How Do I Add a Contact to the Mobile App?

Easily add customer information to your JobNimbus account on the go.

• Steps for Apple
• Steps for Android

For iOS:

To add a Contact through the Mobile App:

• Click on the + option on the home page
  
  
  
  
• Select the Contacts option from the dropdown
  
  
• This directs you to the following page where you can add your Contact's details.
  
  
  
  
• Here you can find information such as Workflow Type(also called Contact type), Status, Assignees, Sales Reps, and any Custom Fields you have created.
• Once you are finished adding your Contact's information, click Save.

For Android: 

To add a Contact from within the Mobile App:

• Click on the + icon in the bottom right corner of the home page.
  
  
  
  
• On the next screen, choose Contact.
  
  
  
  
• This directs you to the following page where you can add your Contact's details.
  
  
  
  
• Scroll further down the page to reveal additional fields, such as Workflow Type, Status, Assignees, Sales Reps, and any Custom Fields you have created.
• Once you are finished adding your Contact's information, click Save.