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Help Center
Financials
Learning & Training Resources
Virtual Workshops
JobNimbus Academy Courses
New Company Onboarding & Training
New User Onboarding & Training
Boards
Engage
Contacts & Jobs
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communicating with Contacts
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
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
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
Additional Resources
General
Sales and Financial Information
Backing up data
Events
Industry Resources
App Status
Suggestions
WePay
Financials
Design Estimates, issue Invoices, track Payments, and more.
Estimates
How Do I Request a Signature From a Contact on an Estimate?
Can I Use Estimates To Create a "Good, Better, Best" Option?
How Do I Create an Estimate?
Can I Add Different Markups to Individual Line Items?
What Types of Other Financial Documents Can I Convert an Estimate To?
I Sent a Signature Request, but the Link Has Expired. Why Did This Happen?
Why Can’t I Delete an Estimate or Invoice?
See more
Smart Estimates
How Does the EagleView Integration Work With Smart Estimates?
How Do I Create a Smart Estimate?
What Is the Smart Estimates Feature?
How Do I Create a Smart Estimate Template?
Invoices
How Do I Create an Invoice?
Can I Add a Negative Line Item to an Invoice?
What Types of Other Financial Documents Can I Convert an Invoice To?
Can a Customer Sign an Invoice?
Payments
How Do I Add a Payment?
What Happens if My Customer Has Overpaid?
Can I Add or Edit the Given Payment Methods?
How Do I Apply an Existing Payment to a New Invoice?
Can I Collect a Down Payment in JobNimbus?
How Do I Accept Digital Payments in JobNimbus?
See more
Budgets
How Do I Enable Budgets?
How Do I Create a Budget?
Who Has Access to Budgets?
What Is Net vs. Gross Profit?
How Do I Establish Required Margins?
What Happens if My Margins End Up Lower Than the Required Percentage I Established in My Settings?
How Do I Pay Out Commissions?
I Have Created a Budget, but the Gross Margin Is Showing 0. Why Am I Not Seeing Any Amount?
Why Isn’t the Budget Template I Created Pulling the Line Items I Added?
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Credit Memos
What Are Credit Memos Used For?
How Do I Create a Credit Memo?
Can I Apply the Dollar Amount of a Credit Memo to an Invoice?
Material Orders
How Do I Enable Material Orders?
Who Has Access to Material Orders?
How Do I Create a Material Order?
What Are Material Orders Used For?
What Types of Other Financial Documents Can I Convert a Material Order To?
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Work Orders
How Do I Enable Work Orders?
Who Has Access to Work Orders?
How Do I Create a Work Order?
Can I Create Custom Fields for Work Orders?
How Do I Send a Work Order to a Subcontractor?
Can I Manage Multiple Trades on One Project?
What Types of Other Financial Documents Can I Convert a Work Order To?
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Taxes
How Can I Add Tax information?
Products and Services
How Do I Separate Materials From Labor?
How Do I Add Products That Have the Same Name, but Different Prices?
How Do I Add Products & Services to JobNimbus?
How Do I Edit My Products and Services?
What Happens When I Enable Location-Based Products?
How Does Enabling "Location-Based Products" Affect My Financial Documents?
Why Isn’t My Product or Service Populating in the Line Item When Creating an Estimate?
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