JobNimbus Manager

This is a subtitle. Get more detailed about your course here!

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Course Curriculum

1

Welcome
- Overview of JobNimbus Portal
2

Basics - Contacts
- Creating a Contact
- Contacts vs Jobs
- Activity Note
- Creating a Job
- Contacts Other Things to Know
3

Board Tabs
- Adding Tasks
- Upload and Label Documents
- Photos
- Financials and Work Orders !!!
4

Basics - Jobs
- Jobs Overview
- Basics of Job Board
5

Contacts - Lead2Inspect
- Overview
- Scheduling - Creating Job
- Scheduling - Google Maps
- Google Calendar
- Boss Up Solutions Message
6

Overflow Calls
- Phone Intake Form
- Overflow Department Process
7

Jobs - Inspect2Sale
- Step 1 - Pre Sale
- Step - 2 Follow-Up
8

Jobs - Sale2Approval
- Measurements
- Overview
- Status Update
- Estimate Module (different dept)
9

Jobs - Approval2Close
- Pre Cap Process
- Production and Close
10

Jobs - Work Orders
- Work Order Templates
- Work Order Macro
11

Settings
- Dashboard Customize
- Settings Overview
- General and Company
- Adding Team Members
- Groups and Access Control
- Features and Email
- Templates - Personalize
- Template - Documents
- Template Basics Added
- WorkFlows and Fields
- Automation - Overview
- Lead Sources
- Tasks, Notes and Attachments
- Products and Services
- Taxes and Budgets
- API'S and Extra's
12

Reports
- Reports Overview

About the instructor

Founder CEO

Lateef Farooqui

This is the instructor section. You can use this space to tell and show your students who you are and why you're the perfect person to teach the course you're offering. You can talk about your work and education history, and really anything else that shows off who you are so your students get excited about learning from you. You're the expert after all, this is your chance to shine!