JobNimbus CRM Training & Tutorials

STEP 6: Build Contract

PROCEDURE / PROCESS

GO OVER THE SCOPE OF WORK LINE BY LINE WITH THE CUSTOMER

  1. As you do this, fill out the job details for the build contract

  1. Create a ‘Build Contract’ in JobNimbus & have them sign it

  1. Collect a Payment (ACV, Deductible or Both)

  1. Move to ‘Payment Collected’

  1. Document the Payment

Scan it in if it’s a paper check

Make a Note of the transaction if it’s an online payment

  1. Add the Amount Collected to the Job Details

  1. Make a Note to the Office with the Build Date

IMPORTANT TAKEAWAYS

Always update ‘AMOUNT PAID SO FAR’ in the job details when a payment is made. This is very important for knowing which customers owe money, so it is essential that this stays up-to-date and accurate.

VIDEO TUTORIALS

1. Updating Job Details

2. Making / Signing Build Contract

3. Updating Job Stage

4. Scanning in a Paper Check

5. Adding in a Note

6. Updating 'AMOUNT COLLECTED'

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