Settings
Manage your CRM connections, backups, and data.
Cloud sync
Connect OneDrive to sync customer files (proposals, contracts, photos) into the CRM.
OneDrive — not connected
Sign in to enable file sync.
Sign in with your Microsoft account to enable file sync.
Backup & data
Export all CRM data as a JSON file you can keep as an offline backup, or restore from a previous export.
Export all data
Downloads a single JSON file containing customer, contractor, task, invoice, complaint, document and photo records.
Rebuild customer list
Reconstructs the fast customer-list index from the underlying customer files. Use this if a customer is missing from the Customers list or a row looks out of date. Safe to run any time — it never changes customer data.
Reports
Export all CRM data as a spreadsheet. One sheet per entity type.
Export as spreadsheet
Downloads a .xlsx file with one sheet per entity — customers, tasks, invoices, and more.
Audit log
Every save is recorded with who, what, and when. Filter by user or entity type. The viewer shows the last two months by default — use Load older to extend.
Recent activity
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Danger zone
Wipe this device's local cache. The CRM re-syncs from cloud on the next page load. Cloud data — used by every Nimbus user — is not touched.
Reset all data
Clears this device's cache. Cloud data and other devices are unaffected.