Money on the table

Upload your jobs or estimates export from JobNimbus, AccuLynx or Roofr (CSV or Excel). Read-only: the file is processed in memory and not stored.

What to export: job id, customer, address, phone, status, job type or carrier, estimate total, date created, signed date, completed date, last activity, balance due; if you have them: recoverable depreciation, deductible, mortgage company.