JobNimbus Software

4.70 / 5 (240)

Our advisors have recommended this product 1 time in the last 30 days

About JobNimbus


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.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic)

240 Reviews of JobNimbus

Average User Ratings

Overall

4.70 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(185)

4 stars

(41)

3 stars

(11)

2 stars

(1)

1 stars

(2)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 240 reviews

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January 2018

Blaine from AIC Roofing ' Construction

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2018

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.

Pros

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.

Cons

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.

Response from JobNimbus

Replied March 2018

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.

January 2018

William from Florida Water Service, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

3.0

Functionality

4.0

January 2018

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!

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.

Response from JobNimbus

Replied March 2018

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!

January 2017

Brandon from Brookens Construction

Company Size: 2-10 employees


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

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.

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.

May 2019

MATT from MILE HIGH ROOFING INC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

May 2019

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.

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.

Response from JobNimbus

Replied May 2019

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!

April 2019

jason from The Roof Company

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

5.0

April 2019

How did I get by without Job Nimbus?

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.

Response from JobNimbus

Replied April 2019

Thanks, Jason! We're so glad you've found a home with JobNimbus, and I hope you know we'll keep building value into your business as time goes by with new features, updates, improvements, and best practices. We're also working on improving that learning curve, so hopefully in the future you'll have a easier time making changes to your workflows and customizations!

February 2018

Eric from Waddle Exteriors

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

February 2018

Good program as long as every person in the company is devoted to using it.

Pros

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.

Cons

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.

Response from JobNimbus

Replied March 2018

Eric, thank you for taking the time to leave us such a great review. We love hearing about how some of our favorite features worked well for your team. It sounds like you ran into some issues around human error among your team, and we're wondering if using Days in Status on our Boards view might help. Also, additional automation and customization may help. Our team would love the opportunity to help you troubleshoot that. At your convenience, please contact our manager Ronnie Smith at training@jobnimbus.com. We want to help your team get the right solution for what you're doing!

April 2019

Samantha from Community Builders

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

April 2019

Thank You JobNimbus!

This is has been a great tool to keep track of projects and to track my employees. Thank you!

Pros

I loved that it is SO user friendly. This is very important to me as I have some team members who are a bit dated in their usage of computers and software. This is very user friendly and easy to maneuver. I love how you guys are constantly updating, there are many ideas floating out there and since you are listening to them and doing what you say, its a huge incentive to stick with you. You're not afraid to grow and we love that.

Cons

It's difficult to get someone on the phone to help. I honestly don't have the patience or time to wait for emails all the time. I need help and a response immediately, so having a call service that is immediate response would be VERY beneficial. Please keep our ( the consumers) wishes in mind for more growth. I am YEARNING for the capability to edit my font in the email platform and to be able to add a second email.

Response from JobNimbus

Replied April 2019

Thanks so much, Samantha! We're so happy JobNimbus has been a great tool, and we're glad most of all that you know we're listening and always tryin to add value to your workflow. You'll be pleased to hear that our support team is working on some big initiatives to tackle those wait times. We've had a ton of growth so they're working to handle that volume and have some new ideas coming soon which should make them much easier to get ahold of! Please keep trying when you need help and each time should get better and better.

March 2019

Joshua from JGL Roofing

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2019

Jobnimbus helps us accomplish vital tasks every day

Pros

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.

Cons

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...

Response from JobNimbus

Replied April 2019

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!

April 2019

Stephanie from Guardian Roofing, LLC.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2019

Review of Job Nimbus

Pros

-Ease of access/mobile options
-Organization it provides my business
-Amount/diversity of info I am able to upload, use, edit, and keep track of in the program

Cons

It coul