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.

On This Page

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.

Submitting a Form

• Once you have chosen a new Form to complete, select your answers and select Submit when you are finished. 
  

• Once you are taken to the view-only screen, click Back to exit.
  
   
• To edit a submitted Form, select the three dots on the right side of the form and select Edit.
  
  

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 menu.
  
  
  
  
• Option 3: Select Forms from the Files tab 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 bottom right corner to move forward.
    
    
    
    
• When prompted, select an available Form to fill out.

Submitting a Form

• Once you have chosen a new Form to complete, select your answers and select Save when you are finished. 
  
• To edit a submitted Form, select the three dots on the right side of the form and select Edit.