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Help Center
Automations
Learning and Training Resources
Jobs, Contacts, and Boards
Jobs and Contacts
Boards
Documents & Photos
Suppliers
Subcontractors
Communications
Importing Contacts
Calendar and Tasks
Syncing Your Calendar
Your Calendar
Tasks
Record Scheduling
Time Tracking
Financials
Financial Templates
Estimates
Invoices
Work Orders
Material Orders
Margin and Markup
Products and Services
Taxes
Measurements
Profit Tracker
Payments
Credit Memos
Mobile Financials
Reports
Insights
Custom Reports
Built-in Reports
Settings
General Settings
Company Info
Team
Groups
Workflows
Templates
Forms
Subscription
Mobile Settings
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Engage
Set-Up
Usage
JobNimbus Marketing
JobNimbus AssistAI
JobNimbus Payments
Account Set-Up
Usage
Fees and Transactions
Tracking and Reporting
QuickBooks
General QuickBooks Info
QuickBooks Online
QuickBooks Desktop
Integrations
ABC Supply
API
Angi
ArcSite
QXO
BirdEye
CompanyCam
EagleView
Get The Referral
Global Payments
HailTrace
HOVER
Leap
mySalesman
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Solo
Spotio
SRS Distribution
SumoQuote
Sunlight Financial
Toolsey
Wisetack
Xactimate
Zapier
Additional Resources
General
Sales and Financial Information
Backing up data
App Status
Suggestions
JobNimbus Legacy
Smart Estimates
Proposals
Legacy Estimates
Legacy Invoices
Legacy Material Orders
Legacy Budgets
Legacy Mobile
Legacy Integrations
Automations
Work smarter, not harder, by automating actions from task creation to email communications.
What Is an Automation?
Where Do I Find My Automations?
What Is the Difference Between Event-based and Time-based Automations?
Can I Make a Single Automation Trigger Multiple Actions?
What Are the Different Actions I Can Have an Automation Execute?
What Kind of Conditions Can I Use With an Automation?
All JobNimbus Automations
Event-Based Automations
How Do I Create an Event-Based Automation?
Time-Based Automations
How Do I Create a Time-Based Automation?
Automation Recipes
How Do I Create an Automation That Requests a Review From a Customer?
How Do I Create an Automation to Request a Referral From a Former Customer?
How Do I Create an Automation To Notify a Manager of a Contact’s Status Update?
How Do I Create an Automation To Notify a Sales Rep of a New Lead?
Can I Be Notified When a Contact or Job Has Been Deleted?
How Can I Get Notified That a Form Has Been Completed?
How Do I Create an Automation To Assign a Task Based on a Status Update?
How Do I Create an Automation To Create a Task Based on the Completion of a Previous Task?
How Do I Create an Automation To Automate a Workflow?
How Do I Create an Automation To Send a Notification to a Customer Regarding an Appointment?
How Do I Create an Automation To Make a Task List for a Sales Rep With a New Lead?
How Do I Create an Automation To Send a “Welcome” Email to a New Lead?
How Do I Create an Automation To Send a Follow-up Email When a Contact Has Been Sitting in a Status for a Certain Amount of Time?
How Do I Create an Automation To Move a Contact to Another Status After a Period of Time?
How Do I Create an Automation To Send an Email and Create a Task After a Period of Time for a Job?
How Do I Create an Automation To Send an Email Reminder Before an Appointment?
How Do I Create an Automation To Create a Task Using a Custom Field as a Condition?
How Do I Create an Automation To Change Status and Create a Task from a Work Order?
How Do I Create an Automation To Send an Email at a Specific Time?
How Do I Create an Automation To Create an Appointment Reminder Task for Team Members?
How Do I Create an Automation To Send a Payment Reminder to a Non-Paying Contact?
How Do I Get Notified That a Document Has Been Signed?
How Do I Get Notified That an Estimate Has Been Signed?
How do I Send an Invoice Automatically?
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