Product Tour
Use Cases
- Roofing contractor lead-to-invoice pipeline management
- Storm restoration CRM with canvassing integration (SalesRabbit, Spotio)
- Exterior remodel proposal and e-signature workflow
- Subcontractor work order scheduling and production board management
- Customer financing presentment and payment collection in the field
Pricing
Entry-level plan for up to 3 users. Includes CRM, estimating, invoicing, payments, QuickBooks sync, and up to 2 integrations.
Mid-tier plan for up to 10 users. Adds more automations, up to 5 integrations, and multi-location support for up to 2 locations.
Upper-tier plan for up to 19 users. Unlimited automations and integrations, up to 5 locations, premium support with account manager.
20+ user plan with unlimited boards, automations, integrations, and locations. Includes dedicated technical account manager.
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| CRM / Customer Management | Yes | Advanced |
| Proposals & Quotes | Yes | Advanced |
| E-Signature | Yes | Advanced |
| Financing Options | Yes | Advanced |
| Dispatch | Yes | Standard |
| Scheduling | Yes | Standard |
| Route Optimization | No | Basic |
| Inventory Management | No | Basic |
| Asset Management | No | Basic |
| Estimating | Yes | Advanced |
| Invoicing | Yes | Advanced |
| Payment Processing | Yes | Advanced |
| Job Costing | Yes | Standard |
| Payroll | No | Basic |
| QuickBooks Sync | Yes | Advanced |
| Pricebook | Partial | Basic |
| Flat Rate Pricing | Partial | Basic |
| Customer Portal | Partial | Basic |
| Online Booking | No | Basic |
| Marketing Automation | Yes | Standard |
Strengths
- Industry-leading CRM for roofing sales workflows
- All-in-one estimating, proposals, e-signature, and financing in a single flow
- Deep integrations with roofing-specific suppliers (ABC Supply, SRS, Beacon) and aerial measurement tools (EagleView, Hover)
- Polished mobile app with photo documentation and two-way texting
- Acquired Roofer Marketers; built-in marketing bundle with review automation
- Profit Tracker provides estimated vs. actual job costing in real time
- Active Zapier and open REST API for custom integrations
Best Fit
Residential roofing and exterior-trade contractors who need a strong sales CRM with estimating, proposals, and job-to-invoice pipeline in one platform.
Training & Certification
Master JobNimbus for roofing and exterior contracting — from lead intake through estimating, production, and final payment. This path walks you through a full sales-to-completion workflow built for storm and residential roofing.
Roofing contractor / salesperson · 6–10 hours · TradeAtlas learning path →See all platforms: Software certifications for the trades
Alternatives to Consider
ServiceTitan
All-in-one field service management platform built for residential and commercial trades.
Jobber
Field service management software designed for small to mid-size home service businesses.
Buildertrend
Buildertrend is a cloud-based construction project management platform purpose-built for residential homebuilders, custom home builders, and remodelers. Founded in 2006 in Omaha, Nebraska, it serves 20,000+ contractors and has been used on more than half of all new home builds in the U.S. The platform unifies sales management (CRM, proposals, e-signatures, email marketing), project management (scheduling, change orders, daily logs, punch lists, client portal), and financial management (estimates, budgets, job costing, invoicing, payments, warranties) into a single subscription. It offers native iOS and Android apps and integrates with QuickBooks, Xero, Gusto, Salesforce, HubSpot, and other tools. Backed by Bain Capital Tech Opportunities and HGGC since 2020; acquired CoConstruct in 2021.