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Jobs, Contacts, and Boards
Create your customer base and define your job process.
Jobs and Contacts
- What is the JobNimbus New Jobs Experience?
- How Can I Get My Account Ready for the Transition to the Enhanced Jobs Experience?
- How Do I Create Jobs and Contacts in the Enhanced Jobs Experience?
- How Do I Use the Jobs Sidebar?
- How Do I Add Cover Photos for Jobs?
- Can I Turn a Contact Into a Job and Vice Versa?
- How Do I Use the Map View in the Mobile App?
- How Do I Merge Jobs or Contacts?
- How Do I Add a Contact to the Mobile App?
- What Can I Do on a Contact’s Page in the Mobile App?
- How Do I Add a New Contact?
- What Information Can I See Under a Contact’s Activity Tab?
- What Does It Mean To Relate Contacts?
- Can Tags be Deleted?
- How Do I Create Custom Lead Sources?
- Why Am I Seeing Records From A Different Job or Contact Then The One I Am Viewing?
Boards
- How Do I Add or Edit a Board?
- How Can I Move a Job Into Another Status Using Boards?
- How Do I Use Board Filters? (Web)
- What Are the Different Components of a Board?
- How Do I Navigate My Boards on the Mobile App?
- How Do I Use Board Filters on the Mobile App?
- Why Can’t I Move a Card to Another List?
- How Do I Navigate My Boards on the Web App?
- How Can I See My Archived Contacts or Jobs on a Board? (Web)
- How Can I See Archived Records on My Boards in the Mobile App?
- My Board is Missing. Where Did It Go?
Documents & Photos
- How Do I Upload or Download Documents and Photos in JobNimbus?
- How Do I Request a Signature From a Contact on a Document?
- How Can I Delete Documents and Photos from Jobs and Contacts?
- Can I Require Signatures in Multiple Areas on a Single Document?
- How Do I Use Photo Conversation Threads?
- How Do I Take, Upload, and Edit Photos in the Mobile App?
- How Do I Share Documents to a Contact or Job From My Device to the Mobile App?
- Can I Sign Documents From My Mobile Device?
- What Is the Company Photo Feed?
- How Do I Create a Document on the Mobile App?
Suppliers
Subcontractors
Communications
- How Do I Send an Email in JobNimbus?
- How Do I Ensure My Emails Get Delivered?
- What is the Email Status That I See in My Contact's Activity?
- When a Contact Replies to an Email That Has Been Sent to Them From JobNimbus, Who Is Notified?
- Can I Send Mass Emails Through JobNimbus?
- What do I do if I'm not receiving emails from JobNimbus and I'm using Microsoft 365?
- Can I Forward an Email From My Personal Inbox to a Contact's Record in JobNimbus?
- Can I Share Information With People Who Are Not on My JobNimbus Team?