JobNimbus Reviews

Keeping track of multiple offices, being able to talk to each user. Track conversations of with customers.

Would like to integrate excel with the program. I would like to separate different office managers from seeing each other's area.

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 works overall to manage many different areas of your business. However, it does none of them well. It does a good job of keeping everything in one place but what good is that if it still has lots of bugs that the company refuses to fix?

BUGS! Lots of Bugs!!! No offline version. This is a cloud software. It routinely goes down and locks you out of your customer data and job information. If you are doing jobs in rural areas or areas that lack reception you will be unable to access your job nimbus in ANY capacity. The other HUGE ISSUE i have is that the software constantly prints a SECOND PAGE on estimates an invoices for customers and subcontractors. Their software was written by third world countries (probably the same guy who wrote the Boeing airplane trim level software) If you write too many lines it will kick a blank second page out. So you print this, it prints two pages. You send it to a client, it sends them a two page PDF, which the second is blank. Its unprofessional. For the last year the company has said, just make it print one page. Well even if you do that, it still says 1 of 2 pages and the customer asks you where the second page is. They want to know what it says on the second page before they approve an $40,000 estimate.

It was aesthetic and super easy to use, with everything very intuitive

There were some things i couldnt find like putting notes or somthing, and sometimes a little slow

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...

Using JobNimbus is a snap, and you'll be up and running in no time thanks to its flexibility and ease of customization. What I particularly like about JobNimbus is how simple it is to add tasks and contacts and how flexible the calendar is. You can see exactly what's going on with customers, and the timetable makes it easy to keep appointments and responsibilities on time.

My main concerns are that I would want to see greater customization options in some areas, as well as upgrades to the mobile app so that we can do more processes with it.

Great place to keep your projects organized

The data input and how at first you have to add all of your products to the CRM

It is easy to use and not too expensive

nothing in particular, everything I need

Our company has the benefit of working directly with the creator of JobNimbus. Because his company manages our estimation department, I have received a crash course in the program. It is a great tool to use as a message board for projects and store docs

In comparison to other programs used for CRM, I may not have explored all that Job Nimbus has to offer, but it does seem to lack tools such as finance tracking, AR/AP and templates for docs, contract and orders.

That everyone can look at all the documents that is in jobnimbus or add anything to it.

Could use a update on the look of the software

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.

Integrations are almost limitless - with suppliers, quickbooks, online calendars, etc

All those options require a LOT of decisions and time to set up

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.

The sync with quickbooks does not really work.

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.

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.

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.

We looked at a lot of programs to help try to manage our customer projects. We were a strictly paper and word of mouth operation. Job Nimbus is allowing us to slowly change and monitor our practices. We've been able to secure a better sales pipline and keep better tabs on our accounts receivable and outstanding. It's hard to teach old dogs new tricks. Which is why I love that we can use what we need and ease into other areas. Not to mention it is far cheaper and the video instructions made it easier to set-up.

The mobile app is not my favorite. I would love if they just scraped it and started over. It works well but the design, in my opinion, is not as aesthetically and functionally attractive.

The best part of the program is the job board section. It comes in handy for every department in the company. Each employee can see where a job stands and you can set notifications, so they will know about a job they need to pay attention to. Being able to import customers from previous CRMs is great. It means you won't have to do a lot of data entry of past customers to catch up your Job Nimbus database.

The only downfall, which really isn't the fault of the program at all, is if one person doesn't update a job along the way, the job could get lost. To make Job Nimbus a successful CRM in your company, every employee needs to use it every step of the way. An example is if your production manager forgets/fails to update a job as complete, the accountant would never know they are supposed to bill the customer. I'm sure there would be a workaround, but we ended up deciding it wasn't worth using this program because some employees would skip crucial steps, resulting in jobs getting lost.

It keep everything centrally located and easily accessible. It's syncing capabilities with QuickBooks and Gmail as well as the other programs that are pivotal to our company. It easily converts the information entered into different forms i.e. estimates, invoices, and it's design is user friendly.

My biggest concern and complaint about this program is the glitching. For example, it often has long load times whether it be looking up a contact, saving anything, converting estimates into invoices, etc. It will reuse invoice and estimate numbers and not tell you that it's a duplicate number until it's complete and you're trying to save it. It also won't allow you to enter multiple people with the same name, i.e. James Smith. These are a couple examples of things that I feel if addressed and corrected will enhance the program as well as strengthen the efficiency, and support the effectiveness of an already very useful and easily used system.

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

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.

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.

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

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.

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.

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.

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.

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.

We've adapted JobNimbus to our process and meet our needs. The functionality makes everything more efficient and I can't count how many hours are saved every week because of this platform. They also listen to their customers and keep improving, thanks JobNimbus!

My biggest gripe used to be the mobile platform, but it has been improved. Limitations on the mobile are the biggest challenge with JobNimbus.