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JobNimbus Legacy
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Products and Services
Profit Tracker
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Account Set-Up
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Fees and Transactions
Tracking and Reporting
QuickBooks
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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
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Backing up data
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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 & 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
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?
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 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?
See more
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?
See more
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?
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 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?
See more
