JobNimbus CRM Training & Tutorials

STEP 9: Build Day + Final Invoicing

PROCEDURE / PROCESS

GO TO BUILD SITE

  1. Take pictures of the completed roof in JobNimbus

  1. Move to ‘Job Completed’

  • Sends the customer instructions moving forward

  • Notifies the office

THE OFFICE WILL FILE FOR DEPRECIATION & MOVE THEM TO ‘PENDING FINAL PAYMENT’

Once they Receive the Depreciation Check

  1. Collect it as Soon as Possible

  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 saying if they were a Happy Customer

  • Happy customer meaning they would give us a 5 star review

VIDEO TUTORIALS

1. Taking / Adding Photos

2. Updating Job Stage

3. Scanning in a Paper Check

4. Making a Note

5. Updating 'AMOUNT COLLECTED'

''No Team Like the Home Team''