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Help Center
Contacts & Jobs
Getting Started
Settings
Subscription
Templates
Company Info
General Settings
Groups
Template Questions
Workflows
Team
Forms
Mobile App: Forms
Contacts & Jobs
Boards
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communicating with Contacts
Mobile App: Contacts & Jobs
Mobile App: Documents & Photos
Financials
Budgets
Credit Memos
Material Orders
Work Orders
Invoices
Estimates
Payments
Taxes
Products and Services
QuickBooks
QuickBooks Online
QuickBooks Desktop
General QuickBooks Info
Integrations
API
Accurence
Beacon
BirdEye
CompanyCam
EagleView
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
Mobile App: Tasks
Mobile App: Calendar
Automations
Event based Automations
Time based Automations
Automation Recipes
Dashboard & Reports
Custom Reports
Built-in Reports
Classic Dashboard
Sales Dashboard
App Status
Troubleshooting
Web Browser
Boards
Workflows
Contacts
Financials
Settings
Calendar
Templates
Mobile App
Email
Suggestions?
WePay
Additional Resources
Using JobNimbus
Contacts & Jobs
Create your customer base and define your job process.
Boards
What are Cards and Lists?
How can I see my archived Contacts on a Board?
How do I add or edit a Board?
How do I use Board filters?
How can I move a Contact or Job into another Status using the Boards?
See more
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?
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?
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?
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 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?
See more
Mobile App: Contacts & Jobs
How do I add a Contact to the Mobile App?
How can I see my leads on the Mobile App?
How do I filter my Contacts or Jobs list on the Mobile App?
Where can I find my Contacts' or Jobs' Estimates in the Mobile App?
Where can I view my Contact list in the Mobile App?
What can I do on a Contact's page in the Mobile App?
See more
Mobile App: Documents & Photos
How do I upload document files to a Contact or Job through the Mobile App?
How do I upload photos to a Contact or Job in the Mobile App?
