---
title: Settings | Help Center
description: Customize the backbone of your JobNimbus account.
---

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1. [Help Center](https://support.jobnimbus.com/)
2. [Settings](https://support.jobnimbus.com/settings)

# Settings

 Customize the backbone of your JobNimbus account.

- [How Do I Add Form Responses to a Custom Document Template?](https://support.jobnimbus.com/how-do-i-add-form-responses-to-a-custom-document-template)

## General Settings

- [How Do I Find Settings in JobNimbus?](https://support.jobnimbus.com/how-do-i-find-settings-in-jobnimbus)
- [What is NimbusLabs?](https://support.jobnimbus.com/what-is-nimbuslabs)
- [How do I Enter Canadian Addresses in Jobs and Contacts?](https://support.jobnimbus.com/how-do-i-enter-canadian-addresses-in-jobs-and-contacts)
- [What is a Record ID number?](https://support.jobnimbus.com/what-is-a-custom-id-number)
- [How Can I Customize my Record ID Numbers?](https://support.jobnimbus.com/how-can-i-customize-id-numbers)
- [Can I Change How Contact Names Are Displayed?](https://support.jobnimbus.com/can-i-change-how-my-contact-names-are-displayed)
- [How Do I Create Custom Fields?](https://support.jobnimbus.com/how-do-i-create-custom-fields)
- [How Can I Add Different Note Types?](https://support.jobnimbus.com/how-can-i-add-different-note-types)
- [How Do I Adjust My Image Quality?](https://support.jobnimbus.com/how-do-i-adjust-my-image-quality)
- [Where Can I Find My Company's Email Address and Email Settings JobNimbus?](https://support.jobnimbus.com/where-can-i-find-my-companys-email-address-in-jobnimbus)
- [Where Can I Store Universal Documents?](https://support.jobnimbus.com/where-can-i-store-universal-documents)
- [What is the difference between the Time Zone listed in General Settings and the Time Zone in my Profile?](https://support.jobnimbus.com/what-is-the-difference-between-the-time-zone-listed-in-general-settings-and-the-time-zone-in-my-info)

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## Company Info

- [How Do I Upload My Logo?](https://support.jobnimbus.com/how-do-i-upload-my-logo)
- [Can I Add Additional Locations or Edit Locations for My Company?](https://support.jobnimbus.com/can-i-add-additional-locations-for-my-company)
- [How Do I Disable a Company Location?](https://support.jobnimbus.com/how-do-i-disable-a-company-location)

## Team

- [How Do I Manage My Team Members?](https://support.jobnimbus.com/how-do-i-manage-my-team-members)
- [What are the Advantages of Adding a Subcontractor as a Team Member instead of a Contact?](https://support.jobnimbus.com/what-are-the-advantages-of-adding-a-subcontractor-as-a-team-member-instead-of-a-contact-)
- [What Do I Do if the Team Member I’m Trying To Add Already Has an Existing Login?](https://support.jobnimbus.com/what-do-i-do-if-the-team-member-im-trying-to-add-already-has-an-existing-login)
- [How Can I Tell Which Role a Team Member is Assigned?](https://support.jobnimbus.com/how-can-i-tell-which-role-a-team-member-is-assigned)
- [How Do I Navigate The Mobile App as a Subcontractor?](https://support.jobnimbus.com/how-do-i-navigate-the-mobile-app-as-a-subcontractor)
- [How Do I Configure My Notification Preferences?](https://support.jobnimbus.com/where-can-i-configure-notification-preferences)
- [Can I Give My Team Members Different Access Permissions in JobNimbus?](https://support.jobnimbus.com/can-i-give-my-team-members-different-access-permissions-in-jobnimbus)
- [How Do I View My Notifications on JobNimbus Web?](https://support.jobnimbus.com/how-do-i-view-my-notifications-on-web)
- [Error: Customer Profile ID or Customer Payment Profile ID not found](https://support.jobnimbus.com/customer-profile-id-error)

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## Groups

- [What are Groups?](https://support.jobnimbus.com/what-are-groups)
- [How Do I Make a Board Visible Only to Certain People?](https://support.jobnimbus.com/how-do-i-make-a-board-visible-only-to-certain-people)
- [How do Groups affect Access Profile permissions?](https://support.jobnimbus.com/how-do-groups-affect-access-profile-permissions)

## Estimate Settings

- [How do I Create or Edit Estimate Layouts?](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience)
- [How Do I Create and Edit Estimate Templates?](https://support.jobnimbus.com/how-do-i-create-and-edit-templates-new-sales-experience)
- [How Can I Update My Estimates' Cover Pages and Discount Settings?](https://support.jobnimbus.com/how-can-i-update-my-cover-page-and-discount-settings-for-the-new-sales-experience)
- [How Do I Use Canva Design Templates in My Estimate Layouts?](https://support.jobnimbus.com/how-do-i-use-canva-design-templates-in-my-estimate-layouts)
- [How Do I Select a New Estimate Design?](https://support.jobnimbus.com/how-do-i-select-a-new-estimate-design-new-sales-experience)
- [How Can I Incorporate External PDFs Into My Estimates?](https://support.jobnimbus.com/how-can-i-incorporate-external-pdfs-into-my-quotes-new-sales-experience)
- [How Do I Edit the Email Settings and Templates for My Estimates?](https://support.jobnimbus.com/how-do-i-edit-the-email-settings-and-templates-nse)
- [Where Can I Enable Email Notifications for Estimates?](https://support.jobnimbus.com/where-can-i-enable-email-notifications-for-estimates)
- [Why Aren't My Estimate Page Settings Working?](https://support.jobnimbus.com/why-arent-my-page-settings-working)
- [Why Are Estimate Emails Being Sent Multiple Times?](https://support.jobnimbus.com/why-are-estimate-emails-being-sent-multiple-times)

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## Workflows

- [How Do I Use The Job Workflow and Boards Builder?](https://support.jobnimbus.com/how-do-i-use-the-job-workflow-and-boards-builder)
- [What Is a Workflow?](https://support.jobnimbus.com/what-is-a-workflow)
- [How Do I Add or Edit a Workflow?](https://support.jobnimbus.com/how-do-i-add-or-edit-a-workflow)
- [What are Statuses?](https://support.jobnimbus.com/what-are-statuses)
- [What Are Stages?](https://support.jobnimbus.com/what-are-stages)
- [How Do I Hide a Workflow?](https://support.jobnimbus.com/how-do-i-hide-a-workflow)
- [How Do I Hide Records and View Hidden Records?](https://support.jobnimbus.com/how-do-i-hide-records-and-view-hidden-records)
- [I Am Unable To Edit Workflow Statuses. What Can I Do?](https://support.jobnimbus.com/i-am-unable-to-edit-workflow-statuses.-what-can-i-do)
- [How Do I Use Advanced Workflows?](https://support.jobnimbus.com/how-do-i-use-advanced-workflows)
- [Why Can My Team Members With Limited Access See Records They Are Not Assigned To?](https://support.jobnimbus.com/why-can-my-team-members-with-limited-access-see-records-they-are-not-assigned-to)
- [Why Am I Unable to Change the Status of My Job?](https://support.jobnimbus.com/why-am-i-unable-to-change-the-status-of-my-jobs)

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## Templates

- [How Do I Create, Edit, and Use a Custom Document or Email Template?](https://support.jobnimbus.com/how-do-i-create-and-edit-a-document-or-email-template)
- [What Are Template Fields and How Do I Use Them?](https://support.jobnimbus.com/what-are-template-fields-and-how-do-i-use-them)
- [What Are Template Questions and How Do I Use Them?](https://support.jobnimbus.com/what-are-template-questions)

## Forms

- [How Do I Use the Forms Feature?](https://support.jobnimbus.com/how-do-i-use-the-forms-feature)
- [How Do I Manage My Form Templates?](https://support.jobnimbus.com/how-do-i-manage-my-form-templates)
- [How Do I View a Completed Form?](https://support.jobnimbus.com/how-do-i-view-a-completed-form)
- [How Do I Complete a Form in the Mobile App?](https://support.jobnimbus.com/how-do-i-use-a-form-after-i-create-one-in-jobnimbus)

## Subscription

- [How Do I Manage My JobNimbus Subscription?](https://support.jobnimbus.com/how-do-i-manage-my-jobnimbus-subscription)
- [How Do I Change My Team Members' Roles?](https://support.jobnimbus.com/how-do-i-change-my-team-members-roles)
- [How Do I Cancel or Downgrade My JobNimbus Subscription?](https://support.jobnimbus.com/how-do-i-cancel-or-downgrade-my-jobnimbus-subscription)
- [What Are the Terms and Conditions of Using JobNimbus?](https://support.jobnimbus.com/what-are-the-terms-and-conditions-of-using-jobnimbus)
- [What Are User Roles and Seats?](https://support.jobnimbus.com/what-are-user-roles-and-seats)

## Mobile Settings

- [How Can I View and Manage My Mobile Notification Center?](https://support.jobnimbus.com/how-can-i-view-and-manage-my-mobile-notification-center)
- [How Do I Set Up Push Notifications on the Mobile App?](https://support.jobnimbus.com/how-do-i-set-up-push-notifications-on-the-mobile-app)
- [How Do I Enable Caller ID for JobNimbus on the Mobile App?](https://support.jobnimbus.com/how-do-i-enable-caller-id-for-jobnimbus)
- [Which Operating System (OS) Is Required for the Mobile Apps?](https://support.jobnimbus.com/which-operating-system-is-required-for-the-mobile-apps)

## Account Switcher

- [How Do I Switch Between My JobNimbus Accounts?](https://support.jobnimbus.com/how-do-i-switch-between-my-jobnimbus-accounts)

- [Learning and Training Resources](https://support.jobnimbus.com/learning-and-training-resources)
- [Jobs, Contacts, and Boards](https://support.jobnimbus.com/jobs-contacts-and-boards#main-content)

    - [Jobs and Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards#jobs-and-contacts)
    - [Boards](https://support.jobnimbus.com/jobs-contacts-and-boards#boards)
    - [Documents & Photos](https://support.jobnimbus.com/jobs-contacts-and-boards#documents-photos)
    - [Subcontractors as Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards#subcontractors-as-contacts)
    - [Communications](https://support.jobnimbus.com/jobs-contacts-and-boards#communications)
    - [Photos](https://support.jobnimbus.com/jobs-contacts-and-boards#photos)
- [Calendar and Tasks](https://support.jobnimbus.com/calendar-and-tasks#main-content)

    - [Syncing Your Calendar](https://support.jobnimbus.com/calendar-and-tasks#syncing-your-calendar)
    - [Your Calendar](https://support.jobnimbus.com/calendar-and-tasks#your-calendar)
    - [Tasks](https://support.jobnimbus.com/calendar-and-tasks#tasks)
    - [Record Scheduling](https://support.jobnimbus.com/calendar-and-tasks#record-scheduling)
- [Financials](https://support.jobnimbus.com/financials#main-content)

    - [Estimates](https://support.jobnimbus.com/financials#estimates)
    - [Invoices](https://support.jobnimbus.com/financials#invoices)
    - [Work Orders](https://support.jobnimbus.com/financials#work-orders)
    - [Material Orders](https://support.jobnimbus.com/financials#material-orders)
    - [Margin and Markup](https://support.jobnimbus.com/financials#margin-and-markup)
    - [Products and Services](https://support.jobnimbus.com/financials#products-and-services)
    - [Taxes](https://support.jobnimbus.com/financials#taxes)
    - [Measurements](https://support.jobnimbus.com/financials#measurements)
    - [Profit Tracker](https://support.jobnimbus.com/financials#profit-tracker)
    - [Payments](https://support.jobnimbus.com/financials#payments)
    - [Credit Memos](https://support.jobnimbus.com/financials#credit-memos)
    - [Financing](https://support.jobnimbus.com/financials#financing)
- [Reports](https://support.jobnimbus.com/reports#main-content)

    - [Insights](https://support.jobnimbus.com/reports#insights)
    - [Classic Reports](https://support.jobnimbus.com/reports#classic-reports)
    - [Built-in Reports](https://support.jobnimbus.com/reports#built-in-reports)
    - [Analytics](https://support.jobnimbus.com/reports#analytics)
- [Settings](https://support.jobnimbus.com/settings#main-content)

    - [General Settings](https://support.jobnimbus.com/settings#general-settings)
    - [Company Info](https://support.jobnimbus.com/settings#company-info)
    - [Team](https://support.jobnimbus.com/settings#team)
    - [Groups](https://support.jobnimbus.com/settings#groups)
    - [Estimate Settings](https://support.jobnimbus.com/settings#estimate-settings)
    - [Workflows](https://support.jobnimbus.com/settings#workflows)
    - [Templates](https://support.jobnimbus.com/settings#templates)
    - [Forms](https://support.jobnimbus.com/settings#forms)
    - [Subscription](https://support.jobnimbus.com/settings#subscription)
    - [Mobile Settings](https://support.jobnimbus.com/settings#mobile-settings)
    - [Account Switcher](https://support.jobnimbus.com/settings#account-switcher)
- [Automations](https://support.jobnimbus.com/automations#main-content)

    - [Event-Based Automations](https://support.jobnimbus.com/automations#event-based-automations)
    - [Time-Based Automations](https://support.jobnimbus.com/automations#time-based-automations)
    - [Automation Recipes](https://support.jobnimbus.com/automations#automation-recipes)
- [Engage](https://support.jobnimbus.com/engage#main-content)

    - [Set-Up](https://support.jobnimbus.com/engage#set-up)
    - [Usage](https://support.jobnimbus.com/engage#usage)
- [AssistAI](https://support.jobnimbus.com/assistai)
- [JobNimbus Marketing](https://support.jobnimbus.com/jobnimbus-marketing)
- [JobNimbus Payments](https://support.jobnimbus.com/jobnimbus-payments#main-content)

    - [Account Set-Up](https://support.jobnimbus.com/jobnimbus-payments#account-set-up)
    - [Usage](https://support.jobnimbus.com/jobnimbus-payments#usage)
    - [Fees and Transactions](https://support.jobnimbus.com/jobnimbus-payments#fees-and-transactions)
    - [Tracking and Reporting](https://support.jobnimbus.com/jobnimbus-payments#tracking-and-reporting)
- [QuickBooks](https://support.jobnimbus.com/quickbooks#main-content)

    - [General QuickBooks Info](https://support.jobnimbus.com/quickbooks#general-quickbooks-info)
    - [QuickBooks Online](https://support.jobnimbus.com/quickbooks#quickbooks-online)
    - [Accounting Sync](https://support.jobnimbus.com/quickbooks#accounting-sync)
    - [QuickBooks Desktop](https://support.jobnimbus.com/quickbooks#quickbooks-desktop)
- [Suppliers](https://support.jobnimbus.com/suppliers#main-content)

    - [ABC Supply](https://support.jobnimbus.com/suppliers#abc-supply)
    - [QXO](https://support.jobnimbus.com/suppliers#qxo)
    - [SRS Distribution](https://support.jobnimbus.com/suppliers#srs-distribution)
    - [Third-Party Suppliers](https://support.jobnimbus.com/suppliers#third-party-suppliers)
- [Integrations](https://support.jobnimbus.com/integrations#main-content)

    - [API](https://support.jobnimbus.com/integrations#api)
    - [Angi](https://support.jobnimbus.com/integrations#angi)
    - [ArcSite](https://support.jobnimbus.com/integrations#arcsite)
    - [BirdEye](https://support.jobnimbus.com/integrations#birdeye)
    - [CompanyCam](https://support.jobnimbus.com/integrations#companycam)
    - [EagleView](https://support.jobnimbus.com/integrations#eagleview)
    - [Get The Referral](https://support.jobnimbus.com/integrations#get-the-referral)
    - [Global Payments](https://support.jobnimbus.com/integrations#global-payments)
    - [HailTrace](https://support.jobnimbus.com/integrations#hailtrace)
    - [Hover](https://support.jobnimbus.com/integrations#hover)
    - [Leap](https://support.jobnimbus.com/integrations#leap)
    - [mySalesman](https://support.jobnimbus.com/integrations#mysalesman)
    - [naturalForms](https://support.jobnimbus.com/integrations#naturalforms)
    - [Podium](https://support.jobnimbus.com/integrations#podium)
    - [RoofScope](https://support.jobnimbus.com/integrations#roofscope)
    - [SalesRabbit](https://support.jobnimbus.com/integrations#salesrabbit)
    - [Simplii](https://support.jobnimbus.com/integrations#simplii)
    - [Solo](https://support.jobnimbus.com/integrations#solo)
    - [Spotio](https://support.jobnimbus.com/integrations#spotio)
    - [SumoQuote](https://support.jobnimbus.com/integrations#sumoquote)
    - [Sunlight Financial](https://support.jobnimbus.com/integrations#sunlight-financial)
    - [Toolsey](https://support.jobnimbus.com/integrations#toolsey)
    - [Wisetack](https://support.jobnimbus.com/integrations#wisetack)
    - [Xactimate](https://support.jobnimbus.com/integrations#xactimate)
    - [Zapier](https://support.jobnimbus.com/integrations#zapier)
- [Additional Resources](https://support.jobnimbus.com/additional-resources#main-content)

    - [General](https://support.jobnimbus.com/additional-resources#general)
    - [Sales and Financial Information](https://support.jobnimbus.com/additional-resources#sales-and-financial-information)
    - [Backing up data](https://support.jobnimbus.com/additional-resources#backing-up-data)
- [App Status](https://support.jobnimbus.com/app-status)
- [Suggestions](https://support.jobnimbus.com/suggestions)
- [JobNimbus Legacy](https://support.jobnimbus.com/jobnimbus-legacy#main-content)

    - [Legacy Estimates](https://support.jobnimbus.com/jobnimbus-legacy#legacy-estimates)
    - [Legacy Invoices](https://support.jobnimbus.com/jobnimbus-legacy#legacy-invoices)
    - [Legacy Material Orders](https://support.jobnimbus.com/jobnimbus-legacy#legacy-material-orders)
    - [Legacy Budgets](https://support.jobnimbus.com/jobnimbus-legacy#legacy-budgets)
    - [Legacy Mobile](https://support.jobnimbus.com/jobnimbus-legacy#legacy-mobile)
    - [Legacy Integrations](https://support.jobnimbus.com/jobnimbus-legacy#legacy-integrations)
    - [Legacy Jobs and Contacts](https://support.jobnimbus.com/jobnimbus-legacy#legacy-jobs-and-contacts)
    - [Legacy Subscriptions](https://support.jobnimbus.com/jobnimbus-legacy#legacy-subscriptions)
- [Analytics](https://support.jobnimbus.com/analytics)

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