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Help Center
Integrations
Learning & Training Resources
Virtual Workshops
JobNimbus Academy Courses
New Company Onboarding & Training
New User Onboarding & Training
Boards
Engage
Contacts & Jobs
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communicating with Contacts
Mobile App
Boards
Calendar
Contacts and Jobs
Documents and Photos
Financials
Forms
Notifications
Tasks
Troubleshooting
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Reports
Custom Reports
Built-in Reports
Dashboard
Classic Dashboard
Sales Dashboard
Financials
Estimates
Smart Estimates
Invoices
Payments
Budgets
Credit Memos
Material Orders
Work Orders
Taxes
Products and Services
QuickBooks
QuickBooks Online
QuickBooks Desktop
General QuickBooks Info
Integrations
API
Accurence
Beacon
BirdEye
CompanyCam
EagleView
Global Payments
HailTrace
HOVER
JobNimbus Payments
Leap
mySalesman
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Solo
Spotio
SumoQuote
Sunlight Financial
Xactimate
Zapier
Settings
Company Info
Forms
General Settings
Groups
Subscription
Team
Template Questions
Templates
Workflows
Additional Resources
General
Sales and Financial Information
Backing up data
Events
Industry Resources
App Status
Suggestions
WePay
Integrations
Learn how to set up and use the integrations available through JobNimbus.
API
How Do I Use JobNimbus's Open API? (API Documentation)
What Does It Mean To Assign an API Key an “Access Profile”?
How Do I Create an API Key?
Accurence
How do I enable the JobNimbus integration with Accurence?
What is Accurence?
How do I use the Accurence integration?
Who supports the Accurence integration?
Beacon
What are the constraints with the Beacon Pro+ integration?
How does my Beacon integration work with my JobNimbus Products & Services?
How do I enable the JobNimbus integration with Beacon Roofing Supply?
What is Beacon?
How do I use the Beacon integration?
How do I link my Beacon Templates with JobNimbus?
Who supports the Beacon Pro+ integration?
See more
BirdEye
What is BirdEye?
How do I enable the JobNimbus integration with BirdEye?
Who supports the BirdEye integration?
CompanyCam
What Is CompanyCam?
How Do I Enable the CompanyCam Integration?
How Do I Use the CompanyCam Integration?
Who Supports the CompanyCam Integration?
EagleView
How Do I Upgrade My EagleView Report to Premium From the Web App?
How Do I Upgrade My EagleView Report to Premium From the Mobile App? (iOS)
What Does “Error: 500” With the EagleView Integration Mean?
What is EagleView?
How Do I Enable the JobNimbus Integration With EagleView?
How Do I Use the EagleView Integration?
Who Supports the EagleView Integration?
How Do I Order an EagleView Report Through the JobNimbus Mobile App? (iOS)
How Do I Order an EagleView Report Through the JobNimbus Mobile App? (Android)
How Do I Upgrade My EagleView Report to Premium From the Mobile App? (Android)
See more
Global Payments
How Can I Handle the Global Payments Credit Card Fees?
What Is the Fee for Using ACH With Global Payments?
What Is Global Payments?
How Do I Enable the JobNimbus Integration With Global Payments?
I’ve Submitted My Application(s) to Global Payments; Now What?
How Does the Global Payments Integration Work With QuickBooks?
Who Supports the Global Payments Integration?
See more
HailTrace
What is HailTrace?
How do I enable the JobNimbus integration with HailTrace?
How do I use the HailTrace integration?
Who supports the HailTrace integration?
HOVER
What is HOVER?
How Do I Enable the JobNimbus Integration With HOVER?
How do I send an order to HOVER?
How do I review a HOVER I receive in JobNimbus?
Who Supports the HOVER integration?
See more
JobNimbus Payments
What Is JobNimbus Payments?
How Do I Enable JobNimbus Payments?
What Are the Fees Associated With JobNimbus Payments?
How Do I Navigate the Payments Portal?
How Do I Add or Edit a Bank Account?
How Do I Add a User to the Payments Portal?
How Do I Set Up Notifications in the Payments Portal?
What Are the Different Types of Reports I Can Create in the Payments Portal?
How Do I Run a Payments Report?
How Do I Refund or Void a Transaction?
How Do I Reconcile a Disbursement?
How Do I Manage Disputes?
How Do I Address a JobNimbus Payments Error?
How Do I Troubleshoot JobNimbus Payments?
How Can I Handle the JobNimbus Payments Credit Card Fees?
See more
Leap
What is Leap?
How do I configure the JobNimbus integration with Leap?
How do I add Users to my Leap account?
How do I use the Leap integration?
Who supports the Leap integration?
See more
mySalesman
What is mySalesman?
How Do I Enable the Integration with mySalesman?
How Do I Use the mySalesman Integration?
Who Supports the mySalesman Integration?
naturalForms
What Is naturalForms?
How Do I Enable the JobNimbus Integration With naturalForms?
How Do I Use the naturalForms Integration?
Who Supports the naturalForms Integration?
How Do I Set Up My naturalForms Templates for JobNimbus?
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Podium
What is Podium?
How do I enable the JobNimbus integration with Podium?
Who supports the Podium integration?
RoofScope
What Is RoofScope?
How Do I Enable the JobNimbus Integration With RoofScope?
How Do I Use the RoofScope Integration?
Who Supports the RoofScope Integration?
SalesRabbit
What is SalesRabbit?
How do I enable the JobNimbus integration with SalesRabbit?
How do I use the SalesRabbit integration?
Who supports the SalesRabbit integration?
Simplii
What is Simplii?
How do I enable the JobNimbus integration with Simplii?
How do I use the Simplii integration?
Who supports the Simplii integration?
Solo
What is Solo?
How Do I Enable the Integration with Solo?
How Do I Use the Solo Integration?
Who Supports the Solo Integration?
Spotio
What is Spotio?
How do I enable the JobNimbus integration with Spotio?
Who supports the Spotio integration?
SumoQuote
How Do I Use the SumoQuote Integration?
What Is SumoQuote?
How Do I Enable the JobNimbus Integration With SumoQuote?
Who Supports the SumoQuote Integration?
Sunlight Financial
What is Sunlight Financial?
How Do I Enable the Sunlight Financial Integration?
How Do I Request Financing Through Sunlight Financial?
Why Is the Sunlight Financial Button Not Showing on the Contact or Job?
Who Supports the Sunlight Financial Integration?
Does JobNimbus Have a Payment Calculator to Compare Financing Options?
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Xactimate
What is Xactimate and XactAnalysis?
How do I enable the JobNimbus integration with Xactimate / XactAnalysis?
How do I use the Xactimate/XactAnalysis integration?
How does the Xactimate/XactAnalysis integration work with my QuickBooks integration?
Who supports the Xactimate/XactAnalysis integration?
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Zapier
How Do I Integrate With Angi Through Zapier?
What is Zapier?
What are some products I can Integrate via Zapier with JobNimbus?
What is a Zap?
How do I enable the JobNimbus integration with Zapier?
How do I use JobNimbus to trigger a Zap?
How Do I Use JobNimbus as an Action for a Zap?
What Zapier Triggers and Actions does JobNimbus Support?
How do I configure Zapier automations within JobNimbus?
Can I get a text message notification of a status change through Zapier?
Can I send a text message using Zapier?
Who Supports the Zapier Integration?
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