How Do I Configure the Notifications My Subcontractors Receive?

Learn how to communicate with your Subcontractors about their assigned Contacts and Jobs.

If you have not yet already created a Subcontractor Workflow, check out this article to learn more.

Within the JobNimbus Web App:

  • Navigate to the Contact Workflows tab in your account settings.
  • Click on the three dots to the right of the Subcontractor Workflow and choose Notification Preference from the menu.
    • The configurations can also be found by selecting Edit from the menu.
    subcontractor three dots notification preferences
  • Check the boxes next to the events you want Subcontractors to be notified about via email.

    notification preferences window

    • "Assigning" Contacts, Jobs, and Tasks qualifies as the moment someone is added to the Subcontractor field of those records.

      v2 subcontractor field
  • When a record is assigned to a Subcontractor, they will receive an email that looks like this:

    sub assigned notification email