JobNimbus Software


 

JobNimbus is a cloud-based integrated CRM and project management solution suitable for small and midsize businesses. The solution allows companies to manage their contacts, tasks and projects along with detailed reporting capabilities.

With JobNimbus, businesses can manage all their contacts at one central place. Contacts can be imported from multiple sales channels including emails and phone calls. The solution allows project managers to assign tasks to their teams, monitor progress and send notifications to clients and stakeholders. The document management functionality allows users to store and organize project related documents and photos. Users can also email documents to their customers and partners and get then approved digitally using e-signature.

JobNimbus allows businesses to customize workflow and define the sequence of work. With pre-built custom forms, users can create and share invoices. JobNimbus can be accessed by users from anywhere at any time. Users can subscribe to JobNimbus on a monthly fee based on the number of users.

 

JobNimbus - Dashboard that allows for personalization
 
  • JobNimbus - Dashboard that allows for personalization
    Dashboard that allows for personalization
  • JobNimbus - Shared calendar
    Shared calendar
  • JobNimbus - Interactive sales and production pipeline
    Interactive sales and production pipeline
  • JobNimbus - Easily manage contacts, jobs and tasks
    Easily manage contacts, jobs and tasks
  • JobNimbus - Build detailed estimates
    Build detailed estimates
  • JobNimbus - Custom report builder
    Custom report builder
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

20 Reviews of JobNimbus

 

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Software Advice Reviews (18)
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Showing 1-18 of 18

Ken from Superior Roofing & Gutters
Specialty: Roofing & siding
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Has some really great features but lacks in a few areas.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

JobNimbus has lots of really cool features, fairly easy to operate and seems to be making constant improvements.

Pros

The My Tasks on the dash board is a must have! It brings all of your tasks and calendar appointments into an agenda list to be checked off at the end of the day or some time in the future. Nothing goes away until you check it off. I first learned how valuable this feature was the first time I started using it. I discovered an appointment a month before that I had completely overlooked. The customer already had her claim paid and was ready to have her roof replaced. Needless to say, she was not happy with us and had already had her roof replaced by another company. I cannot find an app or another CRM that has this feature. I'm actually paying for JobNimbus just for this feature along with another CRM that have other features that I need.

Cons

Having contacts and jobs in separate boards is too much. Jobs is a must for us as we have lots of repeat business from contractors and home owners. I can't imagine any company in this industry that doesn't need the jobs feature turned on.
Entering a new contact and then creating a job for that contact is a tedious time consuming headache. I had to take a call because the ladies in the office were busy with other calls, as I tried to enter the info while on the phone with the customer, that's when I made the decision to go back to the program we had been using before. Entering the initial contact and job information needs to be easy enough while on the phone with the customer.
Doesn't sync job expenses from Quickbooks online.

 
 

Martha from Americas Best Roofing Co
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Efficient CRM software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Easy to get around, great tutorials, and efficient to meet customer needs. Great features to work with what I need.

Cons

There are really no cons but that sometimes I do need some customer service assistance and have to call in and get answers instead of going to listen to a tutorial that tells me other information I do not need.

 
 

James from Georgia Roof Advisors
Specialty: Roofing & siding
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Not fit for purpose currently

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Has some great features, is fully customisable, has a a mobile app, emails customers, laborers and salespeople when a job is scheduled

Cons

I own a roofing business, the sales tax changes from county to county and we install roofs in different counties near by. The fundamental flaw in Job Nimbus is that it won't sync with your QuickBooks because of this as it wants you to create a liability account to accrue the sales tax ready to pay to the government. Well nearly everyone pays their materials to cost including tax to their supplier not to the authorities! This means that you cannot sync with QuickBooks at all otherwise it is making your accounts inaccurate or you just can't use the QuickBooks sync at all and you can't use their Estimating tool either. Support was not able to overcome this issue as well as some other workarounds that I had to do to make it work to my specifications.

 
 

Laurie from Reynolds Roofing TX
Specialty: Roofing & siding
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

App Do NOT Work

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I would have probably overcome all of the other obstacles and looked past the fact that there are too many issues with customizations and functionality, but if the app doesn't work then JOB NIMBUS DOES NOT WORK!!!

Pros

It's built to accommodate roofers from Sales to Production to Collecting. There is nothing else that I like about this...

Cons

Not customizable. You can vote on something that might somewhat become kind of customizable whenever they decide to make it happen, but its just a bunch of software programmers that think they know all of the aspects of the roofing industry, but they actually know nothing. It is overcomplicated and under thought. THE APP DOESN'T EVEN WORK! I tried to snap a picture through the app to pull it up on the desktop and they told me I needed to use the old version of the app for some things and the new version for others. So, basically without a working app, roofing sales reps can't use it. (How am I to expect them to figure out what aspects of which app work or don't work. It's inefficient!!!) If they can't use it, then they won't use it. Then it's just a big waste of money!

 
 

Angela from Family Roofing
Specialty: Roofing & siding
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Not much functionality

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I was hoping for more functionality, most of the things I could do I could use Google Calendar for. I wish you could color code the calendar for different types of appointments.

 
 

Brandon from Brookens Construction
Specialty: Roofing & siding
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Advice to Others

At least give it a try for the free trial. You will not regret it!!

 
 

Abby from ACI Exteriors, LLC
Specialty: Roofing & siding
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Very easy to use and low cost

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The system is easy to use and integrates with our QuickBooks. It's also a lot less costly than most other systems.

 
 

Franklin from Alick Smith roofing
Specialty: Roofing & siding
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Job Nimbus

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Job Nimbus is the most practical, functional software I've used to date as far as having an electronic customer file system. Its ease of use allows even a novice to navigate this system quickly and efficiently to pull a file and obtain multiple types of info on that client.

Pros

Easy to pull up financial data like invoices paid

Cons

You cant pull multiple files at the same time

Advice to Others

You cant go wrong with this product

 
 

Karla from Distinctive
Specialty: General contractor
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2016

October 2016

Love the product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This product keeps up with the current times !!! It's easy to use and great support training videos.....all free.

Pros

Ease of use and free trial

Cons

So far....nothing

 
 

Jean from Distinctive
Specialty: General contractor
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2016

October 2016

Efficiently AWESOME

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

From the free trial to the paid per user agreement, job nimbus was easy to use and very efficient. All customer info can be found shared between departments easily and makes scheduling and assigning appointments a breeze. Also the training videos were very helpful.

Pros

Simplicity, effective and great support.

Cons

So far no cons.....

Advice to Others

It will be hard not to sign up for once u utilize the free trial.

 
 

Tia from Honey Do Partners
Specialty: General contractor

March 2015

March 2015

A good Value CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

JobNimbus is easy to setup and use - easy to train someone else to use it too. Customer service is responsive and accommodate whenever possible. Its been the perfect fit moving from a pen / paper / Microsoft software to an all-inclusive cloud based CRM. And, having the ability for our entire field team to be on the same page as the office (and vice versa) has directly strengthened our bottom line.

Likes Least

The lack of ability to customize some of their features to our specific needs has been concerning at times (although there's usually a work-around that I've been able to create). As well, there are glitches from time to time (but the support people are quickly accessible to fix these).

Recommendations

Know what you're wanting a CRM to accomplish for your business - evaluate several using the free options. Ask questions of their customer support. And, then take the plunge with the one that best fits your company's vision, technical objectives and budget.

 
 

Tara from Moriarty's Roofing
Specialty: Roofing & siding

January 2015

January 2015

We really love this product and find it far more useful and impactful

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I love the ease of use and the fact that we are able to organize multiple jobs under a single contact. It is useful to clarify with a simple click where we received the contact, and the fact that we can attach numerous files is helpful. The reports are also useful.

Likes Least

I would like to see more customization on the reports from our end without having to ask for any customization.

Recommendations

If you're seeking an affordable contact database system that is easy to use for the construction industry, look no further. This may be the answer before dumping thousands of dollars on a system that is more robust than needed. We made that mistake, and we are so grateful for this product. It's been quick and easy to use when fielding calls and wanting to capture data in that second.

 
 

Craig from Damage Doctors of Indianapolis
Specialty: Other specialty contractor

January 2015

January 2015

Intuitive job management tool with tremendous value

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

As a business owner, Job Nimbus helps me sleep easier at night. First, it is all-around easy: easy to learn, easy to use, easy on the budget. We tried other job management tools, and none matched Job Nimbus' functionality, without excessive complication and cost. All of our contacts, and past and present job information is at our fingertips, no matter if we are in the office, at a job, or on a beach vacation. We are able to quickly and efficiently communicate with our mobile sales and operations teams, clients, and referring entities, establish follow-up tasks, and then move on to the next job or task without the fear of something "dropping through the cracks." The support staff is available and very responsive. It has made a huge difference in the efficiency of our operations. We love it!

Likes Least

At times, we experience some hiccups, such as the share feature not always working out as expected (this sends a link that a client can click and view photos, estimates, or other job-pertinent information). Usually the problem lies on the receiver's (our client's) side. The Job Nimbus support team is always responsive to investigate issues, and determine the cause so as to prevent them from recurring.

Recommendations

Do your homework, and research a few project management tools. Then, try out Job Nimbus with their free trial period (I believe it is 14 days). You have nothing to lose, and your business will be better for it!

 
 

Jake from Hubley Painting
Specialty: Residential remodeling

November 2014

November 2014

JobNimbus helped organize and allow our business to work mobiley

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The best part of this product is its easy to use widgets, and being able to use this remotely.

Likes Least

It's still a fairly new product, and there are glitches and bugs in their features. I would like them to finalize some of their designs and creations before launching them.

Recommendations

If you are looking for a simple software system, JobNimbus is it. It's not confusing. It organizes your business and allows you to keep track of jobs and customers very easily.

 
 

Amy from HMWhite
Specialty: Architect

July 2014

July 2014

Easy to use on the cloud

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It's easy to use and easy to tailor reports and opportunities to my needs.

Likes Least

I'm not sure how the task list arranges tasks. Figuring out how to import contacts from Outlook is confusing; I don't know if it has a syncing option yet.

Recommendations

Try it out and see how much you can tailor it to your needs.

 
 

Jim from Sunshader by Design
Specialty: Other specialty contractor

June 2014

June 2014

Numbus-ized!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like how easy the programs interface with each other. If a customer says, "Call me in six months," JobNimbus will email me with that task at that time reminding me to make the call!

Likes Least

The app needs some work. It's not really that functional; invoicing and editing is difficult.

Recommendations

For all those companies that want to lose the paper and go digital, JobNimbus is the program for you!

 
 

Kathy from Cross Business Solutions
Specialty: Other specialty contractor

June 2014

June 2014

First CRM system used by my client

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

This is a very simple CRM, system especially for a small company that is transitioning from no formal system. The vendor has been very responsive to add features that we needed as we migrated our data from an existing simple database. The system is also very affordable for a small business.

Likes Least

The features are currently limited, but I believe they will continue to expand.

Recommendations

Make sure you are truly going to have users that put the data into a CRM system. If you don't have good data input, it doesn't matter how fancy of a CRM system you have.

 
 

Nelda from Braver Designs-Architecture
Specialty: Architect

June 2014

June 2014

Novice - Still learning

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Covers all that I need as a small architectural firm. Cloud storage of CAD files.

Likes Least

Lack of help response. Lack of ability to print hard copy for my project binders.

Recommendations

Not sure. I am a novice at these types of programs.

 
 
 
Showing 1-2 of 2

Ron from RJ Francis Exteriors

October 2015

October 2015

Great Software Even Better customer service

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Before we used jobnimbus, we tried out about 7 other programs. The amazing thing is how simple the interface is yet it gives you the ability to completely customize it to your own organization.
Once a lead is entered you can follow the client thru the entire sales process into production and then billing and closing out.
The customer service is amazing and they build out their new features based on the feedback they get from the nimbus community

Source: Capterra
 

Diana from Rampart Roofing

May 2015

May 2015

The database is good overall

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

There are bugs to be worked out, but I like that it's constantly evolving.

Source: Capterra