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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.
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?
Legacy Invoices
Legacy Material Orders
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?
Legacy Mobile
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?