Contractor resources to organize, grow & profit

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

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

Content marketing: The age-old method to gain and retain

Marketing a product or service involves utilizing different methods in diverse areas and circumstances to reach a larger audience.

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