JobNimbus
CRM Services.

JobNimbus is the go-to CRM for roofing contractors and restoration companies who need lead tracking, project management, and estimating in one place. We set it up around your workflow so your team actually uses it and your pipeline reflects reality.

Roofing SpecialistsLead and Project TrackingBoard and Pipeline SetupWorkflow Automation
What we do

JobNimbus is built for roofing. We make it run like it is.

JobNimbus was designed specifically for roofing contractors and restoration companies who need to track leads, manage projects, and handle the complexity of insurance claims and supplement work. It has the right features for this industry - the challenge is building a board and workflow structure that reflects how your company actually operates.

We have worked with roofing companies ranging from owner-operators to teams of 20+ salespeople running hundreds of projects. We know how the roofing sales process works from initial knock to final inspection, and we build JobNimbus setups that track the right things at the right stages.

We also help restoration contractors who need to manage both insurance and retail tracks simultaneously in the same system without losing clarity on where each job stands.

Not sure what you need?
Book a free call and we will assess your JobNimbus setup at no charge.
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What's included
JobNimbus account audit
Full review of your boards, contact records, automations, and reporting setup
Lead and job board design
Boards built around your actual sales and production process with stages your team will use
Custom field configuration
Contact and job fields set up to capture the specific information your business tracks
Automation and workflow setup
Stage-based automations, task creation, and internal notifications built and tested
Rep assignment and routing
Lead assignment rules set up so every new job goes to the right salesperson automatically
Reporting and dashboards
Pipeline value, conversion rates by stage, rep leaderboards, and production tracking
Contact and job data cleanup
Existing records deduplicated, stages corrected, and missing data identified
Sales team training
Rep training on your specific JobNimbus setup, recorded so new salespeople onboard consistently
Who this is for

JobNimbus works best for...

🏚️
Roofing contractors

From storm chasers to retail roofers. JobNimbus was built for this trade and handles the lead-to-install process better than any general CRM.

🌊
Restoration companies

Water, fire, and mold restoration businesses with complex insurance claim workflows. JobNimbus handles dual tracks when it is configured for the distinction between retail and insurance work.

👥
Sales-driven home service teams

Companies with multiple salespeople in the field who need their pipeline visible, managed, and accountable. JobNimbus keeps everyone on the same system.

The process

How we set up
JobNimbus.

01
Sales process mapping

We map your full lead-to-install process before designing a single board. Every stage needs to represent a real decision point your team makes.

02
Board and field design

We design your JobNimbus board structure, custom fields, and automation logic and walk you through it before building.

03
Build and configure

Boards, fields, automations, rep assignment rules, and reporting all built to spec in your account.

04
Data cleanup and migration

Existing contact and job records cleaned up. Stages corrected. New records imported if migrating from another system.

05
Sales team training

Your salespeople trained on the new setup. What to update, when to update it, and how to read their pipeline. Recorded for consistency.

FAQ

Common questions.

Do you work with insurance restoration companies specifically?
Yes. We configure JobNimbus for companies that run both retail and insurance tracks simultaneously. The board design is different and the custom fields matter a lot for tracking supplement status, adjuster information, and claim numbers.
Can you clean up a JobNimbus account where stages are a mess?
Yes. We audit the current board structure, identify what is being used versus what was set up and ignored, and rebuild it around how your team actually works. We also clean up contact and job records that are in wrong stages or missing key information.
How long does a JobNimbus setup take?
A focused board and automation rebuild takes 5-7 business days. A full setup including data migration and training typically takes 10-14 business days.
Can you migrate us from a spreadsheet or another CRM into JobNimbus?
Yes. We migrate contact records, job data, and stage history from spreadsheets and other CRMs into JobNimbus with proper field mapping and cleanup before the records move.
★★★★★

"Pear set up our entire JobNimbus from scratch — storm pipeline, insurance stages, photo documentation workflow. Our project managers actually use it now."

Client — Partner With Pear Client

Ready to get JobNimbus working the way it should?

Book a free call. We will assess your current setup and tell you exactly what it would take to make your pipeline reliable.

Book a Free Call