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Help Center
Additional Resources
Boards
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Mobile App
Calendar
Tasks
Contacts and Jobs
Documents and Photos
Estimates
Forms
Notifications
Troubleshooting
Onboarding & Training
New Company Onboarding & Training
New User Onboarding & Training
Settings
Subscription
Templates
Company Info
General Settings
Groups
Template Questions
Workflows
Team
Forms
Contacts & Jobs
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communicating with Contacts
Financials
Estimates
Smart Estimates
Invoices
Payments
Budgets
Credit Memos
Material Orders
Work Orders
Taxes
Products and Services
QuickBooks
QuickBooks Online
QuickBooks Desktop
General QuickBooks Info
Integrations
API
Accurence
Beacon
BirdEye
CompanyCam
EagleView
Engage
Global Payments
HailTrace
HOVER
Leap
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Spotio
SumoQuote
Sunlight Financial
Xactimate
Zapier
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Reports
Custom Reports
Built-in Reports
Dashboard
Classic Dashboard
Sales Dashboard
App Status
Additional Resources
General
Sales and Financial Information
Backing up data
The old app
Suggestions?
WePay
Additional Resources
Get help on general questions and troubleshooting.
General
How do I add a JobNimbus Desktop Shortcut?
How do I troubleshoot JobNimbus?
How do I reset my password? (Web)
JobNimbus not loading on Safari browser
How do I troubleshoot my web browser?
What do I do if I am locked out of my account?
Why Should I Clear My Cache?
What is the logic behind the search bar's results?
See more
Sales and Financial Information
Sales Tax
Where can I find the JobNimbus W-9?
Backing up data
How do I backup or copy my Account Data
The old app
Mobile App 3.0
