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?

Forms

How Do I Use the Forms Feature?

How Do I Manage My Form Templates?

How Do I View a Completed Form?

General Settings

How Do I Adjust My Image Quality?

How Can I Customize my Record ID Numbers?

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

How Do I Manage My JobNimbus Subscription?

What Are Roles and Seats?

What Are the Terms and Conditions of Using JobNimbus?

How Do I Start a Trial Account?

What Are the Different Subscription Plans JobNimbus Offers?

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?

How Do I View My Notifications on JobNimbus Web?

Error: Customer Profile ID or Customer Payment Profile ID not found

How Do I Add a Subcontractor to My Team?

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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 and Edit 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?

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 Hide Records and View Hidden Records?

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 Records 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 Job?

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