JobNimbus Reviews

I have been using JobNimbus for a few years and am very happy with the service, price, and features.

Pros:

Support, and that they are striving to make the product better. The automation feauture is great, saves a lot of time.

Cons:

If you lower your users you have to change the subcription separately. Some learning curve on the system.

A Construction Professional’s Best Friend”

Comments: I have valued the helpful customer service offered by JobNimbus, which helps with queries and problems.

Pros:

Users can access the platform while on the go thanks to JobNimbus' mobile app.

Cons:

Several users have had trouble personalizing the software and having it sync with other programs.

Bad Growth

Comments: Friendly staff. If you have an issue to discuss, be prepared to wait a few days for a zoom meeting....

Pros:

When we first started with JobNimbus it was do to an ok product at a great price. Now many years later and a few price increases all they seem to want to do is integrate. The SumoQuote purchase was a great move but other than that......

Cons:

I have to use JobNimbus for residential and another product for commercial as Nimbus doesnt do any job costing or vendor portals, or customer portals.... The new insights is AWFUL! The functionality is questionable at best. They offer contacts and jobs function. If the jobs function is turned on, you should not be able to enter invoices, material orders, work orders, etc into a contact.... WRONG. Tons of wasted time fixing errors. Now instead of fixing it they have decided that if you want to use jobs, they can turn off the contacts BUT if you have any documents (like signed contracts) you lose them.... They have not updated the core issues AT ALL! Custom documents still require the use of knowing in depth HTML (without the use of CSS) or a... yep integration costing you more money per month.

It works if you put in the work.

Comments: It was alright; it felt like we were overpromised a little. I expected that from a SAAS company. If we were a little bit larger with a better rollout, we would probably still use JobNimbus

Pros:

Job Nimbus is probably the most customizable CRM for roofing companies. It's also very affordable at that. If you have the resources and time to invest in the program, I'm positive this is an industry-leading CRM. There are a lot of integrations that are available as well.

Cons:

That being said, those integrations are often finicky at best. Nothing flows easily if you don't have the team to properly onboard the software and manually enter information into each subset. I would compare JobNimbus and its competition to Apple vs. Android. One is very open source while sacrificing its ease of use. In contrast, its competitor is less customizable but easier to roll out (IMO, as a smaller company without a full team handling the integrations, etc.)For our size, we felt as if it was lacking in the integrations.

Couldn't Live without it!

Comments: I have had a fantastic experience with JN. As a company it has been a god-send to help us be more organized, streamline our process and stay on task. If you are looking into Sales Force - STOP!!! It is over burdensome and made for companies that have thousands of employees. JN can handle whatever you throw at it, but it is so much easier to use and very friendly to new hires.

Pros:

How easy it is to work within the application without prior knowledge. Everything you need to do is in one place or in multiple. It's SO EASY to figure out how to work this sytem, even without training. I give our new hires an overview of JN and teach how to find the pipeline, add a new client or POC, and how the calendar works. After that, I simply direct them to the HELP videos so they can continue to expand their knowledge on the product. EVERYONE has been successful with JobNimbus. WE LIVE by this product! From our clients, correspondence, scheduling of initial appointments, progress of job, and more. JobNimbus is the BEST CRM I've ever used in over 30 years in the construction/service industry.

Cons:

There are a few things that could be better. The ability to leave an email in process within JN to check the calendar isn't possible. There is a work around, but I would prefer it be direct.Being able to have a drop down menu for email templates instead of an exploded list would be super helpful.Believe it or not, there is A LOT of blue used in the platform. This is ok for almost all of the screens with the exception of the pipeline. The blues used are so similar, you cannot easily see the side slider bars to move clients up and down or to simply navigate the pipeline - the bars are also VERY thin and hard to grab. This is minor but can be a nuisance.

JobNimbus is budget software with many bugs. Sign up to be guinea pig!

Comments: Ive used JobNimbus overall for a year- I still continue to use it because Ive already set it up and transferred my sales force over here. The customer support is quick to help when you need it on anything simple. Anything over low level complexity is not going to get fixed and you'll have to deal with it. Some issues I have, if you are in an area with reception issues, you will have zero ability to pull up contact details or address. You better make sure you have the right information before you go to these job sites. No notes, no phone number, nothing will be available. The downtime, there's lots of it. Enough that if you're in the middle of typing up a long estimate with lots of details notes and pictures, if anything crashes you LOSE ALL YOUR DATA. Remember back in the day before autosave? Kids lose term papers and everything. Well job nimbu does you worse than that. You'll lose entire sets of work you did if the system goes down or you have an internet issue. 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 mak

Pros:

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?

Cons:

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.

Happy Overall

Comments: Clear layout, easy to navigate and implement. I have used many CRM's, this one is by far the most simplest and yet thorough format I have utilized. Enjoying it over all.

Pros:

Credit card integration, ease of creating a contact, easy tabs and feature navigation, lots of great report options, color organizing boards, many category options for job status. Accounting integrations are nice.

Cons:

1st is we are not utilizing it right. We should be creating a single contact for each address. Customers could have paired or sister accounts, if say they own more than one property, but we definitely, should be creating a "Job" under a contact. Instead of creating a "new contact" for every lead/new job. Now we have multiple contacts for the same address, and each time it requires a unique identified since it can' be duplicated. This will become an issue long termCustomer Service - We do get fairly quick responses, however it seems the communication about the issue and getting to a resolution is sometimes tasking. The reps seem to repeat information you have already provided them as a resolution, not ask the right questions, get confused about the issue, close out tickets before the issue is resolved fully. I feel I have to get our head rep involved on tickets /conversations with specialists because the issue is going round and round. Sometimes I feel they complicate things, almost as if they aren't taking the time to read and understand the issue, or jump to what they find will resolve it before asking questions to clarify confusion they may have. The other thing that is somewhat a nuisance is just how new JN is, and that so many things are in beta, or testing. Also that some things are buggy, and getting attention to ideas or improvements may take a long time, and you do not get updates on the status of things you have requested a need for or improvement on.

Love the Nimbus!

Comments: I love it. I use it everyday to keep track of where my company is in sales, where leads are in the process and where jobs are in production

Pros:

Ease of use! Doesn’t take a super skilled computer programmer to operate

Cons:

Wish there was a service option for when homeowners call for something on the project you completed that is covered under warranty.

Myers Roofing review

Comments: Overall, It has been a great tool for everything we need!

Pros:

I like being able to add customers and then right away you can schedule them and make any changes very easily.

Cons:

It would be nice to be able to edit e-mails and see them before they are sent to the customer.

It works great

Pros:

I like how it is customizable to our needs.

Cons:

Some of the estimate formatting can still use some tweaking.

Melanie's Review

Comments: I can't imagine not using it. We all are so happy to have Jobnimbus.

Pros:

We all love Jobnimbus because we can use it everywhere, not just in the office, but on our phones and add anything, find out what is going on with jobs and everyone can keep track of our jobs.

Cons:

I'm not sure of anything that I don't like about jobnimbus

JN Reivew

Pros:

All features are very helpful. I like that you can call, text and email from JN using your smart phone. The scanning option is most helpful for any document I need to upload from anywhere.

Cons:

JN is a great tool for what how it is used for my daily work.

JobNimbus Review

Comments: I really liked using Jobnimbus, my boss recently switched to a new company, and I am missing some of the features jobnimbus offers.

Pros:

I REALLY liked that you can see if the email was read or not once you send an email.

Cons:

I do not like that you are unable to create labor tickets and assign crew members through jobnimbus

Great concept for construction companies - Massive room for improvement

Comments: JobNimbus was built specifically for construction companies and offers an end-to-end solution, from Lead Acquisition to Invoicing. It's extremely difficult to tweak and configure more "generalist" CRM's and Project Management apps to fit the construction industry workflows and specific steps, so there definitely is value in this software. Although it is far from perfect, it offers an almost ready-made solution for construction and roofing companies, allowing for a fairly quick onboarding.
The starting idea is great, but it is definitely perfectible. The biggest flaw with JoNimbus is the fact that it has different workflows for Contacts (homeowners and people in general), and for Jobs (actual work being performed). While it sounds great, once you dig a little deeper, you realize that the pre-defined statuses for Contacts and Jobs are the same! This, instead of creating clarity and differentiating both aspects of a job, leads to massive confusions with low-tech employees: if a Sales Rep saves a contract under a Contact instead of a job, the person looking for that contract under Job will not find it unless they look under Contact. It might be hard to understand if you have never used JobNimbus, but the bottom line is it creates (many) mix-ups.
Additionally, the mobile apps are so bad our people have stopped using them and are opening the desktop version on their mobile devices. All in all, we are better off with JN than without, but needs a lot of improvement.

Pros:

- Designed specifically for Construction and Roofing companies - End-to-end solution, from Lead Acquisition to Invoicing (not advanced financials though, it won't replace your accounting software) - Highly customizable (although not as much as we'd like or need) - reasonably priced when compared to alternatives, no setup fees - Great customer support

Cons:

- Confusing workflows (more on that below) - Not the easiest program for people who are not tech-savvy, steep learning curve - TERRIBLE mobile apps (IOS & Android). It's so bad our field guys have resorted to opening the desktop version on their browsers - Custom template building somehow limited: no math formulas allowed, inserting tables and making them fit the page is a pain - The main dashboard and the constant notifications and task reminders are overwhelming instead of being useful

Get everyone on the same page from Sales to Operations, for each particular customer

Comments: The best business problem being solved on a daily basis by JN is Coordination. Many people have to touch every customer and it is rare that all Company people get to talk directly about the details of any given customer or project, but with a consistent way to consolidate all of the information, we as a Company are much more effective than we have been in the past.

Pros:

Being a consistent storehouse of information for all aspects of a project from prospecting through estimating, through production through installation and closeout, JN does a great and easy job of collecting and organizing all. As with any software platform - the more you put in the more you get out. The most effective people in the organization utilize as much of the functionality of JN as possible - and it shows!

Cons:

While I LOVE the fact that it translates from your laptop to your phone - sometimes when tracking an email in Outlook it makes me sign back in to JN often - a quirk I'm sure and ultimately better for security. Other than that I think the package is top notch.

I am very happy with my decision to use and implement JobNimbus into my company

Comments: 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.

Jobnimbus

Comments: They have a very nice CRM

Pros:

Great way to input and store client information

Cons:

Integrations are spotty at best. Does not do accounting how we wouldve liked

I’m becoming frustrated with the lack of features I need and the poor customer support

Comments: Overall experience was good for the first two years but as my business grows, needs grow as well and this is where I’m finally needing the real help. But it’s not being provided.

Pros:

Very affordable, easy to use for what it has, quick, very customizable,

Cons:

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.

JobNimbus Review

Comments: I enjoy the CRM a lot of different customizable platforms within the system.

Pros:

Great place to keep your projects organized

Cons:

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

Love JobNibmbus but could get better!

Comments: Scheduling is the my least favorite function on JobNimbus is scheduling the automation. I love using nimbus because it's good to us and very easy to use.

Pros:

I love how user friendly the programming is. I like how easy it is to track proejcts and communicate with others on this system. Very easy to train others and I like how 95% of the features this software has to offer.

Cons:

Scheduling and automation are my least favorite aspects. We had to data transfer everything once because of a merger. We had to transfer manually because jobnimbus doesn't allow automatic transfers. This threw off all our tasks and automation and scheduling. It is messy so we have to do everything manually. It could be easier.

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

Comments: 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.

JobNimbus or bust!

Comments: Overall we have had a good experience with JobNimbus. While it does not meet all of our needs as a whole for our company as a CRM, it is a fantastic platform for our estimation department.

Pros:

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

Cons:

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.

Wonderful program but a couple points of constructive criticism

Comments: Positive. It's one of the best systems I've used by design. It's simplistic by nature but offers multiple options on how to utilize the information as well as allowing all the information to be easily accessible to all employees .

Pros:

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.

Cons:

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.

So Sweet!

Comments: It helps our company focus on our business, not on software.

Pros:

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.

Cons:

I can't use forms that could help me with lead follow up... that I am aware of.

Job Nimbus is very beneficial!

Comments: Everyone having access to online files negates a lot of unnecessary questions and gets everyone one the same page a lot faster then everyone having a different part of a very large paper file. Over all communication is easier and also open for all in Job Nimbus, it benefits us greatly when referencing different segments of our daily activities.

Pros:

This platform is easy to learn, use, and incorporate into everyday functions of business. Helps keep an ever lasting digital file for customers and assists in communication amongst team members. Admins are able to edit features to fit our needs as a company and this helps us to optimize how we do business. All around I think Job Nimbus has a great over all design that has helped get away from paper files and has helped to increase communication between team members.

Cons:

While Job Nimbus has taken steps recently in this direction, I don't like how jumbled the notes become in a log format its easy for things to get lost in the mix. Job Nimbus has categorized notes which can help to sift through to find the information you need.