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

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 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.
    Screenshot_20220926-122500

  • Option 2: Click the + icon at the top of a Contact or Job's page and choose "Form" from the drop-down menu.

    Screenshot_20220926-122555

  • Option 3: Select "Forms" from the menu on a Contact or Job's page.

    Screenshot_20220926-122517
    • Any Forms that have already been submitted under that record will appear. Click on the + icon in the top right corner to move forward.

      Screenshot_20220926-122541

  • 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.
    recent

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.
    progress

  • 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.

    review

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

 

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