Working Jobs in Field Nimble

How to articles for our users.

Mark Conschafter avatar Greg Dooley avatar Steven Raines avatar
25 articles in this collection
Written by Mark Conschafter, Greg Dooley, and Steven Raines

How can I un-postpone a job?

Mark Conschafter avatar
Written by Mark Conschafter
Updated this week

How can I change the Proposal Accepted date if there is no signature?

Mark Conschafter avatar
Written by Mark Conschafter
Updated over a week ago

How can I Print a proposal, or view it in Pointman?

Mark Conschafter avatar
Written by Mark Conschafter
Updated over a week ago

Changing the Primary Technician on a job

You can reassign the primary technician on a job at any time
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

How can I choose which technician's name appears on the invoice?

Mark Conschafter avatar
Written by Mark Conschafter
Updated over a week ago

Selecting Customers and Properties when creating new jobs

Version 8.3.0 updated how customers are selected
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

Are technicians able to add open or unassigned jobs from the field?

Mark Conschafter avatar
Written by Mark Conschafter
Updated over a week ago

How do I email a copy of a proposal/invoice to my customers?

Mark Conschafter avatar
Written by Mark Conschafter
Updated over a week ago

Understanding the Map/GPS Location: Tracking your technicians in the field

How to use the location tracking feature in order to see where your empoyees are.
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

Understanding the Map/ GPS Location: Technician Navigation

Tracking Employees by GPS and using the Navigation
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

How can I archive a job?

Mark Conschafter avatar
Written by Mark Conschafter
Updated over a week ago

How do I postpone a job?

Mark Conschafter avatar
Written by Mark Conschafter
Updated over a week ago

How to hide the Unassigned Column from View

Unassigned column defaults to visible - here's how to turn that off
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

New layouts for working through a job

Product release 7.2 changed the way working through a job looks - read what's new!
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

Printing the day for your employees

How to print out your employees schedule for the day ahead of time
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

Using The Unassigned Jobs section of your dashboard

Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

Adjusting views on your dashboard

How to change what you see on your main dashboard
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

Working Offline (What if I have no internet service?)

working without internet service and syncing your work
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

Does a proposal have to be accepted before you can finalize an invoice?

Proposals and invoices when completing a job
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

How to schedule a new job

Getting a new job onto your dashboard
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

What's the difference between Unscheduled and Unassigned?

Creating a new job
Greg Dooley avatar
Written by Greg Dooley
Updated over a week ago

What is the difference between a Job and a Visit?

Understand the difference between jobs and visits.
Steven Raines avatar
Written by Steven Raines
Updated over a week ago

On-hold vs. Complete Jobs

Understand the difference between on-hold and complete jobs.
Steven Raines avatar
Written by Steven Raines
Updated over a week ago

How do I move a Visit to a different date / time?

Reschedule a visit from the dashboard.
Steven Raines avatar
Written by Steven Raines
Updated over a week ago

How do I assign a Visit to more than one Employee?

Assign multiple technicians to a job at the same time.
Steven Raines avatar
Written by Steven Raines
Updated over a week ago