QuickBooks Online or Desktop sync
Contacts, jobs, invoices, credit memos, and payments synced once customer names and products are matched.
The Problem
Does JobNimbus Help Roofers Track Where Their Leads Come From?
Yes, when every lead arrives with a source. JobNimbus integrations usually get ordered after a storm, when leads pour in from forms, calls, and ads, and Insights can't say which channel paid.
01 · Lead source
Storm leads arrive with no source attached.
Every form, call, and ad lead gets its source on entry.
02 · QuickBooks
Invoices get retyped, and duplicate customers appear.
Names and products are matched first, then invoices sync from JobNimbus.
03 · Sold jobs
Nobody gets a task when a job is marked Sold.
Moving a job to Sold creates the material order task on its own.
04 · Photos
Crew photos stay in CompanyCam, away from the job.
CompanyCam photos sync back to the job's Photos tab in JobNimbus.
A hailstorm rolls through, and your phones, web form, and Facebook ads light up at once. Leads land in JobNimbus without a source, so Insights can't tell you which channel paid for itself. Your sales rep marks a job Sold, but nobody gets a task to order materials. The office retypes the approved invoice into QuickBooks, and a name spelled two ways creates a duplicate customer. Crew photos sit in CompanyCam while the adjuster asks for them by email.
We start with your board: the statuses a roofing job moves through from lead to paid. Every lead source gets set on entry, and every integration hangs off a status change. Sold creates the material task, Invoiced pushes to QuickBooks after names and products are matched, and CompanyCam photos flow back to the job. Work follows the board, not someone's memory.
Board statuses drive everything
Each integration fires on a status change your team already makes, so there's nothing new to remember.
Lead source set on entry
Form, call, and ad leads carry a source, so Insights reports close rate by channel.
QuickBooks matched before sync
Customer names and products lined up first, because JobNimbus matches QuickBooks records by display name.
Our JobNimbus Integration Process
From Board Review to Synced Jobs in Five Steps
You see the status and lead source map first, approve it, then watch each sync and automation run on a test job before your crews rely on it.
We walk through your board with you: statuses, lead sources, who acts after Sold, and which tools hold data today. You get a map of the links JobNimbus already offers and the gaps that need Zapier or the API.
What's Included
What You Get With JobNimbus Workflow Automations for Roofers
Most roofing companies need lead sources, the QuickBooks sync, and a handful of status automations. Larger teams add CompanyCam, crew calendars, and custom work on the API.
Compare Options
DeveloperLook vs DIY Setup vs a Freelancer
Switching on JobNimbus's own QuickBooks link yourself is free and fine for simple books. A freelancer can build one zap quickly. Here's where each holds up as storm volume grows.
| Feature | DeveloperLookBest fit | DIY setup | Freelancer |
|---|---|---|---|
| Workflow review | Board and sources mapped first | Skipped for speed | Rarely included |
| Lead sources | Set on every entry path | Set by hand when remembered | Depends on the brief |
| QuickBooks sync | Names and products matched first | Free JobNimbus connector, run as is | Usually set up as is |
| Automations | Tied to each board status | A few built over time | Built per request |
| Photos and calendar | CompanyCam and Google Calendar linked | Possible with admin access | Often out of scope |
| Custom API work | Scoped, keyed, and tested | Not practical | Possible, often undocumented |
| Speed to start | 2 to 6 weeks | Same day for one link | A few days for one zap |
| Cost | Fixed price from $650 | Free, plus office time | Hourly and open-ended |
DeveloperLook
DIY setup
- Workflow review
- DeveloperLook: Board and sources mapped firstDIY setup: Skipped for speed
- Lead sources
- DeveloperLook: Set on every entry pathDIY setup: Set by hand when remembered
- QuickBooks sync
- DeveloperLook: Names and products matched firstDIY setup: Free JobNimbus connector, run as is
- Automations
- DeveloperLook: Tied to each board statusDIY setup: A few built over time
- Photos and calendar
- DeveloperLook: CompanyCam and Google Calendar linkedDIY setup: Possible with admin access
- Custom API work
- DeveloperLook: Scoped, keyed, and testedDIY setup: Not practical
- Speed to start
- DeveloperLook: 2 to 6 weeksDIY setup: Same day for one link
- Cost
- DeveloperLook: Fixed price from $650DIY setup: Free, plus office time
Projects We've Built
Construction and Field Team Projects We Have Built
Construction sites and field-team software we designed and built. None of them ran on JobNimbus, but each one tracks jobs, crews, or orders.
Huantume Construction Website Design
- Construction
- Website
Staffic Time Tracking and Employee Monitoring Software
- HR & Staffing
- SaaS Platform
- Dashboard
Logify Project Risk and Control Management Web App
- Logistics & Transportation
- Construction
- Dashboard
Borna's General Hardware Ecommerce Website
- Retail
- E-commerce
- Website
What Our Clients Say
What Clients Say After Launch
Feedback from teams we have built websites and business software for.
We had a pretty specific idea of what we wanted our website to become, but I wasn’t sure how easily we could explain all of it to a development team. There were quite a few moving parts, and we were working toward a deadline, so I expected a few things to get lost along the way. That never really happened. They understood what we were trying to achieve, kept us updated throughout the process, and got everything ready within the agreed timeline. The final site feels much easier to navigate, works beautifully on mobile, and is noticeably smoother for our customers. It was a huge relief seeing the original idea actually turn into the website we had in mind.
The mobile experience is probably my favourite part of the new site. We had spent a lot of time making sure the desktop version looked right, and the team kept pushing us to think about how everything would actually feel on a phone too. They were right. The navigation is clean, the interactions feel natural, and everything we’ve tested so far works exactly as it should. They also went through the links, forms, integrations, and other details more than once before launch, which I really appreciated. And even after going live, we could still reach out when something came up. The whole process felt friendly, organised, and surprisingly straightforward.
What I appreciate most is that the website is actually easy for us to manage now. We can update content ourselves instead of sending a developer a message every time we need to change something small. They also paid attention to the technical SEO side, which mattered to us because we didn’t want a new website to create problems for the traffic we already had. I’ve probably asked more questions than I should have since launch, but every question has been handled patiently and without any fuss. The team is easy to work with, they explain things clearly, and when we need something changed, they focus on getting it done rather than making the process complicated.
1,250+
Projects shipped
10+
Years of experience
Top 3%
Upwork Top Rated Plus
5 stars
Average review score
Want results like these?
Tell us what you are building. You get a reply within 24 hours on business days, then a written estimate.
Work Culture
Why Roofing Contractors Trust Us With JobNimbus
Roofing offices run on the board, and storm weeks leave no room for broken syncs. These habits keep our JobNimbus integration services steady when volume spikes.
Native links before custom code
We check JobNimbus's own integrations and Zapier first. If the built-in QuickBooks link already covers your case, we'll tell you before we quote.
One status, one trigger
Each automation hangs off a single board status with a named owner. When something fires twice, you know exactly where to look.
Names matched before syncing
JobNimbus matches QuickBooks records by display name, and created records can't be undone. We clean names first, so duplicate customers don't start.
Tested on a real job
Every sync and automation runs on one test job before your crews touch it. Mistakes show up in a test, not on a homeowner's invoice.
Keys with limited access
API keys inherit the access profile they're created under. We set up a profile with only the access each link needs, and you keep the keys.
Fixed scope, fixed price
You get a written scope and one price after the free review. New requests mid-project get quoted before we start them.
Overview
Who sets up JobNimbus integrations for roofing contractors?
DeveloperLook sets up JobNimbus integrations for roofing contractors who run sales and production on the JobNimbus board. We tag lead sources, connect QuickBooks Online or Desktop, link CompanyCam and Google Calendar, and build status-based automations. Setups start at $650 and take 2 to 6 weeks, with one real job tested before go-live.
DEVELOPERLOOK
Project facts · JobNimbus Integration Services
- Service
- JobNimbus integration services (QuickBooks sync, lead sources, automations, CompanyCam, API builds)
- Typical timeline
- 2 to 3 weeks for QuickBooks setups, 4 to 6 for API builds
- Platforms
- JobNimbus, QuickBooks Online and Desktop, CompanyCam, Google Calendar, Zapier, and Facebook Lead Ads
- Built with
- JobNimbus Automations, Zapier, QuickBooks Web Connector, and the open API
- Experience
- 10+ years of development experience and 1,250+ shipped projects
- Post-launch support
- 30, 60, or 90 days, depending on plan
- Communication
- Calls in US, UK, and AU business hours
- Starting price
- From $650 USD, fixed scope after a free workflow review
Reviewed 22 Oct 2026 by Saimul Islam
Good fit
Roofers retyping invoices into QuickBooks
Your office types every approved invoice into QuickBooks twice, and payments land in the wrong account. You want the JobNimbus QuickBooks integration set up properly.
Storm-season crews with lead spikes
Your phones and web forms flood after a hailstorm, and leads land with no source. You need every lead tagged before sales calls back.
Owners new to board automations
You've read about JobNimbus workflow automations for roofers but haven't built one. You want tasks, texts, and status changes firing from your board.
Teams split across CompanyCam and Google
Your crews shoot photos in CompanyCam and check Google Calendar, while the office lives in JobNimbus. You want all three kept in step.
Developers reading the API docs
Your in-house developer found the JobNimbus API docs on Postman and needs help scoping a custom build without breaking live jobs.
Not a fit
Still choosing a CRM
You haven't picked JobNimbus yet and you're still comparing roofing CRMs. Our roofing CRM setup page helps you choose before anything gets connected.
Builders on Buildertrend
Your company runs new builds and remodels on Buildertrend, not JobNimbus. Our Buildertrend integrations page covers that system's accounting and CRM links.
Budget under $650
Your budget is under $650 and you only need QuickBooks Online switched on. JobNimbus's own setup guide covers that, and we'll say so before we quote.
Leaving JobNimbus entirely
You're moving every record out of JobNimbus to a new CRM. JobNimbus has no single full-account export, so that's a migration we quote on its own.
Not sure we're the right fit?
Book a free call or message us. We'll tell you honestly whether we're the right team.
Pricing
Transparent Starting Prices for JobNimbus Integration Services
These are starting points in USD. Your final price depends on your accounting setup, how many automations you need, and any API work, and you get a fixed proposal after a free workflow review.
For roofing offices that need clean lead sources and invoices flowing to QuickBooks.
$650one-time, USD
- Free workflow and lead source review
- Board statuses and lead sources set
- QuickBooks Online or Desktop sync
- Web form leads in with their source
- One real job tested end to end
- 30 days of post-launch support
Recommended
For growing roofers who want the board to assign tasks and keep crews in step.
$1,650one-time, USD
- Everything in Lead and QuickBooks Setup
- Up to 10 status-based automations
- CompanyCam projects and photo sync
- Google Calendar task sync for crews
- Facebook Lead Ads zaps with sources
- 60 days of post-launch support
For roofing companies that need a custom link, dashboard, or backup built on the API.
$3,450one-time, USD
- Everything in Roofing Workflow Automation
- Custom app on the API, keyed to one profile
- Webhook receiver for automation events
- Scheduled exports to your own database
- Lead source and margin dashboard
- 90 days of post-launch support
For Agencies
White-Label JobNimbus Setup for Agencies and Roofing Consultants
You own the roofing client. We supply the JobNimbus integration work behind your brand: lead sources, QuickBooks sync, automations, and API builds. You stay the expert they call, and we stay in the background unless you bring us in.
How the partnership works
White label: your client only ever sees your brand
- Your client
- You, the agency
- DeveloperLook
Share the client's board
Send the JobNimbus statuses, the tools in use, and what the client wants fixed first.
- Client needs
- You share the details
- Details received
We scope and price
We map statuses and links, then send a fixed scope you can mark up.
- Scope and plan
- Proposal to resell
- Your quoteYOUR LOGO
Build and hand off
We build, test on a real job, and hand you a white-label guide.
- Done by our team
- Your brand on it
- Handed to your clientDone
Partner with DeveloperLookDelivered under your brand
Stay client-facing
Your brand on every guide and handover document we write.
Predictable delivery
Fixed timelines, so storm-season launches land when you promised them.
Board-first setups
Every link tied to the board statuses your client already uses.
Flexible capacity
Extra hands for several roofing clients without a new hire.
The Right Technology for Your Project
Technology Stack
We use JobNimbus's own integrations and Automations first, then Zapier and the JobNimbus API where the built-in links stop.
- JobNimbus
- JobNimbus Automations
- CompanyCam
- Google Calendar
QuickBooks- QuickBooks Web Connector
- JobNimbus Payments
Google Sheets
Zapier
Meta (Pixel, Conversions API)
WordPress
Google Analytics (GA4)
- JobNimbus API
Node.js
PostgreSQL- Postman
FAQ
Frequently Asked Questions
Straight answers on JobNimbus costs, QuickBooks, automations, CompanyCam, calendars, the API, and exports.
Saimul IslamFounder & CEO, DeveloperLookStill have questions?
Send a message or book a call with the team.
DeveloperLook's JobNimbus integrations start at $650 for lead sources, board statuses, and a QuickBooks Online or Desktop sync with one job tested. Adding status automations, CompanyCam, Google Calendar, and ad lead zaps starts at $1,650. Custom API builds start at $3,450. JobNimbus, QuickBooks, and Zapier bill their own subscriptions.
JobNimbus is CRM and project management software for contractors, with tools roofers use such as EagleView measurements and supplier ordering. Contacts, jobs, estimates, invoices, and tasks move across boards by status. It also includes Automations, Insights reports, Engage texting, and JobNimbus Payments, and links to CompanyCam, Hover, and SumoQuote.
Yes, JobNimbus is a CRM, and it also runs production. Contacts and jobs sit beside estimates, invoices, tasks, and material orders, so one record follows a roof from first call to final payment. That's why we treat the board's statuses as the trigger for every integration, instead of adding a second CRM beside it.
Yes, JobNimbus syncs with QuickBooks Online and QuickBooks Desktop for Windows, but not QuickBooks for Mac. Online runs two-way, import-only, or export-only for contacts, jobs, estimates, invoices, credit memos, payments, and products. Payments go one way into Undeposited Funds, draft invoices don't sync, and records match by display name, so we clean names first.
JobNimbus Automations run on an event or a schedule and take one of five actions. They can create a task, send an email or text, change a status, or call a webhook. For roofers, that's a material order task when a job hits Sold, or a review request text at Paid. Texting needs the Engage add-on, so we check your plan first.
You connect Zapier with a JobNimbus API key from an access profile that has Settings access. The Zapier app triggers when a contact or job is created, changed, or deleted. It can create jobs and contacts, update contacts, add attachments, or find a contact. We use it for web form and Facebook Lead Ads leads, tagged with their source.
You start in JobNimbus settings, create an API key, and paste it into CompanyCam, then paste a CompanyCam token back. Both sides need an admin, and CompanyCam needs a plan above Basic. Jobs or contacts then push to CompanyCam as projects, and crew photos sync one way back to the job's Photos tab in JobNimbus.
You turn on Google Calendar Sync in your JobNimbus profile settings from a web browser. It syncs tasks only, two-way or one-way, and can show your Google events in JobNimbus too. Outlook and Apple Calendar users get a one-way subscription link instead, which can lag by several hours. We set the mode each crew member needs.
Yes, JobNimbus has an open API, with JobNimbus API documentation on its developer site and in Postman. Each key is created in settings, sent as a Bearer token, and inherits its access profile's permissions. JobNimbus itself advises against custom builds without coding experience, so we scope the build, limit the key, and test before go-live.
JobNimbus has no single full-account export, so you export one record type at a time. Build a Custom Report for contacts, jobs, invoices, or tasks, export it to CSV or Excel, and use Download All for each record's attachments. For regular backups, we can schedule exports through the API into your own database.
Saimul IslamFounder & CEO, DeveloperLookStill have questions?
Send a message or book a call with the team.
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