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JobNimbus Feedback

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Brent Robinson

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2 results found

  1. CRITICAL NEED!! - ESTIMATE TEMPLATES DO NOT SYNC WITH PRODUCTS & SERVICES! ACCYLYNX DOES THIS! WHY CAN'T JOB NIMBUS?

    13 votes

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    3 comments  ·  Financials » Estimates & Invoices  ·  Admin →
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    Brent Robinson commented  · 

    Anyone else sign up to the beta user group?
    I have but no response yet.
    I'm ready when you are beta team.

    An error occurred while saving the comment
    Brent Robinson commented  · 

    Responding to my own comment -
    Ryan Quackenbush (admin, Job Nimbus)
    "Hi everyone! We're very excited about a new estimating tool we've developed--Smart Estimates that will solve this problem of template pricing becoming outdated.
    In addition to always taking the current pricing from your products and services, Smart Estimates allows a user to create an estimate by simply inputting job measurements (either your own measurements or from an EagleView report--coming soon) and having the materials calculations done for you based on the template you set up. If you're interested in being part of our beta user group, please sign up asap at this link https://forms.gle/oQcesRGxqyDeUE22A

    responded to another post also requesting Auto-Update Estimate Templates (https://jobnimbus.uservoice.com/forums/921085-financials/suggestions/43698264-auto-update-estimate-templates#comments)

    Brent Robinson shared this idea  · 

  2. Import, Export, and Bulk Edit Products & Services

    208 votes

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    41 comments  ·  Financials » Products & Services  ·  Admin →
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    Brent Robinson commented  · 

    You can do this. You need to use QBO (Quickbooks Online)
    There an upload, choice between a CSV file or Google Sheet.
    Syncs to QBO, then use the Quickbooks Plugin within JN to sync and pull it all over from QBO in JN

    I actually just did this for all my labor and material items.
    You just need to set it up right.

    You should set up a meeting with a Customer Success Manger and they can walk you though it.

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