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Help Center
Integrations
Boards
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Mobile App
Calendar
Tasks
Contacts and Jobs
Documents and Photos
Estimates
Forms
Notifications
Troubleshooting
Onboarding & Training
New Company Onboarding & Training
New User Onboarding & Training
Settings
Subscription
Templates
Company Info
General Settings
Groups
Template Questions
Workflows
Team
Forms
Contacts & Jobs
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communicating with Contacts
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
Engage
Global Payments
HailTrace
HOVER
Leap
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Spotio
SumoQuote
Sunlight Financial
Xactimate
Zapier
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Reports
Custom Reports
Built-in Reports
Dashboard
Classic Dashboard
Sales Dashboard
App Status
Additional Resources
General
Sales and Financial Information
Backing up data
The old app
Suggestions?
WePay
Integrations
Learn how to set up and use the integrations available through JobNimbus.
API
How Do I Use JobNimbus's Open API?
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
What Does “Error: 500” With the EagleView Integration Mean?
How do I upgrade an EagleView QuickSquares Report to a Premium Report?
How can I upgrade my EagleView report to Premium from the Mobile App? (iOS)
What is EagleView?
How Do I Enable the JobNimbus Integration With EagleView?
How do I use the EagleView integration?
Who supports the EagleView integration?
Can I order an EagleView Report through the JobNimbus Mobile App? (iOS)
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Engage
What is Engage?
How Do I Navigate Engage on the Web App?
How Do I Navigate Engage on the Mobile App?
How Do I Add a Phone Number Through Engage?
How Do I Create Text Message Templates?
How Do I Send a Text Message?
How Do I Set Up Call Forwarding?
See more
Global Payments
What Is the Fee for Using ACH With Global Payments?
What are the different ways I can handle Global Payment credit card fees?
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 do I accept Payments using Global Payments?
How does the Global Payments integration work with QuickBooks?
Who supports the Global Payments integration?
Can I Collect a Down Payment in JobNimbus?
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?
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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
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?
See more
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?
Spotio
What is Spotio?
How do I enable the JobNimbus integration with Spotio?
Who supports the Spotio integration?
SumoQuote
What is SumoQuote?
How do I enable the JobNimbus integration with SumoQuote?
How do I create the automations for the SumoQuote integration?
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?
See more
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
What are some products I can Integrate via Zapier with JobNimbus?
What is Zapier?
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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