New User Onboarding & Training
      Back to home
      1. Help Center
      2. Learning & Training Resources
      3. New User Onboarding & Training

      Setting up Your Profile

      Before you get started using JobNimbus, make sure to set up your profile.

      Navigating JobNimbus

      Welcome to JobNimbus! We are super excited to have you here with us. In the following courses, we will show you the basics of using JobNimbus every day, but before we get started, let’s give you a quick tour of what your account looks like.

      If you can pull up your JobNimbus account in a second window, we suggest you follow along to get the most out of learning with us.

       

       

      When you log into JobNimbus, your dashboard will automatically open up.

      Dashboard JobNimbus 2023-11-17 at 2.44.12 PM

      This dashboard helps you stay in the know with what is happening in your company.

      The navigation menu at the top helps you get around JobNimbus


      Legacy Navigation Bar

      Dashboard JobNimbus 2023-11-17 at 2.44.39 PM

      Jobs Navigation Bar

      Dashboard JobNimbus 2023-11-17 at 2.45.39 PM (1)

       

      The resource center is in the bottom left.

      Dashboard JobNimbus 2023-11-17 at 2.46.27 PM


      Setting up your Profile

       

      Click on your profile icon and select Profile.

      Dashboard JobNimbus 2023-11-17 at 2.44.39 PM (1)


      Set up Default Field Values (optional).

      • Default Field Values will autofill your Custom Contact, Job, or Work Order Fields when creating new records. 

      Settings JobNimbus 2023-05-23 at 10.51.14 AM

      Settings JobNimbus 2023-05-23 at 10.52.20 AM

      Set up your notification preferences.

      • Email notifications will email you when something happens in JobNimbus.
      • Mobile notifications will send a push notification to your mobile device.
      • Web notifications will send a notification to the Notification Center

      Dashboard JobNimbus 2023-11-17 at 2.55.11 PM


      Set up your 3rd party calendar sync.

      Dashboard JobNimbus 2023-11-17 at 2.58.50 PM

      The 3rd party calendars you can sync with are Google Calendar, iCal, and Outlook. JobNimbus only sends tasks to the iCal and Outlook calendars; this is called a one-way sync. Google Calendar has more options for syncing and can send tasks or task edits from Google back to JobNimbus; this is called a two-way sync.

       

      What's next?

      Let’s move on to getting into the system further. Before we move on, to help understand what you need to learn, I want you to look at your navigation bar. Do you see an icon for Jobs in the navigation menu right here?

      Legacy Navigation Bar
      Dashboard JobNimbus 2023-11-17 at 3.00.34 PM

      Jobs Navigation bar

      Dashboard JobNimbus 2023-11-17 at 2.45.39 PM (2)

      If so, move on to the course that discusses Jobs & Contacts. If you don’t, visit our course on Contacts.

      Contacts                                                Jobs & Contacts