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 contract while you’re meeting with your customer and get signatures right at the door.

How to Build Contracts

To do this, you would go to a customer or job in your JobNimbus app and then hit the plus (+) icon in the top right corner. This slides to a page with the option to add a document. Select “Add Document,” which will then show you the contact you’re adding a document to. It will also show you the status, document date, and document template. If you tap “Document Template,” JobNimbus will show you a list of all the templates you’ve set.

Templates are something your admin needs to create for you. If you don’t see anything on this list, your admin hasn’t created a contract using the Template Builder. They should follow the Help Documentation, which you can access from anywhere in the mobile CRM app, in order to do so. Once they’ve set that up for you, you will see a template on your list, and it will be really easy to follow from there.

Additional Contract Features

On some contracts, you can set an option to include an estimate. Tap on the estimate to apply it to the contact. As soon as you hit save, JobNimbus takes your template and auto-fills customer information. This helps save you time, so you don’t have to worry about doing it yourself. Autofill information includes the customer’s name, phone number, address, email, and whatever else you want to see in your mobile CRM app.

If you scroll down in the Contact Detail, under “Related” you can see all the documents you’ve created. After you tap “Documents” and select the one you just created, you can hit the plus (+) button on the top and choose to sign the document with your finger. You can sign your own document or have customers sign it straight from your phone. Then, you can simply email a copy of the signed document to your customer. You also have the option to view the document, add a note, or print.

Setting up contracts in your mobile CRM app is a convenient feature that will help save you time and build customer relationships. Instant contract building and signatures are huge benefits for roofers working out in the field. JobNimbus makes the process easy so you can do your best work and your customers can be left satisfied. To learn more about building documents in the web version of JobNimbus, check out our video of it here. You can also view our blog to see mobile CRM app updates and posts on roofing.

If you have any questions about setting up contracts in the JobNimbus mobile CRM app, please reach out to

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Tickets Include

  • Hotel room
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  • Transportation to and from the airport in Cabo
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Room Stats

Room Size | 522 FT² Consider this your all-access pass to excess, dripping in both luxury and ocean views. Available in king-sized or two queens – all featuring 300-count Egyptian cotton sheets.

JNSS Agenda

4:00 PM - Hotel Registration & Check-in

Check into your room, get settled, and prepare for the Welcome Party!

6:00 PM - Rooftop Welcome Party @ Los Gallos Mexican Restaurant

Join us at Los Gallos and start this summit off right! Drinks and hors d'oeuvres will be served.

9:00 PM - After Party @ Moonlight Lounge

Celebrate a day well-traveled with drinks, dancing, and good company.

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - A Look into the Future of JobNimbus

Special announcement from our CEO, Ben Hodson, about new solutions coming to JobNimbus!

10:15 AM - Mastering Your Boards

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

11:30 AM - Automation Domination

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12:00 PM - JobNimbus Best Practices - Customer Panel

JobNimbus Best Practices led by current JobNimbus Superusers.

3:00 PM - Breakout Session #1

  • Creative Hiring @ The Red Pool
  • 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • Product Feature TBD @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • Build Reports That Get Results @ The Red Pool
  • Coffee Talk @ The Eden Pooll
  • Get Connected With Our Integrations @ Moonlight Lounge

7:00 PM - Dinner Party on the Beach

It's a party on the beach in Cabo! Dinner will be served in our custom dug-out beach area. Enjoy this unique experience!

9:00 PM - After Party @ Moonlight Lounge

Put on your dancin' shoes! Leveling up is hard, come let loose at the after party. Grab a drink and chat with great company!

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - The Importance of Company Values

Create more than just a job—establish a culture that no one wants to leave. Discover how to build your business around a core set of values.

10:00 AM - Leverage the Partner in Your Pocket

Learn about our new key features of our mobile app and what it can do to increase your team communication and efficiency.

10:30 AM - Get the Most Out of JobNimbus Integrations

See all the ways integrations can speed up your processes and help you grow your business.

12:00 PM - JobNimbus Best Practices

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

3:00 PM - Breakout Session #1

  • - 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • - Getting Your Team On-Board @ The Red Pool
  • - Simplifying Payments @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • - JobNimbus on the Go @ The Red Pool
  • - Establishing Team Commitment with Workflows @ The Eden Pool
  • - Product Feature TBD @ Moonlight Lounge

6:00 PM  - Crew Party @ Serrenade Terrace (Crew-members only)

Calling all Crew members! We have an exclusive tequila-tasting experience for you, and you guessed it—a cornhole championship!

7:00 PM - Awards Dinner @ Muse Terrace

A thank you dinner to recognize what matters most to JobNimbus: our contractors!

9:00 PM - After Party @ Moonlight Lounge

Saying goodbye is never fun. One last after party to get everyone together with drinks and dancing, of course.

8:00 AM - Breakfast with Execs

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - Simplifying Payments

Payments shouldn't be something to stress about. Let's break 'em down to simpler terms.

9:30 AM - **Special Announcement**

We are so excited to share this special announcement with our attendees! This is something you'll want in on from the front lines.

10:30 AM - Keynote Speaker

Special speaker TBA—stay tuned!

12:00 PM - EVENT END

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