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Help Center
Settings
Getting Started
Settings
Subscription
Templates
Company Info
General Settings
Groups
Template Questions
Workflows
Team
Contacts & Jobs
Boards
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communicating with Contacts
Financials
Budgets
Credit Memos
Material Orders
Work Orders
Invoices
Estimates
Payments
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
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Automations
Event based Automations
Time based Automations
Automation Recipes
Dashboard & Reports
Custom Reports
Built-in Reports
Classic Dashboard
Sales Dashboard
App Status
Troubleshooting
Web Browser
Boards
Workflows
Contacts
Financials
Settings
Calendar
Templates
Mobile App
Suggestions?
WePay
Additional Resources
Using JobNimbus
Mobile App
Tasks
Calendar
Contacts and Jobs
Documents and Photos
Settings
Customize the backbone of your JobNimbus account.
Subscription
What are the terms and conditions of using JobNimbus?
How do I start a trial account?
How do I update my payment method?
What can I find on my Subscription page?
How do I cancel my account?
What is a Sales Contract?
Who will receive billing emails from JobNimbus?
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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?
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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?
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 my Contact name’s 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?
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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 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?
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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?
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