How To: Get Reminders After Certain Events
A good portion of JobNimbus users have wondered, “how can [I] get notified a week after a sales presentation in order to follow up?” This
Our New Sales Experience is here! Get started →
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🏔️ Peak Performance 2024 is here. Get the report
Our New Sales Experience is here! Get started →
Get early access to our ABC Supply integration →
🏔️ Peak Performance 2024 is here. Get the report
A good portion of JobNimbus users have wondered, “how can [I] get notified a week after a sales presentation in order to follow up?” This
The main staple of effective CRM and job management software is the ability to keep track of communications with customers and collaborate with other team members. In our
Live reports are a key function of any effective CRM. The ability to see your data as it morphs from status to status gives you
It’s a shocking figure, but it’s also a reality revealed in a new study by Velocify. This figure, and others, are based on a study of Fortune
While there might be a shortage of toilet paper in Venezuela (we’ll save that for another day), there certainly isn’t a shortage of people wondering
Every single company that wants to go anywhere needs to have a process. Your process, or workflow, is what moves the business along on a steady
Budgets allow you to calculate your job costs, determine overheads, track commissions, and see your profit margin on a job. The budgeting tool in JobNimbus
Simply put, a workflow is the ordered steps it takes to get a job done. Workflows usually consist of a list of steps called “statuses”
Our v1.16 update that came out just this week includes some very helpful tools to keep your workflow’s inertia. A huge part of many jobs is getting the
Everyone wonders, “what’s in it for me,” especially with some computer software that disrupts what you’ve been doing for years. Really, it all comes down
Tracking your jobs in JobNimbus is useful, but the ability to create, send, manage, and report on estimates takes your workflow to the next level. JobNimbus provides
When you are adding services, products, or people to your company, there are two questions that you have to ask yourself: 1. Is this making me