Contractor resources to organize, grow & profit

JobNimbus Time-Saving Tips: Job Info Auto-Fill

When we built JobNimbus, we did it with the goal of saving you time. Your CRM and project management software should be built to help

How To: Use JobNimbus to Store Your Documents

Most companies manage their documents in a document-specific service (Dropbox, Google Drive, One Drive, etc.) But the best case scenario is having your documents in

Roofing Project Management Software Makes A Big Difference

We’ve talked a lot about how roofers need CRM to manage their contacts and sales pipeline, but that’s not even the half of it. Your job doesn’t

How To: Get Reminders After Certain Events

A good portion of JobNimbus users have wondered, “how can [I] get notified a week after a sales presentation in order to follow up?” This

How to Use Notes for Communication and Collaboration

The main staple of effective CRM and job management software is the ability to keep track of communications with customers and collaborate with other team members. In our

Using Filters to Stay on Top of Your Invoices

Live reports are a key function of any effective CRM. The ability to see your data as it morphs from status to status gives you

Using a CRM to Boost Roofing Sales

No matter your roofing company’s size, there’s one tool that can revolutionize your sales approach: Customer Relationship Management (CRM). With a CRM, your business can

Why is it Important to Have Trust With Your Customers?

While there might be a shortage of toilet paper in Venezuela (we’ll save that for another day), there certainly isn’t a shortage of people wondering

Managing Complicated Processes with Simple CRM

Every single company that wants to go anywhere needs to have a process. Your process, or workflow, is what moves the business along on a steady

How To: Create a Budget for Jobs and Contacts

Budgets allow you to calculate your job costs, determine overheads, track commissions, and see your profit margin on a job.  The budgeting tool in JobNimbus

The Anatomy of a Roofing Business Workflow

Simply put, a workflow is the ordered steps it takes to get a job done. Workflows usually consist of a list of steps called “statuses”

How to Create a Work Order and Material Order

Our v1.16 update that came out just this week includes some very helpful tools to keep your workflow’s inertia. A huge part of many jobs is getting the