Sales Dashboard Reports

Sales Dashboard Reports

The new Sales Reporting Dashboard Reports provides insight into your data within JobNimbus. You can quickly and easily see your sales, lead sources, and top performers. While you still have the option to create any custom reports you need, the Sales Dashboard provides...

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Need approval? [Justification Letter Template]

Need approval? [Justification Letter Template]

Need a little help getting approval from your boss to attend the JobNimbus Solution Summit? Here is a justification letter designed to help your boss understand the benefits of having you attend. You can also copy and paste the copy here: JobNimbus Solution Summit is...

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7 Best Tips to Grow A Roofing Business Fast

7 Best Tips to Grow A Roofing Business Fast

In this video, I'm going to share with you my seven best tips on how to start and grow your roofing business fast. These are the same tips I use for all my businesses. The flooring business I sold in 2012 in Atlanta, my ice dam removal business, my seasonal business...

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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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How To: Documents in JobNimbus Roofing Software

How To: Documents in JobNimbus Roofing Software

JobNimbus software is perfect for roofing business owners due to its straightforward ability to scan and attach documents. Documents and files can be attached directly into the JobNimbus mobile app. If you receive an email with an attachment, you can simply tap on the...

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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 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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