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How To: Mention Or Notify A Team Member About A New Note

There comes a time in every team member’s life where he or she just needs to let someone else know about something that happened with

6 Tricks You Didn’t Know You Could Do In JobNimbus (But You Won’t Stop Using Them Now)

In the spirit of keeping things simple, we’ve placed a few shortcuts and helps around our apps to make your work even easier. Even seasoned

How To: Add Forms To Your Documents

In JobNimbus, you have free reign to create templates of your documents. You can even edit the individual documents from a template before creating them

How To: Delete Multiple Records At Once

In the hustle and bustle of your day, having the ability to create a lot of different contacts, tasks, and more give you freedom to

How To: Archive Your Completed Jobs

JobNimbus is all about knowing exactly what’s on your plate and being able to get to work. But once you start completing jobs, it’s best

How To: Export A List Of Contacts With Addresses For Mailing Holiday Cards

Both a common practice and a genuinely good thing to do, sending cards and letters to your customers around the Holidays can definitely make them

How To: Upload Documents And Photos As Attachments

A key part of managing communications, relationships, projects, and business in general is managing all the documents and photos these things can generate. Photos taken

How to Create Templates and Get Signatures

JobNimbus gives you the tools you need to set up your contracts and other documents as templates. This allows you to generate a document automatically

How to Use Work Orders to Piece Out a Job

While we’d like everything to fit into a single box, real life isn’t always that easy. Sometimes, your work out in the field needs to

How To: Add More Contact Info To Your Estimates

Estimates in JobNimbus automatically include merge tags that are populated with important information about the related job and contact for which you generate the estimate

JobNimbus Time-Saving Tips: Job Info Auto-Fill

When we built JobNimbus, we did it with the goal of saving you time. Your CRM and project management software should be built to help

How To: Use JobNimbus to Store Your Documents

Most companies manage their documents in a document-specific service (Dropbox, Google Drive, One Drive, etc.) But the best case scenario is having your documents in