Jobnimbus helps us accomplish vital tasks every day
We've been using Jobnimbus for about 3 years now and the built in functionality with payments, Quickbooks and job tracking have made our lives so much easier. All photos and documents get uploaded directly from our phones out in the field for sales and invoicing made simple.
No functionality for e-signatures... Like, we can let customers pay their bills right thought a huge green button on the email, why not have a huge blue button saying "approve estimate." Make it easy for people to say yes to us, then store that on the cloud with everything else...
Resposta do JobNimbus
Hey Joshua! So glad JobNimbus has been able to help you do some pretty important stuff in your day. We want to keep making that happen, and approving/signing estimates is one of the ways we want to help better.
While you can get your estimates signed directly on our mobile app, the e-signature experience is lacking and our dev team is working to take that experience up a notch. Stay on the lookout for updates to the mobile app and web experience!
Sharp Construction Thinks JobNimbus is Amazing
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.
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.
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.
Resposta do JobNimbus
Thank you so much, Ryan! We're so glad we found you guys, too, and are excited to build more powerful features into your workflow.
You guys rock!
Great concept for construction companies - Massive room for improvement
JobNimbus was built specifically for construction companies and offers an end-to-end solution, from Lead Acquisition to Invoicing. It's extremely difficult to tweak and configure more "generalist" CRM's and Project Management apps to fit the construction industry workflows and specific steps, so there definitely is value in this software. Although it is far from perfect, it offers an almost ready-made solution for construction and roofing companies, allowing for a fairly quick onboarding.
The starting idea is great, but it is definitely perfectible. The biggest flaw with JoNimbus is the fact that it has different workflows for Contacts (homeowners and people in general), and for Jobs (actual work being performed). While it sounds great, once you dig a little deeper, you realize that the pre-defined statuses for Contacts and Jobs are the same! This, instead of creating clarity and differentiating both aspects of a job, leads to massive confusions with low-tech employees: if a Sales Rep saves a contract under a Contact instead of a job, the person looking for that contract under Job will not find it unless they look under Contact. It might be hard to understand if you have never used JobNimbus, but the bottom line is it creates (many) mix-ups.
Additionally, the mobile apps are so bad our people have stopped using them and are opening the desktop version on their mobile devices. All in all, we are better off with JN than without, but needs a lot of improvement.
- Designed specifically for Construction and Roofing companies
- End-to-end solution, from Lead Acquisition to Invoicing (not advanced financials though, it won't replace your accounting software)
- Highly customizable (although not as much as we'd like or need)
- reasonably priced when compared to alternatives, no setup fees
- Great customer support
- Confusing workflows (more on that below)
- Not the easiest program for people who are not tech-savvy, steep learning curve
- TERRIBLE mobile apps (IOS & Android). It's so bad our field guys have resorted to opening the desktop version on their browsers
- Custom template building somehow limited: no math formulas allowed, inserting tables and making them fit the page is a pain
- The main dashboard and the constant notifications and task reminders are overwhelming instead of being useful
My overall experience with JobNimbus has been good. It has been easy to use and adapt to as a new user.
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.
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.
Dc’s Contracting LLC JobNimbus Review
Overall I love the product and I am glad it is linked with other products to make running a business so seamless.
The efficiency, ease of customization, integrations make operations more fluent. The overall functionality and details built in helps my business tremendously keep organized.
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.
Resposta do JobNimbus
If you haven't already done so, please submit these ideas to jobnimbus.uservoice.com so we can make sure our dev team can consider those as they build out new features and improvements. Thank you!
There isn’t enough support with setting this up. You can get a 30 minute appointment but may need longer well guess what you’ll have to wait and schedule another time. Good luck getting anything accomplished.
If you have a simple company without a lot of data to enter into financials may be a good fit. I would highly recommend looking else where for a CRM.
Well very customizable. I honestly don’t have much good to say.
Financials. Each aspect you have to manually add and update. If you change one section you have to manually update everything else. Nothing syncs within the financials. And the customer support and training is terrible with helping setting it up. We have spent more hours figuring it out which still two months later and this system is not supporting our company. Which we have incurred more costs than what we wanted to spend on using this CRM. Not a good fit if your constantly changing and updating costs in a job.
Also it does not work well from an iPhone/iPad. Desktop or laptop is good. However most of our team will be using an iPhone to conduct work.
Simple, Affordable and Easy
I don’t feel the need to look for other systems. This one has all I need and I can easily look past some quirks
Simple to set up
Easy to navigate
Easy to teach others
Need easier integration with Quick Books
Sending emails is not user friendly
Reports could be easier to set up and use
Some naming of sections are not intuitive
Excellent CRM Company and More!!!
Jobnimbus has saved me a lot of time with homeowners when I am needing to sign a homeowner up.
Jobnimbus makes it extremely easy to add contacts, write estimates and convert them to invoices or work orders and then to email them to you customers.
I am unable to remove the price totals from the current system which makes the customer see a really large number when you are giving a good, better or best type estimate.
Resposta do JobNimbus
Thanks, John! We're glad JobNimbus is help you out!
We have a "Good, Better, Best" system on our radar and want to build it as soon as we can. If you haven't already done so, please vote on this idea at jobnimbus.uservoice.com to help move it forward in our development queue. Thank you!
Job Nimbus brings staff together
Solving the issue of who is doing which tasks and when they are completed. Also having the client information readily accessible is great. Love the note section so everyone knows what is going on with a client or a job
Everyone knows their tasks when they need to. The software is very easy to use. Everything we need is in one place
I havn't really found anything yet. Some staff say it would be nice to have an estimating part and/or an invoicing part
Resposta do JobNimbus
Hi Melinda, we are so glad you are finding JobNimbus so helpful. Thank you for your review!
It has been great the team is great and working with [SENSITIVE CONTENT HIDDEN]
has been a blessing.
The ability to track everything and pull reports on everything. Tracking clients, AR, job source and where we are at with the job we are currently working on.
It was a little confusing to get set up but other than that I like the functionality of it. App needs a little work but that is expected with updates etc and nothing is perfect.
Resposta do JobNimbus
Helps organize customers per need and service
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.
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.
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.
Resposta do JobNimbus
Thanks for your review, Richie!
I wasn't aware of this refreshing issue on the financials area. Have you reached out to our support team on this? If not, please send the details of what you're experiencing to [email protected] and they'll investigate to see what can be done.
Very good..big learning curve for some people, but worth it in the end.
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.
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.
Best Roofing CRM!
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.
The system isn't as "pretty" as other systems
Resposta do JobNimbus
Thank you so much, Scott! We're so happy to be a part of your amazing success and hope to continue assisting you guys with completing your business goals with each new year!
As far as the "pretty" goes, it's definitely something we're going to be addressing, so stay tuned! :)
I am very happy with my decision to use and implement JobNimbus into my company
The best benefit is better oversight of everything going on in the entire company, and making sure that nothing falls through the cracks. It completely eliminates the communication mishaps that occur when you are handling lots of jobs.
The software is very comprehensive and flexible. You can make it do whatever you need or want it it. After learning the software, it is very easy to use. I would recommend to anyone considering the program to go ahead and get the training. That made a huge difference for me and my staff. We tried going without the training at first and I did not feel that we were using all the capabilities, and we struggled to implement the software fully. After the training, it was a complete difference. We had a excited staff who saw the value in all it could do and completely bought into keeping it current and updated, which is the key to its usefulness. The trainer was excellent at quickly teaching everyone and showing how easy and helpful the software actually is. He was terrific- very knowledgeable, professional, and experienced with both the software and teaching it.
You can't zoom into the pictures that you take without a few extra steps that are a pain, and you can't view them easily when you want to show a customer a particular photo. I feel like the mobile app has glitches that can be frustrating but its nothing too crazy. I recommend using the desktop version on a tablet when your in the field and that resolves all of the problems I deal with using the mobile app.
I thought it was a little difficult to learn to use without the training. After the training it was a breeze. I cannot stress enough the importance of the training if you are inexperienced with a CRM.
Resposta do JobNimbus
Blaine, so glad to hear JobNimbus has been a net positive for you and your team. It's wonderful to know that your day-to-day hasn't been interrupted by the issues mentioned, and we do try to minimize those, but this feedback gives us even more insight into how the app and desktop versions have worked best for you. Thank you so much for the feedback. We are working toward these improvements and will notify customers when they are available. Also, on behalf of our Training Manager Ronnie Smith, thank you for the kind words about our training program. We aim to deliver world-class training, because we know you're busy! Thanks again for making our day.
I like JobNimbus so much that I depend on it for my entire business! Great easy-to-use program.
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!
-Easy to use
-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
-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.
Resposta do JobNimbus
William, thank you for your considerate and honest feedback. We love serving customers like you, and we definitely regret that you have waited to hear back from us. This is very helpful feedback, we've notified Support, and we will study this to make sure our intended availability is true to customer experience. We know you have a lot going on, and we want to be available for your questions. Thank you for the feedback on pricing as well. We strive to keep everything affordable, from our low monthly user prices to our optional world-class training. Most of all, thank you for your time, and please know we love having you in the JobNimbus family!
It helps our company focus on our business, not on software.
It is simple to use and team others to use. The people in customer service and very friendly. Their software is very friendly to our users too.
I can't use forms that could help me with lead follow up... that I am aware of.
Resposta do JobNimbus
Could you let me know more about these lead followup forms that you're wanting? Please reply back to this message or email me at [email protected] and we'll see what we can do for you guys! Who knows, we might have something right now that will work great.
Overall, we are pretty happy with it. We will continue to use it and build it out. So far, JobNimbus staff seems really eager to listen to the needs of their customers and work toward solutions. That is a big plus for us. We don't mind growing with the software as long as it is continually improving.
Ease of Use. JN has most of the features that we need as a remodeling company. Good support if we run into something we need assistance with.
Phone app needs to be a little more robust. Need to be able to see contacts in board view in the phone app and be able to navigate from that view. This is a huge disadvantage when working on the go. With large number of products it would be much easier to find contact in the appropriate workflow- filtering is too cumbersome.
Great program, easy to use, awesome support team, and constantly improving!
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.
Several integrations with major programs (EagleView, Quickbooks, Sales Rabbit, naturalForms, Accurence)
Ability to create custom reports to help your business monitor
There are no cons.
I’m becoming frustrated with the lack of features I need and the poor customer support
Overall experience was good for the first two years but as my business grows, needs grow as well and this is where I’m finally needing the real help. But it’s not being provided.
Very affordable, easy to use for what it has, quick, very customizable,
I wish it had options to be more marketing oriented than a pure project management software. I’m so frustrated right now because I don’t want to leave them but I need a lot of features added or customized and the support hasn’t been good. I hope they would be able to dedicate me more time over the phone rather than just a tedious back and forth by email that may take days for me and them to figure out my needs. I never received an one on one onboard call. I’m not sure if all these support issues are because of the type of subscription I have is not one of the best. I just feel I’m not being heard, helped and cared for. I hope this changes before I switch to job progress.
Resposta do JobNimbus
Thank you for taking the time to write a review. I'm so sorry that you don't feel that you are being heard. We have escalated this to appropriate channels to get your concerns addressed.
We really appreciate your feedback and suggestions regarding future features as well. Our team is always working on new implementations so our clients can do that much more with their own business.
Have a great day, and thank you again for the review!
Work order and sub-contractor management.
Overall it is pretty simple to use. I 've actually figured out some of the support issues that your support team couldn't figure out. Also figured out a couple of work arounds to make the system more useful for my company.
Your sections in the estimate templates. Currently I click on the section link to create the section but I then open up my notepad to enter the description so I can see the entire thing in order to proof read it. I then copy and paste it into the description field.
Resposta do JobNimbus
Thank you, Gary!
For those Estimate line item Descriptions, you can actually drag those fields to make them bigger. Just click the little lines at the bottom right of the field to expand each one as necessary.
Our support team can help guide you if you need additional assistance, and we hope to make these auto-expand in the future, as well!
A real review from a real consumer
The software puts your entire customer and job log in one place. JobNimbus has been a vast boost to our company. The mobile app alone!! 5 STARS! Sales Reps had all of the information right in their pocket, they were able to upload pictures of the jobs while they were onsite plus calls to the office reduced drastically which always makes for more efficient work for everyone. The ease of use has helped every aspect of our business, even the older project managers have no complaints as far as learning the system.
When an update happens for one company it affects every company. Example: When the update occurred for the reports so only the creator of said report could make changes such as date range etc. < This caused some issues which we then had to create work arounds for.
Great Total Workflow Solution
JobNimbus is a very cost effective solution to manage our daily workflow. It customizes to us versus us having to customize to it. It provides all the main and plain features needed to keep our team connected and efficient through our workflow from start to finish. Works as our CRM and Operational software. Flexible reporting and mobile access are also a big pro.
Photo reporting would be a great addition. Currently, there is no option to print photos in a report format. Odd, because you can create a report for just about everything else.
Best CRM on the market
scheduling and communication have been greatly improved. It's helped us to track files more accurately therefore get paid faster and have happier customers.
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).
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.
Resposta do JobNimbus
Thanks Matt! You'll be pleased to know you can already create auto-tasks at certain points in your process. You can go to the Automation tab in Settings and create a rule that triggers on Status to Create a Task and assign it to whomever you'd like. Here's a tutorial on how to do that: https://www.jobnimbus.com/blog/2014/01/14/how-to-set-up-workflow-automation/
We actually just launched Time-Based Automation, too, so you can do even more crazy cool stuff without lifting a finger. Check more out here (https://support.jobnimbus.com/hc/en-us/articles/360024907171-Time-Based-Automations) and please reach out to our support team with questions on getting this stuff set up, they'd be glad to help!
Just use JobNimbus
Excellent. Just get set up & use this CRM. You will not be disappointed.
Love the support & options to make this fit exactly what we want.
A few little tweaks, but the support staff is aware & working on them. Thank you.
Resposta do JobNimbus
JobNimbus has helped us produce a good customer database. The initial setup was time consuming, but once we had it in place, the automated emails to customers, the ability to message team members internally from a job has helped us communicate.
I like the calendar and the job boards. The templates are great, but can be difficult to set up. The automated features are also nice to have. There is a 'note' feature that allows you to tag other team members to keep them apprised.
The calendar has some drawbacks. At this time, appointments cannot be duplicated. Documents cannot be easily moved between jobs. They have to be deleted and uploaded to the correct job. The report features do not work well for us. For whatever reason, the data is never correct.