Roofing / field services
Years of job history, archived properly.
Drive / Job archive
- ▸ 1042 - Hale Rd re-roof12 files
- ├ photos/8
- ├ estimate.pdf✓
- └ invoice.pdf✓
- master-jobs.sheetAll rows ✓
The problem
Years of inactive jobs were cluttering JobNimbus, but the files and history couldn't be lost.
What we built
We moved every inactive job into Google Drive: one folder per job with every file inside, plus a master sheet of all job and contact data.
Tools used
- JobNimbus
- Google Drive
- Google Sheets
Outcome
A tidy live system and a complete, searchable archive - with zero missing records.
Services used in this project
- Data cleanup & migration
Clean, merge and move your data without losing history.
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More work
Our own agency
How we run our own agency: AgencyOS
One place for the whole team to see what's happening, what's next and where time goes. It's living proof we build real custom software - not just Zaps.
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Roofing · US storm markets
From audit to a lead machine before storm season.
Every lead in one pipeline, tracked properly and followed up automatically - ready before the busy season hit.
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