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Help Center

Settings

Settings

Customize the backbone of your JobNimbus account.

General Settings

How do I Enter Canadian Addresses in Jobs and Contacts?

How Do I Configure my Account for Canada?

What is a Record ID number?

How Can I Customize my Record ID Numbers?

Can I Manually Assign IDs to My Jobs?

Can I Change How Contact Names Are Displayed?

How Do I Create Custom Fields?

How Can I Add Different Note Types?

How Do I Adjust My Image Quality?

Where Can I Find My Company's Email Address in JobNimbus?

Where Can I Store Universal Documents?

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

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Company Info

How Do I Upload My Logo?

Can I Add Additional Locations for My Company?

How Do I Disable a Company Location?

Team

How Do I Manage My Team Members?

How Do I Add a Subcontractor to My Team?

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

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

How Can I Communicate With My Team in JobNimbus?

How Do I Configure My Notification Preferences?

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

How Do I View My Notifications on JobNimbus Web?

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

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Groups

What are Groups?

How Do I Make a Board Visible Only to Certain People?

Can I Make Reports That Only Certain Groups Can Access?

How do Groups affect Access Profile permissions?

Workflows

What Is a Workflow?

How Do I Add or Edit a Workflow?

What are Statuses?

What Are Stages?

How Do I Hide a Workflow?

How Do I Hide Records and View Hidden Records?

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

How Do I Use Advanced Workflows?

Why Can My Team Members With Limited Access See Records They Are Not Assigned To?

Why Am I Unable to Change the Status of My Job?

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Templates

How Do I Create and Edit a Document or Email Template?

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

What Are Template Fields and How Do I Use Them?

What Are Template Questions and How Do I Use Them?

Forms

How Do I Use the Forms Feature?

How Do I Manage My Form Templates?

How Do I View a Completed Form?

How Do I Complete a Form in the Mobile App?

How Do I View a Completed Form on the Mobile App?

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Subscription

How Do I Start a Trial Account?

What Can I Find on My Subscription Page?

How Do I Update My Payment Method?

How Do I Manage My JobNimbus Subscription?

What Are Roles and Seats?

How Do I Upgrade the Roles of My Team Members?

Who Will Receive Billing Emails From JobNimbus?

What Are the Different Subscription Plans JobNimbus Offers?

What Are the Terms and Conditions of Using JobNimbus?

How Do I Cancel My Account?

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Mobile Settings

How Do I Enable Spanish on the Mobile App?

How Can I View and Manage My Mobile Notification Center?

How Do I Reset My Password? (Mobile)

How Do I Set Up Push Notifications on the Mobile App?

How Do I Enable Caller ID for JobNimbus on the Mobile App?

Why Do My Email Notifications Not Open the iOS App?

Which Operating System (OS) Is Required for the Mobile Apps?

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