Jobs

How Do I Create Jobs and Contacts in the Enhanced Jobs Experience?

Learn how to create Jobs and Contacts in the Enhanced Jobs Experience, also called Jobs V2.

Creating Jobs in Jobs V2 is easier than ever with the latest version of our Jobs feature. 

 

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 or create a new contact.

    • 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 the blue Add button to add your Contact
  • Once you have added your Contact, enter the Job's address by either selecting the Same as contact address box or typing the address information in the address fields. Select Next when you have entered the information.
  • Next, enter the Job details.

    • You can select the blue See additional fields button to show your other Job fields.
  • Once you have finished, select the blue Save Job button.