--- title: JobNimbus Legacy | Help Center description: "The features as listed in the steps in these articles are considered \"legacy\", meaning that they have been updated in the new JobNimbus experience." --- [Skip to content](https://support.jobnimbus.com/jobnimbus-legacy#main-content) - [English](https://support.jobnimbus.com/jobnimbus-legacy) - [Español](https://support.jobnimbus.com/es/jobnimbus-legacy) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new) ![JN_Logo_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - - [English](https://support.jobnimbus.com/jobnimbus-legacy) - [Español](https://support.jobnimbus.com/es/jobnimbus-legacy) English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/) 2. [JobNimbus Legacy](https://support.jobnimbus.com/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. ## Legacy Estimates - [How Do I Create a Financial Template?](https://support.jobnimbus.com/how-do-i-create-a-financial-template) - [How Do I Create a Legacy Estimate?](https://support.jobnimbus.com/how-do-i-create-a-legacy-estimate) - [How Do I Request a Signature From a Contact on an Estimate?](https://support.jobnimbus.com/how-do-i-request-a-signature-from-a-contact) - [Can I Add Different Markups to Individual Line Items?](https://support.jobnimbus.com/can-i-add-different-mark-ups-to-individual-line-items) - [I Sent a Signature Request, but the Link Has Expired. Why Did This Happen?](https://support.jobnimbus.com/i-sent-an-estimate-to-be-signed-but-the-link-has-expired.-why-did-this-happen) - [Why Can’t I Delete an Estimate or Invoice?](https://support.jobnimbus.com/why-cant-i-delete-an-estimate-or-invoice) - [What Other Financial Documents Can I Convert an Estimate To?](https://support.jobnimbus.com/what-other-financial-documents-can-i-convert-an-estimate-to) See less ▼ ## Legacy Invoices - [How Do I Create an Invoice?](https://support.jobnimbus.com/how-do-i-create-an-invoice) - [Can I Add a Negative Line Item to an Invoice?](https://support.jobnimbus.com/can-i-add-a-negative-line-item-to-an-invoice) - [What are the Different Invoice Statuses?](https://support.jobnimbus.com/what-are-the-different-invoice-statuses) - [What Types of Other Financial Documents Can I Convert an Invoice To?](https://support.jobnimbus.com/what-types-of-other-financial-documents-can-i-convert-an-invoice-to) - [Can a Customer Sign an Invoice?](https://support.jobnimbus.com/can-a-customer-sign-an-invoice) - [Can I Collect a Job Deposit or Down Payment in JobNimbus?](https://support.jobnimbus.com/can-i-collect-a-down-payment-in-jobnimbus) See less ▼ ## Legacy Material Orders - [How Do I Enable Material Orders?](https://support.jobnimbus.com/how-do-i-enable-material-orders) - [How Do I Create a Material Order?](https://support.jobnimbus.com/how-do-i-create-a-material-order) - [How Can I Send Material Orders to my Customers and Suppliers?](https://support.jobnimbus.com/how-can-i-send-material-orders-to-my-customers-and-suppliers) - [Who Has Access to Material Orders?](https://support.jobnimbus.com/who-has-access-to-material-orders) - [What Types of Other Financial Documents Can I Convert a Material Order To?](https://support.jobnimbus.com/what-types-of-other-financial-documents-can-i-convert-a-material-order-to) ## Legacy Budgets - [How Do I Enable Budgets?](https://support.jobnimbus.com/how-do-i-enable-budgets) - [How Do I Create a Budget?](https://support.jobnimbus.com/how-do-i-create-a-budget) - [Who Has Access to Budgets?](https://support.jobnimbus.com/who-has-access-to-budgets) - [What Is Net vs. Gross Profit?](https://support.jobnimbus.com/what-is-net-vs.-gross-profit) - [How Do I Establish Required Margins?](https://support.jobnimbus.com/how-do-i-set-up-the-required-margins) - [What Happens if My Margins End Up Lower Than the Required Percentage I Established in My Settings?](https://support.jobnimbus.com/what-happens-if-my-margins-end-up-being-lower-than-what-i-have-set-them-to) - [How Do I Pay Out Commissions?](https://support.jobnimbus.com/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?](https://support.jobnimbus.com/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?](https://support.jobnimbus.com/why-isnt-the-budget-template-i-created-pulling-the-line-items-i-added) See less ▼ ## Legacy Mobile - [How Do I Create an Estimate on the Mobile App?](https://support.jobnimbus.com/how-do-i-create-an-estimate-on-the-mobile-app) - [How Can I Update Line Items on My Mobile Estimates?](https://support.jobnimbus.com/how-can-i-update-line-items-on-my-mobile-estimates) ## Legacy Integrations - [How Do I Enable the Legacy SRS Distribution and Import My Templates?](https://support.jobnimbus.com/how-do-i-enable-the-legacy-srs-distribution-and-import-my-templates) - [How Do I Use the SRS Integration?](https://support.jobnimbus.com/how-do-i-use-the-srs-integration) - [How do I send an order to Hover?](https://support.jobnimbus.com/how-do-i-send-an-order-to-hover) - [How Does My SRS Distribution Integration Work With My JobNimbus Products & Services?](https://support.jobnimbus.com/how-does-my-srs-integration-work-with-my-jobnimbus-products-services) - [How do I Review a Hover I Receive in JobNimbus?](https://support.jobnimbus.com/how-do-i-review-a-hover-i-receive-in-jobnimbus) ## Legacy Jobs and Contacts - [How Can I Get My Account Ready for the Transition to JobsV2?](https://support.jobnimbus.com/how-can-i-get-my-account-ready-for-the-transition-to-jobs-v2-legacy) - [How Do I Create Jobs and Contacts in Jobs V2?](https://support.jobnimbus.com/how-do-i-create-jobs-and-contacts-in-jobs-v2-legacy) - [How Do I Navigate My Boards on the Web App (Legacy)?](https://support.jobnimbus.com/how-do-i-navigate-my-boards-on-the-web-app) - [How Do I Merge Jobs or Contacts?](https://support.jobnimbus.com/how-do-i-merge-jobs-or-contacts-legacy) - [How Do I Add a New Contact?](https://support.jobnimbus.com/how-do-i-add-a-new-contact-legacy) - [My Board is Missing. Where Did It Go?](https://support.jobnimbus.com/my-board-is-missing-where-did-it-go-legacy) See less ▼ ## Legacy Subscriptions - [What Can I Find on My Subscription Page?](https://support.jobnimbus.com/what-can-i-find-on-my-subscription-page) - [How Do I Update My Payment Method?](https://support.jobnimbus.com/how-do-i-update-my-payment-method) - [What Are Roles and Seats?](https://support.jobnimbus.com/what-are-roles-and-seats-legacy) - [How Do I Manage My JobNimbus Subscription?](https://support.jobnimbus.com/how-do-i-manage-my-jobnimbus-subscription-legacy) - [How Do I Cancel My Account?](https://support.jobnimbus.com/how-do-i-cancel-my-account-legacy) - [How Do I Upgrade the Roles of My Team Members?](https://support.jobnimbus.com/how-do-i-upgrade-the-roles-of-my-team-members) - [Who Will Receive Billing Emails From JobNimbus? (Legacy)](https://support.jobnimbus.com/who-will-receive-billing-emails-from-jobnimbus-legacy) See less ▼ - [Learning and Training Resources](https://support.jobnimbus.com/learning-and-training-resources) - [Jobs, Contacts, and Boards](https://support.jobnimbus.com/jobs-contacts-and-boards#main-content) - [Jobs and Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards#jobs-and-contacts) - [Boards](https://support.jobnimbus.com/jobs-contacts-and-boards#boards) - [Documents & Photos](https://support.jobnimbus.com/jobs-contacts-and-boards#documents-photos) - [Subcontractors as Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards#subcontractors-as-contacts) - [Communications](https://support.jobnimbus.com/jobs-contacts-and-boards#communications) - [Calendar and Tasks](https://support.jobnimbus.com/calendar-and-tasks#main-content) - [Syncing Your Calendar](https://support.jobnimbus.com/calendar-and-tasks#syncing-your-calendar) - [Your Calendar](https://support.jobnimbus.com/calendar-and-tasks#your-calendar) - [Tasks](https://support.jobnimbus.com/calendar-and-tasks#tasks) - [Record Scheduling](https://support.jobnimbus.com/calendar-and-tasks#record-scheduling) - [Financials](https://support.jobnimbus.com/financials#main-content) - [Estimates](https://support.jobnimbus.com/financials#estimates) - [Invoices](https://support.jobnimbus.com/financials#invoices) - [Work Orders](https://support.jobnimbus.com/financials#work-orders) - [Material Orders](https://support.jobnimbus.com/financials#material-orders) - [Margin and Markup](https://support.jobnimbus.com/financials#margin-and-markup) - [Products and Services](https://support.jobnimbus.com/financials#products-and-services) - [Taxes](https://support.jobnimbus.com/financials#taxes) - [Measurements](https://support.jobnimbus.com/financials#measurements) - [Profit Tracker](https://support.jobnimbus.com/financials#profit-tracker) - [Payments](https://support.jobnimbus.com/financials#payments) - [Credit Memos](https://support.jobnimbus.com/financials#credit-memos) - [Financing](https://support.jobnimbus.com/financials#financing) - [Reports](https://support.jobnimbus.com/reports#main-content) - [Insights](https://support.jobnimbus.com/reports#insights) - [Classic Reports](https://support.jobnimbus.com/reports#classic-reports) - [Built-in Reports](https://support.jobnimbus.com/reports#built-in-reports) - [Analytics](https://support.jobnimbus.com/reports#analytics) - [Settings](https://support.jobnimbus.com/settings#main-content) - [General Settings](https://support.jobnimbus.com/settings#general-settings) - [Company Info](https://support.jobnimbus.com/settings#company-info) - [Team](https://support.jobnimbus.com/settings#team) - [Groups](https://support.jobnimbus.com/settings#groups) - [Estimate Settings](https://support.jobnimbus.com/settings#estimate-settings) - [Workflows](https://support.jobnimbus.com/settings#workflows) - [Templates](https://support.jobnimbus.com/settings#templates) - [Forms](https://support.jobnimbus.com/settings#forms) - [Subscription](https://support.jobnimbus.com/settings#subscription) - [Mobile Settings](https://support.jobnimbus.com/settings#mobile-settings) - [Automations](https://support.jobnimbus.com/automations#main-content) - [Event-Based Automations](https://support.jobnimbus.com/automations#event-based-automations) - [Time-Based Automations](https://support.jobnimbus.com/automations#time-based-automations) - [Automation Recipes](https://support.jobnimbus.com/automations#automation-recipes) - [Engage](https://support.jobnimbus.com/engage#main-content) - [Set-Up](https://support.jobnimbus.com/engage#set-up) - [Usage](https://support.jobnimbus.com/engage#usage) - [AssistAI](https://support.jobnimbus.com/assistai) - [JobNimbus Marketing](https://support.jobnimbus.com/jobnimbus-marketing) - [JobNimbus Payments](https://support.jobnimbus.com/jobnimbus-payments#main-content) - [Account Set-Up](https://support.jobnimbus.com/jobnimbus-payments#account-set-up) - [Usage](https://support.jobnimbus.com/jobnimbus-payments#usage) - [Fees and Transactions](https://support.jobnimbus.com/jobnimbus-payments#fees-and-transactions) - [Tracking and Reporting](https://support.jobnimbus.com/jobnimbus-payments#tracking-and-reporting) - [QuickBooks](https://support.jobnimbus.com/quickbooks#main-content) - [General QuickBooks Info](https://support.jobnimbus.com/quickbooks#general-quickbooks-info) - [QuickBooks Online](https://support.jobnimbus.com/quickbooks#quickbooks-online) - [Accounting Sync](https://support.jobnimbus.com/quickbooks#accounting-sync) - [QuickBooks Desktop](https://support.jobnimbus.com/quickbooks#quickbooks-desktop) - [Suppliers](https://support.jobnimbus.com/suppliers#main-content) - [ABC Supply](https://support.jobnimbus.com/suppliers#abc-supply) - [QXO](https://support.jobnimbus.com/suppliers#qxo) - [SRS Distribution](https://support.jobnimbus.com/suppliers#srs-distribution) - [Third-Party Suppliers](https://support.jobnimbus.com/suppliers#third-party-suppliers) - [Integrations](https://support.jobnimbus.com/integrations#main-content) - [API](https://support.jobnimbus.com/integrations#api) - [Angi](https://support.jobnimbus.com/integrations#angi) - [ArcSite](https://support.jobnimbus.com/integrations#arcsite) - [BirdEye](https://support.jobnimbus.com/integrations#birdeye) - [CompanyCam](https://support.jobnimbus.com/integrations#companycam) - [EagleView](https://support.jobnimbus.com/integrations#eagleview) - [Get The Referral](https://support.jobnimbus.com/integrations#get-the-referral) - [Global Payments](https://support.jobnimbus.com/integrations#global-payments) - [HailTrace](https://support.jobnimbus.com/integrations#hailtrace) - [Hover](https://support.jobnimbus.com/integrations#hover) - [Leap](https://support.jobnimbus.com/integrations#leap) - [mySalesman](https://support.jobnimbus.com/integrations#mysalesman) - [naturalForms](https://support.jobnimbus.com/integrations#naturalforms) - [Podium](https://support.jobnimbus.com/integrations#podium) - [RoofScope](https://support.jobnimbus.com/integrations#roofscope) - [SalesRabbit](https://support.jobnimbus.com/integrations#salesrabbit) - [Simplii](https://support.jobnimbus.com/integrations#simplii) - [Solo](https://support.jobnimbus.com/integrations#solo) - [Spotio](https://support.jobnimbus.com/integrations#spotio) - [SumoQuote](https://support.jobnimbus.com/integrations#sumoquote) - [Sunlight Financial](https://support.jobnimbus.com/integrations#sunlight-financial) - [Toolsey](https://support.jobnimbus.com/integrations#toolsey) - [Wisetack](https://support.jobnimbus.com/integrations#wisetack) - [Xactimate](https://support.jobnimbus.com/integrations#xactimate) - [Zapier](https://support.jobnimbus.com/integrations#zapier) - [Additional Resources](https://support.jobnimbus.com/additional-resources#main-content) - [General](https://support.jobnimbus.com/additional-resources#general) - [Sales and Financial Information](https://support.jobnimbus.com/additional-resources#sales-and-financial-information) - [Backing up data](https://support.jobnimbus.com/additional-resources#backing-up-data) - [App Status](https://support.jobnimbus.com/app-status) - [Suggestions](https://support.jobnimbus.com/suggestions) - [JobNimbus Legacy](https://support.jobnimbus.com/jobnimbus-legacy#main-content) - [Legacy Estimates](https://support.jobnimbus.com/jobnimbus-legacy#legacy-estimates) - [Legacy Invoices](https://support.jobnimbus.com/jobnimbus-legacy#legacy-invoices) - [Legacy Material Orders](https://support.jobnimbus.com/jobnimbus-legacy#legacy-material-orders) - [Legacy Budgets](https://support.jobnimbus.com/jobnimbus-legacy#legacy-budgets) - [Legacy Mobile](https://support.jobnimbus.com/jobnimbus-legacy#legacy-mobile) - [Legacy Integrations](https://support.jobnimbus.com/jobnimbus-legacy#legacy-integrations) - [Legacy Jobs and Contacts](https://support.jobnimbus.com/jobnimbus-legacy#legacy-jobs-and-contacts) - [Legacy Subscriptions](https://support.jobnimbus.com/jobnimbus-legacy#legacy-subscriptions) - [Analytics](https://support.jobnimbus.com/analytics) [![JN_Logo_Long-White@1x](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?width=241&height=31&name=JN_Logo_Long-White@1x.png "JN_Logo_Long-White@1x")](http://www.jobnimbus.com) JobNimbus Help Center Copyright © 2025, JobNimbus