How do I use the Accurence integration?

Steps on how to order Accurence from both the JobNimbus web and mobile app.

Ordering through the web app:

  1. Navigate to a Contact or Job record (depending on how you set up the integration)
  2. Click on the 3 dots in the Contact or Job description to reveal the action menu
  3. Select Order Accurence
    Accurence - Contact Order
  4. A confirmation will appear. Follow the on-screen instructions.

Ordering through the mobile app:

  1. Navigate to a Contact or Job record (depending on how you set up the integration)
  2. Select the chevron icon at the bottom of the screen to reveal the action menu
  3. Scroll down and select Order Accurence
    order accurence mobile