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Using JobNimbus
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Help Center
Integrations
Getting Started
Settings
Subscription
Templates
Company Info
General Settings
Groups
Template Questions
Workflows
Team
Forms
Mobile App: Forms
Contacts & Jobs
Boards
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communicating with Contacts
Mobile App: Contacts & Jobs
Mobile App: Documents & Photos
Financials
Budgets
Credit Memos
Material Orders
Work Orders
Invoices
Estimates
Payments
Taxes
Products and Services
QuickBooks
QuickBooks Online
QuickBooks Desktop
General QuickBooks Info
Integrations
API
Accurence
Beacon
BirdEye
CompanyCam
EagleView
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
Mobile App: Tasks
Mobile App: Calendar
Automations
Event based Automations
Time based Automations
Automation Recipes
Dashboard & Reports
Custom Reports
Built-in Reports
Classic Dashboard
Sales Dashboard
App Status
Troubleshooting
Web Browser
Boards
Workflows
Contacts
Financials
Settings
Calendar
Templates
Mobile App
Email
Suggestions?
WePay
Additional Resources
Using JobNimbus
Integrations
Learn how to set up and use the integrations available through JobNimbus.
API
How do I create an integration using 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 is EagleView?
How do I enable the JobNimbus integration with EagleView?
How do I use the EagleView integration?
Who supports the EagleView integration?
Global Payments
What are the Credit Card fees 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 do I accept Payments using Global Payments?
How does the Global Payments integration work with QuickBooks?
Can I store card information to use for future payments on an Invoice?
Who supports the Global Payments integration?
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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
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?
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Xactimate
What is Xactimate?
How do I enable the JobNimbus integration with Xactimate / XactAnalysis?
How do I use the Xactimate integration?
How does the Xactimate integration work with my QuickBooks integration?
Who supports the Xactimate integration?
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Zapier
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 does Zapier 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?
See more
