Dallas
11:45 AM - 12:15 PM Lunch 12:15 - 1:15 PM Increasing Your Close Rate 1:15 - 2:00 PM The Roofing Academy 2:00 - 3:15 PM Expansion & Best Practices
Scale Your Business Without Hiring
Nick Pagnani Director of Professional Services
Nick Pagnani
Dir. of Pro Services
Nick has been working in the construction industry for over fifteen years. He started as a framer on a small crew and working up to being a licensed General Contractor who has built many homes, additions, hundreds of roofing and other projects. He is passionate about helping contractors succeed! He loves serving you and cheering you on to success!
Labor shortages Training overhead Inconsistent follow-up
You don’t have a
hiring problem…
…you have a process problem
If you had an assistant that could handle 30% of your daily admin work automatically
what would you do with that time
Sending follow-up texts
Updating job statuses
Assigning tasks
Notifying sales reps
Core
Rule: Automate what is repeatable; personalize what is relational.
Sending follow-up texts
Updating job statuses
Assigning tasks
Notifying sales reps
“I sold 3 roofs within a few weeks of adding those follow up texts”
Before we get too far ahead of ourselves
When was the last time you thought about your process?
Eliminate Redundancy Sales
1. Lead
2. Appointment Scheduled
3. Inspection
4. Contingency / Claim File
5. Adjuster Meeting Scheduled
6. Insurance Approved
7. Insurance Denied
8. Create/Submit Estimate
9. Pending Customer Signature 10. Signed Contract
11. Lost Sale
1. Lead 2. Appointment Scheduled
3. Insurance Pending
4. Estimate Sent 5. Signed Contract 6. Lost
Eliminate Redundancy Production
1. Permit
2. Order Materials
3. Schedule Job
4. Pending Start Date
5. Job In Progress
6. Other Trades Pending
7. Final Walk Around
8. Punch List
9. Close Permit
10. Job Complete
1. Permit/Pre Prod
2. Order / Schedule Job
3. Pending Start Date
4. Job In Progress
5. Job Complete
Eliminate Redundancy Billing
1. Verify Final Supplement
2. Create / Submit Final Invoice
3. Pending Final Payment
4. Payment Received
5. In Legal
6. Warranty
7. Close Out
8. Thank You / Review
9. Paid & Closed
1. Final Invoice Sent
2. Review / Close Out
3. Paid & Closed
Simplified Workflow
When is too much, too much?
List out the major milestones in your process
Don’t over do it!
Listing every step in your process can cause users NOT to use the system and then chaos happens.
Customer Journey
If you remember one thing, let it be this:
“To Be Successful and Stand Out in Your Industry, You MUST Be Very Intentional About The Customer Journey”
-Wayne Gretzky
-Michael Scott
- Nick Pagnani
IT ALL BOILS DOWN TO THIS!!!
NOW LETS Accelerate your business
Challenges working with Pros
THE DATA BEHIND HOMEOWNER COMMUNICATION
What Tools Do We Need?
● Automations
● Email Templates
● Text Messages
● Task Types
● Forms
● Reports
● Financials
○ Estimates
○ Work Orders
○ Invoices
Map Your Customer Journey
Identify Work
Proceed Define Workflow Steps
Plan Communication
Workflow Status
Tasks
Text/Email
What Starts Next Step?
Always ask, “How can I make this an awesome experience?”
Focus on the homeowner experience
Map Your Customer Journey
1. What is each step of your customer journey from lead to close, and beyond?
2. What must happen in each of these steps?
3. What communication should happen in each step? 4. What triggers the next step?
5. Most importantly… How can I make the experience awesome?!
Map Your Customer Journey
Create Contact Automation
1. New Lead
Contact Info
Save Contact
Task Created
Welcome Text/Email
Task: Schedule Appointment
New Task: Measure
Scheduled
2. Appointment
Scheduled
Confirmation
Text/Email
Text: 1-Day Reminder
Text: 30 Minutes
Reminder
Task Complete: Measure
Text: Thanks, Next steps
Map Your Customer Journey
Take Advantage of Tasks, Automations, and Templates
These can assist in streamlining your processes and make life easier.
Unleash the power of task types
Use different task types to track manual work.
Visit Settings, select Task Type
○ Create Material Order
○ Create Work Order
○ Apply for Permits
○ Schedule Job
○ Verify Deposit
○ Verify Permit Approval
○ Materials Delivered
○ Start-up Checklist
Task Reporting
Track manual work that needs to be done. Add Alerts through automations when work is not completed. Add reports to your home page.
Home Page
What’s an Automation?
Trigger → When a Job is Modified
Condition → If Status is equal to Paid & Closed
Action → Send Email
Available as Event-Based or Time-Based
Available Automation Options
Templates make the world go ‘round
Build Great Emails
Email Templates
Build a Solid Email Template
HTML Editor
*HTML is a very common programming language - Find someone who can help you build your template
HTML Editor
*HTML is a very common programming language - Find someone who can help you build your template
Don’t be afraid to try new tech
Chat GPT
Google Gemini
Pop.AI Stripo (email)
Canva
Subject: Checking in onYour Roof at [YourAddress]
Hi [Contact Name],
I hope this email finds you well!
It's been a week since we discussed your roof at [YourAddress], and I wanted to check in and see how things are going. We're very interested in helping you get your roof back in tip-top shape, and we're eager to provide you with a detailed estimate for the project.
In the meantime, if you have any questions or need any additional information fro, please don't hesitate to ask.
We're happy to help in any way we can.
Best regards, [Your Name] [Your Company Name]
Text Templates
When should I message my customer?
Signed Estimate/ Approved Job
Job Scheduled
Startup - X days prior to WO
● Signed Estimate
● Materials Ordered/Delivered
Schedule Job Task
Next Steps: Text Email/Deposit WO Task
MO Task Apply for Permits Task
Scheduled Email: What to Expect Crew Email WO Report
5 Days to Start Email/Text Tomorrow Reminder Email/Text
Start Up Checklist
Materials Delivered Task & Report In Production
Pending Permit Report
● Permits Applied/Received
● Crew Assigned
● What to Expect
● Start Reminders
Estimate Signed Automation
Once Estimate Fully Signed:
● Verify Deposit
● Create MO
● Create WO
● Apply for Permits
● Schedule Job
Email Customer:
● Thank you and next steps
Pre-Production Customer Message
● Remove vehicles from driveway
● Protect fragile items inside and out
● Lock up your pets
● Unlock gates for access
● Landscape protection plan in place
● Noise expectations
Most messaging can be sent with automations!
Time-based automation to send homeowner a reminder
Most popular automations:
WelcomeTexts
Appointment Reminders
Estimate Reminders
Job Kick-Off
Status Updates
Invoice Reminders
Reviews/Referrals
There’s an automation for that!
● Contacts
● Jobs
● Estimates
● Invoices
● Tasks
● Work Orders
● & More!
We hope you don’t need this…
But just in case.
What do you do when you have outstanding balances?
Job close-out workflow
Job close-out workflow
Maintain your rights
When Are Construction Liens Filed In your state?
In Utah a construction lien must be filed within 90 days from the last date services or materials were provided, or within 180 days after the completion of the original contract. However, the state of Utah also allows pre-construction liens for services such as architects, surveyors and designers which can be filed within 90 days from the date their services or materials were last provided. Recent changes to state law state that any party that may have a lien right must file a preliminary notice with the State Construction Registry within 20 days of commencing its own work on a project.
Job close-out workflow
Automated messaging for aging balances ● Follow-up tasks for your team
Highly visible A/R report
Why Do Workflows & Automations Matter?
● Grows revenue by 43% on average
● Save 8 hours per person per week
12 Automated Email Template 2 Hours per Job (10 mins each)
16 Automations 4 Hours per Job (15 mins each)
16 Task Types 2.5 Hours per Job (10 mins each)
One final point…
You need to text!
Most common reason for bad reviews
47%!
Why text?
● Customer Engagement
○ Open Rate
○ Response Time
○ Experience
● Close Rate
● Lead to Close
● Review Rate
● Review Scores
● Conversation Tracking
● Business Continuity
● Email Issues
Text-imonials
“Within 3 hours of turning on Engage automations, I closed a deal that paid for texting for the next 12 years.”
Increase homeowner satisfaction
Most common customer text
response?
“Thank you!”
Best practices
Lead to
Lost ● Lead Sources ● Lead Nurturing
● Lost Reasons
● Drip Campaign
You have already paid for the lead, get the most out of it!
Best practices
A few things to think about
● Board Ownership
● KISS
● Status vs Task vs Automation
● Belt and Suspenders
○ Don’t lose the human element
● Process
○ Repeatable - Scalable
● START SMALL -> BUILD BIG
○ “Don’t wait until it’s perfect. Automate it, test it, refine it.”
Creating a Revenue Machine
Micah Peterson Senior Account Executive, JobNimbus Marketing
Build your brand, own your market.
Experience:
○ 20+ years in sales and 8 Years in Digital Marketing
■ Agency experience at: Disruptive Advertising and Finch Strategy:
○ High intent inbound lead generation that turns into revenue
Competencies:
○ Omnichannel Digital Strategy
○ PPC, Paid Social, Organic content marketing
Interesting Fact:
○ I have had 9 major surgeries all from basketball!
Micah Peterson Account Executive, JobNimbus Marketing
Understanding Digital Marketing
Understanding Digital Marketing
What contractors want
Consistent Leads
High Conversions
Established Authority
Return on Investment
Limited time/resources Challenges contractors face Competition Differentiation
Understanding Marketing
Marketing Basics
Marketing is about buying new customers
○ Every dollar spent should be tied to acquiring and retaining customers
Reviews and referrals drive decisions
○ Most homeowners pick roofers based on referrals (72% in 2025)
○ Reviews are critical in their decision-making (90% in 2025 vs. 40% in 2024)
Social proof is everything
○ High-revenue companies have more reviews (100+ or 200+)
○ They also have higher ratings (4.9–5.0)
Marketing Channels
Paid
What: Pay for visibility, clicks, or leads to drive immediate results
How: Google Ads, Meta Ads, LinkedIn Ads, TikTok Ads, and display networks
Organic
What: Focuses on unpaid strategies to attract, engage, and retain audiences
How: SEO, content marketing, organic social media, and email nurturing
Organic Marketing
55% of people perform an online search before booking a home service
Trust & Reviews
2.7x times more likely to consider a business reputable if they find a complete Google Business Profile (GBP)
Channel Summary: Organic
Channel Description Pros Cons
Search Optimization (Search,AI, Voice)
Boosts visibility in search engines &AI/voice queries. High-intent traffic, long-term authority, sustainable ROI
Content Marketing Blogs, videos, guides to attract & educate.
Local Optimization (GBP/Maps)
Organic Social
Unpaid posts & engagement on social platforms.
Builds authority, fuels other channels, long-lasting ROI
Builds trust, community, insights, cost-effective
Direct communication with subscribers. High ROI, owned data, personalized, great retention
Optimizes Google Business Profile & map rankings.
Local visibility, trust via reviews, drives calls/visits
Slow results, constant updates, algorithm shifts
Resource-heavy, delayed results, needs distribution
Low reach, slow growth, ROI hard to measure
List upkeep, spam risk, needs relevance
Limited reach, requires management, competitive
Local - Google Business Profile
A free listing that lets businesses manage how they appear in Google Search and Maps.
Local - Heat Mapping
A visual analysis tool that shows where website visitors interact most on a page or where local engagement is strongest geographically.
Paid Marketing
Channel Summary: Paid
Channel Description Pros Cons
MetaAds
Ads on Facebook and Instagram
GoogleAds Search, Display, Shopping, YouTube ads.
Advanced targeting, strong creative, cost-effective remarketing
Captures high-intent, flexible formats, measurable ROI
Tracking limits, ad fatigue, lower intent
Local ServiceAds (LSAs) Pay-per-lead ads with Google Guarantee.
Top placement, pay only for leads, builds trust
Costly to compete, can be complex, needs ongoing optimization
Limited to services, shared leads, less targeting control
Local Search
46% of all Google searches are local searches
Meta Ads
~$135
Average CPL (Cost Per Lead)
Google Ads
~$29.30
Average CPC (Cost Per Click)
Google Ads
Average CPL (Cost Per Lead)
Hammer vs Nailer
First Year Strategy - Slow and Steady (The Hammer)
Stage 1 (Months 1–3)
Foundations & Quick Wins
● Launch Local Service Ads (Paid)
● Start GBP posts/reviews (Organic)
● Implement call tracking & attribution
Month 1
Month 3
Stage 2 (Months 3–6)
Paid Expansion
● Launch Facebook Ads + landing pages (Paid)
● Begin SEO setup + core content (Organic)
Stage 3 (Months 6–9)
Organic Growth
● Launch Organic FB/IG (Organic)
● Expand content marketing + email nurture (Organic)
● Refine LSAs & Facebook Ads (Paid)
Month 9
Month 6
Stage 4 (Months 9–12)
Search Domination
● Launch Google Ads (Paid)
● Scale SEO/content + optimize for AI/voice (Organic)
● Strengthen GBP/maps presence (Organic)
First Year Strategy - Slow and Steady (The Hammer)
Months 1–3 (Stage 1)
Why do this:
● Generate quick leads with LSAs
● Build trust & visibility via GBP reviews
● Establish tracking for ROI clarity
Why not other things yet:
● Delay Google + Paid Social until tracking/landing pages are ready
● SEO needs early setup but more time to pay off Expected results:
● First steady lead flow
● Stronger local credibility
● Reliable lead attribution
Months 3–6 (Stage 2)
Why do this:
● Add Paid Social to diversify lead sources
● Landing pages improve conversions
● SEO groundwork starts compounding
Why not other things yet:
● Hold Google Ads to focus budget on LSAs + Meta
● Delay Organic Social until content cadence is in place Expected results:
● More leads from Paid Social
● Early SEO traction
● Better campaign tracking
Months 6–9 (Stage 3)
Why do this:
● Organic Social builds community
● Content + email nurture strengthen funnel
● Paid refinement lowers CPL
Why not other things yet:
● Delay Google Ads until Paid refinements are proven
● SEO authority still developing before scale Expected results:
● Increased engagement & brand trust
● More efficient lead conversions
● Lower CPL from optimized Paid
Months 9–12 (Stage 4)
Why do this:
● Capture high-intent demand with Google Ads
● SEO visibility + AI/voice readiness
● GBP ensures local dominance Why not other things yet:
● No new channel launches—focus is scaling existing ones Expected results:
● Surge in high-quality leads
● Strong SEO-driven inbound traffic
● Full local + digital presence
3 year projections First year leads
*Depends on seasonality
First Year Strategy - Domination (The Nailer)
Stage 1 (Months 1–3)
Foundations & Quick Wins
● Launch Facebook, Google, and Local Service Ads (Paid)
● Start GBP posts/reviews and Organic FB/IG (Organic)
● Implement call tracking & attribution
Month 3
Stage 3 (Months 6–9)
Growth & Momentum
● Scale winning ad campaigns (Paid)
● Grow Organic Social cadence, expand content, launch email marketing (Organic)
Month 9
Month 1
Month 6
Stage 2 (Months 3–6)
Optimization & Early Learnings
● A/B test ads, refine targeting, reduce CPL (Paid)
● Maintain GBP activity + begin SEO/content (Organic)
● Improve close rate through early insights
Stage 4 (Months 9–12)
Compounding Results
● Paid ads highly optimized & cost-efficient (Paid)
● SEO traffic grows; Organic Social + GBP reinforce ads & brand (Organic)
First Year Strategy - Domination (The Nailer)
Months 1–3 (Stage 1)
Why do this:
● Immediate lead flow from Paid (Google, Meta, LSAs)
● GBP + reviews build credibility
● Tracking ensures ROI visibility
Why not other things yet:
● Delay SEO/content until ad data shapes strategy
Expected results:
● Rapid inbound lead flow
● Early Organic presence
● Measurable ad performance
Months 3–6 (Stage 2)
Why do this:
● Add Paid Social to diversify lead sources
● Landing pages improve conversions
● SEO groundwork starts compounding
Why not other things yet:
● Hold Google Ads to focus budget on LSAs + Meta
● Delay Organic Social until content cadence is in place
Expected results:
● More leads from Paid Social
● Early SEO traction
● Better campaign tracking
Months 6–9 (Stage 3)
Why do this:
● Organic Social builds community
● Content + email nurture strengthen funnel
● Paid refinement lowers CPL
Why not other things yet:
● Delay Google Ads until Paid refinements are proven
● SEO authority still developing before scale Expected results:
● Increased engagement & brand trust
● More efficient lead conversions
● Lower CPL from optimized Paid
Months 9–12 (Stage 4)
Why do this:
● Capture high-intent demand with Google Ads
● SEO visibility + AI/voice readiness
● GBP ensures local dominance
Why not other things yet:
● No new channel launches—focus is scaling existing ones Expected results:
● Surge in high-quality leads
● Strong SEO-driven inbound traffic
● Full local + digital presence
First year leads
3 year projections
*Depends on seasonality
The real numbers
Marketing by Growth Stage
Stage
Focus & Priority Budget & Structure Key Strategies Indicators to Move Forward
Sub $1M ARR Build credibility, local visibility, and lead flow
Spend 7–10% of revenue; agency + tools, modest PPC
GBP optimization, local SEO, website fundamentals, reviews, modest PPC tests
Leads become repeatable, close rates stabilize, ready to scale
$1M–$3M ARR Create predictable multi-channel lead flow & brand consistency
Spend 8–10%; shift more to paid channels, retain agency + in-house mix
Robust SEO (city pages), PPC + retargeting, social proof, CRM & nurture
Paid + organic channels deliver ROI, pipeline consistent
$3M–$5M ARR Optimize efficiency, conversions & expand internal marketing capacity
Spend ~7–10%; begin building in-house team + agency for specialized work
Advanced SEO & content machine, CRO, smarter ad strategies, community & PR
Lead costs drop, conversion rates improve, scaling becomes sustainable
$5M+ ARR Full funnel, region expansion, brand leadership, attribution mastery
Spend lowers (5–9%); focus shifts to analytics, brand & systems
Full funnel mix (SEO, PPC, LSAs, social, video, brand), expand markets, internal marketing team
Multi-touch attribution, sustained growth across markets, high brand equity
Know where you stand
JN Marketing Audit
Google Analytics
A tool that tracks and reports website traffic, user behavior, and conversion data to measure online performance.
Google Search Console
A free platform that helps monitor, maintain, and troubleshoot a website’s presence in Google Search results.
Tools - SEMrush
An all-in-one digital marketing tool for SEO, keyword research, competitor analysis, and online visibility management.
Backlinks
Links from other websites that point to your site, signaling authority and improving search engine rankings.
Local - Bing for Business
Microsoft’s platform that helps businesses manage their visibility and information across Bing search and maps.
Local - Citations
Mentions of a business’s Name, Address, and Phone number across the web, which influence local SEO rankings.
Technical - Page Speed
A website’s technical speed is a representation of a site's code, server, and assets performance that impacts both user experience and search engine rankings.
Other Helpful Tools
● SEO Meta in 1 Click
○ Afree browser metadata tool that checks metadata and displays main SEO information for a site
● Fatrank
○ Afree browser keyword rank checker tool that tells you if and where a website page URLranks.
Other Helpful Tools
● Wappalyzer
○ Afree browser tool that shows you what websites are built with.
● TagAssistant
○ Afree tool that helps you install and troubleshoot your Google tags.
Your path forward
Things You Must Do
Ways We Can Help You Win
JobNimbus Marketing customers last quarter:
Schmitt Roofing (Texas)
Facebook Ad Spend - $6,475
Google Ad Spend - $15,046
Total Ad Spend - $21,521
Revenue Generated from Ad Spend: $217,945
Jaco (Georgia and Tennessee)
Google Ad Spend - $31,419
Total Ad Spend - $31,419
Revenue Generated from Ad Spend: $531,419
Build Your Revenue Machine!
Access free tools and resources by scanning the QR code
Questions?
What are the problems you’re dealing with?
Implementing AI in Your Business Practices
Adam Keys VP of Product , JobNimbus
What do you get out of AI?
● Save time!!!
● Brainstorming consultant
● Building a brand and voice
● Building and refining your processes
● Content creation and communication
● Analyzing your business, website, workflow, etc.
● Hiring and teambuilding
● Summarizing large data sets
Prompt Engineering
● Start as a Thought Partner
● Avoid Vague Prompts: Instead of "Write about climate change," try "Discuss the economic impacts of climate change in developing countries."
● Use Constraints: Specify word count or format (e.g., "in a bulleted list").
● Assign a Persona: Ask the AI to "act as" a specific role, like a "marketing expert."
● Give an Example: Show the AI what you want with an example of the desired output.
● Start Simple: Begin with a basic prompt, then add detail as needed.
● Break Down Tasks: Split complex requests into smaller, simpler steps.
● “What else should I be considering?”
● “Act as the devil's advocate and critique…”
● “I want to define my company culture. Ask me questions about my business until you have enough to write a 1-2 page, concise document that outlines our culture.”
AI Agenda
● Building a custom Gem/ChatGPT
○ Basic Description
○ Content Population
○ Starter Conversations
● Prompt Engineering
● Content Generation
○ Core Values and Culture
○ About us
■ Email and text
○ Marketing help
● Hiring
○ JD, Scorecards, evaluation
● Granola
Product Vision
Adam Keys VP of Product , JobNimbus
Our mission
Make contractors heroes
JobNimbus knows what you need to do and does it for you.
Leads
Estimates
Smart Automation
Do more, faster & easier
Product Roadmap Themes
Build trust throughout the process
Communicate better
Grow and scale your business
Sales
Product Selections
Estimate Design Page - Before
After
Secondary Color
Estimate Design Preview
“Capabilities” / “We can help you with”
Price Override
Job Custom Fields
Measurements Updates
More coming soon
● Insurance estimating
● Measurements Testing
● Supplementing & Change Orders
● Financing
Production
Supplier Notifications
Caching
Options
+ Deep Search for supplier products
Subs
listed on the WO table
MO Automations and MO Status updates
A lot more coming soon!
Core
New Navbar with personalization
New Job View
Manage Dashboard Widgets
Form Submission and editing on Web
Lots of little things
1. Activity feed filters apply on widgets
2. Unified upload experience with individual editing
3. Expanded task widget and open of drawer from dashboard
4. Related contacts on tasks
5. A bunch of notifications fixes
More coming soon
● Powerful search w/actions
● 1-click automations
● Scheduling agent
● Fine grained permissions
● AI summaries
● Improved org hierarchy
● New QBO and Netsuite integrations
● QBO expense sync to Profit Tracker
Project Sherlock
Project Sherlock
Project Sherlock
Mobile
Mobile AI Beta
1. Currently in Alpha
2. Moving to Closed Beta
a. Adding 300 users
b. Scale up after that
What It Does:
● Manage Records: Create or update contacts, jobs, tasks, notes, and estimates
● Communicate: Send emails, texts, or start calls
● Search & Organize: Instantly find records, check schedules, and get directions
● Automate Workflows: Trigger forms, workflows, and financial actions
Key Benefits:
● Speeds up daily operations through conversation
● Respects permissions and business rules
● Integrates seamlessly with existing workflows
● Provides smart, context-aware suggestions
AssistAI + Engage & Unified Inbox
Beta Test!
Increasing Your Close Rate
Adam Keys VP of Product , JobNimbus
Homeowners have changed
75% 93% 60% of consumers expect businesses to respond to inquiries within 24 hours, and 50% expect a response in under an hour. of consumers read online reviews before making a decision about hiring a contractor.
72% of consumers trust online reviews as much as personal recommendations. of home service-related searches, including finding contractors, are done via mobile devices.
Sales Experience
But…
I don’t have time
I already tried it It’s too complex I like my way of doing it
41.1% Close rate: vs. 32.1% for companies using only legacy estimates 28%
+$560,000
28% increase on a $2M company
8.2 hrs
Time from sent to signed: vs. 39.1 hrs for legacy estimates
80%
$3,103
Average increase in job size: Companies using upgrades +21%
Of first impressions are design related British Journal of Psychology
How to Implement?
Iteration
Think big, start small
Example
Simple Estimate Mode - Just Released
Advanced Mode
Make it as advanced as you want
How to “Launch”
Make changes based on feedback Tweak it
Start with one sales rep Try it
Layout vs. template
Layout = the base model
Layout vs. template
Template = build options / variations
Create your default layout
Estimate Settings
Layouts
Only
the pages I need
Excluded pages
Add photos
Of first impressions are design related British Journal of Psychology
Add estimate details
PRO TIP
PRO TIP
PRO TIP
High profitability, revenue companies offer Good, Better, Best
Options
Options
Options
Upgrades
$3,103
Average increase in job size: Companies using upgrades +21%
Signing
Of online shopping happens on a mobile device
Source: gauss.hr e-commerce statistics report
8.2 hrs
Time from sent to signed: vs. 39.1 hrs for legacy estimates 80%
Deposits
Add a deposit to drive cash collection
Do it all on the mobile app
6 min
Time from create to send on mobile: Vs. 19 min on web
68%
Becoming a power user
Standardized repeatable process ● Eliminate the human error
Quickly generated estimates
Improved homeowner experiences
Measurements
1. Set up tokens
Using
calculations
2. Set up calculations
3. Order measurements
4. Create estimate
Measurement Tokens - Placeholder for the measurement
Measurement Tokens
Add your tokens - the measurements to be taken
Create Calculation
Assign Products to the Calculation
When adding new products, AI will suggest
Add measurements to the job
Measurements
Measurements
Takeaways
Think big, start small!
Make it beautiful Offer options & upgrades
Then, become a power user
+$560,000
28% increase on a $2M contracting company
How do I start?
Iteration
Think big, start small
How do I get the team on board?
Think BIG, start small
How do I get the team on board?
Find your champion
Do you want to sell 28% more?
it Make changes based on feedback Tweak it
Start with one sales rep Try it Basics first!
Product AMA
The Roofing Academy
Maximizing Your Value of JobNimbus
Eric Spitz Director of Growth & Expansion, JobNimbus
Customer Account Executive Team
● Understand your business goals
● Provide tailored product strategies
● Drive your success as a trusted partner
● Ensure you get the most from JobNimbus
Supporting Your Growth Journey
Implementation
Support Professional Services
Technical Success Manager
Streamline Material Ordering
Supplier Catalogues
Connect your supplier accounts to get access to their catalogues of products and pricing
Direct Ordering
Once your estimate is signed, you can send it right to your supplier account for fastest processing possible
Live Pricing
Hit your target profit margin with confidence knowing you have up-to-the-minute pricing on your materials
Delivery Tracking
Know exactly when your materials will be delivered for more accurate production scheduling
Get Paid for Ordering Your Materials Through JN
New Customers
● Submit 10 orders
● $50K order volume
● JobNimbus integration
Existing Customers
● 3 free months of Assist AI
Get Paid Faster
● Collect payments upfront
● Get funds fast - Next day funding!
● Send a text, get paid with a text
● Send payable invoices with a click
Save time and sanity
Save 8+ hours a month with easy payment reconciliation an 2 hours per job chasing homeowners for payment
Financing that Helps You Close - and Grow
Your sales team new favorite tool
● Flexible payment plans
● Fast approval decisions
● Risk mitigation
● Cash flow optimization
20% higher close rates
Contractors using built-in financing
Sign deals 30% faster
Decision time from proposals to signed
Grow deals by $2K - $3K
With “Better” or “Best” tiers + financing
60% homeowners prefer
Financing options when available
Make the Best First Impression
Earn 5-star reviews for communication
● On-Site to Inbox
● Effective Messaging
87%
Homeowners prefer a text
● Email Management
● Communication
5x
Open rate vs email
90% Read in 3 minutes or less
8x Response rate vs email
AI powered phones
● 95%+ of calls answered 24/7 (vs. industry average missed call rate of 30–50%)
Conversion Acceleration using AI
● 50–70% faster lead-to-appointment time by eliminating manual follow-up
● Appointments booked instantly vs. callbacks that could take hours or days
● Fewer leads lost to delay = higher conversion rate from interest to job
Never Miss a Lead Again
“12-15 deals we wouldn’t have gotten otherwise because we would have missed those calls…”
— JOE FOSTER, CLEAR CHOICE ROOFING
Let’s Grow Together
Best Practices for Increasing Success
Nick Pagnani Director of Professional Services
Best Practices
Clarify
● When you say “Commercial” Do you mean apartments or high rises?
● What are your future growth plans?
● Where did you end last year $-wise and where do you want to be?