English
English
Español
Français

Sign Up for Our E-News!

Join over 18,000 other roofers who get the Week in Roofing for a recap of this week's best industry posts!

Sign Up
NERCA - Annual Convention and Trade Show - Side Ad
Cougar Paws - Sidebar Ad - The Tool You Wear Gif
NFBA - Sidebar Ad - Accredited Builder
Project Map It - Side Bar - Digital Portfolio
NRCA - Side Bar - Roofing Day 2024_01_07_2024
TRA Snow & Sun - Sidebar - Seminar - Jan 2024
RoofersCoffeeShop - Where The Industry Meets!
English
English
Español
Français

5 Ways to Use Time-Based Automations

JobNimbus Time-Based Automations
May 10, 2019 at 1:00 p.m.

By Kaili Spear, JobNimbus.

Time-based automations are a great way to increase productivity.

Change a status automatically after a period of days, send reminders before an appointment, change from one status to another automatically! ​This is wonderful for re-occurring work or quarterly maintenance. 

JobNimbus is super excited to now have time-based automations as a feature. Here are 5 ways you can use it:

​1. Send Emails

Set up an automatic email to customers to let them know the status of their job or send an email to your team after a certain task is completed. See how to set it up in your JobNimbus account here

2. Change Customer Status

​Move your customer to another status automatically after certain tasks are done or after a certain amount of time. From after the sale is made, to the first appointment is scheduled, you can stay on track. 

3. Create a Task

​Create a task for a job after a certain amount of time or after a work order or job status has changed. This can show up on your calendar and assigned to specific members of your team so you’re not waiting on each other. 

​4. Stay Ahead

​Automatically change a job status after different tasks are completed or after a certain amount of time. This can help keep processes on track and make sure nothing gets overlooked. Also, if your team is ahead of schedule, you’ll be able to keep that momentum going.

5. Send Reminders

Automate reminders to keep your teams on track. You can also create an appointment reminder for your team and for your customers. 

Ready to try it out? If you’re a current JobNimbus user see how to set it up here

Learn More About JobNimbus Roofing Software
 

Read, Listen or Watch on demand to learn more about starting to use software automation and how you can leverage technology to improve your business.  

Source: JobNimbus



Recommended For You


Comments

There are currently no comments here.

Leave a Reply

Commenting is only accessible to RCS users.

Have an account? Login to leave a comment!


Sign In
Duro-Last - Banner Ad - Customer Service With an Emphasis on Custom
English
English
Español
Français

Sign Up for Our E-News!

Join over 18,000 other roofers who get the Week in Roofing for a recap of this week's best industry posts!

Sign Up
SOPREMA - Sidebar Ad - The Right Coatings for the Right Roofs (RLW on-demand)
Owens Corning - Sidebar Ad - Growth for Your Whole Business
SRS - Sidebar Ad - SRS Para Latinos
Project Map It - Side Bar - Digital Portfolio
NRCA - Side Bar - Roofing Day 2024_01_07_2024
NFBA - Sidebar Ad - Accredited Builder