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Help Center
Dashboard
Learning & Training Resources
JobNimbus Academy Courses
New Company Onboarding & Training
New User Onboarding & Training
Boards
Engage
Contacts & Jobs
Boards
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
Insights
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
Angi
ArcSite
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
Marketing
Additional Resources
General
Sales and Financial Information
Backing up data
Events
Industry Resources
App Status
Suggestions
WePay
Dashboard
Get the information you need when you first log into JobNimbus website application.
Dashboard Fails to Load
Classic Dashboard
Can I Configure the Task List on My Dashboard?
How Do I Make Adjustments to the Reports I’ve Added to My Dashboard?
How Do I Customize What I See on the Classic Dashboard?
Sales Dashboard
Are the reports on the Sales Dashboard updated in real-time?
What does the Sales Pipeline show me?
How Do I Read the Lead Source Graph?
What is the Revenue Leaderboard - Sold report reflecting?
What is the Deals Leaderboard - Sold report reflecting?
How Is the Average Deal Size – Sold Report Calculated?
What Do My Workflow Stages Have To Do With the Sales Dashboard?
Can I Export the Sales Dashboard Graphs?
How Can I See My Data Better on the Sales Dashboard?
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