A missed follow-up can cost you the job. Automations make sure the next step happens without anyone having to remember it.
Your office assigns the same leads, sends the same emails and retypes the same documents every week. When people get busy, things fall through the cracks.
We build JobNimbus automations for that repeat work. Leads get assigned, follow-up emails go out, tasks trigger on status changes, and documents and notifications appear when they should. Your team saves real time and has less to keep in its head.
Status-based rules that create tasks and send notifications
Email and SMS templates with merge fields for customer details
Document templates for proposals, contracts and invoices
Tasks that trigger automatically at each job milestone
We sit down with your office and list the tasks, emails and documents your team repeats on every job.
Each automation gets tied to a job status, lead source or milestone, so it fires at the right moment.
Email, SMS and document templates use merge fields to pull in customer and job data.
Clear rules block duplicate sends, respect customer preferences and pause automations for specific job types.
Yes. We build email automations tied to job status, lead source and other triggers. Follow-up then happens consistently, and nobody has to remember it.
Proposals, contracts, work orders, change orders and invoices are the most common. Merge fields pull in customer and job data, so documents are ready in seconds.
Yes. JobNimbus supports SMS, and we set up templates and automations for customer updates, crew notifications and internal alerts.
We set clear limits. Duplicate sends are blocked, customer preferences are respected, and automations pause for specific job types. The goal is helpful communication, never spam.
Tell us about your project and we'll get back to you within 24 hours.