- Before you Start
- Starting Your Trial Account
- The Different Subscriptions
- Your Sales Contract
- Accessing Your Subscription
- Do's and Don'ts
Your Subscription allows you to add users to your JobNimbus account. The different subscription tiers allow for more customization in your account.
Before we Get Into it
Before you start, figure out which subscription plan you will be needing for your account. You can choose between our three tiers of service, more information below. The tier you choose will ultimately depend on how many integrations you will need for your JobNimbus account. Write down which of your team members will be using JobNimbus and plan out how many users you will need on your account.
Once you know which subscription tier and how many users you will need for your account, you can now budget out your account. Multiply the number of users you will need by the price of your subscription tier; this will give you your monthly budgeted amount for your JobNimbus account. Note: there is an option to pay annually. The annual option includes a 10% discount.
When you create an account, you can choose from one of our three subscription tiers: Basic, Pro, and Advanced. You can view your current subscription on your Subscription page in JobNimbus. To access your Subscription page in JobNimbus, click on your name in the top right corner and select Subscription from the drop-down menu.
Start Your Trial Account
If you don't already have an account with JobNimbus, setting up one is easy. You can start by creating a TRIAL account. There is no credit card required to start your Free Trial.
A Trial account will allow you to use and test all of JobNimbus's features for free for 14 days. Don't worry, after those 14 days are up, any Contacts you added or Templates or Reports you've created will still be there even if you let your trial lapse.
Creating Your Trial Account
First thing you will need to do is visit our web page: https://www.jobnimbus.com/trial-signup/
This page will ask you for basic information, such as your name, email address, phone number, and to create a password. After you fill out all of the information, click "Next".
You will then be prompted to fill out your Company name, choose what kind of trade your company does, and how many users your company will have.
After you fill out your company information, you can then click "Get Started".
The Different Subscriptions
The different subscriptions available will help you customize your JobNimbus experience. The different tiers offer different experiences in JobNimbus. Choose a subscription tier for your account.
Basic Subscription Tier - $25/User/Month
The Basic subscription tier offers Lead Tracking and Contact Management, Job Management, Tasks, the ability to track Notes and Activity, Customer Support to assist you, and 1 TB of online Storage.
Pro Subscription Tier - $35/User/Month
The Pro Subscription Tier offers everything in the Basic Subscription Tier PLUS Estimating Tools, 3 Integrations and 3 Automations, Discounted QuickBooks Sync, Core Business Reporting, and 10 TB of online Storage.
Advanced Subscription Tier - $75/User/Month
The Advanced Subscription Tier offers everything in the Basic and Pro Subscription Tiers PLUS Unlimited Integrations and Automations, Advanced Reporting and Analytics, Priority Customer Support, and Unlimited Storage.
Your Sales Contract
When you first sign up with JobNimbus, you have the chance of signing a Contract. This Contract can be signed and reviewed in your Subscription page in JobNimbus. To access your subscription page, click on your name in the top right corner and select Subscription from the drop-down menu.
You can now view your contract in detail and even sign it from right inside JobNimbus. You can sign the contract by entering your full name in the space provided and check the box acknowledging you are digitally signing the contract.
After you have signed the contract, be sure to update your Credit Card information at the bottom of the window and click on "Complete & Upgrade".
Congratulations! You now have a signed contract with JobNimbus. If this is your first contract with JobNimbus, the next step is to set up a call with our Onboarding Specialists.
Accessing Your Subscription
You can access your Subscription and update your payment option by clicking on your name in the top right corner and selecting Subscription from the drop-down menu.
Here you can review the number of team members you have. You can also review your monthly or yearly rate, and your next payment date. The billing period is the day after you made your payment to the due date of your next payment.
If you would like to change your subscription. Click on "change subscription."
After clicking on "Change Subscription", you can increase or decrease the number of users you have. If you are on the Pro or Advanced subscription tier, when you deactivate or invite a Team Member, the number of users in your Subscription will automatically decrease or increase. When you add a Team Member in the middle of your billing period, the billing amount will be prorated.
On your Subscription page, if you scroll down, you will see "Payment Info." This is where you can update your credit card information. Remember to include a "CVV" number.
If there is an issue with a payment not going through, JobNimbus will automatically try running the payment each day for a total of three times. After the third time, it will stop, and the account will be suspended until you enter a valid payment method.
When you download an invoice, it will include the following information:
Do's and Dont's
- Periodically check your subscription and make sure your administrators know how many active seats, or paid users, you currently have.
- Give Subscription access to team members you don't want to have access to update the number of Team Members or to receive the emailed billing receipt.
Next, visit our article on Settings.
- Can I call in and have JobNimbus take a payment?
For security reasons, we do not enter in payments over the phone or via email. A live account holder who is an admin must log in and enter the payment.
- When I click on my name in the top right corner, why can't I see Subscription in the menu?
In order to view Subscriptions, you will need to have Subscription Access in the Access Profiles settings. To learn more about Access Profiles and how to change them, visit our article on Settings.
- Some of my Team Members are receiving the emailed billing receipt from JobNimbus and I don't want them to.
All Team Members with Subscription Access in the Access Profile settings will receive the emailed billing receipt. If you don't want your Team Members to receive the email, make sure that they do not have Subscription Access. To learn more about Access Profiles and how to change them, visit our article on Settings.
- I have deactivated a user, but it didn't decrease the amount of active seats in my Subscription settings.
Contact JobNimbus support to help you. You may be on a plan that requires you to speak with our sales team in order to modify your account subscription.
Still have a few questions about setting up your company’s subscription? Contact Support at (855) 964-6287 or via email at firstname.lastname@example.org.
Have a great idea to help us improve our subscription page? Recommend features and vote for requests at JobNimbus Feedback!