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Using JobNimbus
How Do I Enable the JobNimbus Integration With EagleView?
To enable the EagleView integration:
- Click on your profile icon or initials in the top right corner.
- Select Settings from the drop-down menu.
- From the menu on the left, open the Features tab.
- Under the "3rd Party Features" section, toggle the switch next to EagleView.
- After enabling EagleView, refresh your browser.
- From the Settings menu on the left, open the EagleView tab.
- Input your EagleView account login credentials. Optionally, check the box next to “Place orders using Team Member’s EagleView account”. (See Note for more information)
- Select Grant Access.
- Confirm your products and update the list.
Note for the "Place orders using Team Member's EagleView account?" checkbox:
- Placing orders using Team Members' accounts requires that they already have an active account with EagleView, that the email address they use to log in to JobNimbus with matches the email address on their EagleView account, and that their EagleView account is linked with the company's master EagleView account.
- If the intent is to use EagleView reports with Smart Estimates, do not check the box for Team Members. In order for the EagleView report to pull Measurements into Smart Estimates, it has to be ordered through a Company, not a Team Member.
How Does the EagleView Integration Work With SmartEstimates?