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The old app
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Help Center
Contacts & Jobs
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
Contacts & Jobs
Create your customer base and define your job process.
Importing Contacts
How do I import Contacts?
How do I map the fields properly?
Does the sequence of the Contact ID numbers change if I delete a Contact that I’ve imported?
Importing my Contacts created a lot of duplicate records. How do I get rid of the duplicates?
What Do I Do if I Run Into Error Messages?
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Contact Records
Can tags be deleted?
How do I add a new Contact?
What does it mean to relate Contacts?
Can Contacts be recovered after they have been deleted?
What information can I see under the Contact's "Activity" tab?
How do I merge Contacts?
How do I Create Custom Lead Sources?
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Custom Fields
How do I create Custom Fields?
Documents & Photos
How Do I Request a Signature From a Contact on a Document?
How do I upload external documents and photos to JobNimbus?
How do I download documents and photos from JobNimbus?
Can photos and documents that I have uploaded be recovered once they are deleted?
Can I Require Signatures in Multiple Areas on a Single Document?
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Jobs
Can I turn a Contact into a Job and vice versa?
Should I use Jobs?
Can Jobs be recovered after they have been deleted?
Does using Jobs affect my Built-in Reports?
Subcontractors
How do I add a Subcontractor?
Can Subcontractors be notified from JobNimbus?
How Do I Prevent an Inactive Subcontractor From Showing Up in the Drop-Down Menu?
Suppliers
How do I add a Supplier?
Communicating with Contacts
Can I Share Information With People Who Are Not on My JobNimbus Team?
Can I forward an email from my personal inbox to a Contact's record in JobNimbus?
How do I send an email to a customer?
Can my Contacts access their own JobNimbus page?
When a Contact replies to an email that has been sent to them from JobNimbus, who is notified?
What is the email "status" that I see in my Contact's Activity?
What do I do if I'm not receiving emails from JobNimbus and I'm using Microsoft 365?
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