Using JobNimbus to Build a Living Archive

It’s all too common. The story we hear from people that are searching for a solution to their customer relationship and project management woes is always the same:

I have a bunch of folders on my desktop, a couple spreadsheets, and I’ve tried a couple programs that were just way over my head. What do I do?

Well, JobNimbus certainly does what you’re looking for but… what if we take it an extra step?

What if I told you JobNimbus could turn your customer and project history into a living archive that worked for you instead of collecting dust?

3 Hubs: Contacts, Jobs, and Tasks

The most common structure for using JobNimbus builds around the three main hubs: Contacts, Jobs, and Tasks.

The contact record in JobNimbus is the hub for all activity on that contact. This is where the sale is made, where the contact information resides, and where you build every job you perform for that contact.

You can also relate other items such as tasks, financials, attachments, and even other contacts to the contact record. With attachments, you can store all the sales documents, contracts, and other information.

Essentially, this is the entire relationship with this customer, right in front of you and accessible at all times with a simple search.

As you build up a set of jobs that you’ve worked and/or are working with a customer, you’re able to follow the work history. This is fantastic for live reports, as it allows you to have a full 360 degree, past/present/future view of your business.

Jobs As Folders

The next level after the contact is the job. Each job serves as a hub for all the work contained within. Job information, measurements, estimates & invoices, documents, photos from the job site, and the tasks are all included.

You can even share these jobs at any time with customers, insurance agents, and sub-contractors using the Job Share function, allowing your archive to be shared with the people that need to know, instead of having it thrown in a file cabinet to slowly decompose.

Tasks to Track Every Action

Want better visibility on every step of your process? Tasks are the vehicle that gives you that visibility.

Nested within both contact and job records, and related to them as you see fit, tasks are a fantastic way to make sure everything gets done on time and in the right amount of time.

Time estimates help you know if you need to improve your work efficiency or time allocation, and workflow automation is a great tool to create tasks automatically with each status change to make sure that nothing falls through the cracks.

Reports Make Relationship & Work History Come Alive

The biggest change from having local file folders either in your office or on your computer is that you can plug in the data in JobNimbus to build powerful living reports.

These reports work while you do, staying up to date with the latest changes and providing filters to show you the data you want to see.

Having all your data from every step of your process in JobNimbus gives you living information to work with. It’s a permanent, all-knowing view that gives you insights at every level of your business.

The only thing left is to decide on what actions you can take based on the data you can harvest from JobNimbus in order to make your business operations better than ever.

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