CONTACTS, JOBS, & WORKFLOWS

 

Three Approaches to Tracking Customers and Projects

There are three ways you can track your customers and projects in JobNimbus:

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Along with the above approaches, you also have the option of using work orders in place of or in addition to jobs. See the information below to help you decide if you should use work orders.

Should I Use Jobs?

One of the most important decisions when setting up JobNimbus is to decide whether to use Jobs and/or work orders. There are several things to keep in mind when making this decision, as listed below.

If you choose not to use jobs in JobNimbus, don't worry. You are not losing any functionality. The contact in JobNimbus has notes, activity, tasks, financials, work orders, and all other functionality the job has.

Your Existing QuickBooks

One of the easiest ways to decide if you should use Jobs or not is to look at your existing QuickBooks.

  • If you track Jobs by sub-customers under a customer in QuickBooks, then you should use jobs in JobNimbus.
  • If you track a customer as a job (no sub-customers) in QuickBooks, then you should not use jobs in JobNimbus.

Multiple Jobs Per Customer

If you commonly do more than one job with a customer, using jobs in JobNimbus helps greatly in keeping track of multiple projects per client.

The Work Order Alternative

If you do not need to track a different address per job, you may consider using work orders instead of the more intensive job features to track your projects. You can have multiple work orders per customer and they can provide a nice alternative to jobs while keeping your JobNimbus setup simpler for your users.

Duplicating Contacts

If you choose not to use Jobs but sometimes need to do work with an existing repeat customer, you can instead, just create a duplicate contact record for each time you work with the customer. This is actually a common practice for a lot of JobNimbus users. Many users prefer the simplicity of working just with contacts and use the duplicate contact method to track multiple projects. Typically, each duplicate contact is named with an incrementing number at the end of the contact's name to identify each project. For example:

John Doe 1

John Doe 2

John Doe 3 

Help Me Decide

Below are simple lists that can assist you in deciding whether to use jobs in JobNimbus.

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Should I Use Work Orders?

The decision on whether or not to use work orders usually comes down to a few simple factors. You can attach work orders to both contacts and jobs in JobNimbus.

Tracking Multiple Types of Work or Trades

If you do multiple trades with a customer or perform several different types of work on a project and want track each of those types of work separately, work orders are a great way to do this in JobNimbus.

Smaller Projects

Jobs in JobNimbus are really geared more for larger, multi-day projects whereas work orders are much better at tracking smaller projects, types of work, or single-day work items. If most of your work is typically smaller or quicker, work orders are probably a better alternative than using the more intensive features of a full job.

Help Me Decide

Below is a list that can assist you in deciding whether to use work orders in JobNimbus. 

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