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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

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

How To: Add Photos from the Mobile App

A picture says a thousand words. A picture (or pictures) from a job site can say a thousand things about the job that simple notes and descriptions can’t. That’s why we’ve baked into our mobile apps the ability to upload photos directly to a Job or Contact. Adding photos directly to a job while at the job

How to Create a Live Report in Your JobNimbus App

This blog post covers our old sales reports. Since our product is always evolving, this information is now outdated. For more information about the current sales reports in JobNimbus, check out this guide to JobNimbus Insights. One of the key ingredients of construction management software is the ability to see your data from every angle. Having

How To: Import Contacts Into JobNimbus

Every once in a while we get asked the question: how do I import my contacts into JobNimbus? While we’re working to make this process even easier, importing your existing contacts is painless and quick. JobNimbus offers a simple way to import a list of contacts so you don’t have to manually enter each contact

How To: Set Up and Use Custom Fields

In our 1.9.6 update, we added more customization to our CRM with custom fields. Where before you could fill out all the fields provided, now

How To: Google Calendar Sync

Version 1.9.3 of JobNimbus brought many new, highly anticipated features to our CRM and Project Management Software. One of the major additions was the ability to connect

Announcing QuickBooks Integration and How to Get Set Up

One of our most requested features was QuickBooks integration. It is because of that, that we are proud to introduce this integration in our update

The Smooth Transition to Contractor Project Management Software

It’s 2013 and we still don’t have rocket cars or automatic homes that cook our breakfast for us. That’s pretty disappointing to many of us