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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

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

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