JoNimbus Webinar Pt 1: Workflows & Boards (Sept. 2025)

I got to tell you, this is super weird because I can't see any of you.

but let's start job, Nimbus.

It's by far.

I.

I get asked more than anything else in roofing about Job Nimbus.

So I wish I could sit down with everybody one on one.

It's just impossible to do that.

I think there's like 40 people in here.

but this stuff's super important.

And the reason we started with, boards and workflows is it's the foundation of our business.

It's like all the individual departments that we have.

it's keeping everybody organized.

So if you look on the left, I've got my sales department, my permitting department, my production department, my billing department, close out for admin activities when the job's done.

My repair department, cold leads, which is where, digital leads go when they come in and we try to book with them.

That's where our auto drip lives.

pre production is when we're getting ready for the job.

And that happens at the same time as permitting.

And then we have a little board for punch out.

So this is how everybody can stay organized.

The salespeople don't need to see what the permitting people are doing.

The billing people don't need to see what the permitting people are doing.

Everybody's just locked in their little, departments.

And then eventually you grow and you have three people working in one department.

so when we sent out the invite, I asked, you to come with, like, kind of your customer journey mapped out.

I don't know if you did that or not, but the reason I asked you to do that is because, it helps you visualize your whole business.

Like, obviously, this looks like a giant mess.

This is my entire customer journey from start to finish.

And everything that happens, all the automations, all the different tech we use throughout the process.

So I'm not going to go through all of this in detail.

I'm just going to highlight a few things.

but this is a good first step before we even go into Job Nimbus and start doing what we need to do is to envision, all the systems in our business and what we want them to look like.

So, like, obviously the first thing that happens is we get a lead.

So if I zoom in here, there's a lot of things that happen when we get a lead.

I will mention that, if you follow me on YouTube, you know that I'm building out a new custom system for my business.

So that's why I have this all crazy.

I wish we could do all these things in Job Nimbus, but we can't.

and that's why, at this point, I'm leaving Job Nimbus as I give this Job Nimbus webinar.

but Job Nimbus is a great tool.

It took me a long way.

It can do a lot of things.

And if you're on this call, I'm sure that, you know it can do more than you're doing with it currently.

so that's why we're here.

but this is how we want to think about it.

When we get a new lead, what needs to happen?

We get a phone call, we book an appointment.

What happens if we don't book an appointment?

Okay, we keep trying to.

How many days do we call before we push them into an auto drip follow up?

Do we have an auto drip follow up?

If we do have an auto drip follow up, how do we want it spread out?

So if you can see my first auto drip.

So I got a lead.

For some reason, I couldn't book an appointment with them.

my inside salespeople gave up.

They push them to the auto drip, and they sit here.

Move to next status.

After two days of no contact.

Then they get contacted again.

After two days, move them again.

After two days, move them again.

After three days, move them again.

so just basic systems in the business of what we want things to look like, as soon as we get a lead, the whole goal is to book an appointment.

And if we can't book them.

Well then we never meet them.

If we do book an appointment, then what happens when an appointment is created, what happens next?

What do you want to happen?

How do we prepare for appointment?

Do you order the roof report?

do you schedule it on a sales reps calendar?

Do you schedule it maybe without a sales rep and your sales manager assigns them?

so this is what we're going to do today in Job Nimbus.

We're just going to go step by step.

This is the whole estimating process.

This is the whole pre production process.

So we get a signed contract.

What happens after a signed contract?

Well, there's a lot of things that happen.

Send an invoice for a deposit.

Maybe you have a job board that you add that customer to.

we send the contact info, to QuickBooks.

Maybe we send a thank you for signing a contract video to the customer.

Then we start to prepare for the job.

Maybe we do a pre start inspection.

We order the material, we confirm the start date with the homeowner.

Meanwhile that same job is in permitting because we have to prep for the job and get the permit approved at the same time.

That's why I have pre production and permitting stacked on top of each other.

And there's a way to do that in job Nimbus which we'll get to.

Then we have production, the actual job.

Who schedules the inspections?

When are they scheduled?

When are our progress invoices sent out?

What happens after final inspection?

Do we have gutters?

A final walk with the customer waiting for payments.

So if you can map out what you want your business to look like and you just have to make these decisions on your own.

You can't copy somebody else's.

You can take influence from someone else and learn from other people, but your business is your business.

The amount of team members you have is going to have a lot to do with this.

So if I only had two team members helping me with my office, I probably wouldn't have so many steps because it would just be a lot of steps for all the same people to take care of things.

The bigger you get, the more steps you're going to have, the more people you're going to have in individual departments.

So for example, my pre production people, there's three people that are in charge of this board production even more.

So I just wanted to start here to show you like how I view the customer journey before we get into like actually how to do it.

Technically in Job Nimbus, if anyone wants to see this, just shoot McKenzie an email or throw it in the chat that you want to see this and I'll send you a copy.

but now Job Nimbus, let's get into it.

How do I move this?

There we go.

Okay, so we all understand boards.

We have boards that keep our team members organized, to divvy up our departments.

But a board is not a workflow.

They're two different things.

And I've talked to a lot of people that don't know this.

So in your Job Nimbus settings, quick.

note, I've been a Job Nimbus user for a long time, so mine says contact, yours probably says job workflows.

They work the same exact way.

Just, I'm tracking my contacts through.

You're tracking your jobs, but it's the same thing.

Everything's the same.

but I've ran through this with a lot of guys that can't figure out how to create their boards.

And like, just that little piece has like, been, an eye opener for them.

Your workflow does not translate to a board.

So the first step is we have to come to our settings and add a workflow.

So we're going to add a new one real quick.

your boards get created after, so I'm going to start in the workflow.

And your workflows are separated by however many types of services you offer.

So if I do insurance work, retail roofing and new construction, I would want three separate workflows for all of those because the processes are different.

They don't follow the same process.

Meeting, an adjuster supplementing a claim.

All those steps don't exist in residential roofing.

So we would want to have a separate workflow, for that so that we can have separate boards for them.

I mainly just do residential reroof and repair.

I have an insurance board.

We don't even use it.

You won't even see it on my board because we just don't do a lot of insurance.

But if I did, I would definitely have one.

so when we get in here, we're going to hit add workflow and I'm just going to make residential.

Let's turn the caps off Residential re roofing.

I'm going to allow, access to all team members.

Security.

Yes.

And let's start.

So like I said, this is the first step before boards, and it helps if you have your customer journey mapped out ahead of time because you already know what you want these stages to be.

but I'll just walk through and give My thought process as I go and we'll skip some for the sake of time.

you have stages.

These are important.

Every status has to be associated with a stage.

this is important for the insights reporting.

So as you see me add a few statuses I'll talk through when I'm setting the stage.

But it's pretty self explanatory.

You have lost, you have lead.

Notice they're in order.

First they're a lead, however many lead statuses you're going to have.

Then they become estimating, however many statuses are in the estimating stage.

Then a job is sold, then a job goes into production, then it goes into AR and then it's completed.

So when you go into Insights and you look at your reporting, it's largely reporting off of these stages.

So for example, booking rate, if you want to look at your booking rate, what is it?

It's a, it's how many appointments did we schedule out of how many leads.

So job Nimbus is able to look at the lead stages and the estimating stages to tell you that same thing with closing percentage.

And there's two ways to look at closing percentage.

You can look at your closing percentage based on appointments.

So estimated jobs compared to your sold jobs or just leads compared to your sold jobs.

So that's why the stages are important.

So first state status.

We're going to call new lead.

We're not going to send them to QuickBooks.

I don't like sending people to QuickBooks until they actually become a customer.

Just no reason to have all that data in QuickBooks until we're actually going to be billing them for something and then is archive.

No, we'll only archive people when they're lost or paid and closed.

And I don't want to update other boards.

And now I'm going to set the stage lead.

Then I would ask myself what happens after a customer becomes a new lead?

Well, did we book an appointment with them or not?

And this is where if you look on the left side of my screen, I created a separate board for people that came in digitally that we try to book with.

So you notice I've got 18 names in the last 30 days we've been unable to book with.

then we put people on hold if they decided hey, we don't want to do your roof to the fall.

We'll put a little alert in our calendar to reach out in the fall and we'll put them on hold to keep them out of our auto drip.

But if I was to move Tiffany here to here.

Now, she would follow a 30 day auto drip campaign.

So for the sake of not muddying up my sales board with the long list of auto drip statuses, I create a separate board where my auto drip lives so that we can just get right into appointments in my sales board and not muddy all this up.

So for this example, I'm going to do the same thing.

I'm going to say after someone's a lead, they become appointment scheduled stage.

I would call this estimating.

Because if we go to an appointment, we're going to give them an estimate.

We could technically keep this as lead if we wanted to.

but I like to track my estimating conversion, on my reps.

Based on the amount of appointments you went to, how many did you sell?

So if I push this into an estimating stage, now we're going to calculate our reps closer percentage based on the amount of appointments they went to.

So appointment schedule, it's going to be my first estimating stage.

Still not a customer, so I'm not going to send the QuickBooks.

Okay, what happens in my business after an appointment?

maybe you do one call, closes, and you present estimates on every single appointment.

Maybe you do appointments and then you go back to the office, put together a proposal and email it.

Maybe you do appointments, you go back to the office, put it together and then go do a second appointment.

This is why nobody can do this for you.

You got to think about it and make decisions.

So let's say that we run two appointments in this example.

So after the first appointment I'm going to say we go back to the office and then we build an estimate.

Still an estimating stage.

Not going to send the QuickBooks yet.

Okay, so we did our appointment, we went back to the office, built the estimate, and now we're going to go up for our follow up appointment.

Still estimating stage.

No QuickBooks.

All right, we presented the estimate, they didn't go with us.

The lead's still alive.

Now what do we want our follow up, workflow to look like for our reps?

How do we want to track it?

Do we want to give them multiple follow up stages, which I like to do, or do we just want to have one long list that shows them all the people and follow up?

if your reps have a large pipeline, it helps to give them multiple statuses to look at so they can keep things organized.

So maybe you could call this one your initial follow up, still estimating because it's not sold, don't send it to QuickBooks.

So maybe we want to treat initial follow up as like this first seven days after the appointment.

and this is like our hot leads for our sales rep.

And then maybe we want to create a second one where leads are starting to get a little older called second follow up estimating stage.

Don't send the QuickBooks and then maybe one more for an older follow up.

And because we're spreading these out, we can now automate differently between them.

So part three of this webinar we're going to go into all my automations.

But like an initial follow up we could set maybe daily reminders if we wanted to be a pain in the ass to our sales reps.

Like hey, follow up with this person.

Hey what's going on with this person?

Hey where's your notes?

And then maybe when they're in second follow up we lay off.

Maybe it's every five days, six days, seven days and then maybe older follow up.

Maybe it's every one week or two weeks.

but then at some point we're going to want to push these people into an auto drip because it's very clear through no notes in the system that nobody's reaching out to these people anymore.

And I'd rather have a robot reach out than nobody.

so this is just where we have to stay, on our reps, maybe have some inside sales reps that help out with this.

But I always like to have an on hold because a rep may feel really good about a customer but he just decided he's not going to do his roof for another two months.

But it doesn't mean that name is dead and we don't want to blow him up with automations.

We just want to set a calendar event to call him in two months when he said so if we have an on hold status we have somewhere for our reps to put customers without sending them right to auto drip.

But then if we do have an auto drip we tell our reps, hey, when you're sick of following up with people, when you're sick of ghosts and people just throw them in the auto drip and then we create an auto drip string that goes out to everybody that's in this status.

reps are notoriously bad at following up.

so we decided to hire inside salespeople that just support our reps in all these statuses.

We're sending out text blasts, email blasts, looking if our reps are putting notes in, if they're not putting notes in, checking in, maybe taking the customer from them.

some sales reps go through this like a robot and follow everything perfectly and others are just not as good at following up.

So sales reps are notorious for not wanting to follow up.

We found a way to use.

All right, Andre is asking me, have you found a way to use automation when updating status and or stage or does it always have to be done manual?

Yeah, there's, there's all sorts of ways you can update the status automatically.

you can do it based on like for example when a contract is signed, change status to sign contract.

When an appointment is scheduled, change status to appointment scheduled.

So there's events outside of statuses that you can change status with.

It's like a pretty common automation.

when estimate is marked sent move to initial follow up.

we'll get all, we'll get in all that stuff in the later webinar so I don't get stuck.

okay, so rep signs a roof to Andre's example job.

Nimbus notices an estimate is signed.

We automatically change the status to sign contract.

And now this is going to be my first sold status.

So this is when I want Job Nimbus reporting to recognize that this job is sold.

This is revenue.

I want it to affect this reps closing percentage.

And now I'm finally going to check to send the QuickBooks of QuickBooks has the information because we probably sent them a deposit.

There's probably a lot of things that happen on signed contracts.

So to that automation point this status is important.

production team probably needs to be alerted.

Permitting probably needs to be alerted.

there's a lot of things that need to happen here.

So this status is super important.

So, so if we automate when estimate is signed, move to sign contract.

Now we can create automatic alerts to our team.

Alert permitting of new signed contract Alert production manager of new signed contract Alert Sales manager new signed contract.

so all those automations can be set on the left side of my screen.

I mentioned it earlier.

I have pre production under permitting.

But right now we're creating a job workflow.

So there's no way to have one job be in two places at one time.

So if you have areas of your business that happen simultaneously on top of each other at the same time, that's where we utilize the work order boards in Job Nimbus.

So you'll notice under pre production.

I didn't mean to click says work orders and under permitting it says contacts so with what we're doing right now, we're mapping out our, I should try to say job because yours says job.

We're mapping out our job workflow.

So in my example over here on the left, the job will be in sales, then the job will be in permitting and the job will be in production.

And the job never hits pre production.

So the work order board is like a side workflow where people can be in two places at once.

So that my permitting department could submit for the permit while my production department gets ready for the jobs.

And they can both, map their workflows at the same time without affecting each other.

They're not linked at all.

Josh is asking me about job workflow and contact workflow.

Job Nimbus came out with like jobs v2 or something they call it.

I've just been a Job Nimbus customer for so long that I've always had contacts.

and they've actually called me and asked me if I could switch because they said they're going to kill it.

I said no because all my stuff set up.

That's crazy.

I actually don't know what jobs looks like.

So when you say you have jobs and contact workflows, I'm not sure.

But you do probably see work order workflows, correct?

Yes.

Right.

I'm almost positive that you would want to be creating job workflows for what you're seeing me do and then work order workflows.

If you have an example, like I do with permitting and pre production, getting ready for the job.

So as we go through this lead appointment, estimate, follow up, now we have a signed contract.

You're going to see me go right into permitting because the pre production stuff happens outside of this workflow.

So submit or permit.

And now I'm going to call this in production.

So I only have one sold status and it is signed contract and we can continue to send to QuickBooks the whole time.

So you can see how my stages, they go in order and they're aligned with the correct status of the stage that they're actually in.

So my reporting is correct after submit permit probably in review.

And I actually have individual building departments for my permitting department to track.

You can do this.

So they're not in chronological order, but like the common building departments we're in, they're there.

Okay, after the permits in review, what happens next?

Permit issued.

Okay.

What happens after a permit issued?

In my business, I don't know, but I'll just guess for you.

Let's Just say we schedule job.

What happens after we schedule the job?

Let's say we create material.

Order stage, still production.

For the sake of time.

After we create material.

Let's say we are impending.

Start.

We scheduled it.

Everything's ready.

This is the column that they sit in while we're waiting to start.

I don't think I have too many Florida people in here.

There's some, but I'm going to skip all the inspections because everybody doesn't have to deal with that.

So pending start, let's just call it.

You guys probably finished roofs in one day.

Everyone who's in Florida is probably jealous.

I don't even know what you would call that for a one day job.

Start date, Start job.

Okay, one day job.

Now you're done.

Let's call it final walk.

Final walk with homeowner so you can get paid after final walk, let's say pending payments.

You delivered an invoice at final walk pending penny payments.

And now we're going to call it AR Accounts receivable.

See how all the stages are in order.

After penny payments, you got paid, paid and closed.

And watch what happens if I do this stage wrong.

I'm going to call paid and close the lead stage.

See, I lost it.

It's up here because you have to have the stages in order.

So in order to get that where it belongs, I got to throw it down the bottom and paid and close would be complete.

And then if we want, we could archive it there.

Now I probably skipped some.

Don't just go off of this process.

Like, think about it.

Maybe you have a review request.

Maybe you send closing docs, maybe you do gutters after you finish final walk.

There's all sorts of things.

You just got to take your time and think about it as you're mapping this out.

But you notice and let me archive paid and close just because I didn't and it should be.

You'll notice how long this list is and, yours might even be longer if you take your time and think about it.

It's just a long list of everything that happens from the minute someone becomes a lead.

If they're a residential reroof customer till the minute they pay and everything's over.

But that doesn't mean I'm just going to have one long continuous board.

it's best to break up your board in how many sections?

It depends on your team size.

So you can see mine's broken out by department.

I keep saying, but if you only have three team members in your Office.

Maybe you just need, I don't know, sales, production, billing.

Or maybe you lump production with billing.

Or maybe you do have it in one long board.

but just because this is one long list does not mean that my boards need to be one long list.

So I made my workflow.

Now I'm going to update it.

And at this point I come in and I create my board once the workflow is made.

So I'm going to leave this up so I have it to reference.

You should too, when you do yours.

I'm going to go new board.

let's call it.

We're going to break this up.

Sales, production billing, residential.

Let's call it resi Sales.

I can give it a color, get cute with some pink, make it available to everybody.

And it's asking me right here, what type of board is this?

Is this a contact board or a work order board?

so I'll show you the work order board, after we build this one.

But this is a contact board.

And now I can mess around with what, what information it's going to show me on the card.

This is useful.

Like your permitting folks don't need to see the same information as your production folks.

So you can customize, what's shown on the card so that people don't necessarily have to click in to every name to figure out what's going on all the time.

So let's just say we want to see customer name.

Let's show address.

Let's show city.

That's an important one.

I can even put it a couple spaces.

Let's go.

If you have any custom fields, you could put that gate code.

Maybe I want to put that on the contact card.

Whatever you want.

You can customize this.

Look in other sum of all approved estimates, some of all approved invoices.

Maybe that's helpful for the billing board.

And let's go.

Claim number.

Now we're going to add lists.

So this looks similar to the workflows, but it's not.

So it's asking me to title it.

So the first list I want to see is new lead.

But all I did was type text in a box.

I didn't do anything.

Here is where we attach it to the right status, which we just created in the workflow.

So you'll notice I've got every single workflow with every single status available to choose.

So if I wanted to, I could put a repair status, a residential reroof status, and an insurance status all in the same list on a given board.

Maybe this would be helpful for billing.

Maybe you don't want your billing department to have to go to a repair board, a repair board and a residential reroof board to see who owes us money.

Maybe you just want them to end up in the same list on the same board so we don't have to hop all over the place.

there's other uses for that.

So every list doesn't necessarily need to be one status if it's going to keep things organized, but in a lot of times it is.

So like in this example, my first list for new lead.

Yeah, I only want the new lead customers in here.

So I'm going to search the, workflow title.

We just did Residential reroof.

And now the status.

I'm just going to click it.

So now the title of the list we're making on the board is going to be newly and it's associated with the lead status that we just created over here in, residential reroof.

Although I don't think I've got so many in here.

I don't think I did it right.

What's it called?

Residential reroofing.

Hold on.

Let's call it something easy to search and then let me hit F5 so it shows up.

I'm about to give you a super useful tip when you have two, Job Nimbus windows open.

And like, I just created a new, workflow on my right and now on my left I'm trying to find it.

Well, Job Nimbus can't find it yet because nothing updated.

So let me save this so I don't have to do the top section again.

We're just going to replace it.

Just going to save it.

But if you hit F5, it refreshes and now we'll be able to find it.

I just learned that like two weeks ago.

You're welcome.

What is it?

Let me see.

Jason, I don't understand your question 100%.

Let's add it.

All right, try this again.

New lead.

And I titled it Z so it'd be easy for me to find.

Boom.

So that F5 trick works.

You just saw it.

you can organize the list too, so you can have it, the newest names at the top or the oldest names at the top.

You can organize by some other things too.

I like start date.

So you can organize by start date.

That's helpful.

When we get to the pre production board, if you put a start date on that work order, you can have it so that the start dates that are coming up the soonest stay at the top of the list.

So if I put it at ascending by start date, my production team knows which jobs are coming up soonest.

So if we've got to get material ready and things scheduled, they just, they have their whole list prioritized by what's coming the soonest without having to think about it.

but for this one new lead days and status that's fine save.

So like I said there you don't have to have name of list with associated with one status but in a lot of cases that's what you want.

That's kind of how we build the workflows.

But maybe I wanted to abbreviate so in my status name over there it's appointment schedule.

Maybe I just want to put appointment scheduled so that it fits on the board or maybe even appointment sketch.

As long as I attach it to appointment scheduled it's still the same thing.

What's next?

Build estimate and just pretend Z is residential reroof and it's just making it quicker for me.

So I'm just going one by one and recreating what I just did in the workflow over here.

But I'm going to cut it because we're only making a sales board follow up appointment.

And maybe we want to call it second appointment again for the sake of space.

But it's attached to follow up appointment.

I'm really just giving examples how they don't have to necessarily match.

They probably should though.

just to keep your team organized and know exactly what everything is because you can always did he clarify.

Okay.

Because you can change status here from the contact type.

So if if you're, this is going to show you your workflow statuses.

So if your whole team's so used to seeing the titles of the list in the board and they don't match in the contact when they do it, it might confuse them.

So this right here might not be a good idea to put second appointment then follow up appointment.

Just showing you an example.

And then we have initial follow up.

Just watch when you're finding the linking statuses make sure you're choosing the correct workflow.

So like I retitled mine Z.

So you're going to see all these statuses are for Z.

Because I'm in residential reroofing sales.

What happens after second followup older follow up.

and we're going to pretend that I'm at the end of this board for the sake of time.

well we're, we're pretty much done.

Let's go sign contract.

Okay, so the last status of my sales board is signed contract.

An easy thing you can do to link your sales board to your production board is you make the first status of the production board sign contract as well.

So that means let's go.

When your sales reps move to sign contract here on their board or when an estimate is signed digitally so Job Nimbus moves it to sign contract here, it's also going to show up on your production board because this is going to be the first status on the production board.

So that's how you keep the flow with multiple boards.

so you don't need to pass them back and forth.

As soon as they hit here, they'll also hit for your production guys and you can alert them accordingly.

So I would just got now go and create my production board color.

It's a contact board.

Again, all team members.

I would select what I want shown on the card and then I would go with my first status in production which again was signed contract.

Let's Skip a few.

Skipping a few for the sake of time.

And then let's say the final walk status is when billing maybe sends an invoice before we do a final walk.

Or maybe you deliver a paper invoice to the customer when you do find a walk.

So this would be the correct status to link to my billing board.

So I skipped a few production statuses for the sake of time.

But this would be all our steps in production that we laid out over here.

And then I would create a billing board and maybe we can call it billing and close out again.

It's a contact board available to the team.

Customize my cards and final walk.

So that's production passing at the billing.

Jason asked should there be status as well?

Jason, the production status is I'm going to move a card through once I get this board up.

But the final walk is like the linking status between production and billing.

So that's what we use.

Their last status of production is final walk.

First status of billing is also final walk.

Retail sales board for the office and the residential sales green board for sales for your sales.

Say that one more time.

Is your retail sales board for the office and the residential sales for re board for your sales team which is the only board your sales team can see.

Okay.

Safe.

Let me see now.

You're good.

Darwin, I'm just trying to understand your question.

I think you're talking about this green board, but this is residential repair.

So this is My only sales board.

and I don't, like, hide all the boards from people.

I guess some people probably do that.

I don't do that.

And then early on, your salespeople are still involved in production, probably, if you're early.

and honestly, when I was earlier, I probably had.

I had my boards built out like we're doing now.

I had this red residential sales board.

Then it was production, and then it was billing.

but we're going to add a customer into so we can play with it.

Johnny Knoxville.

I don't know why I just thought of him.

Contact type.

So this is the workflow Z new lead.

Good, good.

I should have showed you that.

So there's some quirks with Job Nimbus.

This is like a workaround.

If you get mad at your people for not putting the lead source in, you can't make lead source required, which has always bothered me.

I wish you could, but you can't.

but if you add a custom field called lead source, yes or no?

Like, did you enter it and you make it required, when you're adding a contact, it'll just say this.

And then when I go to save it, it won't let me because lead source is required.

And eventually your people will just get used to it and, they'll make sure that they ask and put it just a workaround.

Okay, so I added a contact under our new, workflow as a new lead.

So now I'm going to see it on the board.

So now we can move them, you know, and to the question before.

To the question before.

if I had an automation set that every time the task type appointment was set, change status to appointment scheduled.

Now, all your admins would have to do is create a contact schedule, an appointment.

And when I went back to the board, it's automatically an appointment schedule, just like you saw.

and you can do things like that all throughout the process.

But then, like we were saying, let me make this bigger.

Now we're done with this.

As we move them through.

What the.

I move it to sign contract.

That's going to bother everybody.

All sorts of alerts are going to go off.

I'm all lost.

He's also on the production board.

So that's how you link the boards.

Same thing.

When I move it, the final walk, he's going to be on our new billing board.

Boom.

is there any questions?

Because MacKenzie says there's a few.

Ask, your questions now.

There's a lot.

You can only go through so much of this at once.

it's better I read them.

Josh is asking me how many emails do I have going out during the 30 day period?

off the top of my head, probably 12.

Probably 12.

And it's like, more up front.

A lot up front, aggressive up front.

And then they taper off slowly.

And then at the end of the 30 days, I don't push them to lost.

I push them to mass email because I'm still going to hit them with text and email blasts.

I'm not just going to give up on them.

We, don't give up on anybody until they tell us they went with somebody else.

Julian, how do I open two Job Nimbus windows?

you open two tabs and split your screen.

Justin, I know in most CRMs I have developed, we are able to carbon copy our CRM workflows and send it to others to create their foundation.

Does Job Nimbus allow the same thing?

And if so, how much do I need to pay to receive your CRM carbon copy?

someone asked Job Nimbus so, so that I could send them and I forget.

I think they told them no.

but if anyone wants to ask Job Nimbus if they'll let us do that, ask them and I'll do it.

I don't care.

It's not a secret.

I'm leaving jobnimbus anyway.

Bailey's asking.

Would like to see a walkthrough of the logistics of how you use work order boards.

Like with your permitting department.

Do you actually use Job Nimbus work orders or do you use them for the sake of basically having a sub status for another department?

Yeah, that's a good question, honestly.

Thank you for bringing that up because we didn't go through that.

yeah, so I don't.

No, no, I don't use work.

I don't actually use work orders for being work orders.

I actually use estimates in Job Nimbus because we're able to put pictures in the inspection section with descriptions and that's just a better work order for the guys than the way the work order templates are made in Job Nimbus.

So I create a dummy work order so that we can track the workflow.

So if I come, how should I do this?

So if you look at one of my work orders, they're just the line item estimate, that we just convert the signed estimate into a work order, but nobody's really doing anything with this information.

Like, we use material orders to order material.

We use the estimate to send Estimates.

This is purely just a placeholder for moving a card through statuses so that everybody can keep track of things.

But in the settings you'll see it work order workflows.

It pretty much works the same way.

So we have a punch out work order workflow so we can keep track of where all our punch out stuff's at.

And then we have a pre production so we can keep track of getting ready for the job wallets and permitting.

But it works the same way as the contact.

You name your work order board.

So let's just say job prep, show it to everybody.

You can clone a workflow but you don't have one so you would just create another one and now you just do the same thing.

Notice there's no stages so there's no there's no consequence to the insights reporting with these.

We're just purely making statuses to track things.

So pre start inspection and so on, you just go through the same process we just went through.

I'll just put two so we can see it.

New pre start inspection.

Job ready update.

And now I'm going to hit F5.

So when I go over there, it's there.

see I'm I just did the same thing everybody else does.

I got to make the board over here.

Job prep.

Now it's a work order board.

I just checked that little box.

now it's the same thing.

I title the card and I link it to what I call that job prep.

The correct status in the correct work order.

Ready start.

Job ready, save save.

So now that I have a work order board, if I come here and I come in the the job I should say not the contact.

and let's say I'm going to change status to make it more realistic.

Let's say as soon as it's in signed contract.

So I'd probably have an automation set that as soon as, as soon as the job hits sign contract.

Either alert production manager to create the work order.

Alert GM Alert Sales manager to create a work order you could even set an automation.

As soon as you hit sign contract, create a work order.

Job Nimbus has a goofy quirk where if you're going to make an automation based on estimate status, meaning like when estimate is sent, when estimate is signed, you can't differentiate between the type of workflow that's signing that estimate because like if a repair estimate is signed, you would want something different to happen than if a reroof estimate was signed.

but there's really no good way to tweak that.

So I don't have too many automations set on when estimate is signed.

I have a couple but then I have some manager intervention just to make sure we're not getting screwed up.

But I would just come to work orders, add a work order, select my type, the one we just made Job prep put my city because I made that required add an item or you could convert from estimate but it's not seeing one because there's no estimate in this contact.

So I'm just going to put a line item to save it.

But now if I go to my boards job prep.

So now I have a new work order board and that's how you do that.

So yeah, just it's just a dummy work order to move them through because I like estimates better for work orders because of the pictures.

Are you sending the same messages?

Are you sending the same messages via email and text or some email and some text?

They're not the same messages but I send them out at the same times.

Although it might be a strategy to stagger them.

but the email message is a little different than the text message.

The text is always shorter and sweet.

I try to use eyes instead of wheeze so it sounds more personal.

I try to send automations as if it's not an automation.

We try to hide that it's an automation, that's in everything.

So if someone fills out a digital form and you want to hit them with an automation once they filled it out, don't say like, thank you for contacting Foxhaven Roofing.

Like, say like, hey, this is Joe, with Foxhaven.

What can I do for you?

Try to make it sound like a human.

Can you pull up the specific lead statuses for follow up?

30 day email, text and mass emails.

Josh, hit me again with that question.

A little different.

Try to word it a little different.

Can you pull up the specific lead statuses for follow up?

Yeah, hit me again so I understand.

Andre, what CRM are you moving to?

if you want, email me after if you want to talk more about it.

If you thought that this looked cool and crazy.

this, that's not what this call is for.

but I'll go into it if you want, I'll open it up and explain everything that's going on.

Just shoot me an email.

Distinctive roofing.

Why are you leaving job nimbus?

I'm going to try.

There's a.

There's a lot of reasons but I'll Try to give you the main ones.

Mainly it's reporting, and marketing mainly.

So lead source attribution, reporting and then inability to talk to other softwares.

So like, before I switched over into here, I was talking about for my field guys.

I don't like them having to be in Job Nimbus.

you know, we take pictures in company camp because Company Cam is the best picture, app.

We have a project group chat in Slack so that like everyone that needs to be in the loop on what's going on in the job in real time knows about it in Slack because like the notes in Job Nimbus just don't work for everybody, especially the field guys.

so I want to use another app which we do actually use for our field guys, which is called Arivi.

And like it looks like this.

So let me pull up another one.

It's super simple for the field guys.

It gives them directions, it tracks them.

you can set automatic alerts based on how far away the your team members are from the homeowner's house, whether that's outside sales reps, your supervisors, your repair guys.

And then you still have easy clickable statuses for your guys.

so if this was a production, it could be like start job sheathing, inspection, drying inspection in price, inspection final.

And all they got to do is click those buttons and by clicking those buttons you can update your internal team, update the customer.

You, you've got attachments here, you can have your work orders in there.

Whatever documents you send your supervisors out to the jobs with, you can just upload them here.

So like this is a super cool tool for my field guys to use.

Way better than having them lost in the CRM and trying to learn the CRM because it's just complicated.

but Job Nimbus doesn't talk to this app very nicely.

So there's a lot of automations I would be able to do which are mapped in here.

Like if you zoom out you can see all the text in green, is arriving functions.

So part of what this map is doing is mapping out how I want to use my new system with all the supporting softwares.

So like light blue is Company Cam.

Yellow, is my new AI voice called Vapi.

purple is QuickBooks.

So if you have a nice custom System, you can use all these cool tools that you want because company Camp's the best at photos, because Aribi is really good at scheduling and field management, because QuickBooks really is really good at obviously accounting.

You use all the tools you want but you get them to talk to each other so you can do some really cool things.

So like to zoom in, I'll just show you what happens when a contract is signed.

All right, when a contract is signed, remove contact from estimating lead campaigns because earlier when an appointment is scheduled, we automatically put that customer in our marketing, target marketing audiences for estimating lead.

So that means we can serve customers that are sitting on a estimate, from us.

Different advertising than customers that say, haven't booked with us yet or customers that were just advertising too broadly.

So we can get super targeted because as soon as the customer hits this status, I'm going to push them out to all my marketing audiences.

But when they sign a contract, I'm going to remove them from them because now they're signed.

Okay, now I want to create a automatic 20% invoice and prompt the homeowner for deposit paying in QuickBooks.

how would we do that automatically?

Well, when a contract is signed, I'm going to have the system pull out all of this data from the contract and now list it in the job details.

Because something I do in job Nimbus is let's go to billing.

Let's go this one.

Something we do in Job Nimbus.

So when a contract is signed, we alert everybody of their tasks.

And one of those tasks is to put the job details underneath the name.

and the reason we do that is because we don't want to have everyone having to like read through the contract and look through the documents to figure out what's going on with the job.

We just want it super visible for everybody.

So permitting knows what the permit for.

everybody just knows what's going on with this job.

But all this information is just in the contract.

So if we just when a contract is signed, added the correct information to the job fields, one of those pieces being the payment schedule.

We always have the same payment schedule.

The contract has the contract amount in it.

So just do the simple math.

Have a slot in our job fields for deposit commencement, invoice in progress, payment, final payment, the system can auto fill those payment amounts.

And now because the system knows the payment amounts, it can work with QuickBooks to automatically create invoices.

And I'm not going all the way.

Automation alert AR Specialist to send invoice or review and send invoice.

when a contract is signed, create my custom job board.

So I don't know if you guys have this.

You probably do.

But if you have a job board like this in Excel, when.

Which helps your production manager schedule jobs, because obviously there's some things you gotta think about when you're making the schedule.

Especially if you're doing multiple roofs in a day.

How far away are they?

If the same crew is doing them, how big are they?

What kind of roof are you putting on?

What kind of roof are you tearing off?

So we have this Excel sheet that we manually create every time a contract signed.

But again, a lot of this information is in the contract, with the exception of permit ETA and customer eta.

So we can create a custom job board that, when a contract is signed, just throw all this data in a nice clean way for us.

So it's easy for us to make the schedule.

so I don't need to go through all of it, but, like, there's, there's all sorts of stuff like this that you can do.

but Job Nimbus will never let us customize and get to this level of detail because they just have too many customers.

So when they start, when they start tweaking it, it just messes it up for everybody else.

So it's pretty much impossible for them to allow us to do all these things.

But me, as a business owner, I know I'm able to do all these things, so I want to, So I just got to the point where it's time to go.

But I'll add, like, if you're early on and you're not really using Job Nimbus to its fullest, capacity, you can definitely improve your business big time.

With Job Nimbus.

I would never, not say that.

How do you use Pictures?

Or is it another app?

Come on, guys, you gotta help me out with these questions.

I don't even know what that means.

How do you use pictures?

Or is it another app?

I do pictures in Company Cam.

I.

I think that's what you're asking.

maybe in Arrive in the Arrivy tool.

it has the same function as Company Cam for Checklist.

so we have Checklist built in Company Cam.

We just recreated them in Arrive for our supervisors and our field guys, but our sales guys still use companycam.

And then when you take a photo in here, it also sends it to CompanyCam.

So we didn't get rid of CompanyCam.

I think that's what your question was.

when you're scheduling a start date, what's the best way to do that?

Currently, we are six to eight weeks out on installs, but I'm terrible at telling people a set date.

So if jobs get pushed back due to rain or etcetera, do I have to let all upcoming installs perfect?

Well, before I even saw that question, I showed you our job board.

So we.

We add names to the calendar immediately when they're signed.

Just like, with a little bit of thought, but not too much thought, because we know things change and we know there's rain, but we want to be able to give the homeowner, hey, we're looking to start you the week of, and that's all we say and do.

We just make sure they're good with that.

that's why we have a slot here for customer eta.

Maybe we tell them, hey, we're good.

We're good for the week of the 15th, and they go, no, I'm on vacation.

maybe do me next month.

We would put that here.

but we schedule them right away so we can give them a tentative start date.

and we're just very transparent that it's tentative and that we'll reach out the week prior, to narrow that down.

If you're six to eight weeks out, you're probably going to want more touches than that.

If you're three to five weeks out, that's probably good enough.

A tentative start date the week of, and then narrow, it down at least a week before, preferably ten days before.

but that's how we do it.

Did you make that appointment scheduled automation, or does job Nimbus default make that?

No, that's, I made that.

can you show it to us?

What time is it?

Yeah, I will show it to you.

Do we all get a copy of the webinar?

Yes.

My last status on my production board is work complete.

That hits a doula.

You guys are killing me.

All right, hold on.

My last status on the printer.

O.

Josh, shoot me an email, because I don't want to not answer your question, but I also don't want to sit here for five minutes and try to figure out what that says.

Other.

Josh, what will happen to all my data if I try and start from scratch to rebuild my workflows?

I know I can't change things if there are things in that status.

Is there a way to do a complete overhaul without losing everything?

Yeah, I just did this with somebody, Josh, so I would Suggest that you make entirely new work workflows and boards if yours are all jacked up.

So you just have to make them get them how you like them, don't set up any automations and then you just got to go through and switch the contact type.

So like right here in every customer you have contact type.

So if this was my old jacked up workflow and I create a new one called Z, I would have to come in here and change the contact.

And maybe if if you've tried to get some job nimbus support and they haven't been nice to you, maybe try to make all your new workflows and boards and then call them and be like hey, you guys haven't been able to help me out.

I finally figured it out.

Can you do me a favor and move all these customers to this one, these customers to this one and so on and see if they'll do it for you.

But I just helped a guy out and he did it one by one.

Julio.

all depending job start job and schedule job.

Do you Send all to QuickBooks or only in the sold contract stage?

I send to QuickBooks from from signed contract the whole rest of the way.

So I'll just show you because you can see it, you can see this check mark for send the QuickBooks.

Nothing, nothing, nothing at sign contract check and then the rest of them are check Josh, my lead follow up.

I'll show you real quick and then don't let me forget his appointment automation.

It's, it'll take two seconds.

so here's my, here's my auto drip first.

So like when you start to do a lot of marketing, certain lead sources will give you bad leads and when you set up automations to bring like all your Facebook leads in, a lot of Facebook leads aren't the best.

Does it mean they were fake leads?

No, maybe it's just someone that wasn't that interested.

so you'll start to notice that you get leads in the system that you can't book with.

So we send them to this board, try to get a hold of them aggressively here for seven days and then if we can't, we move them here and then they go through this system.

So this is 2 day follow up, 4 day, 7 day, 14 day and 30 day.

So you can see it tapered off and then we call this last one ghost leads.

But these guys still get our SMS and email blasts all the time and they're in Our marketing campaigns as well.

But then for the salespeople because that's a different thing.

So there's two follow up drips in our company.

There's one for leads we haven't booked with and there's another one for appointments we've ran, but just have kind of gone ghost.

So mine's similar to kind of what I told you, when we just made that.

I have the initial follow up.

I have a follow up and then I have an on hold and then there's all these goofy to Florida things here.

my safe Florida insurance financing signed contract.

I actually used to have three follow ups.

I just made it simpler.

And then if I keep going, here's my auto drip, which I think we just cleared out and put in the mass email.

They're kind of duplicates.

so we've got initial follow up and follow up for my reps.

Okay, I understand.

So Josh is asking me because the last status in my production board is final walk and the first status in my base billing board is final walk.

When do I change the stage?

It's just the stage from production to accounts receivable.

whenever you send the, it's like whenever you send the invoice is actually what makes that accounts receivable.

Like that's when it actually goes to billing.

So like in our example we said that final walk we would go to the house with an invoice in hand.

So I would probably, I would probably wait until pending payments.

Although they could, they kind of happen simultaneously so it could go either way.

but when you change the stage to ar, when you go to your Job Nimbus Insights and it's telling you how long, how many days it on average it takes you to collect money.

Whatever status you set Accounts receivable stage to, that's when Job Nimbus is going to start counting that you're owed.

If that.

I hope that answers your question.

How do you handle change orders in Job Nimbus?

we create estimates to get them signed which is another goofy quirk.

Like I said before for some reason in the Job Nimbus Automations, which I'm going to head over there now so we could do the appointment scheduled one.

you can't differentiate.

So here, I'll show you.

I'll show you.

so I'm going to add a new automation.

We're going to call it, What the.

I hate when that happens.

Ever happen to you?

Can they see this?

Can you see this?

Yeah, right.

Yeah, it's the wrong one though.

Okay, try this again.

When contract is signed which is a goofy name for an automation so like all my email automations will say email first so that they're easy to search and everything's in order.

but when contract is signed there's usually a lot of things that that triggers so that's just what I'm calling it.

And then trigger type Trigger is when do I want this automation to happen?

When do I want it to happen?

So trigger type is, is it event based or is it time based?

So some examples of this if I had my auto drip in my sales guys board so I wanted my sales guys to be able to move their customer into auto drip so that we at least text and email that customer because they're ghosting my sales rep well that would be a time based trigger.

It would, the type would be time because it would be like when the contact has been in auto drip status for two days send this text message.

When it's been in there for three days send this text message.

So that automation is based on time whereas in this one when a contract is signed that would be event based because the event is the contract being signed.

So now down here it goes when a it's not contact.

So these are all like the when blank is created, changed, modified.

So remember we're doing estimate when an estimate is we're going to call it modified because it going from status sent to status approved is a modification to the estimate and then we add conditions.

There's nowhere for me to put here in the conditions when the contact is a repair customer and the estimate is signed send this thank you email to the customer.

So I can only add estimate conditions here which bothers me because not all estimates are created equal.

And to your point when a change order estimate is signed it's now going to want to trigger all my reroofing estimate being signed automations which I don't really like and that's why I said before I have some manual involvement in the activities that happen when a contract is signed because of this point.

but just to show you while I'm in here let's go status approved.

So what I just said is when an estimate is modified and the modification would be it turns approved what do I want to happen?

So now I add my action.

I can create a task new sign contract.

I can make task type because you can set automations up based on task type but when a contract is signed or marked approved new Signed contract, review new contract for profitability and feasibility.

And then who do I want to assign that to?

Maybe my production manager, maybe a general manager, maybe a sales manager, maybe you.

and when do I want to run that task?

Zero minutes after the contract was approved.

I have to assign it to somebody.

Let's just assign it to the sales rep for this example.

And now I just created that automation.

So that's how automations work.

When something happens and these are the conditions around that something trigger this to happen.

and just real quick while we're in here because he asked about the appointment one.

so for change status automations I would just mark them all change status to appointment schedules.

That way when you have 150 automations in here, they're just like all your change status inform, automations are listed because it's alphabetical order.

all right, what is this?

Well it is what am I trying to do when an appointment is scheduled?

Okay, that's not a time thing, that's an event thing.

So this is an event based trigger.

And now I'm going to go when a task is created, now I have to add conditions around that task.

If task type is appointment.

So this is where your task types are important.

So when you come to let me try to split my screen again without messing up.

Nope, when you come in here, add task, you can go into settings and create all different types of tasks.

And it's important to do that and teach your people to do it right because say back on the repair versus reroof example, let me make this big again, really struggling.

Just got this giant computer screen two days ago.

It's the best but I don't really know how to use it yet.

this is important because maybe I want to send an appointment confirmation video to all my reroof customers once they book an appointment.

So I want to have an automation go out as soon as a reroof appointment is booked, send this text and email to the customer and change the status to appointment scheduled like we said.

But if a repair appointment is booked I don't want to necessarily send the same video to a repair appointment as I do reroof.

So I have repair appointment in here so that I can make a separate automation for the repair appointments.

So this is where we're adding conditions like rules for what we want to happen.

So when a task is created, if that task is equal to appointment because the appointment type, task, what do I want to happen?

Well we said in our email change status, yours will say Job.

but change status.

Parent contact.

Good.

What do we want to change?

What, what's the contact type we're doing this for?

And what is the status?

Boom.

So when a task is equal to appointment is created.

Change status to appointment scheduled.

Let me.

I should have deleted that.

Darwin asks, at what revenue would you recommend an erp?

that's a tough one, man.

Because like, if you would ask me that a year ago, I, I probably would have said like 10, 10 to 20.

but I just feel like now all the bigger companies, and not even just private equity groups, but like, even just the larger companies, I feel like they're all, and I could even say we're all taking advantage of all the tech tools out there.

And I just feel like the gap from like where I was five years ago, figuring out my business, to where I am now is just like so large.

and I wouldn't want to be left behind because, like, everybody has all these amazing tech tools and amazing AI tools and all these integrations because it, dude, it just adds to everybody's efficiency.

It adds to your speed.

Delete.

It adds to your reporting.

So your marketing strong.

It adds to your customer service in a big way.

Like, it just, it sets you up here when you use tech correctly.

And there's so many, like every day we're like, doing things with tools.

That blows my mind literally every day.

and I don't think just because you're small you shouldn't have access to tech because, like, that's what Job Nimbus is.

It's a, it's a technical solution for our business.

But if all the larger companies are moving away from stuff like this and using all these crazy tools and then you don't have them, like, that's.

I don't know.

What does that make you think?

That's.

I guess that's what I would say to that.

Andre, have you tried the new Job Nimbus, experience?

no, but someone showed it to me the other day.

I thought like, visually it looked cooler.

but like, I'm still on old school contact, so, like, I don't even have that option on my Job Nimbus, but I have seen it and the guy showing it to me thought he, he liked it too.

So, it's really just like, I think it's just like a user experience thing, not like a more features thing.

Here's another reason I don't like Job Nimbus.

Josh.

Wish, Job, Nimbus had two calendars, one for sales team one for production.

Do you use some sort of calendar for production?

Yeah, man.

We've never used Job, Nimbus calendar for production there.

It's just, there's too many schedule changes, there's too many moving parts.

You want to be able to clearly see all your material orders, all your inspections, all your tear off days, your install days, your gutters, your punch out.

Like there's a, you need like a, a, way better calendar to be able to see all that.

So we've never used that in Job Nimbus.

We tried a few times because I knew we weren't able to automate around our production and our jobs like we wanted to because we had them outside of job news.

But it was, it just takes too, it takes too long to make edits.

The visually it's not very clear to see and like there's, you got to be too.

There's too many details in production to be handy handicapped by a calendar view.

So we never used it.

we use like a big crazy Excel sheet, which, and now we're moving it into a Rivi, which is cool.

but yeah, we just use like a big Excel sheet.

I'll pull it up real quick.

I'm just saying.

So we use something like this.

You can't automate with it.

You can't.

But I have my inspections up here, the jobs down here, deliveries down here.

So that's kind of what we use.

Like tokens.

they're pretty much all custom.

I'm pretty sure I made them all from Scratch.

So, like, I guess job NIMS probably has some pre ones in there.

But I'm in Florida, so like I said, a lot of different roofs, a lot of custom stuff.

So, all my measurement tokens are custom.

and then if I go to my templates, I have a lot of them.

really the only ones that we really use on a regular basis, say Foxhaven in front of them.

That's why I did that.

But, like, there's 1, 2, 3, 4, I don't know, 35 estimate templates.

And the estimate templates are your individual scope of work within your estimate.

So let's just open up this one.

So a layout is like the full proposal package, so like your title page, any supporting documents you want to have.

whereas your estimate templates are your individual tabs that calculate your price.

So these are, this is 1, 2, 3 estimate templates that live within the full estimate layout.

so I think I have like 35 of these estimate templates, my scope of works, which means I can calculate how to do a roof 35 different ways in two minutes.

And then I think we have like 11 full layouts because we offer good, better, best.

So, we have like our 11 most common three package offerings created with layouts and supporting documents.

But that's what we're doing next week.

What does a basic ERP cost?

erp.

Enterprise Resource Planning.

Yep, basic, erp.

I don't know if there's.

I don't.

I think that's like a, What's the word?

What's the word?

Like a big shrimp.

What do you call that?

No, like, shrimps aren't big, but calling a big shrimp is a oxymoron.

Oxymoron.

Just a roof for mackenzie.

I think basic ERP is an oxymoron because I think it's just in the name.

Enterprise Resource Planning.

So an ERP is powerful, but an ERP is meant to live up here and the CRM lives under it along with all the other tools.

So a CRM is really just, like, one individual tool that would report back to an erp.

So any ERP is going to be like some sort of a custom build.

there's not going to be like an erp.

Any ERP company you go to, like, you may have heard of Zoho, HubSpot, I would say, is probably considered an erp.

but you're never going to be able to go to them and be like, hey, give me my.

Give me a demo on how to use your system for my roofing company because it's going to be a build out.

if you want to talk more about the ERP and what I'm doing, just shoot me an email after this and we'll set some time and I'll do a zoom, with you and we can go through it and I'll explain it more.

I don't want to talk about the ERP the whole time on the call.

and except that question.

I like that question.

Why didn't you go a Service Titan?

I, like that question.

Service Titan, started in plumbing and H vac so it was never built to be for roofers.

and just recently they decided to try to get into roofing.

I'm very familiar with this.

there's a lot of PE companies using them.

I've seen them like been standing and looking at the computer for them.

They're sick at call center dispatch scheduling, and reporting around like leads, closing percentage, in that way.

But for a roofing business, Job Nimbus has better roofing tools than Service Titan.

and I met a guy who went through a custom Service Titan build and he said it was the worst year of his life.

He had a 30 million dollar company.

He almost went out of business.

He had to fire two teams, two development teams in his build out, ended up having to hire his own guys.

Finally at the end of it, he has something he's pretty happy with.

And he has the best Service Titan for roofing I've ever seen.

but I don't, I think Job Nimbus has better roofing specific tools than Service Titan.

Service Titan is just really, really good on the front end.

tracking the call center, tracking the booking rate, tracking your dispatching team, your route, planning, your scheduling.

Because all that stuff's super important in H vac and plumbing because you've got a lot of service technicians all over the place.

so that stuff's super important.

So they're super sophisticated in that area and they just need to like, come a little longer with the roofing.

I went where, where I did because I know exactly what I want.

I mean, you can tell that by the way I mapped this out.

and like this isn't something I could go to Service Titan and say, hey, build this for me.

They would tell me to fuck off.

it's just not, they just that they're just not that type of company.

the guys that I went with are, it's like, dude, tell me what you want and we'll build it.

the only basically restriction these guys have in building my software is are the softwares you're using all the things in color, the yellow, the blue, the green.

Are they going to let us through an API, develop custom automations, with their software?

All softwares don't do that.

Job Nimbus doesn't do that.

They don't have a generous API, but Company Cam does.

It's pretty open.

So you could do crazy automations with Company Cam.

Like I have it right here.

Company Cam, neighborhood targeting.

when a company cam photo, when the first Company Cam photo is taken at a house, if the property value is 650,000 or more, send the whole street a postcard, public service announcement, text message and email blast.

Maybe 25 homes around that neighborhood.

but like Companycam has the ability to do that with custom API and automation.

But the integration I get with companycam and Job Nimbus is yeah, when you create a contact and Job Nimbus will also create one at CompanyCam and then when you take pictures of CompanyCamp we'll put em in Job Nimbus for you.

So like there's way more you can do in the tech world and Job Nimbus is closed off to other software so you can't.

Are you geotargeting with a company that integrates with Job Nimbus?

no, but I probably should be.

I am geofencing.

but we're pulling lists manually.

I really just started geofencing if I was going to continue using Job Nimbus.

That's, that's a good point.

I should be having the customer list automatically being fed from Job Nimbus.

That would be convenient.

I'm gonna set up the new system that way but for right now I send my list to my geofencing people.

Justin Miller says hey now this is classified information.

You could tell I don't give a dude I, I, the whole reason I make these videos is to help new guys because I was a new guy.

I was a dipshit with a hammer that knew nothing.

And I feel like private equity and just the, the state of things is making it harder for little guys to grow a business and I don't like it.

So that's why I give all this away for free.

so there's that to the classified information from Justin and actually I'm happy Justin, reached out.

Justin is the best insurance agent in the country.

I did a podcast with them a few videos back.

I Can't remember the title, but I had a black shirt and yellow pant, yellow jeans on, and he had a black hat and a black shirt on.

I've sent a lot of roofers Justin's way, and he has saved everybody money, literally everybody.

So everybody I've sent to him has sent them their policy information so that he could quote their policy.

And he saved literally 100% of people money.

And in my case, I had two businesses.

He saved me a ton of money, but he also saved me from future lawsuits because I had all sorts of exclusions in my policies that would not allow me to do, things like roofs four stories up, some weird new construction stuff.

Just weird exclusions that we don't look for when we're signing insurance because we just pick the cheapest insurance.

But like, this guy's crazy because he'll go through your policy, let you know what exclusions you have, and then say, okay, man, I'm gonna give you a policy that removes all those exclusions but is also probably cheaper.

I don't want to say guaranteed cheaper, but everybody I've sent has been super happy with them.

So if you want to get with Justin, we'll send out an email to everybody here just saying, hit up Justin.

Justin, thanks for messaging me.

I don't know what TTO is though, so you're gonna have to hit me again.

Talk about tto.

We are using Real Works Lab and it is very good so far.

I don't know if that's an AI voice, maybe.

Are you going?

for geotargeting.

Cool.

Yeah, the geotargeting is good.

If you don't know what geotargeting is, it's serving advertising to a specific area.

So when we're early on and we don't have a big marketing budget, the geofencing is a very good tool for us because, like, we can, only target neighborhoods that we like.

You know, the neighborhood that you've done nine roofs in in the last six months, and there's a lot of old roofs.

We can target just that neighborhood with, ott, which is TV streaming commercials, digital display ads, pre roll video, and just target the neighborhoods we want so that our dollars go a long way.

I don't know what, I already forget the name of the person talking about geofencing, but, Julian, I don't know what Julian pays for cost per impression.

So but for us, a TV for TV streaming commercial, it costs $48 to be on a thousand people's TV, which that's dirt cheap.

So like think about how far your $48 of marketing spend goes if you're doing hyper targeted geofencing TV streaming commercials.

Whereas if you call your local news station you know you could spend 6, 7, 20 grand a month on TV campaigns.

We've done it.

so geofencing would be good to look into and Julian recommends Real works Lab says it's very good so far.

Julian says it has an app that sales guys can use to show where we have been and the five star views.

Exactly.

Perfect marketing to the areas you know you already have traction in.

Done.

If you stuck around this long.

I'm impressed.

I'm gonna send out an email to everybody that's gonna have the recording.

Justin, our insurance agent, our friendly local insurance agents information.

and if there's something else I'm forgetting it'll also be in that email and then hit me up if you wanna talk about ERPs and look at this customer journey deeper and learn more about that.

I like talking about this stuff.

See you.