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Help Center
Integrations
Learning & Training Resources
Contacts & Jobs
Boards
Importing Contacts
Contact Records
Documents & Photos
Jobs
Subcontractors
Suppliers
Communications
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Financials
Estimates
Invoices
Payments
Credit Memos
Material Orders
Work Orders
Taxes
Products and Services
Profit Tracker
Mobile Financials
Margin and Markup
Measurements
Financial Templates
Reports
Insights
Custom Reports
Built-in Reports
Settings
Company Info
Forms
General Settings
Groups
Subscription
Team
Templates
Workflows
Mobile Settings
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Engage
JobNimbus Marketing
JobNimbus AssistAI
JobNimbus Payments
Account Set-Up
Usage
Fees and Transactions
Tracking and Reporting
QuickBooks
QuickBooks Online
QuickBooks Desktop
General QuickBooks Info
Integrations
ABC Supply
API
Angi
ArcSite
Beacon
BirdEye
CompanyCam
EagleView
Get The Referral
Global Payments
HailTrace
HOVER
Leap
mySalesman
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Solo
Spotio
SRS Distribution
SumoQuote
Sunlight Financial
Toolsey
Wisetack
Xactimate
Zapier
Additional Resources
General
Sales and Financial Information
Backing up data
App Status
Suggestions
JobNimbus Legacy
Smart Estimates
Proposals
Legacy Estimates
Legacy Invoices
Legacy Material Orders
Legacy Budgets
Legacy Mobile
Legacy Integrations
Integrations
Learn how to set up and use the integrations available through JobNimbus.
ABC Supply
How Do I Enable the ABC Supply Integration and Import My Templates?
How Do I Use the ABC Supply Integration With the New Sales Experience?
API
How Do I Use JobNimbus' Open API? (API Documentation)
What Does It Mean To Assign an API Key an Access Profile?
How Do I Create an API Key?
Angi
How Do I Integrate with Angi through Zapier?
ArcSite
How Do I Enable the JobNimbus Integration With ArcSite?
What is ArcSite?
Beacon
What Are the Constraints With the Beacon PRO+ Integration?
How Do I Enable the Beacon Roofing Supply Integration and Import My Templates?
What Are the Constraints With the Beacon PRO+ Integration?
How Do I Use the Beacon Integration in the New Sales Experience?
How Does My Beacon Integration Work With My JobNimbus Products & Services?
How Do I Enable the JobNimbus Integration With Beacon Roofing Products?
What is Beacon?
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 is EagleView?
Who Supports the EagleView Integration?
How Do I Connect and Disconnect EagleView in the New Sales Experience?
Get The Referral
How do I Integrate Get the Referral with JobNimbus?
What is Get the Referral (GTR)?
Who Supports the Get The Referral Integration?
What Can Get the Referral Do With JobNimbus?
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?
Who Supports the HOVER integration?
How Do I Connect and Disconnect HOVER in the New Sales Experience?
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?
See more
Podium
What is Podium?
How Do I Enable the Podium Integration in JobNimbus?
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 Integrate With SPOTIO Through Zapier?
Who supports the Spotio integration?
SRS Distribution
What is SRS Distribution?
What Brands Are Partnered with SRS Distribution?
How Do I Enable the SRS Distribution Integration and Import My Templates?
How do I use the SRS Integration in the New Sales Experience?
Why Aren't My SRS Products Showing a Unit of Measurement?
See more
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?
Can I Offer My Customers Financing? (New Sales Experience)
See more
Toolsey
How Do I Enable the JobNimbus Integration With Toolsey?
Who Supports the Toolsey Integration?
Wisetack
What is Wisetack?
Who Supports Wisetack?
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?
Who Supports the Zapier Integration?
See more
