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SETUP JOBNIMBUS CONTRACTS WORKFLOW CLICKUP DASHBOARD ZOHO FORMS TEMPLATES BILLING CRM

Hello. Dear Buyer

Want a custom project and billing CRM workflow with JobNimbus, ClickUp, and Zoho?

If you're a contractor, service provider, or agency looking to streamline contracts, project tracking, and billing this gig is for you.

What will Set Up:

JobNimbus Contracts & Workflows: Create deal stages, contract forms, e-sign, and reminders

ClickUp Dashboard: View progress, assign tasks, set up notifications, and client status

Zoho Forms: Build branded forms with logic, file uploads, and sync to CRM or email

Billing CRM Integration: Connect to Zoho Books, QuickBooks, Stripe, or PayPal for invoices

Automation: Trigger tasks, emails, or deal updates when forms are submitted or contracts signed

Notifications: Automatic follow-ups via email/SMS or internal alerts

Who This Is For:

• Roofing, HVAC, or home service contractors
• Agencies and consultants managing client onboarding
• Businesses looking for quote contract billing automation
• Teams using ClickUp + Zoho for task and data capture

Message Now to Build Excellence