--- title: How Do I Navigate Jobs? description: Learn how to navigate your Jobs page to keep your records organized and up-to-date. --- [Skip to content](https://support.jobnimbus.com/how-do-i-navigate-jobs#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. [Jobs, Contacts, and Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en) 3. [Jobs and Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#jobs-and-contacts) # How Do I Navigate Jobs? ## Learn how to navigate your Jobs page features including your activity feed, Threads, photos, and more. #### On This Page - [Job Dashboard](https://support.jobnimbus.com/how-do-i-navigate-jobs#dashboard) - [Activity](https://support.jobnimbus.com/how-do-i-navigate-jobs#activity) - [Fields](https://support.jobnimbus.com/how-do-i-navigate-jobs#fields) - [Threads](https://support.jobnimbus.com/how-do-i-navigate-jobs#Threads) - [Tasks](https://support.jobnimbus.com/how-do-i-navigate-jobs#Tasks) - [Photos](https://support.jobnimbus.com/how-do-i-navigate-jobs#Photos) - [Documents](https://support.jobnimbus.com/how-do-i-navigate-jobs#Documents) - [Estimates](https://support.jobnimbus.com/how-do-i-navigate-jobs#Estimates) - [Material & Work Orders](https://support.jobnimbus.com/how-do-i-navigate-jobs#work-order) - [Material Orders](https://support.jobnimbus.com/how-do-i-navigate-jobs#mo) - [Work Orders](https://support.jobnimbus.com/how-do-i-navigate-jobs#wo) - [Payments & Invoices](https://support.jobnimbus.com/how-do-i-navigate-jobs#payments) - [Invoices](https://support.jobnimbus.com/how-do-i-navigate-jobs#inv) - [Payments](https://support.jobnimbus.com/how-do-i-navigate-jobs#pay) - [Credit Memos](https://support.jobnimbus.com/how-do-i-navigate-jobs#credit) - [Profit Tracker](https://support.jobnimbus.com/how-do-i-navigate-jobs#profit-tracker) - [Forms](https://support.jobnimbus.com/how-do-i-navigate-jobs#forms) - [Custom Documents](https://support.jobnimbus.com/how-do-i-navigate-jobs#custom-docs) --- ### Job Dashboard - You can access a Job by using the [search bar](https://support.jobnimbus.com/how-do-i-search-for-a-record-in-jobnimbus?hsLang=en) or by selecting a Job from one of your [Boards.](https://support.jobnimbus.com/what-are-the-different-components-of-a-board?hsLang=en) - Once you access a Job record, you will be taken to the Job Dashboard, which will show you an overview of your Job. - At the top of the page, you will see the Job name, along with the primary Contact's name, phone number, and email address. You will also find shortcuts to create financial documents, notes, emails, tasks, and text messages ([Engage required](https://support.jobnimbus.com/what-is-engage-and-how-do-i-add-it-to-my-jobnimbus-account?hsLang=en)). **![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-10-2026-08-13-26-8333-PM.png?width=670&height=61&name=image-png-Feb-10-2026-08-13-26-8333-PM.png)** - Click on the three dots on the right for options to edit the Job, hide the Primary Contact, and other administrative options listed in the screenshot below. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-10-2026-08-15-15-7539-PM.png?width=407&height=374&name=image-png-Feb-10-2026-08-15-15-7539-PM.png) - You can customize this view by selecting the **Edit Layout button** in the top right corner and dragging the available widgets to your desired location on the Dashboard, and add, remove, and resize available widgets by clicking on the **Manage Widgets button.** These settings will apply to your user profile across all your devices. - On the right side of you Dashboard, you will find your Jobs details. Here, you can: ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-09-2026-09-17-02-3470-PM.png?width=233&height=688&name=image-png-Feb-09-2026-09-17-02-3470-PM.png) 1. **Upload a Job Cover Photo** by selecting the **Select Photo button.** You can also update the Job Cover Photo by hover over the photo clicking on the **Change Photo button.** 2. Click on the **Job address** to get directions, click the Copy button, or edit the address by clicking on the Pencil Icon. 3. View the **overview** of the Job Details, or click the **Custom Fields** button to view any custom fields that you have filled out for that Job. 4. Enter a **Job Description.** 5. View and update the **Job Status** and view the number of days it has been in that status, the **Job type, Lead Source, the user(s) assigned to the Job, the Job location, start and end dats, Sales Rep, assigned Subcontractors, and any synced integrations** such as QuickBooks or CompanyCam. 6. **Add and view tags.** 7. **View any related Contacts.** The **Primary Contact** will always be on top, with the **Primary Contact tag** next to it. 1. You can add additional related Contacts by clicking the plus icon on the right. 2. Click the three dots on the right side of a Contact card to select **Go To Contact, Remove From Job, or** **Make Primary Contact** (if the selected Contact is not currently the primary).   --- ### Activity - Select the Activity option on the Job menu on the left to view all activities that have happened on a Job in chronological order, starting with the newest activity first. - You can search, filter, or reorder your Job activity by clicking on the corresponding options at the top of the Activity feed. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-10-2026-08-19-42-9255-PM.png?width=670&height=149&name=image-png-Feb-10-2026-08-19-42-9255-PM.png) --- ### Threads - Select the **Threads** option from the Job menu on the left to view and comment on **Notes, Photos, and Work Orders.** - To make a note on a record, click on the record that you would like to notate. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Apr-14-2026-09-25-19-1647-PM.png?width=670&height=325&name=image-png-Apr-14-2026-09-25-19-1647-PM.png) - From here, you can enter a note into the text box at the bottom of the window. Select the **Send button** or **hit Enter** on your keyboard to send the threaded note. - You can also @ mention other users in the system by typing @ and selecting their name from the resulting menu. The user will be notified of the mention via their **notification center.** ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Apr-14-2026-09-30-11-2655-PM.png?width=670&height=720&name=image-png-Apr-14-2026-09-30-11-2655-PM.png) --- ### Fields - This tab shows all the **Custom Fields** you have for your Jobs. You can enter responses to these fields here if you didn't fill them in during the Job creation. - You can click on the gear icon on the right side of the page to enable the "Always Edit Mode", hide fields that have not been filled out, or go to the Field Settings to [edit your Custom Fields.](https://support.jobnimbus.com/how-do-i-create-custom-fields?hsLang=en) --- ### Tasks - Selecting Tasks on the left side menu will give you a list of all tasks associated with the Job record. - To add a task, select the **Task button** at the top of the Job and fill out the necessary fields. - To view task details or make changes, click on the desired Task. Here, you can:  ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-10-2026-08-49-35-0293-PM.png?width=288&height=571&name=image-png-Feb-10-2026-08-49-35-0293-PM.png) - **Edit** the task by clicking the **pencil icon** in the top right. - **Duplicate a Task** by clicking on the **copy icon.** - **Delete** the Task by clicking the **trashcan icon.** - **View Task details**. - **Mark the Task as Complete.** - **Postpone the Task.** --- ### Photos - Click on the **Photos** option on the Job menu to view any photos associated with the Job record. - To add photos, select the Upload button in the right-hand corner. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-10-2026-09-01-06-6838-PM.png?width=670&height=265&name=image-png-Feb-10-2026-09-01-06-6838-PM.png) - **Click and drag files** from your desktop or click on the **upload button** to select photos. You may upload multiple photos at once by adding multiple photos in the upload option or dragging multiple files into the upload window. - In the same window, you can rename the photo file, view the file size, edit the visibility, and add a description. - Select **Save** to complete the upload. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-10-2026-09-06-16-6142-PM.png?width=670&height=438&name=image-png-Feb-10-2026-09-06-16-6142-PM.png) - **Note:** Photo files **must be .JPG or .PNG files** in order to show up in the photo feed. PDF files will automatically be sent to the Documents tab. This is not a setting that can be changed. **If you have a photo that is not a .JPG or .PNG file, you will need to convert the file type outside of JobNimbus.** - To view a photo's details, click on the photo in the feed. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-10-2026-09-11-57-0215-PM.png?width=670&height=436&name=image-png-Feb-10-2026-09-11-57-0215-PM.png) - In the details, you can **edit the photo name** by clicking on the text box. - Click on the **Describe Image** button to generate an AI description, or type a photo description by typing in the **Description text box.** - **Add a comment** to the photo by typing a message into the text box at the bottom of the window. You can tag users by clicking or typing the @ symbol in the note. You can respond to comments by selecting the **reply** option under an existing comment. - To download photos, **select the download all** button or open an individual photo and **select the download icon** at the top of the photo window. Photos added to a Job don't show on its Contact's Photos tab unless Include Related is on. Check out [how related records work](https://support.jobnimbus.com/what-am-i-seeing-records-from-another-job-or-contact?hsLang=en#photos-missing-from-a-contact) to view them. --- ### Documents - Clicking on the Documents Tab will show you all documents associated with the Job record. - These include PDF documents from saved financial records, including Estimates, Work Orders, Material Orders, and Invoices. - To upload a document, select the **Upload File** button in the right-hand corner.   - **Click and drag files** from your desktop or click on the **upload button** to select photos. You may upload multiple photos at once by adding multiple photos in the upload option or dragging multiple files into the upload window. - Click on the three dots on the right-hand side of each document to **edit, download, or delete** individual documents. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-06-27%20at%209-09-52%E2%80%AFAM-png.png?width=269&height=261&name=Screenshot%202025-06-27%20at%209-09-52%E2%80%AFAM-png.png) - To download all documents from a Job, select the **Download All button** at the top of the page. --- ### Estimates - Click on the Estimates tab to view all Estimates associated with the Job. Here, you can:![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-10-2026-10-17-25-1880-PM.png?width=670&height=269&name=image-png-Feb-10-2026-10-17-25-1880-PM.png) 1. To create a new Estimate, select the **+Create button** at the top of the page and select the **Estimate option.** For more detailed information on creating Estimates, [click here.](https://support.jobnimbus.com/how-do-i-create-an-estimate-in-jobnimbus?hsLang=en) 2. Update your [**Estimate Layout settings**](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience?hsLang=en) by clicking the gear icon. 3. Order or upload **[Measurements Reports.](https://support.jobnimbus.com/how-do-i-order-measurements-reports-in-the-new-sales-experience?hsLang=en)** 4. **View and click on the Estimate numbers** to view the Estimate document. 5. View the **Estimate Date.** 6. View the **Signature Status.** 7. View the **Estimate Status.** 8. View **Internal Notes.** 9. View the **Estimate Total.** 10. Click on the **three dots** to **edit, duplicate, review and share, mark as signed, convert to a material order, or delete an Estimate.** --- ### Material & Work Orders - You can create a new Material and Work Orders by clicking on the **Create button** at the top of the Job page and selecting either Material Order or Work Order. - At the top of the page, you can click on the **Measurements button** to order or upload a [measurements report.](https://support.jobnimbus.com/how-do-i-order-measurements-reports-in-the-new-sales-experience?hsLang=en) #### Material Order - Under the Material Order section, you can: ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-12-2026-05-37-05-4876-PM.png?width=670&height=136&name=image-png-Feb-12-2026-05-37-05-4876-PM.png) 1. Click on the **Material Order number** to view the Material Order. 2. View the **Requested Delivery Date.** 3. View or update the **Status.** 4. View any **Internal Notes** on the Material Order. 5. View the **Total Cost.** 6. View the [**Supplier**](https://support.jobnimbus.com/suppliers#main-content) if applicable. 7. Click on the **three dots** to view administrative options such as **editing or duplicating a Material Order, or converting it to a Work Order, Estimate, or Invoice.** ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-12-2026-06-00-53-3271-PM.png?width=125&height=272&name=image-png-Feb-12-2026-06-00-53-3271-PM.png) #### Work Order - Under the Work Order section, you can: ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-12-2026-06-14-36-1368-PM.png?width=670&height=187&name=image-png-Feb-12-2026-06-14-36-1368-PM.png) 1. Click on the **Work Order number** to view the Work Order. 2. View the **Work Order Date.** 3. View or update the **Status.** 4. View any **Internal Notes** on the Work Order. 5. View the **Total Cost.** 6. View the **Work Order Type** (which is determined by your [workflows](https://support.jobnimbus.com/what-is-a-workflow?hsLang=en)). 7. View any **Assigned Subcontractors.** 8. Click on the **three dots** to view administrative options such as **editing or duplicating a Work Order, or converting it to an Estimate or Invoice.** ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-12-2026-06-15-02-3259-PM.png?width=164&height=360&name=image-png-Feb-12-2026-06-15-02-3259-PM.png) --- ### Payments & Invoices - In the **Payments & Invoices tab,** you can view **Invoices, Payments, and Credit Memos.** - To create a new Invoice, Payment, or Credit Memo, select the **Create button** at the top of your Job page and select the document you would like to create. #### Invoices - In the Invoice section, you can: ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-12-2026-07-09-38-4168-PM.png?width=670&height=135&name=image-png-Feb-12-2026-07-09-38-4168-PM.png) 1. Click on the **Invoice number** to view the Invoice. 2. View the **Invoice Date.** 3. View or update the **Status.** 4. View any **Internal Notes** on the Invoice. 5. View the **Amount Paid.** 6. View the **Amount Due.** 7. View the **Invoice Total.** 8. Click on the **three dots** to view administrative options such as **editing or duplicating an Invoice, or converting it to a Work Order, Material Order, or Credit Memo.** #### Payments - In the Payments section, you can: ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-12-2026-07-15-48-4874-PM.png?width=670&height=167&name=image-png-Feb-12-2026-07-15-48-4874-PM.png) 1. View the **Payment Number.** 2. View the **Payment Date.** 3. View the **Date Updated.** 4. View the **Status.** 5. View the **Payment Method.** 6. View **which user created the Payment record.** 7. View the **Payment Total.** 8. Click on the **three dots** to **edit or delete a Payment.** #### Credit Memo - In the Credit Memo section, you can: ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-12-2026-08-08-03-4333-PM.png?width=670&height=159&name=image-png-Feb-12-2026-08-08-03-4333-PM.png) 1. Click on the **Credit Memo number** to view the Credit Memo. 2. View the **Credit Memo date.** 3. View the **Date Updated.** 4. View the **Contact and Job** the Credit Memo was applied to. 5. View and update the **Credit Memo Status.** 6. View the **Credit Memo Total.** 7. Click on the **three dots** to view administrative options such as **editing, duplicating, or applying a Credit Memo to an Invoice.** --- ### Profit Tracker - Clicking on the **Profit Tracker tab** will take you to a new page in JobNimbus. Here you can add Estimates, Material Orders, and Work Orders to view important financial information and track commissions. - To learn more about Profit Tracker and how it works, [**click here**](https://support.jobnimbus.com/how-can-i-track-my-job-costs-in-jobnimbus?hsLang=en). --- ### Forms - The **Forms section** is where you can find all responses to all the forms that have been filled out by either you or a team member. - You can fill out a form on the Job by selecting the **Create button** at the top of the Job page and selecting **Form** from the dropdown menu.  - From there, you will select the Form you would like to fill out, then input the information on the next screen. Select **Submit** when you have finished. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-12-2026-08-18-30-9603-PM.png?width=670&height=531&name=image-png-Feb-12-2026-08-18-30-9603-PM.png) - To create a new form, **click on Settings** at the top of the Forms page and follow [the steps listed here.](https://support.jobnimbus.com/how-do-i-use-the-forms-feature?hsLang=en) --- ### Custom Documents - In the **Custom Documents tab,** you will see any Documents that you have added to the Job that were created through the JobNimbus Document Templates. - Here, you can: ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-12-2026-08-26-56-0363-PM.png?width=670&height=142&name=image-png-Feb-12-2026-08-26-56-0363-PM.png) 1. Click on the **Document number** to view the Document as a PDF. 2. View the **Date and Time** the Document was created. 3. View the **Signature Status**. 4. View the **Document Status.** 5. View the **record type** associated with the Document. 6. View the **Template Name.** 7. View **which user created the document** on the Job. 8. Click on the **three dots** to view administrative options to **edit, view as a PDF, download, or delete** the Document. - [Learning and Training Resources](https://support.jobnimbus.com/learning-and-training-resources?hsLang=en) - [Jobs, Contacts, and Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#main-content) - [Jobs and Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#jobs-and-contacts) - [Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#boards) - [Documents & Photos](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#documents-photos) - [Subcontractors as Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#subcontractors-as-contacts) - [Communications](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#communications) - [Calendar and Tasks](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#main-content) - [Syncing Your Calendar](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#syncing-your-calendar) - [Your Calendar](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#your-calendar) - [Tasks](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#tasks) - [Record Scheduling](https://support.jobnimbus.com/calendar-and-tasks?hsLang=en#record-scheduling) - [Financials](https://support.jobnimbus.com/financials?hsLang=en#main-content) - [Estimates](https://support.jobnimbus.com/financials?hsLang=en#estimates) - [Invoices](https://support.jobnimbus.com/financials?hsLang=en#invoices) - [Work Orders](https://support.jobnimbus.com/financials?hsLang=en#work-orders) - [Material Orders](https://support.jobnimbus.com/financials?hsLang=en#material-orders) - [Margin and Markup](https://support.jobnimbus.com/financials?hsLang=en#margin-and-markup) - [Products and Services](https://support.jobnimbus.com/financials?hsLang=en#products-and-services) - [Taxes](https://support.jobnimbus.com/financials?hsLang=en#taxes) - [Measurements](https://support.jobnimbus.com/financials?hsLang=en#measurements) - [Profit Tracker](https://support.jobnimbus.com/financials?hsLang=en#profit-tracker) - [Payments](https://support.jobnimbus.com/financials?hsLang=en#payments) - [Credit Memos](https://support.jobnimbus.com/financials?hsLang=en#credit-memos) - [Financing](https://support.jobnimbus.com/financials?hsLang=en#financing) - [Reports](https://support.jobnimbus.com/reports?hsLang=en#main-content) - [Insights](https://support.jobnimbus.com/reports?hsLang=en#insights) - [Classic Reports](https://support.jobnimbus.com/reports?hsLang=en#classic-reports) - [Built-in Reports](https://support.jobnimbus.com/reports?hsLang=en#built-in-reports) - [Analytics](https://support.jobnimbus.com/reports?hsLang=en#analytics) - [Settings](https://support.jobnimbus.com/settings?hsLang=en#main-content) - [General Settings](https://support.jobnimbus.com/settings?hsLang=en#general-settings) - [Company Info](https://support.jobnimbus.com/settings?hsLang=en#company-info) - [Team](https://support.jobnimbus.com/settings?hsLang=en#team) - [Groups](https://support.jobnimbus.com/settings?hsLang=en#groups) - [Estimate Settings](https://support.jobnimbus.com/settings?hsLang=en#estimate-settings) - [Workflows](https://support.jobnimbus.com/settings?hsLang=en#workflows) - [Templates](https://support.jobnimbus.com/settings?hsLang=en#templates) - [Forms](https://support.jobnimbus.com/settings?hsLang=en#forms) - [Subscription](https://support.jobnimbus.com/settings?hsLang=en#subscription) - [Mobile Settings](https://support.jobnimbus.com/settings?hsLang=en#mobile-settings) - [Automations](https://support.jobnimbus.com/automations?hsLang=en#main-content) - [Event-Based Automations](https://support.jobnimbus.com/automations?hsLang=en#event-based-automations) - [Time-Based Automations](https://support.jobnimbus.com/automations?hsLang=en#time-based-automations) - [Automation Recipes](https://support.jobnimbus.com/automations?hsLang=en#automation-recipes) - [Engage](https://support.jobnimbus.com/engage?hsLang=en#main-content) - [Set-Up](https://support.jobnimbus.com/engage?hsLang=en#set-up) - 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