How Do I Complete a Form in the Mobile App?

After creating a Form in the JobNimbus Website Application, you can then complete and submit it from the Mobile App.

• Steps for Apple
• Steps for Android

For iOS:

Navigation

There are three different ways to create a new Form; choose one of the navigation methods outlined below.

• Option 1: Click the + icon in the top right corner of the home page and choose "Form" from the drop-down menu.
  
  
  
  • You will be prompted to link the Form to a specific customer's record.
    
    
• Option 2: Click the + icon in the top right corner of a Contact or Job's page and choose "Form" from the drop-down menu.
  
  
  
  
• Option 3: Open the Files tab within a Contact or Job's page and choose "Forms" from the list.
  
  
  
  • Any Forms that have already been submitted under that record will appear. Click on the + icon in the top right corner and choose "Select template" to move forward.
    
    
    
    
• Then, when prompted, select an available Form to fill out.
  • Tip: You can choose a previously saved draft to pick up where you left off. Clicking the 3 dots to the right of a draft will allow you to delete it.
  

Submitting a Form

Once you have chosen a new Form to complete:

• Answer the questions and click "Next" to move on to each section. Your progress will appear at the bottom of the screen.
  • Select Cancel, then Save draft to store your progress as previously mentioned.
  
  
  
• When you click "Next" on the last question, you will be taken to the Review Answers page.
  • The down arrow icon in the corner of each item allows you to expand or collapse the details of your answer.
• Hit Submit when you are ready to complete the Form.
  
  
  

• Once you are taken to the view-only screen, click Back to exit.
  
  
  
  

For Android:

Navigation

There are three different ways to create a new Form; choose one of the navigation methods outlined below.

• Option 1: Click the + icon in the bottom right corner of the home page and choose "Form" from the menu that appears.
  • You will be prompted to link the Form to a specific customer's record.
  
• Option 2: Click the + icon at the bottom of a Contact or Job's page and choose "Form" from the drop-down menu.
  
  
  
  
• Option 3: Select "Forms" from the menu on a Contact or Job's page.
  
  
  
  • Any Forms that have already been submitted under that record will appear. Click on the + icon in the top right corner to move forward.
    
    
    
    
• Then, when prompted, select an available Form to fill out.
  • Tip: You can also choose a previously saved draft to pick up where you left off. Clicking the 3 dots to the right of a draft will allow you to delete it.
  

Submitting a Form

Once you have chosen a new Form to complete:

• Answer the questions and click "Next" to move on to each section. Your progress will appear at the bottom of the screen.
  • Select Save draft to store your progress as previously mentioned.
  
  
  
• When you click "Next" on the last question, you will be taken to the Review Answers page.
  • The down arrow icon in the corner of each item allows you to expand or collapse the details of your answer.
• Hit Submit when you are ready to complete the Form.