meetings, and industry mixers Track outreach activities and client interactions using CRM tools (e.g., JobNimbus, PSA, HubSpot...
JobNimbus to generate and issue invoices and document A/R notes and status updates Monitoring aging reports, identifying...
meetings, and industry mixers Track outreach activities and client interactions using CRM tools (e.g., JobNimbus, PSA, HubSpot...
roofs as needed for the sales process. Tech-savvy and organized with familiarity with CRM software, preferably JobNimbus...
accurately Present repairability findings to homeowners Log every touch (call/text/email/visit) in JobNimbus — no..., and gutters Experience using JobNimbus or similar CRM Comfortable talking with homeowners and insurance adjusters Basic...
processing, or accounts payable/receivable required. Experience with Jobnimbus or Trello (or similar CRM), Paychex (or similar...
roofs as needed for the sales process. Tech-savvy and organized with familiarity with CRM software, preferably JobNimbus...
technologies, including construction accounting software (Quickbooks Enterprise, Sage, or Foundation preferred) and CRM (JobNimbus...
, or electrical is preferred but not required Experience using a CRM like Roofr, JobNimbus, ServiceTitan, or AccuLynx Understanding...