How To Articles

General information about getting Field Nimble and FAQs

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38 articles in this collection
Written by Mark Conschafter, Eric Foster, and Rachel Lama and 2 others

How do I modify a technician's times for a job?

Written by Mark Conschafter
Updated yesterday

What do email statuses mean?

Written by Mark Conschafter
Updated over a week ago

How do I show "Business Hours" only on the Dispatch Board?

Written by Eric Foster
Updated over a week ago

Can I change the applied tax code in the field?

Written by Rachel Lama
Updated this week

Can a tech view their whole day rather then just their current job?

Seeing more of your schedule from the tech App
Written by Stephanie Magnuszewski
Updated over a week ago

How do I add Media to a Proposal?

Written by Mark Conschafter
Updated over a week ago

How can I cancel or postpone a job?

How to change a job status to cancelled or postponed and give a reason.
Written by Stephanie Magnuszewski
Updated over a week ago

How to export your Quickbooks data into a SubAccount in Quickbooks

Written by Mark Conschafter
Updated over a week ago

How can I add a Lead Source to a Job?

Keep track of where customers hear about you on a job by job basis
Written by Mark Conschafter
Updated over a week ago

How can I see/change which dispatcher created a job?

Written by Rachel Lama
Updated over a week ago

Can I block out time for my employees on the dashboard for events that are not job related?

How to create a new calendar event for your employees (Ex. Meetings, vacation days, PTO etc.)
Written by Rachel Lama
Updated over a week ago

How to view sent emails (Email Status)

How you can view the status of emails sent (proposal and invoices)
Written by Stephanie Magnuszewski
Updated over a week ago

What is the email section for in the Organization Set up?

Written by Stephanie Magnuszewski
Updated over a week ago

Setting up Custom Fields

What are custom fields and what can I use them for?
Written by Stephanie Magnuszewski
Updated over a week ago

How to set up Job Notes and practical ways to use them

Written by Stephanie Magnuszewski
Updated over a week ago

Creating Content Blocks

What are Content Blocks and how do I set them up?
Written by Stephanie Magnuszewski
Updated over a week ago

What are Job Types and how do I set them up?

Job Types is one of the most important sections to set up, read about what they are for and how you should set them up.
Written by Stephanie Magnuszewski
Updated over a week ago

How to set up my Departments

What are departments for and how should I set this up for my company?
Written by Stephanie Magnuszewski
Updated over a week ago

How to create a Proposal Template

Setting up a proposal template to use on the job
Written by Stephanie Magnuszewski
Updated over a week ago

How to add Price Groups and Price Levels

Written by Mark Conschafter
Updated over a week ago

How to add new Item Types

Written by Mark Conschafter
Updated over a week ago

How do I add Tax Codes?

Written by Mark Conschafter
Updated over a week ago

What is a Lead Source?

Written by Mark Conschafter
Updated over a week ago

How to use the "add new" feature to add new fields/categories on-the-go

Written by Mark Conschafter
Updated over a week ago

How to Add or Edit Items in your pricebook

Adding items one at a time or editing existing items in your pricebook
Written by Stephanie Magnuszewski
Updated over a week ago

How do I look up previous work or Job History for a customer?

If you've done work for someone before we store their history find out where to see this older information
Written by Stephanie Magnuszewski
Updated over a week ago

Can I add fields on the fly?

Using drop down menus to add things while working in Field Nimble
Written by Stephanie Magnuszewski
Updated over a week ago

My Employee doesn't have an email to send an invitation to OR how to set up the account on their behalf.

If you need to accept an invitation on behalf of your employee/tech
Written by Stephanie Magnuszewski
Updated over a week ago

How do I make a Property Commercial?

Setting up a property as a commercial account
Written by Stephanie Magnuszewski
Updated over a week ago

How do I set a Billing Account?

How to set up a billing account on a contact record
Written by Stephanie Magnuszewski
Updated over a week ago

How do I Import my own Price Book?

Here's what you need to know for uploading your existing price book details
Written by Stephanie Magnuszewski
Updated over a week ago

How do I resend an email to team members/ Employees?

Team member didn't get an email or the link expired.
Written by Stephanie Magnuszewski
Updated over a week ago

Rounding to the nearest dollar

How to edit rounding details
Written by Stephanie Magnuszewski
Updated over a week ago

How do I invite/add employees?

Invite your team and techs to start using Field Nimble
Written by Stephanie Magnuszewski
Updated over a week ago

How do I onboard with the Field Nimble Team?

Training on the system
Written by Stephanie Magnuszewski
Updated over a week ago

How do I upload my existing customer list?

Importing customers into Field Nimble during set-up
Written by Stephanie Magnuszewski
Updated over a week ago

How do I get Started?

Here for the first time? See how fast and easy it is to get up and running with Field Nimble
Written by Steven Raines
Updated over a week ago

How do I upload a Logo for my Invoices?

Upload a logo for use on your invoices.
Written by Steven Raines
Updated over a week ago