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?

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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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?

How Do I Create Custom Fields?

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 Am I Unable to Change the Status of My Job?

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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 Set Up Push Notifications on the Mobile App?

Why Do My Email Notifications Not Open the iOS App?

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

How Do I Reset My Password? (Mobile)

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

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