How Do I Create Jobs and Contacts in JobNimbus?

Video Overview

Creating a Job

• Select the blue Create + button on the top right of your JobNimbus page and select Add Job.
• This will open a new window and you will be prompted to either enter an existing Contact by typing their name and selecting it from the resulting list or create a new contact by entering their information.
  
  
  • When entering a new Contact, you can:
    • Click the Add Address button to bring up the address fields.
      • Note: If you are entering a Canadian address, follow the steps listed here to enable Canadian addresses.
    • Click the blue See All Fields button to enter information into your other Contact Fields not shown when the Contact prompt populates. 
• Select Save & Continue.
• Once you have added your Contact, enter the Job Name and Description, then select your desired Company Location, Job Type, Status, Lead Source, Sales Rep, and Assignee.
  
• Select Add next to the address field to enter an address for your Job manually, or select the Use primary Contact address option to use the address listed on the associated Contact.
  • To manually enter an additional address, you must first uncheck the Use primary Contact address option.
• Select Add next to Custom Fields to enter any information in fields that you have created in your Settings.
• Select Add next to Other Info to add Subcontractors and Tags.
• You can also select Add Another Contact to add an additional Contact related to the Job. 
• Once you have finished, select the blue Create Job button.