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Help Center
Financials
Learning and Training Resources
Jobs, Contacts, and Boards
Jobs and Contacts
Boards
Documents & Photos
Suppliers
Subcontractors
Communications
Importing Contacts
Calendar and Tasks
Syncing Your Calendar
Your Calendar
Tasks
Record Scheduling
Time Tracking
Financials
Financial Templates
Estimates
Invoices
Work Orders
Material Orders
Margin and Markup
Products and Services
Taxes
Measurements
Profit Tracker
Payments
Credit Memos
Mobile Financials
Reports
Insights
Custom Reports
Built-in Reports
Settings
General Settings
Company Info
Team
Groups
Workflows
Templates
Forms
Subscription
Mobile Settings
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Engage
Set-Up
Usage
JobNimbus Marketing
JobNimbus AssistAI
JobNimbus Payments
Account Set-Up
Usage
Fees and Transactions
Tracking and Reporting
QuickBooks
General QuickBooks Info
QuickBooks Online
QuickBooks Desktop
Integrations
ABC Supply
API
Angi
ArcSite
QXO
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
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
Financials
Design Estimates, issue Invoices, track Payments, and more.
Financial Templates
How to Create or Edit Estimate Layouts (New Sales Experience)
How Do I Create and Edit Estimate Templates in the New Sales Experience?
How Can I Update My Cover Page and Discount Settings for the New Sales Experience?
How Do I Use Canva Design Templates in My Estimate Layouts?
How Do I Select a New Estimate Design in the New Sales Experience?
How Can I Incorporate External PDFs Into My Estimates? (New Sales Experience)
How Do I Edit the Email Settings and Templates for the New Sales Experience?
Where Can I Enable Email Notifications for Estimates? (New Sales Experience)
Why Aren't My Page Settings Working? | New Sales Experience
Why Are Estimate Emails Being Sent Multiple Times?
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Estimates
How Do I Create an Estimate in the New Sales Experience?
How Can I Update Estimate Statuses?
How Are Estimates Created With Multiple Locations? (New Sales Experience)
Invoices
How Do I Create an Invoice Using the New Invoice Experience?
Work Orders
How Do I Enable Work Orders?
How Do I Create a Work Order?
Who Has Access to Work Orders?
How Do I Send a Work Order to a Subcontractor?
What Types of Other Financial Documents Can I Convert a Work Order To?
Can I Create Custom Fields for Work Orders?
Can I Manage Multiple Trades on One Project?
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Material Orders
How do I Create a Material Order in the New Sales Experience?
Margin and Markup
Where Can I Adjust My Profit Settings? (New Sales Experience)
What is the Difference Between Margin and Markup?
Why Are My Margin and Price Reverting to Zero?
New Sales Experience Error: "Margin slider disabled..."
Estimate Error: "Invalid margin/markup. Price has been reverted."
Why Does My Margin Slider Keep Moving?
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Products and Services
How Do I Add and Edit Products & Services in JobNimbus?
How Do I Separate Materials From Labor?
How Do I Add Products That Have the Same Name, but Different Prices?
How Do 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?
Why am I seeing an Unnamed Product?
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Taxes
How Can I Add Tax information?
Measurements
How Do I Configure Measurement Tokens? (New Sales Experience)
How Do I Upload Reports to Measurements?
How Do I Order and View Measurements Reports in the New Sales Experience?
Which Measurements Will Auto-Populate in the New Sales Experience?
How Are Calculations Used With the New Sales Experience?
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Profit Tracker
How Can I Use Profit Tracker to Track My Job Costs in JobNimbus?
Payments
How Do I Add a Payment?
How Do I Accept Digital Payments in JobNimbus?
How Do I Apply a Payment to an Invoice?
How Do I Request a Job Deposit?
Can I Collect a Job Deposit or Down Payment in JobNimbus?
Can I Add or Edit the Given Payment Methods?
What Happens if My Customer Has Overpaid?
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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?
Mobile Financials
Where Are My Financial Documents on the Mobile App?
Where Can I Find My Estimates in the Mobile App?
Can I Sign Estimates On My Mobile Device?
How Do I Accept Digital Payments Through the JobNimbus Mobile App?
How Do I Text a Payment Link to My Customer on the Mobile App?
How Do I View an Estimate on the Mobile App?
How do I Use the New Sales Experience in the Mobile App?
How do I Edit The New Sales Experience Estimate Cover Page in the Mobile App?
How do I Edit The New Sales Experience Introduction Page in the Mobile App?
How do I Edit The New Sales Experience Inspection Page in the Mobile App?
How do I Edit The New Sales Experience Signing & Upgrades Page in the Mobile App?
How do I Edit The New Sales Experience Estimate Details Page in the Mobile App?
How do I Edit The New Sales Experience Terms and Conditions in the Mobile App?
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