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Help Center
Dashboard
Learning & Training Resources
New Sales Experience
Estimate Settings
Using SRS in the New Sales Experience
Using Beacon in the New Sales Experience
Measurements
New Sales Experience in Mobile
Using ABC Supply in the New Sales Experience
Margin
New Sales Experience Training Resources
Usage
JobNimbus Payments
Account Set-Up
Usage
Fees and Transactions
Tracking and Reporting
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
Subcontractor Mobile App
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Reports
Insights
Custom Reports
Built-in Reports
Dashboard
Classic Dashboard
Financials
Payments
Credit Memos
Work Orders
Taxes
Products and Services
Profit Tracker
QuickBooks
QuickBooks Online
QuickBooks Desktop
General QuickBooks Info
Integrations
API
Angi
ArcSite
Beacon
BirdEye
CompanyCam
EagleView
Get The Referral
Global Payments
HailTrace
HOVER
Leap
mySalesman
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Solo
Spotio
SRS Distribution
SumoQuote
Sunlight Financial
Toolsey
Wisetack
Xactimate
Zapier
Settings
Company Info
Forms
General Settings
Groups
Subscription
Team
Template Questions
Templates
Workflows
JobNimbus Marketing
JobNimbus AI Answering Service
Additional Resources
General
Sales and Financial Information
Backing up data
App Status
Suggestions
JobNimbus Legacy
Smart Estimates
Proposals
Legacy Estimates
Legacy Invoices
Legacy Material Orders
Legacy Budgets
Legacy Mobile
Legacy Integrations
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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?
