Using Tasks in JobNimbus CRM for Roofing Reminders

Using Tasks in JobNimbus CRM for Roofing Reminders

You can use tasks to keep track of reminders, to-dos, follow-ups, and appointments in your JobNimbus CRM for roofing. Tasks can help you do things like remember to order materials for a job or remind you to schedule a job. Add Task from Home Page   There are...

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Setting up Contracts in the JobNimbus App

Setting up Contracts in the JobNimbus App

You can create contracts and documents right from your mobile app in JobNimbus. This enables you to create and access your documents right from the customer file on your phone. Once you set up your own contracts as templates in your mobile CRM app, you can build a...

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Uploading Photos in the JobNimbus Roof App

Uploading Photos in the JobNimbus Roof App

You can create contracts and documents right from your mobile app in JobNimbus. This enables you to create and access your documents right from the customer file on your phone. Once you set up your own contracts as templates in your mobile CRM app, you can build a...

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Why You Should Use Jobs in JobNimbus

Why You Should Use Jobs in JobNimbus

You can take photos with your JobNimbus mobile app and they’ll automatically upload to the customer or job that you want to put those photos on. There are two ways you can add photos to a contact or a job using the roof app. You can add photos from your phone after...

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Lead Tracking With the JobNimbus App

Lead Tracking With the JobNimbus App

When setting up your JobNimbus roofing management app, one of the important questions to ask yourself is whether or not to use Jobs. You can use Jobs to track your customers and projects in JobNimbus. The Job approach automatically creates jobs under the contact for...

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Top 10 Tips to Keep Your Roofing Job on Schedule

Top 10 Tips to Keep Your Roofing Job on Schedule

You can track your leads and prospects right from your mobile roofing app in JobNimbus. The JobNimbus mobile app makes lead tracking easy and offers many great benefits. You can easily add leads from the office, track the source of your leads, and assign those leads...

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JobNimbus App for iPhone and Android

JobNimbus App for iPhone and Android

Getting off schedule for a roofing job can be a major setback for yourself, your crew, and your company. If you don’t meet your deadlines, you risk losing valuable business, along with a lot of time and effort. Many roofers strive to stay ahead of schedule and...

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