Help Center

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Help Center

Settings

Settings

Customize the backbone of your JobNimbus account.

Company Info

How Do I Upload My Logo?

Can I Add Additional Locations for My Company?

What Happens if I Disable a Location That an Active Contact or Job Is Assigned To?

Why is My Logo Fuzzy on My Templates?

Forms

How Do I Use the Forms Feature?

How Do I Manage the Different Forms I Create in JobNimbus?

How Do I View a Completed Form?

General Settings

How can I customize ID Numbers?

How do I Adjust my Image Quality?

How Do I Configure my Account for Canada?

What is an ID number?

Can I Manually Assign IDs to My Jobs?

Can I Change How Contact Names Are Displayed?

What is the difference between the Time Zone listed in General Settings and the Time Zone in my Profile?

What Information is Found Under the Email Tab of My Account Settings?

Where Can I Store Universal Documents?

How do I Enter Canadian Addresses in Jobs and Contacts?

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Groups

What are Groups?

How do Groups work with Boards?

Can I Make Reports That Only Certain Groups Can Access?

How do Groups affect Access Profile permissions?

Subscription

What Are the Terms and Conditions of Using JobNimbus?

How Do I Start a Trial Account?

What Are the Different Subscription Plans JobNimbus Offers?

What Are Roles and Seats?

How Do I Manage My JobNimbus Subscription?

How Do I Update My Payment Method?

What Can I Find on My Subscription Page?

How Do I Cancel My Account?

Who Will Receive Billing Emails From JobNimbus?

How Do I Upgrade the Roles of My Team Members?

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Team

How Can I Tell Which Role a Team Member is Assigned?

How Do I Manage My Team Members?

How Can I Communicate With My Team in JobNimbus?

How Do I Configure My Notification Preferences?

How Can I Add Different Note Types?

Can I Give My Team Members Different Access Permissions in JobNimbus?

What Do I Do if the Team Member I’m Trying To Add Already Has an Existing Login?

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Template Questions

What Are Template Questions?

How Do I Enable Template Questions?

How Do I Add Template Questions to My Templates?

How Do I Use Template Questions?

Templates

How Do I Create an Email Template?

How Do I Create a Document Template?

How Do I Create a Document Under a Contact Using a Document Template?

What Are Template Fields and How Do I Use Them?

How Do I Create a Financial Template?

Why Isn't My Document Template Formatting the Way I Want It to?

Why are the template fields not pulling any information into the document or email I've created?

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Workflows

How Do I Archive a Contact or Job?

I Am Unable To Edit Workflow Statuses. What Can I Do?

How Do I Hide a Workflow?

How Do I Add or Edit a Workflow?

What Is a Workflow?

What are Statuses?

What Are Stages?

How Do I Use Advanced Workflows?

Why Can My Team Members With "Limited Access" See Contacts and Jobs They Are Not Assigned To?

Why Did a Contact Disappear From My View After I Changed Its Status?

Why am I unable to change the Status of my Contact?

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