- Before you Start
- Accessing ID Numbers
- ID Codes
- Example ID Codes
- Manually Assigning Job IDs
- Do's and Don'ts
Everything you create in JobNimbus is tied to an ID number. The ID numbers default to start at 1,001, but they can be customized. These numbers can be seen in the information panel of the record, be it Contact, Job, Document, Task, or anything you create. Some ID numbers are visible to your Contacts, such as the ID number on the estimate or invoice.
Before we Get Into it
Write down how you need to format your ID numbers. If you need your Contact ID numbers to appear differently than your Job ID numbers, write down how each should appear. If you want a specific ID number to show with your Tasks, write that down.
When you create a record in JobNimbus, it uses an ID number. The format for these ID numbers can be found in your General settings, and each time a record is created, the number increment is increased by one. You can also customize how your ID numbers look in your General settings. Changing the ID format will not update previously created ID numbers.
Accessing your ID numbers
To access your General settings, click on your name in the top right corner and select "Settings" from the drop-down menu. This will automatically open your General tab in Settings. Your ID Numbers are detailed in the drop-down next to Next ID, and can be customized below the number shown.
In the text field under each ID number, you can customize the ID using specific code:
- - 2 number year (Example: 14, 15, 16)
- - 4 number year (Example: 2014, 2015, 2016)
- - numeric day (Example: 1, 2, 3)
- - numeric day (Example: 01, 02, 03)
- - numeric month (Example: 1, 2, 3)
- - numeric month (Example: 01, 02, 03)
- - auto incremented job id (Available for Job)
- - auto incremented invoice id (Available for Contact)
- - auto incremented invoice id (Available for Task)
- - auto incremented estimate id (Available for Estimate)
- - auto incremented invoice id (Available for Budget)
- - auto incremented invoice id (Available for Document)
- - auto incremented invoice id (Available for Work Order)
- - auto incremented invoice id (Available for Materia Order)
- - auto incremented invoice id (Available for Invoice)
- - auto incremented credit memo id (Available for Credit Memo)
- - the location code for this location. Location codes are set in the Company tab of your Settings.
Example ID Numbers
- Contact ID showing the initials of your company followed by default Contact ID number followed by the year using the four number year format. *In this example, company initials are JN.
How it appears: #JN-1058-2020
- Task ID showing location name to differentiate between two locations followed by default Task ID number. *In this example, JobNimbus is used as the company name.
How it appears: #JobNimbus1009
- Task ID showing Day, Month, and two number year format followed by default Task ID number.
How it appears: #020520-1050
- Invoice ID showing INV before default Invoice ID number to specify it is an invoice.
How it appears: INV1012
Manually assigning Job ID Numbers
If you want to choose your Job ID number every single time you create a Job, use the "Let me assign Job numbers manually" option in your General Settings.
Checking the checkbox, "Let me assign Job numbers manually" will remove the autogenerated Job number fields and allow you to choose a number when you create the Job in JobNimbus.
Do's and Don'ts
- Make your ID Numbers detailed for your company
- Overcomplicate your ID Number codes
- How do I edit a Contact's ID number?
You cannot edit a current ID number, but you can edit the ID number for future records in your settings by following the codes stated in this article. Changing this number format will not update ID numbers for previous records.
Still have a few questions about setting up your ID Numbers? Contact Support at (855) 964-6287 or via email at email@example.com.
Have a great idea to help us improve our ID Numbers? Recommend features and vote for requests at JobNimbus Feedback!