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Help Center
Financials
Boards
Automations
Event based Automations
Time based Automations
Automation Recipes
Mobile App
Calendar
Tasks
Contacts and Jobs
Documents and Photos
Estimates
Forms
Notifications
Troubleshooting
Getting Started
Settings
Subscription
Templates
Company Info
General Settings
Groups
Template Questions
Workflows
Team
Forms
Contacts & Jobs
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communicating with Contacts
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
Reports
Custom Reports
Built-in Reports
Dashboard
Classic Dashboard
Sales Dashboard
App Status
Additional Resources
General
Sales and Financial Information
Backing up data
The old app
Suggestions?
WePay
Financials
Design Estimates, issue Invoices, track Payments, and more.
Budgets
Can I convert an Estimate into a Budget?
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 set up the required margins?
What happens if my margins end up being lower than what I have set them to?
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?
Is it better to use QuickBooks to record Credit Memos if I have an account integrated with JobNimbus?
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?
Can I convert an Estimate into a Material Order?
Do Material Orders appear on my calendar?
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?
How can I get my Work Orders on my Calendar?
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Invoices
How do I create an Invoice?
Can I add a negative line item to an Invoice?
Can I duplicate an Invoice after it’s been voided?
What types of other financial documents can I convert an Invoice to?
Can a customer sign an Invoice?
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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 an Estimate to be signed, but the link has expired. Why did this happen?
Why can't I delete an Estimate or Invoice?
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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?
Taxes
How can I add tax information?
Products and Services
How do I separate materials from labor?
How can I add products that have the same name, but different prices?
How do I add Products & Services to JobNimbus?
How do I edit the prices and costs of 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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