Location Based Products

Location-Based Products allow you to have a separate database of Products & Services for each of your locations. This allows you to control the list of products available based on each location's needs.

⚠️Before you enable this feature, please check the FAQs section to ensure this is a feature you need as you cannot disable it after enabling. If you have questions, please contact support@jobnimbus.com. ⚠️

Table of contents

Enabling Location-Based Products

Add a Product to a location

FAQs

Enabling Location Based Products

  1. As an Admin, log in to JobNimbus.
  2. Proceed to the drop-down in the top-right of the page under your name.
  3. Select Settings.
  4. From the options in the left-hand column, select Features.
  5. Locate Location Based Products from the list of features, click Enable.
  6. Click OK on the popup warning message
      

Again, make sure that you are absolutely sure that you need the feature enabled as it cannot be disabled.

Add a Product to a location

From Settings

  1. As an Admin, log in to JobNimbus.
  2. Proceed to the drop-down in the top-right of the page under your name.
  3. Select Settings.
  4. From the options in the left-hand column, select Products & Services.
  5. Click + Add Product in the top right corner
  6. The first option here will let you select the location you want this Product to be for
  7. Fill out the rest of the information for this Product
  8. Click Save Product

From a financial record

  1. Create or edit a financial record (estimate, invoice, etc...) 
  2. Click in the Item Name box
  3. Type the name of the new product
  4. Select Add new product - {item name}
  5. The first option here will let you select the location you want this Product to be for
  6. Fill out the rest of the information for this Product
  7. Click Save Product

FAQs

Why am I not seeing the product I created when creating/editing a financial record (estimate, invoice, etc...) after I enabled Location Based Products?

The contact or job is set to a location that is different from the product location.

Do I have to create all new products and services for each location?

Yes.  Since enabling Location Based Products separates the product list entirely, you will need to create new products for each location.

Is there any way to import duplicate line items and assign to different locations?

No.  There is currently no way to import duplicate line items to assign to different locations.  It will all need to be done manually.  

Why doesn't the labor cost/price of a Material & Labor product show on a material order?

Material orders are specific to a physical product which is the material part of the product.