JobNimbus

1. Click Account Settings

   Click your name in the top right corner and select the Account Settings option from the menu.

2. Click Automation tab

   In Account Settings, click the Automation tab to open the Automations settings where rules are created and managed.

3. Click Add Rule

   From the Automation tab, click Add Rule to start a new automation rule.

4. Define rule conditions

   In the new rule, set the rule’s conditions (for example choose an Event-Based trigger like Status changes and specify the status value such as 'Signed Contract' or 'New').

5. Choose action Create a Task or Send a Notification

   Under Add Action in the rule, select either Create a Task to auto-generate tasks or Send a Notification to deliver an email when the rule conditions are met.

6. Click Templates tab

   If you selected Send a Notification, click the Templates tab on the left, then click Add Template and choose Email to create the message JobNimbus will send.

7. Type Template Name and compose Email

   In the Email template editor, type a Template Name (for example 'Production Ready'), write the email body, and use Insert Template Field to add job number or customer first/last name placeholders.

8. Select template, subject, and recipients in rule

   Return to the Automation rule, pick the newly created template under Send a Notification, enter the Subject, and choose Recipients (for example the production manager contact or a team member).

9. Configure time-based reminders (optional)

   For reminders, use a Time-Based trigger (Time-Based Automations) and set the schedule parameters so follow-ups or check-ins run on the desired cadence.

10. Save the rule

    Click Save after configuring conditions, actions, and recipients; then test by updating a record (for example set a contact’s status to 'Signed Contract') to confirm the automation runs.

1. Click the three lines (top left) and choose Settings

   In the JobNimbus web app, click the three lines in the top left corner and choose Settings from the dropdown menu to open account settings.

2. Click Automation tab

   In Settings, select the Automation tab to view and manage automation rules.

3. Click the blue +Add Automation button

   In the Automation tab, click the blue +Add Automation button to open the Add Automation window.

4. Name the Automation and select Event-based trigger

   In the Add Automation window, enter a descriptive Name for your Automation and set Trigger type by choosing Event-based from the Trigger type dropdown menu.

5. Update Triggering Record and specify action

   Under Update the Triggering Record, choose the record Type (Contact, Job, Task, Work Order, Material Order, Payment, Attachment, or Activity) and specify when it should trigger by selecting Created, Modified, Created or Modified, or Deleted.

6. Add a Condition

   Click Add a Condition and define the condition that must be met for the automation to run (for example, set the Contact or Job Status is Signed Contract).

7. Add an Action and choose Send a Notification

   Click Add an Action and choose Send a Notification as the action to execute when conditions are met (this will use an email template for the notification).

8. Create an Email Template via Templates tab

   Select the Templates tab on the left, click Add Template, choose Email, enter a Template Name (for example, Production Ready), write your message in the body, and use Insert Template Field to add dynamic fields like Job Number or Customer First Name/Last Name; then save the template.

9. Pick the template, set Subject and Recipients, then save the rule

   Return to your Automation rule, pick the email template you created, write a Subject, pick Recipients (for example the Production Manager), review the rule, and click Save your Automation Rule so it will run in the background when the trigger and conditions are met.

1. Click Account Settings

   In the JobNimbus web app, open the main menu and click Account Settings to access system-level options.

2. Click Features tab

   Within Account Settings, click the Features tab to view optional features you can enable for your account.

3. Click Enable next to Work Orders and Material Orders

   In the Features tab, find the Work Orders and Material Orders entries and click the Enable button on the right side for each to turn the features on.

4. Open the existing estimate for the job

   From the job record or Estimates area in the JobNimbus web app, open the estimate you previously built for the job you want to manage.

5. Open JobNimbus mobile app

   On your iOS or Android device, open the JobNimbus mobile app (recommended for the best mobile experience) to access job records and work orders on the go.

6. View the enabled Work Orders and Material Orders in-app

   In the JobNimbus mobile app, navigate to the job or estimate you opened on the web; the Work Orders and Material Orders features you enabled in Account Settings will be available for field use (mobile app supports photo capture and annotations as shown in the product documentation).

1. Click Account Settings

   Mouse over your name at the top right of JobNimbus and select Account Settings from the drop-down menu.

2. Click Contact Types & Statuses

   In Account Settings, open the Contact Types & Statuses tab to manage workflows for contacts.

3. Create status 'Presented' in workflow

   Within the Contact Types & Statuses tab, select the workflow you use for sales (either the default workflow or your own unique workflow) and create a new status named "Presented".

4. Set contact status to 'Presented'

   When a sales presentation completes, set the contact's status to "Presented" in the contact record so it becomes the trigger condition for follow-up automation.

5. Open Automation

   From the JobNimbus UI, open Automation to build rules that act on types and statuses.

6. Create an automation rule using Status = Presented

   In Automation, create an automation rule that uses the contact status (or contact type/status combination) as the trigger and specify a delay of 1 week after the status is set to "Presented".

7. Configure action to create task or notification and enable rule

   In the same automation rule, configure the action to automatically create a follow-up task or send a notification at the scheduled time, then save and enable the automation rule so it runs when contacts are set to "Presented".

Yes. The JobNimbus website includes "Start a trial" / "Start a free trial" links where users can sign up to test the platform.

JobNimbus is designed primarily for roofing contractors and similar field-service contractors that need a CRM and job management system tailored to their workflows.

Yes. JobNimbus provides mobile apps for iOS and Android in addition to its web app for use in the office and the field.

JobNimbus lists integrations such as QuickBooks (Online & Desktop), CompanyCam, EagleView, SumoQuote, and Sunlight Financial for financing and payments.

Yes. The site references JobNimbus Payments and financing options via partners like Sunlight Financial to streamline billing and customer financing.