Working Jobs in Field Nimble

How to articles for our users.

22 articles in this collection
Written by Stephanie Magnuszewski, Mark Conschafter, and Steven Raines

Changing the Primary Technician on a job

You can reassign the primary technician on a job at any time
Written by Stephanie Magnuszewski
Updated this week

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

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
Written by Stephanie Magnuszewski
Updated over a week ago

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

Written by Mark Conschafter
Updated over a week ago

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

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.
Written by Stephanie Magnuszewski
Updated over a week ago

Understanding the Map/ GPS Location: Technician Navigation

Tracking Employees by GPS and using the Navigation
Written by Stephanie Magnuszewski
Updated over a week ago

How can I archive a job?

Written by Mark Conschafter
Updated over a week ago

How do I postpone a job?

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
Written by Stephanie Magnuszewski
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!
Written by Stephanie Magnuszewski
Updated over a week ago

Printing the day for your employees

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

Using The Unassigned Jobs section of your dashboard

Written by Stephanie Magnuszewski
Updated over a week ago

Adjusting views on your dashboard

How to change what you see on your main dashboard
Written by Stephanie Magnuszewski
Updated over a week ago

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

working without internet service and syncing your work
Written by Stephanie Magnuszewski
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
Written by Stephanie Magnuszewski
Updated over a week ago

How to schedule a new job

Getting a new job onto your dashboard
Written by Stephanie Magnuszewski
Updated over a week ago

What's the difference between Unscheduled and Unassigned?

Creating a new job
Written by Stephanie Magnuszewski
Updated over a week ago

What is the difference between a Job and a Visit?

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

On-hold vs. Complete Jobs

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