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BirdEye
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Help Center
Settings
Onboarding & Training
New Company Onboarding & Training
New User Onboarding & Training
Boards
Engage
Contacts & Jobs
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communicating with Contacts
Mobile App
Boards
Calendar
Contacts and Jobs
Documents and Photos
Estimates
Forms
Notifications
Tasks
Troubleshooting
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Reports
Custom Reports
Built-in Reports
Dashboard
Classic Dashboard
Sales Dashboard
Financials
Estimates
Smart Estimates
Invoices
Payments
Budgets
Credit Memos
Material Orders
Work Orders
Taxes
Products and Services
QuickBooks
QuickBooks Online
QuickBooks Desktop
General QuickBooks Info
Integrations
API
Accurence
Beacon
BirdEye
CompanyCam
EagleView
Global Payments
HailTrace
HOVER
Leap
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Spotio
SumoQuote
Sunlight Financial
Xactimate
Zapier
Settings
Subscription
Templates
Company Info
General Settings
Groups
Template Questions
Workflows
Team
Forms
Additional Resources
General
Sales and Financial Information
Backing up data
Events
Industry Resources
App Status
Suggestions
WePay
Settings
Customize the backbone of your JobNimbus account.
Subscription
How Do I Start a Trial Account?
What Are the Terms and Conditions of Using JobNimbus?
How Do I Update My Payment Method?
Who Will Receive Billing Emails From JobNimbus?
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?
See more
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?
My company logo is fuzzy. Why does it look so bad on JobNimbus Estimates and Invoices?
General Settings
How can I customize ID Numbers?
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?
See more
Groups
What are Groups?
How do Groups work with Boards?
Can I report on Groups?
How do Groups affect Access Profile permissions?
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?
Workflows
How do I Archive a Contact or Job?
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?
What are Best Practices for Workflows?
One of my Team Members with "limited access" is able to see Contacts and Jobs they are not assigned to. Why?
Why did a Contact disappear from my view after I changed its Status?
Why am I unable to change the Status of my Contact?
See more
Team
How Do I Add Team Members?
How Can I Communicate With My Team in JobNimbus?
Where can I configure notification preferences?
Can I Organize My Internal Communications?
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?
See more
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 on the JobNimbus Website Application?
