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Learning & Training Resources
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Using JobNimbus
For Sales Roles
The learning materials found in this article are specifically catered toward those assigned to a Sales Role.
Follow the hyperlinks below to access each JobNimbus Academy course.
Getting to Know Your JobNimbus Account
In this course, you will learn about:
- Sign-in and navigation
- Profile setup and account information
- Notification configuration
- Syncing your calendar(s)
- Dashboard customization
Adding a Contact
In this course, you will learn about:
- Adding a Contact on the Web and Mobile App
- Relating Contacts
- Adding Notes to a Contact
Adding Jobs
In this course, you will learn about:
- Creating a Job on the Web and Mobile App
Boards
In this course, you will learn about:
- Accessing Boards on the Web and Mobile App
- Elements of a Board on the Web and Mobile App
- Using Boards on the Web and Mobile App
Tasks & Calendar
In this course, you will learn about:
- Creating Tasks on the Web and Mobile App
- Navigating your Calendar on the Web and Mobile App
Estimates
In this course, you will learn about:
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Build an Estimate in JobNimbus
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Save and use an Estimate Templates
- Build Good, Better, Best Estimate
Engage
In this course, you will learn about:
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Navigating and utilizing Engage to communicate with clients
Invoices & Payments
In this course, you will learn about:
- Build an Invoice in JobNimbus
- Save and use an Invoice Template
- Collect Payments from your customers
Photos
In this video, you will learn about:
- Taking and annotating photos