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Settings
Customize the backbone of your JobNimbus account.
General Settings
- What is NimbusLabs?
- How do I Enter Canadian Addresses in Jobs and Contacts?
- What is a Record ID number?
- How Can I Customize my Record ID Numbers?
- 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 and Company Email Settings 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?
Company Info
Team
- What are the Advantages of Adding a Subcontractor as a Team Member instead of a Contact?
- How Do I Manage My Team Members?
- 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 Do I Navigate The Mobile App as a Subcontractor?
- 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
Groups
Estimate Settings
- How do I Create or Edit Estimate Layouts?
- How Do I Create and Edit Estimate Templates?
- How Can I Update My Estimates' Cover Pages and Discount Settings?
- How Do I Use Canva Design Templates in My Estimate Layouts?
- How Do I Select a New Estimate Design?
- How Can I Incorporate External PDFs Into My Estimates?
- How Do I Edit the Email Settings and Templates for My Estimates?
- Where Can I Enable Email Notifications for Estimates?
- Why Aren't My Estimate Page Settings Working?
- Why Are Estimate Emails Being Sent Multiple Times?
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?