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Contacts & Jobs

Contacts & Jobs

Create your customer base and define your job process.

Boards

What Are the Different Components of a Board?

How Can I Move a Contact or Job Into Another Status Using Boards? (Web)

How Do I Use Board Filters on the Mobile App?

What Are the Different Components of a Board? (Mobile)

How Do I Use Board Filters? (Web)

How Can I See My Archived Contacts or Jobs on a Board? (Web)

Why Can’t I Move a Card to Another List?

How Do I Navigate My Boards on the Web App?

How Do I Add or Edit a Board?

How Do I Navigate My Boards on the Mobile App?

How Can I Move a Contact or Job Into Another Status Using Boards?

How Can I See Archived Records on My Boards in the Mobile App?

My Board is Missing. Where Did It Go?

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Importing Contacts

How Do I Import Contacts?

How Do I Map Fields Properly?

Does the sequence of the Contact ID numbers change if I delete a Contact that I’ve imported?

What Do I Do if I Run Into Error Messages When Importing Contacts?

Contact Records

How Do I Add a Contact to the Mobile App?

What Can I Do on a Contact’s Page in the Mobile App?

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 Jobs or Contacts?

How do I Create Custom Lead Sources?

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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?

How Do I Share Documents to a Contact or Job From My Device to the Mobile App?

How Can I Delete Documents and Photos from Jobs and Contacts?

Can I Require Signatures in Multiple Areas on a Single Document?

How Do I Use Photo Conversation Threads?

How Do I Use Photo Conversation Threads On the Mobile App?

Can I Sign Documents From My Mobile Device?

What Is the Company Photo Feed?

How Do I Edit Photos in the Mobile App?

How Do I Create a Document on the Mobile App?

How Do I Take or Upload Photos in the Mobile App?

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Jobs

How Do I Use the Map View in the Mobile App?

Can I Turn a Contact Into a Job and Vice Versa?

Can Jobs Be Recovered After They Have Been Deleted?

How Do I Add Cover Photos for Jobs?

How Can I Get My Account Ready for the Transition to the Enhanced Jobs Experience?

How Do I Create Jobs and Contacts in the Enhanced Jobs Experience?

What Am I Seeing Records From A Different Job or Contact Then The One I Am Viewing?

How Do I Use the Jobs Sidebar?

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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?

How Do I Navigate The Mobile App as a Subcontractor?

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Suppliers

How Do I Add a Supplier That is Not Integrated With JobNimbus?

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?

Can I Send Mass Emails Through JobNimbus?

How Do I Ensure My Emails Get Delivered?

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