JobNimbus Features
Document Management (4)
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Proposal Creation - Bid Management
Creates professional-looking RFPs (requests for proposals) and/or RTTs (request to tender)
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Templates - Bid Management
Provides templated or customizable bid forms
Bid Invitations - Bid Management
Facilitates the sharing and sending of bid proposals
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Qualifications (6)
Contactor Database - Bid Management
Stores, centralizes, and manages information about contractors and subcontractors
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Contact Database - Bid Management
Stores, tracks, and manages contact information and communication history between vendors, contractors, and suppliers
Change Order Management
Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Contract/License Management
Track, store, and access client contracts or licenses
Cost Database
Collection of data related to the costs associated with various items, products, services, or activities
Construction Management (10)
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Construction Software Integration - Bid Management
Easily integrates with third-party construction project management, accounting, and other construction solutions
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Historical Data - Bid Management
Stores information regarding past and current construction projects
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Project Management - Bid Management
Provides insight into progress of construction projects
Task Management
Create, manage and track all task activities and progression
Supplier Management
Manage all supplier data and operations
RFP Management
Manage and process incoming documents detailing requests for proposals
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Multiple Projects
Ability to handle several projects simultaneously
Accounting Integration
Integrate with a third-party accounting system
Task Management (6)
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Construction Accounting Tool Integrations
Supports the integration of the project management solution with a third-party accounting management solution to streamline the construction project lifecycle.
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Construction Estimating Tool Integration
Supports the integration of the project management solution with a third-party estimating and bid management solution to streamline the construction project lifecycle.
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Construction Workforce Management Tool Integration
Supports the integration of the project management solution with a third-party workforce management solution to streamline the construction project lifecycle.
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Project Tracking
In addition to assigning tasks, enables the setting of milestones and deadlines to those tasks to track on a set basis.
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Information Management
Records, centralizes, and provides access and sharing settings to project information into a centralized depository.
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Communication and Collaboration
Enables and/or facilitates communication on the jobsite and between the field and office admin.
Site Management (7)
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Field Service Management
Manages and dispatches work orders, allocates assets and resources, manages contractors, and schedule jobs
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Field Collaboration
Enables and simplifies communication on the site and between the office and field.
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Mobile App
Provides a mobile-ready application of the tool that does not require internet connection.
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Field Reporting
Captures data from the site and generates reports on project progress.
Timesheets
Tracks timesheets and attendance of site crew memberes
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Photo and Video Uploads
Enables the capturing and/or uploading of photographs or videos to document project progress
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Workforce Scheduling
Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.
Operations (3)
Roofing Design
Provides a platform for creating, collaborating on, and/or sharing design plans.
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Roofing Estimating
Provides roofing-industry-specific cost estimating, takeoff, and bid management functionalities.
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Business Operations
Facilitates the efficient and centralized management of roofingbusiness operations.
Resource Management (15)
Supply Management
Streamlines the management and coordination of supplies and resources utilized on roofing projects.
Field Service Management
Enables the dispatching and coordination of roofingtechnicians and field forces.
Contractor Management
Simplifies the prequalification, hiring, and management of general and subcontracors for roofing projects.
Contract/License Management
Track, store, and access client contracts or licenses
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Job Management
Manage and track all job information and associated tasks
Team Management
Organizing a group of people to accomplish a task
Customizable Fields
Customize data fields to support various needs and use cases
Purchase Order Management
Create, send, and track purchase orders and their statuses
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Dispatch Management
Manage sending personnel and resources to a site as needed
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Workflow Management
Create, design and manage workflows for repetitive tasks
Additional Functionality (63)
API
Application programming interface that allows for integration with other systems/databases
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For AEC Industry
Primarily serving architecture, engineering, and construction industry professionals
Customizable Reports
Alter the layout and content of reports
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Forecasting
Form predictions based on past and present data/trends
Forms Creation & Design
Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Version Control
Track revisions and updates made to files and navigate between different versions
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Document Storage
Store and organize documents in a centralized system
Mobile Access
Access software remotely via mobile devices
Quotes/Estimates
Generate quotes or estimates for customers
Job Costing
Calculate total itemized costs, including initial costs and any changes
Access Control
Regulate who can view information within the system
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
Proposal Generation
Create proposals based on costs of labor and materials
Project Tracking
Monitor the progress of projects from start to finish
Data Import/Export
Import and export data to and from software applications
Takeoff
Measure digital plans to calculate labor and materials needed
Electronic Payments
Electronically collect payments for goods or services
Material Ordering
Generate and send material orders from estimates directly to suppliers
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Reporting
Active reporting of data and metrics
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Task Scheduling
Track and manage the scheduling of tasks
QuickBooks Integration
Integrates with QuickBooks
Scheduling
Plan availability and assign specific time slots for tasks and resources
Customizable Reports
Alter the layout and content of reports
Document Storage
Store and organize documents in a centralized system
Mobile App
Access the system via a mobile application
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Customer Portal
A website or login for customers to access information
Accounting Integration
Integrate with a third-party accounting system
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Aerial Measurement
Take aerial view measurements of properties and create estimates using tools like Google Maps, etc.
Electronic Signature
Digitally sign online documents
Industrial
Overseeing and coordinating instructors or educators within an educational institution, training program, or online learning platform
Email Templates
Pre-made examples and templates for emails
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Mobile Access
Access software remotely via mobile devices
Photo Capture
Capture photos for any type of use case
Interaction Tracking
Track interaction history by documenting conversations for contacts
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Job Costing
Calculate total itemized costs, including initial costs and any changes
Quotes/Estimates
Generate quotes or estimates for customers
Real-Time Updates
Receive system updates as soon as any changes are made
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Commercial
Specialized for organizations who focus on commercial projects and processes
Equipment Tracking
Track the location of specific equipment at all times
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
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