JobNimbus Features

JobNimbus

Be more professional, profitable and organized.

4.62/5 (441 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Aerial Measurement
Alerts/Notifications
Appointment Scheduling
Audit Trail
Bid Management
Billing & Invoicing
Budget Management
Budget Tracking/Job Costing
Building Product Database
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Change Order Management
Client Management
Client Portal
Client Tracking
Collaboration Tools
Commenting/Notes
Commercial
Communication Management
Contact Database
Contact Management
Contract/License Management
Contractor Management
Cost Database
Cost Estimating
Cost Tracking
Cost-to-Completion Tracking
Customer Database
Customer Management
Customer Portal
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Electrical Estimating
Electronic Payments
Electronic Signature
Email Management
Email Marketing
Email Templates
Estimating
Event Triggered Actions
Expense Tracking
File Sharing
For AEC Industry
For iPad Devices
HVAC Estimating
Historical Database
Inspection Management
Interaction Tracking
Invoice Management
Issue Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Capture
Lead Management
Maintenance Scheduling
Material Ordering
Milestone Tracking
Mobile Access
Mobile Alerts
Mobile App
Mobile Signature Capture
Multiple Projects
Multiple User Accounts
Offline Access
Photo Capture
Progress Tracking
Project Accounting
Project Estimating
Project Management
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Proposal Generation
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Referral Tracking
Reminders
Reporting/Analytics
Residential
Sales Approval
Sales Pipeline Management
Scheduling
Search/Filter
Status Tracking
Subcontractor Management
Supplier Management
Takeoff
Task Management
Task Progress Tracking
Task Scheduling
Team Management
Time & Expense Tracking
Time Tracking
Timesheet Management
Warranty Tracking
Work Order Management
Workflow Management
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API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Aerial Measurement
Alerts/Notifications
Appointment Scheduling
Audit Trail
Bid Management
Billing & Invoicing
Budget Management
Budget Tracking/Job Costing
Building Product Database
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Change Order Management
Client Management
Client Portal
Client Tracking
Collaboration Tools
Commenting/Notes
Commercial
Communication Management
Contact Database
Contact Management
Contract/License Management
Contractor Management
Cost Database
Cost Estimating
Cost Tracking
Cost-to-Completion Tracking
Customer Database
Customer Management
Customer Portal
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Electrical Estimating
Electronic Payments
Electronic Signature
Email Management
Email Marketing
Email Templates
Estimating
Event Triggered Actions
Expense Tracking
File Sharing
For AEC Industry
For iPad Devices
HVAC Estimating
Historical Database
Inspection Management
Interaction Tracking
Invoice Management
Issue Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Capture
Lead Management
Maintenance Scheduling
Material Ordering
Milestone Tracking
Mobile Access
Mobile Alerts
Mobile App
Mobile Signature Capture
Multiple Projects
Multiple User Accounts
Offline Access
Photo Capture
Progress Tracking
Project Accounting
Project Estimating
Project Management
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Proposal Generation
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Referral Tracking
Reminders
Reporting/Analytics
Residential
Sales Approval
Sales Pipeline Management
Scheduling
Search/Filter
Status Tracking
Subcontractor Management
Supplier Management
Takeoff
Task Management
Task Progress Tracking
Task Scheduling
Team Management
Time & Expense Tracking
Time Tracking
Timesheet Management
Warranty Tracking
Work Order Management
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Aerial Measurement
Alerts/Notifications
Appointment Scheduling
Audit Trail
Bid Management
Billing & Invoicing
Budget Management
Budget Tracking/Job Costing
Building Product Database
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Change Order Management
Client Management
Client Portal
Client Tracking
Collaboration Tools
Commenting/Notes
Commercial
Communication Management
Contact Database
Contact Management
Contract/License Management
Contractor Management
Cost Database
Cost Estimating
Cost Tracking
Cost-to-Completion Tracking
Customer Database
Customer Management
Customer Portal
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Electrical Estimating
Electronic Payments
Electronic Signature
Email Management
Email Marketing
Email Templates
Estimating
Event Triggered Actions
Expense Tracking
File Sharing
For AEC Industry
For iPad Devices
HVAC Estimating
Historical Database
Inspection Management
Interaction Tracking
Invoice Management
Issue Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Capture
Lead Management
Maintenance Scheduling
Material Ordering
Milestone Tracking
Mobile Access
Mobile Alerts
Mobile App
Mobile Signature Capture
Multiple Projects
Multiple User Accounts
Offline Access
Photo Capture
Progress Tracking
Project Accounting
Project Estimating
Project Management
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Proposal Generation
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Referral Tracking
Reminders
Reporting/Analytics
Residential
Sales Approval
Sales Pipeline Management
Scheduling
Search/Filter
Status Tracking
Subcontractor Management
Supplier Management
Takeoff
Task Management
Task Progress Tracking
Task Scheduling
Team Management
Time & Expense Tracking
Time Tracking
Timesheet Management
Warranty Tracking
Work Order Management
Workflow Management
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Mobile apps

iOS App


0 reviews

Android App


104 reviews

JobNimbus Feature Reviews

25 reviewers had the following to say about JobNimbus's features:

Cody B.

Not bad, not great

2020-09-23

I just wish it were more customizable in this way.

Pros

Lead management is fairly straightforward.

Cons

Reporting is lacking. Contact management can be frustrating.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Construction company, 11-50 employees)

Great Software to Run Your Home Improvement Business

2019-04-11

Our company has been able to set appointments in-house for sales reps, automate notification of the appointments and produce an estimate on-site using current QuickBooks items.

Pros

It is also for companies that have exclusively used QuickBooks to follow the contact and job setup.

Cons

We still have to rely on QuickBooks for more detailed reports such as collection reports, invoices by customer, sales by item etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from JobNimbus


Thanks for your review!

For those QuickBooks reports you're having to rely on, please submit those ideas to JobNimbus.uservoice.com so we can track them, get votes, and work towards building them into the system!

Read more
Hannah M.

I love it!

2019-09-18

Pros

I love the reports feature so I can easily track each sales reps accounts and the fact that it is customizable.

Cons

It was hard for me to figure out how to set up reports initially and customize my dashboard but now that it is all set up, I love it!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jarrod M.

Jobnimbus Review

2019-08-14

It is all done on a tablet and is uploaded to the right contact

Pros

That it is customizable and we can adapt it as we grow or as new problems happen.

Cons

There are some good features built into JN but they don't work as well as they could, the email system doesn't work well, the reports tab works but the selections are confusing

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Tamara W.

Job Nimbus Helps You Get the Job Done

2019-04-15

Prior to transitioning into my current position, I had no familiarity with Job Nimbus; however, it was extremely easy to learn and provides an excellent way to maintain contact with team members, many of whom spend the majority of their work week in the field.

Pros

I love the fact that it is possible to attach so many media to a job, making it unnecessary to look externally to access photos, email messages, etc. associated with a particular job.

Cons

I wish there were a bit more options for customizing reports and fields.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from JobNimbus


Thanks Tamara!

If you haven't already, please reach out to our support team about questions on customizing reports and fields to see if there's something we have that could work for you!

Read more
William C.

User Friendly

2020-02-27

Job Nimbus has made it easier to grow because we have live information, budgets and dashboards to manage all aspects of the company.

Pros

It is very easy to use from assigning and initiating leads in the field to tracking and reporting all workflow stages to easily manage your business.

Cons

The ability to add personalized email correspondence with templated forms when sending externally to sub contractors, suppliers or homeowners

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brandon A.

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

2017-01-11

Any number of contacts can be made "related", making all correspondence between related parties available in one spot.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering JobNimbus

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

Source: Software Advice
Helpful?   Yes   No
Read more
Andrew B.

Great...Simple..

2019-05-21

Pros

Simple...Editable...Mobile...Reportable...Good Basic Program

Cons

Not being able to attach documents from the library to emails

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from JobNimbus


Thanks Andrew!

If you haven't already done so, please vote on this feature here: https://jobnimbus.uservoice.com/forums/921088-documents-photos-attachments

Read more
Anonymous
(Construction company, 11-50 employees)

Great concept for construction companies - Massive room for improvement

2019-08-30

Additionally, the mobile apps are so bad our people have stopped using them and are opening the desktop version on their mobile devices.

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

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Luis B.

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

2020-01-20

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from JobNimbus


Hi Luis,

Thank you for taking the time to write a review. I'm so sorry that you don't feel that you are being heard. We have escalated this to appropriate channels to get your concerns addressed.

We really appreciate your feedback and suggestions regarding future features as well. Our team is always working on new implementations so our clients can do that much more with their own business.

Have a great day, and thank you again for the review!

Read more
Kevin O.

Awesome platform

2019-04-12

Our experience is great, improves our process by being able to catch things and run reports and check job boards so that customers and job do not fall through the cracks

Pros

JobNimbus has helped my company centralize all of our customer communication and communication within our organization.

Cons

I wish there was a better mobile calendar feature

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from JobNimbus


Thanks Kevin! We're super happy JobNimbus has been able to help out!

The app has gotten some major updates int eh last couple of weeks that are out in beta now and we've already had AWESOME positive feedback on it, so look out for those updates coming to full release very soon! That should make it much faster!

I know making the mobile calendar easier to read and use is on their list, as well!

Read more
John S.

Great CRM with a great price

2019-02-26

Would like to see it with a updated and modern interface.

Pros

Lots of reports, options and app integration.

Cons

The look of the CRM online isn't clean and looks fairly dated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael W.

Great Product Just Not What We Were Looking For

2020-11-03

I still receive emails from them about adding new integrations and it's awesome to see where they have come since I last used them.

Pros

It was also extremely customizable so you could make it fit your needs.

Cons

The only con was that this is made for a broad category of businesses so if you are looking for something industry-specific, check to see if you can find a program designed for your industry.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Jon D.

JobNimbus review

2019-03-19

Pros

Mobile app and estimate system.

Cons

Reports and contracts and how it pull infor for contract.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Bonnie B.

Job Nimbus

2020-10-07

We have found it a bit cumbersome and when we've asked about things like being able to duplicate an appointment or insert a page break in a template, we get directed to a forum so we can pose our question and monitor responses, so we don't feel like anything is being done about the issues.

Pros

It is easy to customize the fields on the customer contact and the customer jobs.

Cons

We used google calendar for years.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Joel K.

Decent tool at a Decent Price

2018-01-09

Pros

Web-based for ease of access anywhere.

Cons

Limitations: Can't see other people's calendars from Mobile App.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Brooke L.

Best CRM for the roofing industry

2019-04-11

I love that all my job files are in one CRM that is fully customizable to our company's work flow.

Pros

My favorite part about Job Nimbus is the ease of use and the customizable work flows.

Cons

Lack of updated how to use videos on automation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from JobNimbus


Many thanks Brooke! We're so glad JobNimbus fits you like a glove and gives you the tools you need.

Automation is a very powerful and useful feature, so definitely dig into it! Our videos are getting bit long in the tooth with the new updates we've added, but our support team should be able to help guide you on how to get started. Be sure to email them at support@JobNimbus.com for help!

Read more
Melanie M.

Love hate relationship

2020-05-04

I stay because I haven't found anything else that integrates project management, crm and a calendar in one software.

Pros

Integrated CRM was a big deal, it was hard to find anything else that was a combination of calendar, crm and project manager.

Cons

I also am frustrated with the lack of ability to fine tune what fields and options are used/not used.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Richie S.

JobNimbus

2019-08-30

Good product, the automation features work well. Good experience overall.

Pros

Can be customized to specific needs for our business.

Cons

The template options are not fully customizable

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew G.

Owner's perspective

2019-07-02

Overall we are really happy with it as a project management tool and CRM

Pros

I like that it is fairly flexible and allows us to customize it to fit our companies process and systems.

Cons

There are some reports that are hard to get and the payment options are really not practical for us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from JobNimbus


Thank you, Andrew!

We're actually working on some awesome updates to reporting and the dashboard (coming soon!), and we working towards some new payment options in the future as well.

Read more
Christine F.

Job Nimbus Review

2019-09-04

Happy with the day to day operation.

Pros

Ease of use, set up, quick customer support, templates, email options, report value.

Cons

Some technical difficulties with templates, but were fixed immediately.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Aisha S.

Not satisfied

2020-06-03

I would highly recommend looking else where for a CRM.

Pros

Well very customizable. I honestly don’t have much good to say.

Cons

Which we have incurred more costs than what we wanted to spend on using this CRM. Not a good fit if your constantly changing and updating costs in a job.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott G.

Great Total Workflow Solution

2019-08-21

Pros

Flexible reporting and mobile access are also a big pro.

Cons

Photo reporting would be a great addition.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Eric T.

Streamlined sales process

2019-05-01

It's helping guide our sales efforts and marketing strategy

Pros

It is very helpful in managing our sales follow up efforts and customer data base.

Cons

Would like a little more detailed reporting for tracking sales

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from JobNimbus


Thanks Eric!

Our dev team has reporting and dashboard improvements on their roadmap so stay tuned for updates!

Read more
Angel R.

Simple, Affordable and Easy

2019-09-04

I don’t feel the need to look for other systems. This one has all I need and I can easily look past some quirks

Pros

Simple to set up Quick Always improving Easy to navigate Easy to teach others

Cons

Need easier integration with Quick Books Sending emails is not user friendly Reports could be easier to set up and use Some naming of sections are not intuitive

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more