Contractor resources to organize, grow & profit

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

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