JobNimbus Academy Courses
      Back to home
      1. Help Center
      2. Learning & Training Resources
      3. JobNimbus Academy Courses

      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:

      • Build an Estimate in JobNimbus 

      • Save and use an Estimate Templates

      • Build Good, Better, Best Estimate

      Engage

      In this course, you will learn about: 

      • 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