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Setting up JobNimbus
Setting up JobNimbus
PREPARATION
BASIC SETUP
ADVANCED SETUP
Training
OFFICE TRAINING
SALES TRAINING
MANAGER TRAINING
PRODUCTION TRAINING
Customer Knowledge Base
WARRANTIES
WORK ORDERS
DOCUMENTS
BUDGETS
JOBS
CALENDAR
REPORTS
INTEGRATIONS
AUTOMATIONS
ADMINISTRATION
JOBNIMBUS WEB FEATURES
ATTACHMENTS
QUICKBOOKS
JOBNIMBUS 2 MOBILE APP
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Help Center
Setting up JobNimbus
Setting up JobNimbus
PREPARATION
BASIC SETUP
ADVANCED SETUP
Training
OFFICE TRAINING
SALES TRAINING
MANAGER TRAINING
PRODUCTION TRAINING
Customer Knowledge Base
WARRANTIES
WORK ORDERS
DOCUMENTS
BUDGETS
JOBS
CALENDAR
REPORTS
INTEGRATIONS
AUTOMATIONS
ADMINISTRATION
JOBNIMBUS WEB FEATURES
ATTACHMENTS
QUICKBOOKS
JOBNIMBUS 2 MOBILE APP
Setting up JobNimbus
Learn how to set up your account before you start using JobNimbus
PREPARATION
YOUR WORKFLOW
CONTACTS, JOBS, & WORKFLOWS
ENABLE FEATURES
BASIC SETUP
ADD CUSTOM FIELDS
BUILD YOUR BOARDS
CUSTOMIZE WORKFLOW
Web App Onboarding Guide 101
Add Team Members
YOUR LOGO & COLOR
WORKFLOWS USING JOBS
IMPORTING YOUR CONTACTS
YOUR LEAD SOURCES
See more
ADVANCED SETUP
PERSONALIZING TEMPLATES
LIST YOUR PRODUCTS & SERVICES
3rd PARTY INTEGRATIONS
SETUP LOCATIONS & COMPANIES
YOUR WORK ORDER WORKFLOWS
AUTOMATING TASKS & NOTIFICATIONS
Sync with QuickBooks
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