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How To: Get Notified When A New Contact Is Created
A good manager wants to be as informed as possible one what has happened, what’s happening now, and what will happen going forward. One way to stay in the loop with a sales team is to know when new...
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Finding Help In JobNimbus
In your adventures through a normal workday, you might come across features that you aren’t sure how to use, or you might need a refresher on a feature you’ve used but don’t quite remember how it...
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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 from your template from either the web or the...
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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 at a job site, brochures...
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How To: Export A List Of Contacts With Addresses For Mailing Holiday Cards
Both a common practice and a geniunely good thing to do, sending cards and letters to your customers around the Holidays can definitely make them feel special and cared for (one of the main purposes...
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How To: Archive Your Completed Jobs
JobNimbus is all about knowing exactly what’s on your plate and being able to get to work. But once you start completing jobs, it’s best to keep those jobs out of the way of what’s open so you can...
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JobNimbus Year In Review: 2014
Another Big Year This year we’ve had the privilege of continuing to build out our vision of the greatest productivity app for everyone. People from across the country and all over the world, from...
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How To: Delete Multiple Records At Once
In the hustle and bustle of your day, having the ability to create a lot of different contacts, tasks, and more give you freedom to get everything done. But every once in a while, there might be a...
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How To: Add Forms To Your Documents
In JobNimbus, you have free reign to create templates of your documents. You can even edit the individual documents from a template before creating them for a customer. One of the coolest things you...
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How To: Order An EagleView From JobNimbus
In v1.22, we were overjoyed to add EagleView Technologies to our growing list of powerful integrations. Now, aerial roof measurements for your jobs are just a few clicks away and tie directly into the...
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How To: Mention Or Notify A Team Member About A New Note
There comes a time in every team member’s life where he or she just needs to let someone else know about something that happened with a lead or a job. A manager needs to know that materials have been...
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How To: Set Up And Receive Push Notifications
One thing we hear pretty regularly here is: “My guys just won’t check their email.” This is a bad thing when you want them to receive email notifications about their new assignments. That’s why we’ve...
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How To: Add Your Suppliers & Vendors Into JobNimbus
In our last update, we unleashed a bevvy of improvements and fixes. One of the more notable ones was the ability to add your suppliers and vendors into JobNimbus and work with them directly. Suppliers...
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Setting Up JobNimbus: Our New Guide To Getting Started Right
Even with a CRM as simple as JobNimbus, there are still a lot of moving parts and different avenues to explore. Part of this is because of how customizable JobNimbus can be when you really dig into...
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How To: Share Photos via Email, Documents, or Share
One of the questions we get asked most often is: How can I share my photo attachments with my customers, or with insurance adjusters? We actually have 2 ways everyone can share their photo attachments...
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How To: Get Reviews From Your Customers Using JobNimbus
One of the best ways to get new customers is to get great reviews from ones you’ve already serviced. This makes it very important that you make getting those reviews from your customers as easy as...
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6 Helpful Tips for Commercial Roofing Project Management
A few helpful tips for commercial roofing project management could improve your bottom line. After all, effective commercial roofing project management means focusing time and effort where it counts...
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How Solar Sales Software Can Supercharge Your Business
The right solar sales software can help you take your business to the next level. Solar is cutting-edge, and that creates a unique sales opportunity—assuming you have the organization, communication,...
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How to Use JobNimbus as a Labor Tracker
Professionals turn to JobNimbus for labor tracking features that take average team performance and turn it into next level performance. How can we say that? Well, we have the feature lineup and the...
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Stay Signed In to the JobNimbus App
Are you asked to enter your password over and over in order to stay signed in to the JobNimbus app? This can be frustrating, but we have good news! We’ve gone to great lengths to ensure you shouldn’t...
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