  ·  1 comment  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  3. JobNimbus App Store

    JobNimbus should host an app store with a listing of all of their integrations, information about the integration/company, and instructions on how to connect the integration.

    5 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 5 votes

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    0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  5. Standard API integration for Lead Capture

    Lead capture api enables you to automate the flow of information from web-based platforms (i.e. contact me, free estimates, home advisor, angie's list, etc.). As soon as the person fill out the form the information (name, address, phone #, email) automatically populates into JobNimbus. You should be able to customize this information with the lead source so as it comes across to your database this information is already completed. You will still received your email from the original provider, however you don't have to enter the information manually.

    4 votes

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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to integrate with Xero

    Would like the option to have JobNikmbus integrate with Xero

    1 vote

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  7. Sync Quickbooks Notes field

    Syncing with Quickbooks should have a notes field

    3 votes

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  8. Easier access

    I need the eagle view prior to adding contact, how do get it so I don't have to enter contact. Please and thank you

    1 vote

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    Viewed  ·  0 comments  ·  Eagle View  ·  Flag idea as inappropriate…  ·  Admin →
  9. Integrate with Quickbooks projects!

    Part of the draw with JobNimbus was its ability to integrate with Quickbooks. :/ Now we have to manually add our jobs into JobNimbus. We use the projects function in QB like the jobs in Nimbus.

    3 votes

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  10. an integration with G Mail

    To be able to send and keep track of emails in and out of the nimbus

    3 votes

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    0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to Designate an Estimate/Invoice to a "Class" that Will Sync with QB.

    QB has the ability to label everything to a certain category (or class) enabling the user to create reports to compare numbers between the different classes. Right now, we have to manually go to QB after syncing JobNimbus and change every estimate to add the proper classification. It would be nice if there was a way to select a class when creating the estimate in JobNimbus that would then sync with QB.

    2 votes

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  12. 1 vote

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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. jive

    Can you all integrate with Jive? I would love to be able to mass text folks somehow by integrating with Jive. That would be cool.

    2 votes

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    Viewed  ·  0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  14. QB Online NEEDS to be able to sync to multi-location

    Both companies need one jobnimbus file for ease of scheduling and I was so excited to find a CRM that does that but we may have to end our trial version or continue to use double entry because it does not have the option to sync with QB online multi-location. PLEASE fix this. We will have to switch software before our trial is up if you don't. And I finally got my office into using a CRM software and we like everything else

    2 votes

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    Viewed  ·  0 comments  ·  Bookkeeping  ·  Flag idea as inappropriate…  ·  Admin →
  15. Upload SKU's via Excel

    Have the ability to input SKU's & cost via excel file. I'm a flooring store, and for instance we have one manufacturer that has 30 different SKU's at 30 different prices, that we currently have to input the price of manually into the estimate. If we could upload the excel file and have those fields auto-populate, it would save us a lot of time trying to input every item into 'products & services'.

    2 votes

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    0 comments  ·  Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
  16. Integration with virtual phone

    We use a virtual cloud based phone system. All of our communications are from individual phone numbers but the outgoing calls through the phone system all show the company number. I would love to see some sort of integration ability to be developed that allows the phone to push it to the virtual phone app.

    2 votes

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    Viewed  ·  0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  17. Sync custom fields from sales rabbit

    Sync custom fields on sales rabbit

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Share Cntact/Job with another JobNimbus logo

    Dane would like the ability to share JobNimbus contact or job with another JobNimbus logo/user.

    2 votes

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    0 comments  ·  Communication  ·  Flag idea as inappropriate…  ·  Admin →
  19. 2 votes

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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  20. Improved Access Profile Settings for API Key Integrations


    • Add additional functionality to Access Profiles to prevent/enable the upload of files and attachments.

    2 votes

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