JobNimbus

Fire off emails immediately or with a delay using trigger-based automations

Automate SMS communication with trigger-based automations

Automate production processes like sending customer emails when jobs are scheduled

Automate sales processes like moving jobs to 'Sold' when proposals are signed

Use webhooks in automations for advanced workflow automation

Automate 10 workflows in Growing plan, unlimited in Established plan

Stop chasing invoices and get paid faster with automated billing and JobNimbus Payments

See all completed jobs on one board and use it to easily collect final payment

Keep track of overpayment and when you need to credit a customer's account

Collect digital payments from customers

Apply for customer financing, choose length and terms offered

Built-in financing options to offer customers payment plans

Offer financing to homeowners directly from the platform

Create invoices from estimates in one click and customers can pay directly

Easily accept credit/debit cards and ACH/eCheck payments within JobNimbus

Give customers an instant financing quote with no hard credit pull

Quit chasing down payments via phone by sending a text from the app to get payment

Keep conversations going by mentioning team members in notes

Greet customers by name when they call on iOS and Android

Text, call, and email all work right from the app to keep in touch with customers

Send and receive email with homeowners, insurance adjusters, and more

Send and reply to text messages with a shared inbox and multiple numbers

Keep customers and partners up-to-date with a live link to their job

Get notified about all the important things along the way

Share comments with @mentions and collaborate with team members

Connect tools with API access for custom integrations

Sync multiple locations with QuickBooks Desktop

Link with QuickBooks Desktop or Online and sync contacts, jobs, products, services, estimates, invoices, and payments

Connect and sync with QuickBooks for accounting integration

Connect up to 5 software tools in Growing plan, unlimited in Established plan

Get real-time pricing, order instantly, and get delivery updates with Beacon PRO+ and SRS

Create workflows for every job type such as residential retail or insurance roofing

All job notes stay with the job folder so you know where everything is

See all jobs in production on one board including where they're getting stuck

Bird's-eye view boards to organize job information and increase efficiency

Keep track of all the little things with tasks that can trigger automations

Track workflow with unlimited boards

Track unlimited jobs in your account

Track workflow with boards to organize and visualize work

Ensure profitability by comparing projected costs with actual costs

Create the perfect workflow for sales team to get incredible results

Request signatures on proposals via email or get signatures in the app

Standardize inspections and get all needed information in the first visit

Order measurements straight from EagleView and HOVER

Keep all contacts sorted and accessible at a glance as opportunities in the making

Map custom sales process inside JobNimbus and work your leads

Take before and after photos and draw on them right inside the app

Build professional proposals and get them signed digitally

See all leads and jobs on one board with estimated totals

Get the right message to the right prospect at the right time at every point in the funnel

Use the calendar for inspection appointments, job schedules, and more

Plug in measurements to create detailed estimates in seconds

Build custom quotes that impress clients with professional, well-thought-out proposals