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Help Center
Contacts & Jobs
Learning & Training Resources
JobNimbus Academy Courses
New Company Onboarding & Training
New User Onboarding & Training
Boards
Engage
Contacts & Jobs
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communications
Mobile App
Boards
Calendar
Contacts and Jobs
Documents and Photos
Financials
Forms
Notifications
Tasks
Troubleshooting
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Reports
Custom Reports
Built-in Reports
Dashboard
Classic Dashboard
Sales Dashboard
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
Global Payments
HailTrace
HOVER
JobNimbus Payments
Leap
mySalesman
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Solo
Spotio
SumoQuote
Sunlight Financial
Xactimate
Zapier
Settings
Company Info
Forms
General Settings
Groups
Subscription
Team
Template Questions
Templates
Workflows
Additional Resources
General
Sales and Financial Information
Backing up data
Events
Industry Resources
App Status
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?
How Do I Get Rid of the Duplicates That Were Created as a Result of Importing Contacts?
What Do I Do if I Run Into Error Messages?
See more
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 a Contact’s “Activity” Tab?
How do I merge Contacts?
How do I Create Custom Lead Sources?
See more
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?
See more
Jobs
Should I Use Jobs?
Can I turn a Contact into a Job and vice versa?
Can Jobs Be Recovered After They Have Been Deleted?
Does Using Jobs Affect My Built-In Reports?
Subcontractors
How Do I Add a Subcontractor?
How Do I Give a Subcontractor Access to a Customer's File?
How Do I Configure the Notifications My Subcontractors Receive?
How Do I Prevent an Inactive Subcontractor From Showing Up in the Drop-Down Menu?
Suppliers
How do I add a Supplier?
Communications
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?
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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