Run Every Branch on a Playbook Built to Grow

Every branch you add makes the business a little harder to see. Your roofing crews in one market and your fencing crews in another need different estimates and job stages. But you still need one clear read on how the whole company is doing. And opening the next branch shouldn’t mean starting over.

JobNimbus Enterprise is here, built for owners and admins who need more control as their businesses grow. Set the starting point your teams work from and decide who can access what. Each branch gets tools suited to its work, while you keep a clear view of the company you’re running.

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Put your company playbook into practice

Your company’s processes shouldn’t depend on how each employee prefers to work. As an owner or admin, you can turn your preferred approach into default templates that teams use every day. Configurable workflows help you shape how work moves through the business, while permissions control access based on each person’s responsibilities. Your playbook becomes part of how the company operates.

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Give your teams a consistent foundation

Building every estimate from scratch takes time and leaves more room for missing details. Templates give your team a starting point they can use again and again. Admins can create, save, and set default templates for everyone within an account.

Employees can pull up the estimate template, fill in the job details, and make the adjustments the project needs while following the company’s preferred approach. Your process becomes something the team can use on every job.

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Let each branch reflect its trade

One company can run very different kinds of work. If one location does roofing and another does fencing, they need different line items. Each branch can adjust its templates for its trade without the estimates looking like they came from different companies.

You can configure job stages and workflows around each location’s work while keeping shared practices across the company. Your roofing and fencing branches may need different estimates, but both can follow the same process for offering financing and collecting payment. You establish the approach, then build a setup that helps each branch put it into practice.

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See the whole company and each branch

As the business grows, you need to see how each location contributes to the overall performance. Company-wide reporting gives you the larger picture. From there, you can drill into a location, team, or rep to understand what’s driving the numbers and where to focus your attention.

You also get to decide who has access to your business information. Role-based permissions let you manage what each person can see, from crew members to executives. If you oversee multiple accounts or entities, Account Switcher lets you move between them without logging out or juggling credentials.

“You can sit at one desk and know exactly what every crew is doing everywhere across the country." —Jordan Hollern, Commercial Estimator, SK Exteriors

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Give your next location a proven starting point

The work you put into running today’s branches can also help you open the next one. A new location brings new decisions, but your established playbook gives you a place to begin. You can build on what already works and focus on what the new market needs.

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Start with the process you already know

Bring what’s working at your other locations, including your preferred estimate approach and the information you need to track.

Using those resources as guidelines lets you put your focus on what this location needs to do differently. If you’re adding a trade, you may need different estimates or workflows while still using the same financing and payment practices.

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Put the playbook into practice with Pro Services

You also have help for putting that process to work. Every Enterprise account includes Pro Services and a dedicated implementation specialist to translate your operating plan into JobNimbus.

Your specialist will work alongside you and your team from discovery through go-live to configure the setup around your business. If you’re migrating from multiple systems, the Pro Services team will scope the migration, move your historical data, and help you confidently move to one system.

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Built to scale with you

A clear playbook helps you manage your existing locations and gives you a foundation for the next one. You can adapt it as the business grows, using what you’ve learned to guide each new branch. JobNimbus Enterprise brings that approach into your daily operations, with tools suited to each location’s work and the visibility to oversee the whole company. Explore what JobNimbus can do for your growing business with a free trial.

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