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.
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.
From storm chasers to retail roofers. JobNimbus was built for this trade and handles the lead-to-install process better than any general CRM.
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.
Companies with multiple salespeople in the field who need their pipeline visible, managed, and accountable. JobNimbus keeps everyone on the same system.
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.
We design your JobNimbus board structure, custom fields, and automation logic and walk you through it before building.
Boards, fields, automations, rep assignment rules, and reporting all built to spec in your account.
Existing contact and job records cleaned up. Stages corrected. New records imported if migrating from another system.
Your salespeople trained on the new setup. What to update, when to update it, and how to read their pipeline. Recorded for consistency.
"Pear set up our entire JobNimbus from scratch — storm pipeline, insurance stages, photo documentation workflow. Our project managers actually use it now."
Book a free call. We will assess your current setup and tell you exactly what it would take to make your pipeline reliable.
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