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Help Center
Learning & Training Resources
Learning & Training Resources
JobNimbus Academy Courses
New Company Onboarding & Training
New User Onboarding & Training
Boards
Engage
Contacts & Jobs
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communications
Mobile App
Boards
Calendar
Contacts and Jobs
Documents and Photos
Financials
Forms
Notifications
Tasks
Troubleshooting
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Reports
Custom Reports
Built-in Reports
Dashboard
Classic Dashboard
Sales Dashboard
Financials
Estimates
Smart Estimates
Invoices
Payments
Budgets
Credit Memos
Material Orders
Work Orders
Taxes
Products and Services
QuickBooks
QuickBooks Online
QuickBooks Desktop
General QuickBooks Info
Integrations
API
Accurence
Angi
ArcSite
Beacon
BirdEye
CompanyCam
EagleView
Global Payments
HailTrace
HOVER
JobNimbus Payments
Leap
mySalesman
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Solo
Spotio
SumoQuote
Sunlight Financial
Xactimate
Zapier
Settings
Company Info
Forms
General Settings
Groups
Subscription
Team
Template Questions
Templates
Workflows
Additional Resources
General
Sales and Financial Information
Backing up data
Events
Industry Resources
App Status
Suggestions
WePay
Learning & Training Resources
This is the spot for new companies and new users to get started using JobNimbus.
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For Field Roles
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New Company Onboarding & Training
Welcome to JobNimbus
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Getting Started with Independent Financials
Getting Started with Using JobNimbus
How do I get more information about JobNimbus?
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New User Onboarding & Training
Setting up Your Profile
Working With Contacts
Working With Jobs & Contacts
Using Boards to Manage Your Work
Using Tasks and the JobNimbus Calendar to Maximize Your Time
Using JobNimbus's Mobile App
Managing Documents and Photos in your Client Files
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