JobNimbus Reviews

JOB TASK SCHEDULING,CLIENTS MANAGEMENT AND JOB TRACKING MADE EASY

Comments: life has being easy, the tension we get from tenant/client, that we should to their respond to their services failures has reduced, and get response from our team quickly.

Pros:

My firm have being got a job to manage residential facilities and building services maintenance for clients and developers, we had a lot of job and calls from clients for over a year, with out a software, finally when we got a recommendation, we started with a trial version, the application was easy to learn through the help of videos, and the customer care response,tracking our jobs, technicians and client information and emergency needs on a mobile application software was a break through for my firm.

Cons:

Learning how to use the software with just videos was difficult, it would have being easier, if the customers care line can be available to respond at every instant,training the technicians and advising our client to subscribe to this application was not easy, but they now enjoyed its, they get their problems solve on just with the application on their mobile devices.

Couldn't Live without it!

Comments: I have had a fantastic experience with JN. As a company it has been a god-send to help us be more organized, streamline our process and stay on task. If you are looking into Sales Force - STOP!!! It is over burdensome and made for companies that have thousands of employees. JN can handle whatever you throw at it, but it is so much easier to use and very friendly to new hires.

Pros:

How easy it is to work within the application without prior knowledge. Everything you need to do is in one place or in multiple. It's SO EASY to figure out how to work this sytem, even without training. I give our new hires an overview of JN and teach how to find the pipeline, add a new client or POC, and how the calendar works. After that, I simply direct them to the HELP videos so they can continue to expand their knowledge on the product. EVERYONE has been successful with JobNimbus. WE LIVE by this product! From our clients, correspondence, scheduling of initial appointments, progress of job, and more. JobNimbus is the BEST CRM I've ever used in over 30 years in the construction/service industry.

Cons:

There are a few things that could be better. The ability to leave an email in process within JN to check the calendar isn't possible. There is a work around, but I would prefer it be direct.Being able to have a drop down menu for email templates instead of an exploded list would be super helpful.Believe it or not, there is A LOT of blue used in the platform. This is ok for almost all of the screens with the exception of the pipeline. The blues used are so similar, you cannot easily see the side slider bars to move clients up and down or to simply navigate the pipeline - the bars are also VERY thin and hard to grab. This is minor but can be a nuisance.

Love hate relationship

Comments: I stay because I haven't found anything else that integrates project management, crm and a calendar in one software. But I consider leaving often with the lack of progress on the development side or communication from their development team on what is forth coming. They seem relatively new so I think they have been set on just finding new customers, but without matching growth with new features, they aren't looking at retention very seriously. If you are considering them, check out their https://jobnimbus.uservoice.com/ to see if your needs on specific features will be met.

Pros:

Integrated CRM was a big deal, it was hard to find anything else that was a combination of calendar, crm and project manager. This does fill the job of being all in one. The interface is clean and easy to navigate.

Cons:

Customer service is actually pretty quick to respond and friendly to deal with BUT they can't do anything. Most of our issues have been limitations to the software and they tell you to fill out a feature request but then the development team completely ignores or doesn't update any of the feature requests. Some requests, that really are basic, have been sitting out there for YEARS with no response on if and when the development team will do them. I also am frustrated with the lack of ability to fine tune what fields and options are used/not used. It is time consuming to create a new project or customer contact because there are a lot of fields and no AI that will help autofill entries based on previous data. Example you might have a dozen customers that all work for the same firm/company but you have to enter EVERY field for that person and their location instead of it trying to suggest similar data for your entry as you start typing.

JobNimbus: A CRM And More For The Modern Contractor

Comments: JobNimbus allows my company to run more efficiently, with powerful tools for analytics and customer tracking. Every person in the administrative team in my company uses it every day, with no major complaints or issues. The customer service is excellent and there is a lot of content online published by JobNimbus in order to make the admittedly steep learning curve feel a lot better.

Pros:

JobNimbus strikes a good balance between user-friendliness and power. While initially, the software can be overwhelming, it is easy to learn after spending a few minutes to really get to know the program. Additionally, there are training resources available online which make the process even easier. This means that you are able to use the extremely powerful tools that JobNimbus offers after a few hours of training and working around in the software. It allows you to do everything that you would want a CRM software to do, and then some. Additionally, there is a sales pipeline functionality that I personally don't use, but our sales team does, and it allows them to stay on top of every incoming lead.

Cons:

There are several areas that are still (to the best of my knowledge) in development, including integrations with other apps - specifically Zapier. Zapier is an essential integration, and as of the time of writing, JobNimbus does support it - just not with custom fields. I believe that this is a big missing feature, and the only significant issue I find with the program.

Sharp Construction Thinks JobNimbus is Amazing

Comments: We have been bringing on additional salesman and being able to track the leads that we distribute has allowed us to see who is weak and where. We have also used JobNimbus to increase the amount of reviews that are coming in (93 5 Stars and counting). It has allowed us to measure lead success or failure, which has whet the taste buds to have more understanding and to discover deeper ways to measure our success in other ways. It makes you realize what could be if..... When you have questions that a product like JobNimbus answers, it makes you realize that with a little extra effort, you can explode your business. We are thrilled to have found JobNimbus.

Pros:

We did not come from another CRM to this platform. This was our first experience and the choice to team up with JobNimbus has been exactly what we were hoping and looking for to help manage and grow our business. The automation features are, by far, what we have enjoyed the most. Adding automation has helped us seal up the cracks that occur when taking a customer thru the construction process. Nimbosa, as we affectionately call it for no apparent reason, has been a major factor in leveling up our company with regards to communication and customer management.

Cons:

This requires thought, which, I think, means that we would have to search to find a problem. We are anxiously anticipating the roll out of the tracking and measurement graphs that were dropped at the Orlando convention. So I guess, the fact that those are not fully rolled out yet would be one of the things that could be a negative.

Best Roofing CRM!

Pros:

JobNimbus has been a tremendous boost to our company. We signed up early in the life of JN, back when I had no idea what a CRM was. I was pretty sure we didn't need to spend money on any extra software, either. Man, was I wrong. The mobile app alone revolutionized our business. Sales people had all of the information at their fingertips, they were able to upload pictures of the jobs while they were onsite and the calls to the office were immediately cut in half. JobNimbus has enabled us to double our volume several times because we are able to handle more work with fewer mistakes and fewer people. The recent integration with Beacon has been incredible! We now build Material Orders in JobNimbus which pull from Beacon's online ordering portal. This eliminates both the time necessary for the supplier to enter our order into their system, and the opportunity to make mistakes during this re-entry. We instantly know if we are wanting materials that our supplier doesn't stock. Maybe the best thing about JobNimbus is that we no longer have to keep paper files! We still have the boxes from 2013 and 2014, but no more! And it is SO much easier to find documents in JN than it was to dig through the boxes. We are huge, raving fans of JobNimbus! Sign up today.

Cons:

The system isn't as "pretty" as other systems

Very Fungible.

Comments: Very good..big learning curve for some people, but worth it in the end.

Pros:

This software is great for day to day operations, quoting, and tracking of construction jobs. The software is very fungible meaning that you can make it into whatever you need it to be. Took a long time to implement and getting it to fit what we do perfectly but it is possible and it's possible for you too.

Cons:

Not a whole lot of cons here. However there were some issues with syncing with QuickBooks that we had to work through. Also there is a huge limitation in the products and services catalog if you want to build one. We run into issues with character limits when syncing with QuickBooks online. QuickBooks online allows a 100 character limit and jobnimbus only does 31. there's a very long work around to this to maximize the character limit in QuickBooks online, however it means in putting the same product or service 3 times into the system. This would be eliminated and or fixed if jobnimbus would remove there 31 character limit in their product and service name.

JobNimbus, simple but powerful CRM

Comments: A great experience overall, I've been able to synchronize other software that the company works with seamlessly and without issues.

Pros:

JobNimbus is easy to implement and it has integrations with much other software out there, I have been able to integrate with Leap, CompanyCam, Quickbooks, etc.

Cons:

The pipeline management is not that fluid, it's still a work in progress. Another thing is that the Support is not that good sometimes.

Dc’s Contracting LLC JobNimbus Review

Comments: Overall I love the product and I am glad it is linked with other products to make running a business so seamless.

Pros:

The efficiency, ease of customization, integrations make operations more fluent. The overall functionality and details built in helps my business tremendously keep organized.

Cons:

At first I did not like how I was unable to know if emailed invoices, estimates, etc were delivered or opened by the end recipient. After communicating the issue to tech support it was resolved a while after. Other than that I would like to see a “select all” or “multiple select” feature for pictures after attached to custom file where a mass delete can be done.

Simple CRM System

Comments: JobNimbus is much better than DateForma, but it isn't tailored to commercial roofing or for those organizations that have service and maintenance teams.

Pros:

This CRM is easy to navigate. If you like 'boards' this one will work for your team.

Cons:

Not great for tracking teams, service technicians or building estimates and quotes.

Jobnimbus review

Pros:

Jobnimbus has been a great way for our company to keep track of our leads and follow the lead through every step of the process easily. We have eliminated much of our paperwork and have been able to streamline our work orders and tasks by using it. It is user friendly.

Cons:

The app has problems with finding addresses when out in the field.

JobNimbus is a great program but

Comments: JobNimbus was GREAT! Just a little too pricey compared to another program that has everything they have.

Pros:

JobNimbus had everything we were looking for in a CRM for our company to keep track of all of our customers and set tasks in each of their files so no one was forgotten. We liked especially how you can assign multiple employees to a single task in the file.

Cons:

JobNimbus ended up being too much money for what was offered so we did end up implementing a different CRM for our company to use but we still maintain 1 log in so we don't lose all of our prior customer's information/project notes.

Job nimbus

Comments: Job nimbus has worked really well for our Roofing company. We are able to communicate better with our customers and employees.

Pros:

How quickly we were able to transfer over, and the capabilities of the software. I like that we are able to put all forms/docs and pics into 1 job file in one location.

Cons:

The sync with quickbooks does not really work.

Helps organize customers per need and service

Comments: Organization. Knowing where we are with each customer. Example: Customer was sent an estimate through email from Job Nimbus. The program records the actual estimate, when it was sent and price. Customer calls looking for an estimate and we have an answer for the customer. Job Nimbus also provides a pop up list while typing partial information which is helpful at times. Example receiving a check in the mail from realtor which usually has no info from actual address or customer but invoice # is provided. Job Nimbus allows you to type in just the invoice number or just the address, or partial name to find the job. I am so thankful for this program and would highly recommend it to anyone with a high volume of customers to stay organized.

Pros:

This program organizes customers point of service from lead to paid and closed. Job Nimbus keeps track of payments and allows notes to be put on each customers profile. It also allows pictures and notes to be shared by email to the customer-providing a record for both the company and customer. We work with a lot of realtors-Job Nimbus allows us to list different jobs under the same name to keep order to the many properties they service. I find Job Nimbus to be user friendly. It saves templates for estimates and allows changes to be made when needed for specifics per customer. It keeps track of accounts receivables, the age of opened account, it shows categories of work in progress, and work that needs scheduling . We have become more efficient as a company since we've started using Job Nimbus.

Cons:

After taking payment or clicking into anything in the financial section of the program, you always have to refresh the account. The program does not allow you to make multiple payments unless you refresh and go out of it.

I like JobNimbus so much that I depend on it for my entire business! Great easy-to-use program.

Comments: JobNimbus has optimized my business and allowed me to bring in all my leads from various sources into ONE SINGLE PROGRAM that can report to the desktop version of Quickbooks or the online version of Quickbooks (our main accounting software). This is HUGE for my business and I intend on using this product for many years to come!

Pros:

-Easy to use -Friendly staff -Ability to track all customers, products, services, etc. -Able to add Spotio leads directly into program -Open programming allows for flexibility and customization -Customized documents for customers -Calendar program that implements to Google Calendar, Outlook, etc. -App available for mobile access -Superior reporting features for managers -Low cost to add additional team members

Cons:

-Every time I call them, it takes days for me to get a response (if ever). Granted, the online help videos are quite useful, but I expect a response when I have questions. -Training tutorial is a bit steep for the product. Worth it, but expensive. -Document designer is lacking customization... needs improvement and/or additional document design programs. (Side note: current document designer add-on is horrible.) -No route planning/mapping software which would make this the ultimate program... -Too attached to the roofing industry still. Works fine for other industries, but its obviously tailored to the roofing industry.

Great program, easy to use, awesome support team, and constantly improving!

Comments: We are one of those companies that started with pen and paper alone. As our business grew, we started falling behind because we spent so much time doing what is now accomplished with JobNimbus. This program is absolutely a game changer for us. It brings almost every aspect of our company into one place. Everything in a customer file (or any other "contact type") becomes searchable by nearly any piece of information pertaining to that contact. Any number of contacts can be made "related", making all correspondence between related parties available in one spot. That includes contact information, emails (yes, emails!), attachments, estimates, invoices, budgets, material orders, etc. The way that the estimate/invoice/material order system is set up allows you to create separate templates for quick, easy, and all inclusive documents. You can even create different price lists for different suppliers and/or locations. They eliminate the need to write multiples of the same information (i.e. you can turn an estimate into an invoice, material order, or work order). Work orders can be assigned to any sub-contractor and placed onto a board that is categorized into a workflow that you can completely customize by whatever steps of the job your company has. It's extremely versatile in that regard, and once you determine how you want your workflow to operate it is very functional. You can use the budget feature to track costs on a job and calculate commissions. I could spend all day ranting about all the features that JobNimbus offers, but it boils down to this: JobNimbus offers tremendous value to your company. One more note about their support and development team. I had a TON of questions during the implementing of JobNimbus into our company and was on the phone with support a LOT. They were always very accommodating and patient with me, providing me with answers and resources at every turn. Over the course of the past few months alone, there have been MANY updates, both web version, and mobile app. They have a great feedback section on their website and they DO listen to user input. I am excited to see how far they will go from here and have enjoyed watching them grow into an industry leader.

Pros:

Several integrations with major programs (EagleView, Quickbooks, Sales Rabbit, naturalForms, Accurence) Mobile App E-mail integration Low cost Ability to create custom reports to help your business monitor

Cons:

There are no cons.

Best CRM on the market

Comments: scheduling and communication have been greatly improved. It's helped us to track files more accurately therefore get paid faster and have happier customers.

Pros:

Ease of use is incredible. Although it does take some time to set up initially, once customized it's a breeze. The communication with our team has been streamlined and everything is documented automatically (when used properly).

Cons:

There are a few things I'd love to be able to do that are not currently an option. For instance auto tasks would be awesome. If I could set it up to when I move a file to a particular board it would set a task automatically for a particular person (or group of people) that would be amazing.

How did I get by without Job Nimbus?

Comments: Being able to track the progress of a project from the first phone call to the end of the project in one place has been a boon to our business. I honestly don't know how our company managed to operate for 8 years without this software.

Pros:

The software puts your entire customer and job log in one place. The interface is intuitive and works very well once you get it tailored to your business. This is a product that you get out what you put in. I like that you can use the web interface or access Job Nimbus through an app, although the web based interface is faster and more detailed. While this is the first CRM software my business has used, I don't see any need to switch to another. Job Nimbus works!

Cons:

There is a pretty significant learning curve to get the program up and running for your particular business. While all of the necessary pieces are there, you have to arrange them to suit your needs. This was quite time consuming at first and took many trial runs to get things dialed in. Well worth the effort in the end, but quite an effort it was.

JobNimbus Keeps Us Organized

Comments: It is amazing to go from the folder world to having all of the information electronic. We still keep folders but the need to keep them over time will diminish the more years that we use the Nimbus. Also with the Nimbus being able to be accessed from the jobsites if something is left at the office it is able to be retrieved.

Pros:

I like that this software is easy to use. The app is good for looking up information on the go and uploading job photos as the salesman is on the job. The invoices and forms are very professional looking.

Cons:

There are lots of places to do the same thing which can get confusing from time to time especially new users. I know it is not accounting software, but it would be nice to be able to send an invoice off of the Nimbus with payment options that would integrate with QuickBooks. The invoices generated from Nimbus are much nicer than those from QB, but because the ability to do that is not integrated we are forced to send online invoices from QB.

Easy to use software

Comments: Creating reports is awesome. We can get our information immediately and understand the state of our company and to know what decisions to make.

Pros:

User-friendly, easy to use and to teach people how to use it. Reports

Cons:

Don't like how the notes don't follow a thread. Each time that someone replies to a note it goes to the top instead of under the note that they are replying to. This is annoying because there can be 10 notes between the note you are replying to and your reply so following is confusing.

Nimbus

Comments: Tracking our customers better than pencil and paper.

Pros:

Ease of use and easy to get team members trained on it

Cons:

When sending estimates and invoices to customers the system does not allow the sending of a custom email message. One has to select from templates and for our remodeling business, these change daily. A work around that we use is; we send the estimate to our email, then we customize it to fit the situation then email if from there. We have learned that out customers do not recognize the jobnimbus email address and sometimes discard it. Quickbooks does an amazing job at allowing COMPLETE customization of an email when sending estimates or invoices.

User Friendly

Comments: Job Nimbus has made it easier to grow because we have live information, budgets and dashboards to manage all aspects of the company.

Pros:

It is very easy to use from assigning and initiating leads in the field to tracking and reporting all workflow stages to easily manage your business.

Cons:

The ability to add personalized email correspondence with templated forms when sending externally to sub contractors, suppliers or homeowners

Agile, Nimble, Effective and Smart

Pros:

I can customize reports by a thousands criteria.It makes life easier when having to drill down and discover specific details about jobs without having to hunt for hours. It saves time and energy. I have a demanding job that it very time sensitive, so the time saving aspect of the software is very keen.

Cons:

I can't track trends, or graph reports based on past dates, times, customes, zip codes, locations, details of job, time to completion, etc. Plus the user interface is rather drab.

Job Nimbus

Pros:

Our company uses this software all day everyday. We are able to manage jobs and stay connected with our customers and employees by using this system. We can work with other programs that intergrate into Job Nimbus allowing us to almost solely complete our jobs from beginning to end with this program. It does take training in order to fully understand all the functionality within Job Nimbus, but its capabilities and how it adds to our success as a company for outweighs the time and training to learn all the different functions within Job Nimbus.

Cons:

There are a few things that would help our system work better as a company. As far as setting alerts within the contact information, or being able to add color coded labels in the contact info. But as a whole I would say we have no complaints about this software.

JobNimbus

Comments: My overall experience with JobNimbus has been good. It has been easy to use and adapt to as a new user.

Pros:

I like that the software is easy to use. It's simple enough that you can easily navigate through the system. It's also flexible to allow you to set up jobs and use it as you see fit. You can also format the job add screen to include anything you feel you need for your business. The systems allows you to set up templates for estimates and invoicing. Also, I like that estimates can be converted to invoices without having to recreate the information.

Cons:

I feel that the reporting aspect of JobNimbus is not the best. It is difficult to get what you need from the system. We often have to run multiple reports, dump them into excel, and then sort and merge to get the data we want. I wish the system allowed you to duplicate invoices and duplicate estimates and invoices to other jobs. That would be helpful. Creating templates in the system can also be cumbersome.