Contacts and Jobs

How Do I Add a Contact to the Mobile App?

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

For iOS:

To add a Contact through the Mobile App:

  • Click on the + icon in the top right corner of the home page
  • Choose "Contact" from the drop-down menu



  • 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(also called Contact type), Status, AssigneesSales 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.

    Screenshot_20221031-145019

  • On the next screen, choose Contact.

    JN Android Add menu - Contact

  • This directs you to the following page where you can add your Contact's details.

    Screenshot_20221031-145512

  • Scroll further down the page to reveal additional fields, such as Workflow TypeStatusAssigneesSales Reps, and any Custom Fields you have created.
  • Once you are finished adding your Contact's information, click Save.