JobNimbus always focuses on simplicity. When you first create a new JobNimbus account, you'll find many features turned off by default. This is to make the interface as easy and uncluttered as possible. But if you need some of these features, it's easy to turn them on at any time.
All features in JobNimbus are included in your Pro subscription. It does not cost more to turn additional JobNimbus features on or off.
To turn a feature in JobNimbus on or off, while logged in to a web browser, go to your name at the top right and choose Settings from the menu.
On the Features tab, you will find the list of Features tab. Use the Enable / Disable button to turn on or off a feature.
You need to be an account administrator with access to the account settings to enable or disable features.
The following is a list of features you can enable or disable in JobNimbus and a description of each.
|Advanced Workflows||Disallow specific team members from moving a contact or job into protected status. Learn more about Advanced Workflow.|
|Budget||Evaluate costs on a job and see what your margins will be. Set basic sales commission tracking features. Learn how to use Budgets.|
|Company Documents||Store company documents (not attached to a contact or job). A good place to put downloadable sales slickers or brochures. Learn more about Company Documents.|
|Groups||Group your sales teams under managers. Control manager access to their sales team's contacts and jobs. Learn how to set up Groups.|
|Jobs||Use Jobs to track multiple projects per customer with optional separate addresses for each job. Learn more about Jobs.|
|Job Scheduling||Only applicable if jobs are enabled. Specify a start and finish date for your job and show those jobs on the calendar.|
|Contact Scheduling||Only applicable if jobs are disabled because you are tracking jobs by customer. Specify a start and finish date for your contact and show those customers on the calendar.|
|Material Order||Build material orders or purchase orders and send them to your supplier. Learn how to use Material Orders.|
|Access Profiles||Control user access to different parts of JobNimbus such as jobs and contacts. Learn how to set up Access Profiles.|
|Template Questions||If you have created Documents & Contracts in JobNimbus using templates, you can also add basic questions to your documents.|
|Time Tracking||Allow team members to track their time, including number of hours and minutes spent on specific tasks. Learn more about Time Tracking.|
|Work Order||Track specific work, trades, and types of work including work items and materials for a project. Learn how to use Work Orders.|
JobNimbus integrates with several third-party applications to give you more features and provide great collaborative features with other companies.
At the bottom of the Features tab in Settings you will find the list of Third-party Features. Use the Enable or Disable button to turn on or off a feature.
Here's a list of our integrations and a description of each.
Allows you to sync your contacts, jobs, estimates, and invoices to your QuickBooks (QuickBooks Online & Desktop).
Learn how to Sync with QuickBooks.
Allows you to easily digitize your paper forms or contracts and capture signatures. Syncs directly into JobNimbus.
Learn how to set up naturalForms.
Helps you scope your roof by combining Xactimate pricing with EagleView measurements to produce a final report.
Learn how to set up Accurence.
Provides aerial measurement services to assist you with building estimates and knowing how much material to order.
Learn how to set up EagleView.