JobNimbus CRM Training & Tutorials

STEP 2: Setting + Completing an Inspection

PROCEDURE / PROCESS

After setting a time for an inspection:

  1. Create an ‘Inspection’ Task in JobNimbus 

  • Add a start time & end time, any additional notes & assign it to any project managers who will be there.

During the Inspection

  1. Take photos using the CRM

  • Only if you are just taking some photos to present to the homeowner

  1. If you're doing your full report, make a Inspection Report Form

VIDEO TUTORIALS

1. Creating an Inspection Task

2. Taking Photos in the CRM

3. Making a Inspection Report Form

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