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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
JobNimbus Overview
Creating Your Account for the First Time
ENABLE FEATURES
CONTACTS, JOBS, & WORKFLOWS
YOUR WORKFLOW
Sales Contract
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BASIC SETUP
Statuses
WORKFLOWS USING JOBS
CUSTOMIZE WORKFLOW
YOUR LOGO & COLOR
Add Team Members
IMPORTING YOUR CONTACTS
ADD CUSTOM FIELDS
BUILD YOUR BOARDS
Web App Onboarding Guide 101
YOUR LEAD SOURCES
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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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