Improved naturalForms Integration (2 way data sync)
I'd like to be able to use information gathered in forms from NaturalForms, meaning suck it back in so that info is now in JobNimbus, not just on a PDF attached to the customer in JobNimbus.
Pull in data from the information added to a naturalForms document.
Justin Kibbe
shared this idea
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Anonymous
commented
Yes, I posted this and it isn’t a need for measurements so much as insurance company informations, overall budgets informations, and supplementation information gathered onto forms that we want the office to have easy access within Nimbus so they can use Nimbus natively and not switch between PDFs and slow up workflows
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Anonymous
commented
Currently, from within JobNimbus to NaturalForms - field data transfers to forms.
However, when a form is created and filled out, important fields we would use in Job Nimbus are not submitted back into JobNimbus fields.
Right now it is a one way street of data transfer - from Nimbus to NF rather than a two way street - from forms to Nimbus.
I've spoken with forms, and they have done what they need to do on their end to make this happen but JobNimbus has not - for over a year....... Other CRMs do this.
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Jason Spicer
commented
This would be very handy. One of the things I was able to do using Method.me was to create an app that allowed me to walk a house and gather measurements for rooms like square footage, sizes of doors and windows, etc, and then go to create an estimate and have that information handy like how much square footage of walls for a room so I can estimate the labor and amount a paint to do that room, and other such various scenarios