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JobNimbus Legacy

JobNimbus Legacy

The features as listed in the steps in these articles are considered "legacy", meaning that they have been updated in the new JobNimbus experience.

Smart Estimates

How Do I Create a Smart Estimate?

What Is the Smart Estimates Feature?

How Does the EagleView Integration Work With Smart Estimates?

Troubleshooting your EagleView Smart Estimate

How Do I Create a Smart Estimate Template?

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Proposals

How Do I Access Proposals Beta?

What is Proposals Beta?

How Do I Create a Proposal?

Legacy Estimates

How Do I Create a Financial Template?

How Do I Request a Signature From a Contact on an Estimate?

How Do I Create an Estimate?

Can I Add Different Markups to Individual Line Items?

What Other Financial Documents Can I Convert an Estimate To?

I Sent a Signature Request, but the Link Has Expired. Why Did This Happen?

Why Can’t I Delete an Estimate or Invoice?

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Legacy Invoices

How Do I Create an Invoice?

Can I Add a Negative Line Item to an Invoice?

What Types of Other Financial Documents Can I Convert an Invoice To?

Can a Customer Sign an Invoice?

What are the Different Invoice Statuses?

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Legacy Material Orders

How Do I Enable Material Orders?

Who Has Access to Material Orders?

How Do I Create a Material Order?

How Can I Send Material Orders to my Customers and Suppliers?

What Types of Other Financial Documents Can I Convert a Material Order To?

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Legacy Budgets

How Do I Enable Budgets?

How Do I Create a Budget?

Who Has Access to Budgets?

What Is Net vs. Gross Profit?

How Do I Establish Required Margins?

What Happens if My Margins End Up Lower Than the Required Percentage I Established in My Settings?

How Do I Pay Out Commissions?

I Have Created a Budget, but the Gross Margin Is Showing 0. Why Am I Not Seeing Any Amount?

Why Isn’t the Budget Template I Created Pulling the Line Items I Added?

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Legacy Mobile

How Do I Create an Estimate on the Mobile App?

How Can I Update Line Items on My Mobile Estimates?

How Do I Create Smart Estimates on the Mobile App?

Legacy Integrations

How Do I Enable the Legacy SRS Distribution and Import My Templates?

How Do I Use the Beacon Integration?

How Do I Use the SRS Integration?

How do I send an order to HOVER?

How Does My SRS Distribution Integration Work With My JobNimbus Products & Services?

How do I Review a HOVER I Receive in JobNimbus?

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