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Settings
Customize the backbone of your JobNimbus account.
General Settings
- How do I Enter Canadian Addresses in Jobs and Contacts?
- How Do I Configure my Account for Canada?
- What is a Record ID number?
- How Can I Customize my Record ID Numbers?
- Can I Manually Assign IDs to My Jobs?
- Can I Change How Contact Names Are Displayed?
- How Do I Create Custom Fields?
- How Can I Add Different Note Types?
- How Do I Adjust My Image Quality?
- Where Can I Find My Company's Email Address in JobNimbus?
- Where Can I Store Universal Documents?
- What is the difference between the Time Zone listed in General Settings and the Time Zone in my Profile?
Company Info
Team
- How Do I Manage My Team Members?
- How Do I Add a Subcontractor to My Team?
- What Do I Do if the Team Member I’m Trying To Add Already Has an Existing Login?
- How Can I Tell Which Role a Team Member is Assigned?
- How Can I Communicate With My Team in JobNimbus?
- How Do I Configure My Notification Preferences?
- Can I Give My Team Members Different Access Permissions in JobNimbus?
- How Do I View My Notifications on JobNimbus Web?
- Error: Customer Profile ID or Customer Payment Profile ID not found
Groups
Workflows
- What Is a Workflow?
- How Do I Add or Edit a Workflow?
- What are Statuses?
- What Are Stages?
- How Do I Hide a Workflow?
- How Do I Hide Records and View Hidden Records?
- I Am Unable To Edit Workflow Statuses. What Can I Do?
- How Do I Use Advanced Workflows?
- Why Can My Team Members With Limited Access See Records They Are Not Assigned To?
- Why Am I Unable to Change the Status of My Job?
Templates
Forms
Subscription
- How Do I Start a Trial Account?
- What Can I Find on My Subscription Page?
- How Do I Update My Payment Method?
- How Do I Manage My JobNimbus Subscription?
- What Are Roles and Seats?
- How Do I Upgrade the Roles of My Team Members?
- Who Will Receive Billing Emails From JobNimbus?
- What Are the Different Subscription Plans JobNimbus Offers?
- What Are the Terms and Conditions of Using JobNimbus?
- How Do I Cancel My Account?
Mobile Settings
- How Do I Enable Spanish on the Mobile App?
- How Can I View and Manage My Mobile Notification Center?
- How Do I Reset My Password? (Mobile)
- How Do I Set Up Push Notifications on the Mobile App?
- How Do I Enable Caller ID for JobNimbus on the Mobile App?
- Why Do My Email Notifications Not Open the iOS App?
- Which Operating System (OS) Is Required for the Mobile Apps?