Boards
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 do I add or edit a Board?
- How do I use Board filters?
- How can I see my archived Contacts on a Board?
- How can I move a Contact or Job into another Status using the Boards?
Automations
Work smarter, not harder, by automating actions from task creation to email communications.
- All JobNimbus Automations
- What Is an Automation?
- What Is the Difference Between Event-Based and Time-Based Automations?
- What Kind of Conditions Can I Use With an Automation?
- What Are the Different Actions I Can Have an Automation Execute?
Mobile App
The JobNimbus mobile app helps you easily manage your task and contact details while one the go.
- How do I add a Contact to the Mobile App? (iOS)
- How do I add a Contact to the Mobile App? (Android)
- Can I View My Team Members’ Calendars on a Mobile Device? (iOS)
- Can I View My Team Members’ Calendars on a Mobile Device? (Android)
- How do I troubleshoot my mobile app?
Onboarding & Training
This is the spot for new companies and new users to get started using JobNimbus.
- Welcome to JobNimbus
- Working With Jobs & Contacts
- Using Boards to Manage Your Work
- Using JobNimbus's Mobile App
- Using Tasks and the JobNimbus Calendar to Maximize Your Time
Settings
Customize the backbone of your JobNimbus account.
- How do I upload my logo?
- How do I add Team Members?
- Can I Give My Team Members Different Access Permissions in JobNimbus?
- How do I add or edit a Workflow?
- What are Best Practices for Workflows?
Contacts & Jobs
Create your customer base and define your job process.
- How do I add a new Contact?
- What does it mean to relate Contacts?
- Should I use Jobs?
- Can I Share Information With People Who Are Not on My JobNimbus Team?
- How do I create Custom Fields?
Financials
Design Estimates, issue Invoices, track Payments, and more.
- How do I add Products & Services to JobNimbus?
- How do I create an Estimate?
- How do I create an Invoice?
- How can I add tax information?
- Can I manage multiple trades on one project?
QuickBooks
Learn how to get the most out of our integration with QuickBooks Desktop and Online.
- QuickBooks Integration Overview
- How Do I Connect With QuickBooks Online?
- How Do I Connect With QuickBooks Desktop?
- What constraints will I see with the Quickbooks/JobNimbus integration?
- How can I troubleshoot the QuickBooks sync?
Integrations
Learn how to set up and use the integrations available through JobNimbus.
- How do I create an API Key?
- How Do I Use JobNimbus's Open API?
- What is Global Payments?
- What is EagleView?
- What is Beacon?
Calendar & Tasks
Control your schedule and keep track of your to-do's all in one place.
- How do I create a Task?
- Can I Customize Task Types?
- How do I use Contact, Job, and Work Order Scheduling?
- Is my calendar visible to everyone?
- Where can I view my upcoming tasks?
Reports
Organize your data and get the information you need by creating custom reports or using the built-in reports.
- Where do I find my Custom Reports?
- What are the different Custom Reports I can create?
- How do I view my Custom Reports?
- How Do I Organize My Custom Report?
- Where do I find my Built-in Reports?
Dashboard
Get the information you need when you first log into JobNimbus website application.
- How do I customize what I see on the Classic Dashboard?
- Can I configure the Task List on my Dashboard?
- What do my Workflow Stages have to do with the Sales Dashboard?
- What does the Sales Pipeline show me?
- What is the Deals Leaderboard - Sold report reflecting?
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 troubleshoot JobNimbus?
- How do I troubleshoot my web browser?
- How do I reset my password? (Web)
- What do I do if I am locked out of my account?
- What is the logic behind the search bar's results?