How Do I Complete a Form in JobNimbus? (iOS)

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

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 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 ^ 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.

Forms cannot be edited once completed Be sure to thoroughly review your answers before clicking "Submit".


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



Check out the following articles to learn how to view completed Forms: