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JobNimbus Legacy
Learning and Training Resources
Jobs, Contacts, and Boards
Jobs and Contacts
Boards
Documents & Photos
Suppliers
Subcontractors
Communications
Importing Contacts
Calendar and Tasks
Syncing Your Calendar
Your Calendar
Tasks
Record Scheduling
Time Tracking
Financials
Financial Templates
Estimates
Invoices
Work Orders
Material Orders
Margin and Markup
Products and Services
Taxes
Measurements
Profit Tracker
Payments
Credit Memos
Mobile Financials
Reports
Insights
Custom Reports
Built-in Reports
Settings
General Settings
Company Info
Team
Groups
Workflows
Templates
Forms
Subscription
Mobile Settings
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Engage
Set-Up
Usage
JobNimbus Marketing
JobNimbus AssistAI
JobNimbus Payments
Account Set-Up
Usage
Fees and Transactions
Tracking and Reporting
QuickBooks
General QuickBooks Info
QuickBooks Online
QuickBooks Desktop
Integrations
ABC Supply
API
Angi
ArcSite
QXO
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
Back to home
Help Center
JobNimbus Legacy
Learning and Training Resources
Jobs, Contacts, and Boards
Jobs and Contacts
Boards
Documents & Photos
Suppliers
Subcontractors
Communications
Importing Contacts
Calendar and Tasks
Syncing Your Calendar
Your Calendar
Tasks
Record Scheduling
Time Tracking
Financials
Financial Templates
Estimates
Invoices
Work Orders
Material Orders
Margin and Markup
Products and Services
Taxes
Measurements
Profit Tracker
Payments
Credit Memos
Mobile Financials
Reports
Insights
Custom Reports
Built-in Reports
Settings
General Settings
Company Info
Team
Groups
Workflows
Templates
Forms
Subscription
Mobile Settings
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Engage
Set-Up
Usage
JobNimbus Marketing
JobNimbus AssistAI
JobNimbus Payments
Account Set-Up
Usage
Fees and Transactions
Tracking and Reporting
QuickBooks
General QuickBooks Info
QuickBooks Online
QuickBooks Desktop
Integrations
ABC Supply
API
Angi
ArcSite
QXO
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
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
What Is the Smart Estimates Feature?
How Do I Create a Smart Estimate Template?
How Do I Create a Smart Estimate?
How Does the EagleView Integration Work With Smart Estimates?
Troubleshooting your EagleView Smart Estimate
See more
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 Create an Estimate?
How Do I Request a Signature From a Contact on an Estimate?
Can I Add Different Markups to Individual Line Items?
I Sent a Signature Request, but the Link Has Expired. Why Did This Happen?
Why Can’t I Delete an Estimate or Invoice?
What Other Financial Documents Can I Convert an Estimate To?
See more
Legacy Invoices
How Do I Create an Invoice?
Can I Add a Negative Line Item to an Invoice?
What are the Different Invoice Statuses?
What Types of Other Financial Documents Can I Convert an Invoice To?
Can a Customer Sign an Invoice?
See more
Legacy Material Orders
How Do I Enable Material Orders?
How Do I Create a Material Order?
How Can I Send Material Orders to my Customers and Suppliers?
Who Has Access to Material Orders?
What Types of Other Financial Documents Can I Convert a Material Order To?
See more
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?
See more
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 QXO Integration?
How Do I Enable the JobNimbus Integration With QXO?
How Do I Link My QXO Templates With JobNimbus?
How Does The QXO Integration Work With My JobNimbus Products & Services?
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?
See more
