Switching from JobNimbus to BuildX, in a weekend.
Self-serve import steps for contacts, jobs, and history from JobNimbus. No sales calls, no migration fees, no downtime mid-season.
Step 1: Export what you own
Export contacts, jobs, boards, pipelines, templates, and invoices from JobNimbus to CSV. Save automations, supplier orders, and measurement reports tied to each roof.
Save plan sets, contracts, and closeout documents to a folder per job. You will reattach the live ones in step 3.
Step 2: Import in this order
Contacts first with board stages noted, then cost database and roofing assemblies, then open roofs with current board and order status so sales and production stay aligned.
Open jobs next with current budget and schedule status, not full history. History follows once the crew trusts the new numbers.
Step 3: Cut over one job
Keep JobNimbus boards live while BuildX pilots job financials on new roofs: takeoff, portal, change orders, and invoice from one budget. Prove it where the stakes are real but contained.
Then move the rest. Most shops finish the overlap in two to four weeks and wonder why they waited.
Questions shops ask
Do I need to talk to sales to migrate?
No. Every step above is self-serve. If you want help, the help center and contact page reach working humans.
What happens to my history?
Closed-job records import as reference files attached to customers, so the story stays searchable without polluting live budgets.
Do boards and automations transfer?
Board stages export as status records while the two or three automations that actually move roofs rebuild in BuildX first. Sales keeps working boards during the pilot; migrate stages once win-to-paid reconciliation proves without double entry, keeping supplier orders attached per job.
How long does the switch take?
One weekend for setup and the pilot job, then two to four weeks of overlap while remaining jobs move. Most shops cut over fully once the pilot invoice reconciles.
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Put it to work on your next job.
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