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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.
Smart Estimates
Proposals
Legacy Estimates
- How Do I Create a Financial Template?
- How Do I Create an Estimate?
- How Do I Request a Signature From a Contact on an Estimate?
- Can I Add Different Markups to Individual Line Items?
- I Sent a Signature Request, but the Link Has Expired. Why Did This Happen?
- Why Can’t I Delete an Estimate or Invoice?
- What Other Financial Documents Can I Convert an Estimate To?
Legacy Invoices
Legacy Material Orders
Legacy Budgets
- How Do I Enable Budgets?
- How Do I Create a Budget?
- Who Has Access to Budgets?
- What Is Net vs. Gross Profit?
- How Do I Establish Required Margins?
- What Happens if My Margins End Up Lower Than the Required Percentage I Established in My Settings?
- 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?
- Why Isn’t the Budget Template I Created Pulling the Line Items I Added?
Legacy Mobile
Legacy Integrations
- How Do I Enable the Legacy SRS Distribution and Import My Templates?
- How Do I Use the QXO Integration?
- How Do I Enable the JobNimbus Integration With QXO?
- How Do I Link My QXO Templates With JobNimbus?
- How Does The QXO Integration Work With My JobNimbus Products & Services?
- How Do I Use the SRS Integration?
- How do I send an order to HOVER?
- How Does My SRS Distribution Integration Work With My JobNimbus Products & Services?
- How do I Review a HOVER I Receive in JobNimbus?