Contractor resources to organize, grow & profit

How to Use Work Orders to Piece Out a Job

While we’d like everything to fit into a single box, real life isn’t always that easy. Sometimes, your work out in the field needs to

How To: Add More Contact Info To Your Estimates

Estimates in JobNimbus automatically include merge tags that are populated with important information about the related job and contact for which you generate the estimate

Restoring Confidence In Restoration Job Management Software

If you’re in the restoration business (be it fire, water, smoke, mold, or all of the above), most likely you’ve tried some restoration job management

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