Product
JobNimbus
About
JobNimbus is an all-in-one CRM and project management platform purpose-built for roofing, fencing, and exterior contractors, covering the full lifecycle from lead capture and estimating through production boards, supplier ordering, payment collection, and automated communications.
How teams use it
By audience
- General Contracting
- Manages the full lead-to-payment pipeline from first contact through invoicing and payment collection.
- Tracks every job via Kanban-style production boards, giving office staff and field crews a shared view of job status.
- Automates follow-up sequences, task reminders, and internal handoffs so no job slips through the cracks.
- Integrates directly with QuickBooks for invoice and customer syncing, reducing double-entry.
- Specialty Contracting
- Optimized for roofing, siding, gutter, and fencing trades with industry-specific workflows and supplier integrations (ABC Supply, SRS Distribution, QXO).
- Connects with aerial measurement providers (EagleView, HOVER) to pull roof measurements directly into estimates.
- Supports insurance claim workflows via Xactimate integration for supplement tracking and adjuster documentation.
- Mobile app lets field crews update job status, capture photos, collect signatures, and accept payments on-site.
- Business Development
- Tracks leads from multiple sources (website forms, referrals, Angi) and moves them through a customizable sales pipeline.
- Engagement add-on (Engage) provides two-way texting, shared inbox, and automated review request campaigns.
- Proposal tool supports Good/Better/Best pricing, e-signatures, and proposal tracking to see when homeowners open quotes.
- Accounting & Finance
- Generates invoices directly from completed job records and syncs to QuickBooks Online or Desktop.
- Integrated payments (credit card, ACH/eCheck) with next-day funding and transparent per-transaction fees.
- Tracks payments, materials costs, and margins within the platform for job-level financial visibility.
By phase
- Concept & Planning
- Captures and qualifies inbound leads, assigns to sales reps, and tracks initial homeowner contact and appointment scheduling.
- Integrates with Angi, Google Maps, and referral tools to consolidate lead sources into a single pipeline.
- Pre-Construction
- Orders aerial measurements from EagleView or HOVER and attaches reports to job folders for estimate preparation.
- Generates proposals with customizable templates, financing options (Sunlight, Wisetack), and e-signature capture.
- Syncs estimates to QuickBooks and triggers automated follow-ups when proposals are viewed or left unsigned.
- Construction
- Production boards give real-time visibility into job status across the full project pipeline.
- Field crew updates status, captures before/after photos, completes forms, and logs materials directly from the mobile app.
- Subcontractor access role lets subs view job details and tasks without seeing financials or sensitive data.
- Material orders placed directly with integrated suppliers (ABC Supply, SRS, QXO) from within the platform.
- Closeout & Operations
- Generates and sends invoices, collects digital payments, and syncs transactions to QuickBooks automatically.
- Automated review request campaigns trigger after job completion to build contractor reputation on Google.
- Profit Tracker provides job-level margin reporting after closeout for win/loss analysis.