---
title: Jobs, Contacts, and Boards | Help Center
description: Create your customer base and define your job process.
---

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1. [Help Center](https://support.jobnimbus.com/)
2. [Jobs, Contacts, and Boards](https://support.jobnimbus.com/jobs-contacts-and-boards)

# Jobs, Contacts, and Boards

 Create your customer base and define your job process.

## Jobs and Contacts

- [How Do I Navigate Jobs?](https://support.jobnimbus.com/how-do-i-navigate-jobs)
- [How Do I Add Cover Photos to Jobs?](https://support.jobnimbus.com/how-do-i-add-cover-photos-to-jobs)
- [How Do I Create Jobs and Contacts in JobNimbus?](https://support.jobnimbus.com/how-do-i-create-jobs-and-contacts-in-jobnimbus)
- [How Do I Merge Jobs or Contacts?](https://support.jobnimbus.com/how-do-i-merge-jobs-or-contacts)
- [How Do I Use the Jobs Sidebar?](https://support.jobnimbus.com/how-do-i-use-the-jobs-sidebar)
- [Can I Turn a Contact Into a Job and Vice Versa?](https://support.jobnimbus.com/can-i-turn-a-contact-into-a-job-and-vice-versa)
- [How Do I Use the Map View in the Mobile App?](https://support.jobnimbus.com/how-do-i-use-the-map-view-in-the-mobile-app)
- [What Information Can I See Under a Contact’s Activity Tab?](https://support.jobnimbus.com/what-information-can-i-see-under-the-contacts-activity-tab)
- [What Does It Mean To Relate Contacts?](https://support.jobnimbus.com/what-does-it-mean-to-relate-contacts)
- [Can Tags be Deleted?](https://support.jobnimbus.com/can-tags-be-deleted)
- [How Do I Create Custom Lead Sources?](https://support.jobnimbus.com/how-do-i-create-custom-lead-sources)
- [Why Am I Seeing Records From a Different Job or Contact Than The One I Am Viewing?](https://support.jobnimbus.com/what-am-i-seeing-records-from-another-job-or-contact)
- [How Do I Add Notes in JobNimbus?](https://support.jobnimbus.com/how-do-i-add-notes-in-jobnimbus)
- [How Do I Import Contacts?](https://support.jobnimbus.com/how-do-i-import-contacts)

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## Boards

- [How Do I Add or Edit a Board?](https://support.jobnimbus.com/how-do-i-add-or-edit-a-board)
- [How Can I Move a Job Into Another Status Using Boards?](https://support.jobnimbus.com/how-can-i-move-a-job-into-another-status-using-boards)
- [How Do I Use Board Filters?](https://support.jobnimbus.com/how-do-i-use-board-filters)
- [What Are the Different Components of a Board?](https://support.jobnimbus.com/what-are-the-different-components-of-a-board)
- [How Do I Navigate My Boards on the Mobile App?](https://support.jobnimbus.com/how-do-i-navigate-my-boards-on-the-mobile-app)
- [Why Can’t I Move a Card to Another List?](https://support.jobnimbus.com/why-cant-i-move-a-card-to-another-list)
- [My Board is Missing. Where Did It Go?](https://support.jobnimbus.com/my-board-is-missing-where-did-it-go)

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## Documents & Photos

- [How Do I Upload or Download Documents and Photos in JobNimbus?](https://support.jobnimbus.com/how-do-i-upload-or-download-documents-and-photos-in-jobnimbus)
- [How Do I Request a Signature on a Custom Document?](https://support.jobnimbus.com/how-do-i-request-a-signature-from-a-contact-on-a-document)
- [How Can I Delete Uploaded Documents and Photos from Jobs and Contacts?](https://support.jobnimbus.com/how-can-i-delete-documents-and-photos-from-jobs-and-contacts)
- [Can I Require Signatures in Multiple Areas on a Single Document?](https://support.jobnimbus.com/can-i-require-signatures-in-multiple-areas-on-a-single-document)
- [How Do I Use Photo Conversation Threads?](https://support.jobnimbus.com/how-do-i-use-photo-conversation-threads)
- [How Do I Take, Upload, and Edit Photos?](https://support.jobnimbus.com/how-do-i-take-upload-and-edit-photos)
- [How Do I Upload and Scan Documents With The Mobile App?](https://support.jobnimbus.com/how-do-i-upload-and-scan-documents-with-the-mobile-app)
- [Can I Sign Documents From My Mobile Device?](https://support.jobnimbus.com/can-i-sign-documents-from-my-mobile-device)
- [What Is the Company Photo Feed?](https://support.jobnimbus.com/what-is-the-company-photo-feed)
- [How Do I Create a Document on the Mobile App?](https://support.jobnimbus.com/how-do-i-create-a-document-on-the-mobile-app)

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## Subcontractors as Contacts

- [How Do I Add a Subcontractor as a Contact?](https://support.jobnimbus.com/how-do-i-add-a-subcontractor-as-a-contact)
- [How Do I Configure the Notifications Subcontractors Who Have Been Added as Contacts Receive?](https://support.jobnimbus.com/how-do-i-configure-the-notifications-subcontractors-who-have-been-added-as-contacts-receive)
- [How Do I Prevent an Inactive Subcontractor Contact From Showing Up in the Drop-Down Menu?](https://support.jobnimbus.com/how-do-i-prevent-an-inactive-subcontractor-contact-from-showing-up-in-the-drop-down-menu)
- [How Do I Send a Work Order to a Subcontractor Who Has Been Added as a Contact?](https://support.jobnimbus.com/how-do-i-send-a-work-order-to-a-subcontractor)

## Communications

- [How Do I Send an Email in JobNimbus?](https://support.jobnimbus.com/how-do-i-send-an-email-to-a-customer)
- [How Do I Ensure My Emails Get Delivered?](https://support.jobnimbus.com/how-do-i-ensure-my-emails-get-delivered)
- [What is the Email Status That I See in My Contact's Activity?](https://support.jobnimbus.com/what-is-the-email-status-that-i-see-in-my-contacts-activity)
- [How Do I Update My JobNimbus Email Reply Notifications and Respond to Emails?](https://support.jobnimbus.com/when-my-contact-replies-to-an-email-that-has-been-sent-from-jobnimbus-who-is-notified)
- [Can I Send Mass Emails Through JobNimbus?](https://support.jobnimbus.com/can-i-send-mass-emails-through-jobnimbus)
- [Can I Forward an Email From My Personal Inbox to a Contact's Record in JobNimbus?](https://support.jobnimbus.com/can-i-forward-an-email-from-my-personal-inbox-to-a-contacts-record-in-jobnimbus)
- [How Do I Share Records With People Who Are Not on My JobNimbus Team?](https://support.jobnimbus.com/how-do-i-share-records-with-people-who-are-not-on-my-jobnimbus-team)

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- [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)
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    - [Payments](https://support.jobnimbus.com/financials#payments)
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- [Settings](https://support.jobnimbus.com/settings#main-content)
  
  
  
  
  
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- [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)
  
  
  
  
  
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- [Additional Resources](https://support.jobnimbus.com/additional-resources#main-content)
  
  
  
  
  
    - [General](https://support.jobnimbus.com/additional-resources#general)
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