Roof Report Pro + JobNimbus
Sync reports, contacts, and jobs automatically—plus AI creates your follow-up tasks. Stop switching between apps and let intelligent automation keep your pipeline moving.
Key Statistics
What Syncs
See exactly how data flows between Roof Report Pro and JobNimbus: Auto-Sync Reports & Contacts.
Contact Sync
Automatically sync homeowner contacts between Roof Report Pro and JobNimbus. Choose between smart matching modes to link existing contacts or create new ones.
Job & Property Sync
Link inspection reports to existing JobNimbus jobs or create new jobs automatically. Property details sync both ways to keep records consistent.
PDF Document Push
When you send an inspection report, the PDF is automatically attached to the linked JobNimbus job. No manual uploads required.
AI-Generated Tasks
Our AI analyzes your inspection findings and automatically creates prioritized follow-up tasks in JobNimbus. Significant damage triggers urgent tasks, routine maintenance generates scheduled follow-ups, and every opportunity gets the right priority and due date—no manual task creation needed.
How to Get Started
- 1
Get Your JobNimbus API Key
Log into JobNimbus, go to Settings > Integrations > API, and generate or copy your API key.
Admin permissions required in JobNimbus
- 2
Connect in Roof Report Pro
Navigate to Settings > Integrations > JobNimbus in Roof Report Pro. Paste your API key and click Connect.
- 3
Configure Sync Preferences
Choose your contact matching mode (auto-match, always create new, or ask each time). Set your default job type and workflow stage.
- 4
Start Inspecting
Create a new inspection report. When you send it, the report and all data will automatically sync to JobNimbus.
Integration Features
Stop double-entering data. Connect Roof Report Pro to JobNimbus to auto-sync contacts, push inspection reports, and let AI create follow-up tasks for you.
Automatic PDF Attachment
Every inspection report you send is automatically uploaded and attached to the linked JobNimbus job. Your team can access reports directly from JobNimbus without any extra steps.
Smart Contact Matching
Choose how contacts are matched: automatically link by email/phone, always create new contacts, or be prompted to decide for each inspection. Prevent duplicates while maintaining flexibility.
Job Linking & Creation
Link inspections to existing JobNimbus jobs with a quick search, or let Roof Report Pro create new jobs automatically with proper workflow stages.
AI-Powered Follow-Up Tasks
This is the game-changer. Our AI reads your inspection findings and automatically creates the right follow-up tasks in JobNimbus. Found significant hail damage? You get an urgent 'Schedule repair estimate' task. Spotted early wear? A lower-priority 'Recommend maintenance' task appears. The AI understands damage severity, urgency, and sales potential—then creates appropriately prioritized tasks with smart due dates so your team always knows what to do next.
Team-Wide Sync
Connect at the organization level so every team member's inspections sync to the shared JobNimbus account. No individual setup required.
Selective Sync Control
Choose which inspections to sync. Keep personal or test reports separate while automatically syncing client-facing work.
Real-World Use Cases
See how roofing professionals use this integration in their daily work.
AI-Driven Sales Follow-Up
Scenario
An inspector completes a hail damage assessment showing significant damage across multiple roof sections. Normally, someone would need to review the report, assess urgency, and manually create follow-up tasks.
Outcome
The AI analyzes the inspection findings and automatically creates a high-priority task in JobNimbus: 'Urgent: Schedule repair estimate - significant hail damage detected.' The task includes key details from the AI analysis and is assigned with a 24-hour due date. Your sales rep gets notified immediately and can call the homeowner before competitors even know about the damage.
Sales Pipeline Automation
Scenario
A roofing contractor completes 5-10 inspections daily. Each inspection needs to be logged in JobNimbus, reports uploaded, and follow-up tasks created.
Outcome
With the integration, every completed inspection automatically appears in JobNimbus with the PDF attached. Sales reps see new leads instantly, and AI-generated tasks ensure no opportunity falls through the cracks.
Storm Season Efficiency
Scenario
After a major hail storm, inspection volume triples. The team is stretched thin and admin work piles up, delaying follow-ups.
Outcome
Despite the volume surge, every inspection syncs automatically. AI creates prioritized tasks for each inspection—urgent cases rise to the top, routine follow-ups get scheduled appropriately. The sales team can focus on closing deals while reports flow into JobNimbus in real-time.
Multi-Inspector Coordination
Scenario
A company has 8 field inspectors and 3 office staff. Keeping everyone's work organized in one system is a constant challenge.
Outcome
All inspectors use Roof Report Pro on their phones. Every report they complete appears in JobNimbus within minutes with AI-generated tasks already created. Office staff always have current data and clear next steps without chasing field teams for updates.
With vs Without Integration
| Aspect | With Integration | Without |
|---|---|---|
| Report Delivery | Auto-attached to JobNimbus job on send | Manual download and upload to each job |
| Contact Entry | Auto-synced or smart-matched | Re-enter in both systems |
| Follow-Up Tasks | AI analyzes findings and creates prioritized tasks automatically | Read every report, decide priority, manually create each task |
| Time per Report | 0 minutes admin work | 5-10 minutes per report |
| Data Consistency | Single source of truth, always in sync | Manual reconciliation, prone to errors |
| Team Visibility | Instant updates in JobNimbus | Delayed until admin catches up |
Why Integrate Roof Report Pro with JobNimbus?
JobNimbus is the leading CRM for roofing contractors, trusted by thousands of companies to manage their sales pipeline and operations. Roof Report Pro generates detailed, AI-powered inspection reports. By connecting these two platforms, you eliminate the friction between field work and office workflow. Instead of inspectors returning to the office with reports that need to be manually entered into your CRM, every inspection flows automatically into JobNimbus the moment it's sent. Your sales team sees new opportunities in real-time, your office staff spends less time on data entry, and your customers get faster responses.
Built for How Roofers Actually Work
We designed this integration based on feedback from hundreds of roofing contractors. The reality is that inspectors complete reports in the field, often from a phone or tablet, and they don't want to think about CRM logistics. Meanwhile, office teams need that data in JobNimbus to keep the business running. Our integration bridges this gap invisibly. Inspectors use Roof Report Pro as they normally would—the sync to JobNimbus happens in the background without any extra steps. No duplicate work, no missed reports, no waiting for end-of-day uploads.
Security and Reliability You Can Trust
Your business data is critical. We take security seriously with enterprise-grade encryption for all data in transit and at rest. The integration uses official JobNimbus API endpoints and requires only your API key—we never ask for your password. If a sync fails due to network issues, we automatically retry with exponential backoff. You'll be notified of any persistent issues so nothing falls through the cracks. And since both platforms are cloud-based, your data is backed up and accessible from anywhere.
AI That Creates Your Follow-Up Tasks
This is the feature our customers call a game-changer. When you complete an inspection, our AI doesn't just analyze photos—it reads the full context of your findings and automatically creates the right follow-up tasks in JobNimbus. The AI considers damage severity across all roof sections, identifies the most urgent issues, evaluates repair vs. replacement scenarios, and determines sales potential. Then it creates tasks with appropriate priorities, detailed descriptions pulled from your inspection, and smart due dates. Significant damage gets urgent tasks with 24-hour deadlines. Minor maintenance issues get standard priority with appropriate follow-up windows. Every task includes context from the AI analysis so your sales team knows exactly why they're calling and what to discuss. No more reading through reports to figure out next steps—the AI does that work for you.
Frequently Asked Questions
Other Integrations
Explore more ways to connect Roof Report Pro with your workflow.
Who Benefits Most
This integration is designed for these professionals.
Built for Roofing Contractors
Train your team with a structured inspection checklist. Close deals with professional reports. Fight denied claims without re-inspecting.
Built for Storm Damage Inspectors
Process high-volume storm inspections efficiently. AI identifies hail impacts, wind damage, and debris damage fast.
Ready to Connect?
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