JobNimbus Software

Pros

Such an awesome product! We started off as one user then added others. You can keep up with products, contacts, estimates. Its is so easy to use.

Cons

The main con is the products and services list. Its literally a list. I would like it if it was more group based or even able to group base it.

Pros

Love just about everything about this program. Its great product for the money. Once you get your templates and cost set up it really make it easy. I like to contacts, the way it keeps up with what contact is in lead mode or signed contract mode.

Cons

Products and Services are difficult to navigate. If there could be an easy way to add and remove, or make sections of products that would be nice. Also am not fond of the calendar, it does not flow well.

A gps integrated time card stamp would be helpful.

Pros

I love the mobile app and ease of use. I like the map and photo feature specifically. We will be able to better document out job statuses I’m the field. This gives us the ability to provide excellent customer service.

Cons

I don’t like the dashboard format. I would like to see a filter for jobs in progress in order from newest to oldest. I would like to be able to set this as my default view.

Pros

Great program at a great price. Very user friendly.
I have recommended this program to many associates, however, I will now give them a caveat on JobNimbus billing practice on continued billing after deactivating / deleting a team member.

Cons

Be cautious when deleting a team member. When you add a team member, you get billed automatically. However, when you delete a team member, you will continued to be billed for that deleted person. Job Nimbus makes you take an additional step of changing the amount of team members even though you deleted one. I feel this is a deceptive way of continuing receiving income. Also, when changing the amount of team members, next to the button of "Change Subscription", there is a warning "I no longer want the benefits of Job Nimbus" which implies that you are deleting the entire subscription and data base!

Great price, just don't expect much support. If you are excel, google sheets, etc, savvy you could do very well with this product. I am not, which is the reason for the low score, which may not be fair.

Pros

Very good at tracking the sales process. The accounting side is not adequate. It does, however, merge with Quickbooks.

Cons

Lacks in training & support. Free set up and online training. ON-SITE training is offered for a price. Online training could be better.

Pros

Good overview of your jobs all in one spot. Web-based for ease of access anywhere. Easy to post pictures/documents. Decent reporting for sales.

Cons

Limitations: Can't see other people's calendars from Mobile App. Not really good at recording non-client, non-job contacts. Can't set appointments from the calendar. You must be in the contact.

Highly recommended. Construction company here, but this Job Nimbus is good for 100s of trades

Pros

JOB NIMBUS does all I want it to do, and much more. The much more part, is something I am still working @ puting the time in to explore. There is just so much!
I will be digging in more into this...... to sum this up... JobNimbus is amazing, and well thought out..

Cons

one day SMS capability will come! does take a while to get used , but just like anything or any other program would

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.

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.

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.

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!

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.

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!!

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

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

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

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.

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.

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.

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!