JobNimbus launches in-estimate homeowner financing for roofing contractors

JobNimbus Financing brings the full loan lifecycle onto the job, from the first payment option on the estimate to the final payment when the work is done.

JobNimbus, the #1 AI-enabled CRM for roofing and exterior contractors, announces the general availability of JobNimbus Financing. Contractors can now present financing options directly on an estimate, see application decisions, track the loan against the job it belongs to, and get paid once the work is complete, all inside the system they already run their business on.

Price is among the most common reasons a good estimate doesn't close. For many contractors, offering financing means moving through several steps across several systems. Homeowners experience that gap as a clunky buying process, and reps experience it as a stall in the middle of a sales conversation.

Financing, built into the job itself:

JobNimbus Financing removes that friction by keeping the entire process in one place. Field reps add monthly payment options directly on the estimate, so homeowners see every way to pay at the same time and can apply right there. Application decisions and loan status live on the job in JobNimbus, so the rep who sold the work and the admin who supports it are looking at the same record. Contractors use progress payments as work moves forward and collect the final payment once the job is complete, all without chasing checks or logging into a separate portal.

For sales teams, that means fewer deals lost at the price conversation and a stronger case for the full scope of work. For the office, it means one record for the roof and the money attached to it.

Getting started takes a one-time business application through the Wisetack integration. Once approved, financing is available on every estimate.

Consistent financing across every location:

For contractors running multiple locations, financing tends to look different everywhere: one location offers it on every estimate, another only when a homeowner asks and leadership has no clear view of either. JobNimbus Financing gives every branch the same process on the same platform, so owners can standardize how financing is offered, tracked and paid out across the entire business.

Because loan status lives on the job, owners and operations leaders can see financing activity alongside the rest of the business, by branch and by rep.*

Why it matters for contractors:

"Contractors know they need to offer financing. Our job is to make it easy for them to actually do it," said Todd Furness, VP of Fintech at JobNimbus. "When financing lives inside JobNimbus, everything moves faster. Reps can have the conversation with the homeowner without it feeling like a detour, and the office can track every loan on the job it belongs to. We want to put the best tools in contractors' hands so they win more jobs, and this is a big part of that."

“Financing makes things so much simpler for us. Before, it was five or ten extra steps: logging into a separate app, entering a verification code, starting a new loan application. Now it’s all right there in JobNimbus, so our reps stay connected to the homeowner. Financing becomes part of the conversation instead of ‘hold on, let me get logged in.’” —Kurtis O'Connell, Sales Manager at Joyland Roofing.

About the Wisetack partnership:

JobNimbus Financing is offered through Wisetack, a consumer financing platform that gives homeowners flexible pay-over-time options for home services projects. JobNimbus provides the in-product experience: presenting the offer, moving the application, and tracking the loan alongside the job it belongs to. Wisetack is the first to power financing built directly into the JobNimbus Financing suite. It's the first of several planned financing integrations, as JobNimbus builds out a broader platform approach to homeowner financing. Financing is subject to credit approvals and the discretion of Wisetack.

“By bringing Wisetack directly into JobNimbus estimates, we’re making financing part of the workflow contractors already use. That makes it easier to offer monthly payment options consistently and gives more customers a way to move forward with the full job.” —Bobby Tzekin, CEO and Co-Founder of Wisetack

Availability:

JobNimbus Financing is included with JobNimbus at no added cost beyond standard merchant fees and is available now for U.S. residential roofing companies on current versions of the platform. Learn more at jobnimbus.com/financing-product-rollout

*Financing is subject to credit approval and provided by a third-party partner.

About JobNimbus

JobNimbus is the #1 AI-enabled CRM for roofing and exterior contractors of any size to get found, win more jobs, streamline production, and get paid faster. By connecting every stage of the job lifecycle, JobNimbus replaces the fragmented stacks holding growing contractors back. One system that supports contractors from their first million to their next hundred, without the chaos. As the recognized #1 leader on G2 in Roofing Software and a 4.8-star app rating, it's no wonder why over 8,000 contractors trust JobNimbus to grow their business every day. Full visibility, total control. Learn more at jobnimbus.com.

About Wisetack

Wisetack is the leading embedded platform for financing home services like plumbing and electrical. Wisetack partners with software companies to embed consumer financing options into their customer-facing applications through simple APIs. Wisetack merchants, many of whom are small businesses, rely on Wisetack to offer their customers affordable pay-over-time options at the point of sale.

Founded in 2018 in San Francisco by an experienced team of leaders in the financial services industry, Wisetack is backed by investors Insight Partners, Greylock, Quadrille Capital and Bain Capital Ventures. All payment options are subject to credit approval. Your terms may vary. Payment options through Wisetack are provided by its lending partners.