JobNimbus Toolbox
Get training on JobNimbus, meet your dedicated Success Team, and discover more ways to grow your business.
See all articlesBoards
Boards are like a virtual white board. It allows you to easily see where your jobs are in your production process so you can save time.
- What Are Cards and Lists?
- How Can I See My Archived Contacts on a Board? (Web)
- I Used To Have a Specific Board, but Can No Longer Find It. Where Did It Go?
Automations
Work smarter, not harder, by automating actions from task creation to email communications.
- All JobNimbus Automations
- Where Do I Find My Automations?
- Can I Make a Single Automation Trigger Multiple Actions?
- How Do I Get Notified That a Document Has Been Signed?
- How Can I Get Notified That a Form Has Been Completed?
Mobile App
The JobNimbus mobile app helps you easily manage your task and contact details while one the go.
- How Do I Navigate the Mobile App Calendar? (iOS)
- How Do I Navigate the Mobile App Calendar? (Android)
- How Do I Upload Photos to a Contact or Job in the Mobile App? (iOS)
- Where Are My Financial Documents on the Mobile App? (Android)
- How Do I Share Documents to a Contact or Job From My Device to the Mobile App? (iOS)
Settings
Customize the backbone of your JobNimbus account.
- How Do I Create a Document Template?
- What Are Template Fields and How Do I Use Them?
- How do I Archive a Contact or Job?
- How Can I Communicate With My Team in JobNimbus?
- Where Can I Store Universal Documents?
Contacts & Jobs
Create your customer base and define your job process.
- Can Contacts Be Recovered After They Have Been Deleted?
- When a Contact Replies to an Email That Has Been Sent to Them From JobNimbus, Who Is Notified?
- How Do I Add a Subcontractor?
- Can I Require Signatures in Multiple Areas on a Single Document?
- Does Using Jobs Affect My Built-In Reports?
Financials
Design Estimates, issue Invoices, track Payments, and more.
- What Is the Smart Estimates Feature?
- Can I use Estimates to create a Good, Better, Best option?
- How Do I Request a Signature From a Contact on an Estimate?
- Can I Add Different Markups to Individual Line Items?
- How Does Enabling "Location Based Products" Affect My Financial Documents?
QuickBooks
Learn how to get the most out of our integration with QuickBooks Desktop and Online.
- What version of QuickBooks do I Use?
- How do I troubleshoot QuickBooks Online?
- How do I troubleshoot QuickBooks Desktop and the Web Connector?
- How Do I Configure My Workflows To Sync With QuickBooks for Customers and Jobs?
- How do I Disconnect JobNimbus from Quickbooks?
Integrations
Learn how to set up and use the integrations available through JobNimbus.
- How Do I Create an API Key?
- What Does It Mean To Assign an API Key an “Access Profile”?
- What is Sunlight Financial?
- What is EagleView?
- What Zapier Triggers and Actions does JobNimbus Support?
Calendar & Tasks
Control your schedule and keep track of your to-do's all in one place.
- How Do I Sync My JobNimbus Calendar With My Google Calendar?
- What Types of Scheduled Events Sync Over to a Third-Party Calendar From JobNimbus?
- How Can I View Other Team Members’ Schedules on My Calendar?
- How Do I Adjust the Hours That Are Visible on My Calendar?
- Why Are All of the Tasks on My Calendar Showing Up As the Same Color, Regardless of Who Is Assigned to It?
Reports
Organize your data and get the information you need by creating custom reports or using the built-in reports.
- Is There a Way To Export My Custom Reports?
- How Do I Filter My Custom Report?
- What Is the Pipeline Report?
- What is the Lead Source Report?
- What Can I See on the Team Activity Report?
Dashboard
Get the information you need when you first log into JobNimbus website application.
- How Do I Make Adjustments to the Reports I’ve Added to My Dashboard?
- How Do I Read the Lead Source Graph?
- How Is the Average Deal Size – Sold Report Calculated?
- How Can I See My Data Better on the Sales Dashboard?
- Can I Export the Sales Dashboard Graphs?
Industry Resources
Learn about how JobNimbus can cater to your company's industry-specific needs.
See all articlesOnboarding & Training
This is the spot for new companies and new users to get started using JobNimbus.
- Additional Learning Resources
- Getting Started with Using JobNimbus
- Getting Started with Contacts
- Getting Started with Jobs
- Managing Documents and Photos in your Client Files
App Status
Get notified about upcoming maintenance, review past incidents, and follow along as we smooth out any kinks.
See all articlesAdditional Resources
Get help on general questions and troubleshooting.
- How Do I Contact Technical Support?
- Where Can I Find the JobNimbus W-9?
- How Do I Backup or Copy My Account Data?
- How Do I Add a JobNimbus Desktop Shortcut?
- Sales Tax