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How To: Set Up Zapier for JobNimbus
Setting up Zapier for JobNimbus could be the best thing you do this week. Zapier opens up a universe of productive possibility, supercharging the power you already have in JobNimbus. This article will...
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How To: Use Web Forms to Capture New Leads in JobNimbus Using Zapier
Thanks to our new Zapier integration, you can send leads captured through embedded forms on your website to JobNimbus, to become new contacts. Once you set up the Zap and the JobNimbus automation...
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Finding Help In JobNimbus
In your adventures through a normal workday, you might come across features that you aren’t sure how to use, or you might need a refresher on a feature you’ve used but don’t quite remember how it...
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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 at a job site, brochures...
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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 to keep those jobs out of the way of what’s open so you can...
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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 get everything done. But every once in a while, there might be a...
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How To: Order An EagleView From JobNimbus
In v1.22, we were overjoyed to add EagleView Technologies to our growing list of powerful integrations. Now, aerial roof measurements for your jobs are just a few clicks away and tie directly into the...
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How To: Add Your Suppliers & Vendors Into JobNimbus
In our last update, we unleashed a bevvy of improvements and fixes. One of the more notable ones was the ability to add your suppliers and vendors into JobNimbus and work with them directly. Suppliers...
View ArticleHow To: Share Photos via Email, Documents, or Share
One of the questions we get asked most often is: How can I share my photo attachments with my customers, or with insurance adjusters? We actually have 2 ways everyone can share their photo attachments...
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How To: Order An EagleView From JobNimbus
In v1.22, we were overjoyed to add EagleView Technologies to our growing list of powerful integrations. Now, aerial roof measurements for your jobs are just a few clicks away and tie directly into...
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