JobNimbus offers a way to simultaneously manage projects, tasks and contacts/leads using one application. The CRM and PM tool can be used to create, schedule and assign tasks. JobNimbus lets you create and define workflows, moving tasks across multiple stages before completion. You can use the app to access important client information and to update lead details on-the-go, from any device. All your documents are securely stored within JobNimbus, allowing you to send and share files to selected team members and clients.
With JobNimbus, you can also manage your sales documents. The app allows you to create estimates, invoices, proposals, work orders and contracts. You can automatically apply tax rates and quantities to estimates and covert these to invoices in a few steps. Documents can be auto-filled and templates saved for future use. Further project management features include scheduling and calendar organization, with notifications on task progress, JobNimbus also integrates with Google Maps and Google Calendar for further project organization.
I am very happy with my decision to use and implement JobNimbus into my company
Used daily for 6-12 months
Reviewed 2018-01-18
Review Source: Capterra
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.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.
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.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.
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
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.
I like JobNimbus so much that I depend on it for my entire business! Great easy-to-use program.
Used daily for 6-12 months
Reviewed 2018-01-03
Review Source: Capterra
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!-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
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!-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
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
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!
Great program, easy to use, awesome support team, and constantly improving!
Used daily for less than 6 months
Reviewed 2017-01-11
Review Source: Software Advice
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.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
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.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
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
Good program as long as every person in the company is devoted to using it.
Used other for 2+ years
Reviewed 2018-02-06
Review Source: Capterra
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 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.
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
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!
Smoother operation and the ability track maintain and review statuses within the company and help better train our salesmanI would have to say the most enjoyable part of using this software is the ability to track statuses with reports and of course have a smoother way to documenting and storing customer information
Smoother operation and the ability track maintain and review statuses within the company and help better train our salesmanI would have to say the most enjoyable part of using this software is the ability to track statuses with reports and of course have a smoother way to documenting and storing customer information
Pros I would have to say the most enjoyable part of using this software is the ability to track statuses with reports and of course have a smoother way to documenting and storing customer information
Cons One of the things that bothers me the most is when looking in a specific job trying to read the notes other jobs that may or may not be related to that job will appear in those notes and I understand by checking and unchecking the related box is what changes that it's still isn't issue in my opinion also a way to integrate Xactimate estimating into it would be useful just my opinion
Response from JobNimbus
Joe,
Thank you for your feedback, and we're so happy to hear about the features in JobNimbus that are working well for you and your team. We also love getting your insight on other points like the notes and the possibility of additional partnership opportunities. We really value insights like these and refer to them when scheduling our next steps and improvements. We appreciate having you in the JobNimbus family! - Emily
GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.
Sales Documents: Create proposals, contracts, work orders, invoices and estimated that can be filled in automatically and saved as templates for future use.
- Add a digital signing option.
- Apply tax rates and quantities
Time tracking: Set time estimates on tasks and log the time it takes to completion. Gauge the time to completion on tasks with progress bars on the dashboard.
Google Calendar, Maps and Email integration: JobNimbus integrates with Outlook, Gmail, and Yahoo Mail to automatically attach emails to contact records. You can also plan your day using the Google Calendar and Google Maps integration.
Workflow automation: Tasks can be automatically created in JobNimbus based on set actions and triggers. Mark multiple steps in your process and define how jobs progress.
File sharing: JobNimbus lets you store a database of documents and photos. You can send documents to customers and partners from the system.
Reports: Generate real-time reports on job status, profit margins, and other custom reports based on your defined KPIs.
FAQs for JobNimbus
Below are some frequently asked questions for JobNimbus.
Q. What type of pricing plans does JobNimbus offer?
JobNimbus has the following pricing plans:
Starting from: $25.00 Pricing model: Free, Subscription Free Trial: Available (No Credit Card required)
Q. Who are the typical users of JobNimbus?
JobNimbus has the following typical customers:
Freelancers, Mid Size Business, Small Business
Q. What languages does JobNimbus support?
JobNimbus supports the following languages:
English
Q. Does JobNimbus support mobile devices?
JobNimbus supports the following devices:
Android, iPhone, iPad
Q. Does JobNimbus offer an API?
Yes, JobNimbus has an API available for use.
Q. What other apps does JobNimbus integrate with?
JobNimbus integrates with the following applications:
Mailchimp, QuickBooks Online, Google Calendar, Zapier, QuickBooks
Q. What level of support does JobNimbus offer?
JobNimbus offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials
Q. Which apps is JobNimbus compared to most often?
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