JobNimbus API integration: five builds for roofing companies

JobNimbus API integration: five builds for roofing companies

JobNimbus runs the sales side of a lot of roofing companies, and its reviewers are specific about where they hit the edges: for collection reports, invoices by customer, and sales by item they “still had to rely on QuickBooks,” expense tracking is thin, automations take too many steps to set up, and the mobile app can’t produce the reporting an owner wants from the truck. JobNimbus publishes an API with webhooks, so each of those edges is buildable. Five builds, pictured.

The reports you stopped waiting for

The most repeated JobNimbus wish is reporting that answers money questions without a QuickBooks detour. A dashboard fed from the API puts collections by age, sales by rep, and pipeline by stage on one screen, current every morning, with the three accounts that need a call sorted to the top.

JobNimbus owner dashboard built on the API: collections aging, sales by rep, and pipeline by stage without exporting to QuickBooks

Stage change in, busywork out

Reviewers describe automation setup as many-stepped; the webhook side of the API makes the stage itself the trigger. Job hits Approved, and the material order task, the welcome text, and the install-window request happen. Job hits Completed, and the invoice packet drafts itself.

One-tap JobNimbus stage automation: job moved to Approved triggers the material order task and the customer welcome text automatically

The insurance packet that assembles itself

Roofing lives on documentation, and adjusters answer faster when the packet reads clean. Built from the JobNimbus job record, the claim packet compiles slope-by-slope photos, carrier-coded line items, and the supplement evidence in one click, in your letterhead, every time.

Photo-rich insurance supplement packet generated from JobNimbus job data: before and damage photos with line items formatted for the adjuster

Expenses that land on the job

Reviewers wish for real expense tracking, and margins agree. A cost layer catches supplier invoices from email, receipt photos from the crew, and labor from timecards, and lands them all on the job, so margin is a live number instead of a month-end surprise.

Job expense tracking layer for JobNimbus: receipts and material costs landing on the job with live margin

The numbers, from the truck

Owners live in trucks, and the mobile app’s reporting gap is a review staple. An owner companion answers the truck-cab questions on one phone screen: what signed today, what’s owed and aging, where every crew stands.

Owner mobile view for JobNimbus: today's signed jobs, collections and crew status on a phone, the reporting the mobile app lacks

The common thread

JobNimbus keeps running your sales pipeline; every build here rides alongside through the API and webhooks, phase-sized and quick to land. If the collections dashboard is the one you opened this post hoping existed, it’s the right first phase.

Have a project like this in mind?

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