Contractor resources to organize, grow & profit

3 Roofing Customer Service Essentials You Need to Adopt

Customer service isn’t just an optional add-on in today’s competitive roofing industry. It’s a critical component of your business’s success. It can be the difference

How to Send and Receive Email with JobNimbus

Any CRM that’s worth its weight has to provide you the tools to manage your customer relationships. A big part of customer relationships these days

What Job Management Software Can Do For You

Everyone wonders, “what’s in it for me,” especially with some computer software that disrupts what you’ve been doing for years. Really, it all comes down

How To: Create Estimates

Tracking your jobs in JobNimbus is useful, but the ability to create, send, manage, and report on estimates takes your workflow to the next level. JobNimbus provides a simple, versatile estimate builder that allows you to create estimate templates, arm an estimate from existing products and services, and send to a customer in a jiffy. Getting Started

How To: Set Up Workflow Automation

Nothing’s better than being able to cut some unnecessary repetition out of your day, right? Last week we went over how to customize your workflow in JobNimbus. Today, we’ll be going over how to automate that workflow to make it even easier to get things done in less time. Let’s say you add a new customer into

How to Create a Custom Workflow in Your JobNimbus App

One of the most important reasons to invest in CRM and job management software is the ability to digitize your existing workflow in order to become more productive and efficient. With JobNimbus, we know your workflows will be much better and more laser-focused than ours will be. That’s why we allow you to recreate your physical workflow in our

How to Time Track and Report

Effective job management means you’ve got all your ducks in a row and are on a course towards improvement. One way to know everything is in order is through time tracking. By tracking your time, you have a better view of what’s going on and where your man hours are being spent. JobNimbus construction management

How To: Share a Job from JobNimbus

JobNimbus provides a really simple way to share a job with a partner, customer, or any other related contact, and can even serve as a customer portal. Sharing a job with a customer allows them to check on the status of the job, see specific notes and attachments you want to share with them, and

How To: Add Photos from the Mobile App

A picture says a thousand words. A picture (or pictures) from a job site can say a thousand things about the job that simple notes and descriptions can’t. That’s why we’ve baked into our mobile apps the ability to upload photos directly to a Job or Contact. Adding photos directly to a job while at the job

How to Create a Live Report in Your JobNimbus App

This blog post covers our old sales reports. Since our product is always evolving, this information is now outdated. For more information about the current sales reports in JobNimbus, check out this guide to JobNimbus Insights. One of the key ingredients of construction management software is the ability to see your data from every angle. Having

6 Steps to Get Your Team to Use CRM Software

So you’ve found a CRM that your happy with and you’re thinking this will be the end of all your worries. Then you take it back to your team and the joy of finding CRM software for your company is dashed to pieces on the rocks of reality, ending up a few months later with

How To: Import Contacts Into JobNimbus

Every once in a while we get asked the question: how do I import my contacts into JobNimbus? While we’re working to make this process even easier, importing your existing contacts is painless and quick. JobNimbus offers a simple way to import a list of contacts so you don’t have to manually enter each contact