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