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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

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

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

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

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