What Is a Workflow?

Workflows are the backbone of JobNimbus.

Your Workflow is the pipeline through which your Contacts and Jobs move in JobNimbus. It starts when you acquire a lead and ends when you complete the job and get paid, showing every step of progress along the way so you can make sure nothing slips through the cracks.

By utilizing Workflows, you can:

• Visually track your Contacts, Jobs, and Work Orders through the use of Boards.
• Create Automations to assist with your day-to-day processes.
• Build Custom Reports to filter through your records.
• Track your metrics with Insights.

Each Workflow consists of Statuses and Stages that are unique to the Workflow's Type.