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Help Center
Settings
Learning & Training Resources
Contacts & Jobs
Boards
Importing Contacts
Contact Records
Documents & Photos
Jobs
Subcontractors
Suppliers
Communications
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Financials
Estimates
Invoices
Payments
Credit Memos
Material Orders
Work Orders
Taxes
Products and Services
Profit Tracker
Mobile Financials
Margin and Markup
Measurements
Financial Templates
Reports
Insights
Custom Reports
Built-in Reports
Settings
Company Info
Forms
General Settings
Groups
Subscription
Team
Templates
Workflows
Mobile Settings
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Engage
JobNimbus Marketing
JobNimbus AssistAI
JobNimbus Payments
Account Set-Up
Usage
Fees and Transactions
Tracking and Reporting
QuickBooks
QuickBooks Online
QuickBooks Desktop
General QuickBooks Info
Integrations
ABC Supply
API
Angi
ArcSite
Beacon
BirdEye
CompanyCam
EagleView
Get The Referral
Global Payments
HailTrace
HOVER
Leap
mySalesman
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Solo
Spotio
SRS Distribution
SumoQuote
Sunlight Financial
Toolsey
Wisetack
Xactimate
Zapier
Additional Resources
General
Sales and Financial Information
Backing up data
App Status
Suggestions
JobNimbus Legacy
Smart Estimates
Proposals
Legacy Estimates
Legacy Invoices
Legacy Material Orders
Legacy Budgets
Legacy Mobile
Legacy Integrations
Settings
Customize the backbone of your JobNimbus account.
Company Info
How Do I Upload My Logo?
Can I Add Additional Locations for My Company?
How Do I Disable a Company Location?
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?
See more
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 a Record 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?
Where Can I Find My Company's Email Address in JobNimbus?
Where Can I Store Universal Documents?
How do I Enter Canadian Addresses in Jobs and Contacts?
How Can I Add Different Note Types?
See more
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?
Subscription
How Do I Start a Trial Account?
How Do I Manage My JobNimbus Subscription?
What Are Roles and Seats?
What Are the Terms and Conditions of Using JobNimbus?
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?
See more
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?
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?
See more
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?
What Are Template Questions and How Do I Use Them?
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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?
See more