JobNimbus Reviews

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.

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.

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.

I love the boards and how you’re able to slide customers over to the next stage of business.

The mobile app lacks function and is basically unusable. It makes it very difficult for canvassers to implement it in the field.

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.

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

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.

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.

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.

Simple to set up
Quick
Always improving
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

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.

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.

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.

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.

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.

-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

-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.

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.

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.

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

There are no cons.

All firms need JobNimbus to organize the process of providing their own documents, especially receipts and receipt vouchers. With JobNimbus, the company will have an integrated system that contains all records and papers, eliminating the need for vast amounts of paper records and the hassle of archiving them, especially because organizations have many paper forms that require extensive checking and searching for. One of JobNimbus's most notable features is its ready-made templates, which allow you to create custom invoices in the company's name and use the same format for all customers. She has the need. Its reports and analyses will help you arrange your finances and prepare budgets efficiently.

JobNimbus is simple to use and helps the company eliminate significant volumes of paperwork and records. JobNimbus has an incredible interface, it is really easy to operate, and the company reps can handle it promptly.

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.

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.

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.

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.

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.

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.

I love the ability to track communications and all files for a client through the project lifecycle. Especially when it is paired with Company Cam for tracking changes/photos.

I would love to see this integrate with .xls document exporting better. It would be an amazing step if I could export an estimate or Invoice into an excel format for further breakdown and project tracking. This would in turn give much better opportunity for profitability and ease of use. As of now, I have to double enter everything OR use a completely different estimating suite....which I would rather not do.

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!

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.