JobNimbus Mastery Path

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.

Contacts, Boards, and Pipeline Setup

Create your contact pipeline, configure board columns to match your sales stages, and set up status automations that move jobs through the funnel hands-free.

DocsJobNimbus Setup Guidefree
VideoJobNimbus Quick Start Video Seriesfree2 hours

Estimating and Proposals

Build line-item estimates, add material templates, and generate branded proposals for homeowners. Connect Hover or EagleView for aerial measurement import.

DocsCreating Estimates in JobNimbusfree

Work Orders and Subcontractor Management

Create work orders from approved estimates, assign crews or subs, and track material delivery. Keep production moving without phone-tag.

DocsWork Orders Guidefree

Invoicing and Payments

Convert work orders to invoices, collect deposits and final payments, and sync with QuickBooks. Process credit cards in the field with the mobile app.

DocsInvoicing and Paymentsfree

Automations and Integrations

Set up triggered automations for follow-ups, insurance supplement tracking, and supplier ordering. Connect aerial measurement tools and review platforms.

DocsAutomations Overviewfree