Contractor resources to organize, grow & profit

How To: Export A List Of Contacts With Addresses For Mailing Holiday Cards

Both a common practice and a genuinely good thing to do, sending cards and letters to your customers around the Holidays can definitely make them

Your New CRM, Day 1: Step 3

Your New CRM: Day One is a new segment on JobNimbus that exists to help you get started on your brand new CRM, regardless of

How To: Upload Documents And Photos As Attachments

A key part of managing communications, relationships, projects, and business in general is managing all the documents and photos these things can generate. Photos taken

Your New CRM, Day 1: Step 2

Your New CRM: Day One is a new segment on JobNimbus that exists to help you get started on your brand new CRM, regardless of

How to Create Templates and Get Signatures

JobNimbus gives you the tools you need to set up your contracts and other documents as templates. This allows you to generate a document automatically

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