JobNimbus Reviews

My firm have being got a job to manage residential facilities and building services maintenance for clients and developers, we had a lot of job and calls from clients for over a year, with out a software, finally when we got a recommendation, we started with a trial version, the application was easy to learn through the help of videos, and the customer care response,tracking our jobs, technicians and client information and emergency needs on a mobile application software was a break through for my firm.

Learning how to use the software with just videos was difficult, it would have being easier, if the customers care line can be available to respond at every instant,training the technicians and advising our client to subscribe to this application was not easy, but they now enjoyed its, they get their problems solve on just with the application on their mobile devices.

Thanks, Stephen! We're working on improving our app education and onboarding, so new features should be easier for you to learn and get going. We appreciate your feedback!

We did not come from another CRM to this platform. This was our first experience and the choice to team up with JobNimbus has been exactly what we were hoping and looking for to help manage and grow our business. The automation features are, by far, what we have enjoyed the most. Adding automation has helped us seal up the cracks that occur when taking a customer thru the construction process. Nimbosa, as we affectionately call it for no apparent reason, has been a major factor in leveling up our company with regards to communication and customer management.

This requires thought, which, I think, means that we would have to search to find a problem. We are anxiously anticipating the roll out of the tracking and measurement graphs that were dropped at the Orlando convention. So I guess, the fact that those are not fully rolled out yet would be one of the things that could be a negative.

Thank you so much, Ryan! We're so glad we found you guys, too, and are excited to build more powerful features into your workflow. You guys rock! Affectionately yours, Nimbosa

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.

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.

- 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

- 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

IT DOES HAVE A MOBILE APPLICATION WHICH IS CONVENIENT WHEN YOU ARE ON THE ROAD. KEEPS TRACK OF ALL YOUR REMINDERS.

ITS A BIT PRICEY. ALSO ANYONE CAN GO IN A FILE AND MAKE CHANGES THAT YOU ARE UNAWARE OF. IT WILL JUST PURGE WITHOUT KNOWING WHO DIDI IT.

Thank you for your feedback Marianne!

This software is great for day to day operations, quoting, and tracking of construction jobs. The software is very fungible meaning that you can make it into whatever you need it to be. Took a long time to implement and getting it to fit what we do perfectly but it is possible and it's possible for you too.

Not a whole lot of cons here. However there were some issues with syncing with QuickBooks that we had to work through. Also there is a huge limitation in the products and services catalog if you want to build one. We run into issues with character limits when syncing with QuickBooks online. QuickBooks online allows a 100 character limit and jobnimbus only does 31. there's a very long work around to this to maximize the character limit in QuickBooks online, however it means in putting the same product or service 3 times into the system. This would be eliminated and or fixed if jobnimbus would remove there 31 character limit in their product and service name.

JobNimbus has been a tremendous boost to our company. We signed up early in the life of JN, back when I had no idea what a CRM was. I was pretty sure we didn't need to spend money on any extra software, either. Man, was I wrong. The mobile app alone revolutionized our business. Sales people had all of the information at their fingertips, they were able to upload pictures of the jobs while they were...

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The system isn't as "pretty" as other systems

Thank you so much, Scott! We're so happy to be a part of your amazing success and hope to continue assisting you guys with completing your business goals with each new year! As far as the "pretty" goes, it's definitely something we're going to be addressing, so stay tuned! :)

Ease of Use. JN has most of the features that we need as a remodeling company. Good support if we run into something we need assistance with.

Phone app needs to be a little more robust. Need to be able to see contacts in board view in the phone app and be able to navigate from that view. This is a huge disadvantage when working on the go. With large number of products it would be much easier to find contact in the appropriate workflow- filtering is too cumbersome.

The efficiency, ease of customization, integrations make operations more fluent. The overall functionality and details built in helps my business tremendously keep organized.

At first I did not like how I was unable to know if emailed invoices, estimates, etc were delivered or opened by the end recipient. After communicating the issue to tech support it was resolved a while after. Other than that I would like to see a “select all” or “multiple select” feature for pictures after attached to custom file where a mass delete can be done.

Thanks, David! If you haven't already done so, please submit these ideas to jobnimbus.uservoice.com so we can make sure our dev team can consider those as they build out new features and improvements. Thank you!

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

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

This program organizes customers point of service from lead to paid and closed. Job Nimbus keeps track of payments and allows notes to be put on each customers profile. It also allows pictures and notes to be shared by email to the customer-providing a record for both the company and customer. We work with a lot of realtors-Job Nimbus allows us to list different jobs under the same name to keep order...

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After taking payment or clicking into anything in the financial section of the program, you always have to refresh the account. The program does not allow you to make multiple payments unless you refresh and go out of it.

Thanks for your review, Richie! I wasn't aware of this refreshing issue on the financials area. Have you reached out to our support team on this? If not, please send the details of what you're experiencing to support@JobNimbus.com and they'll investigate to see what can be done.

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...

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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.

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.

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.

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

Thanks, Tim! Could you let me know more about these lead followup forms that you're wanting? Please reply back to this message or email me at brad.hodson@JobNimbus.com and we'll see what we can do for you guys! Who knows, we might have something right now that will work great.

-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

-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.

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!

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

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.

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!

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

There are no cons.

Overall it is pretty simple to use. I 've actually figured out some of the support issues that your support team couldn't figure out. Also figured out a couple of work arounds to make the system more useful for my company.

Your sections in the estimate templates. Currently I click on the section link to create the section but I then open up my notepad to enter the description so I can see the entire thing in order to proof read it. I then copy and paste it into the description field.

Thank you, Gary! For those Estimate line item Descriptions, you can actually drag those fields to make them bigger. Just click the little lines at the bottom right of the field to expand each one as necessary. Our support team can help guide you if you need additional assistance, and we hope to make these auto-expand in the future, as well!

The software puts your entire customer and job log in one place. JobNimbus has been a vast boost to our company. The mobile app alone!! 5 STARS! Sales Reps had all of the information right in their pocket, they were able to upload pictures of the jobs while they were onsite plus calls to the office reduced drastically which always makes for more efficient work for everyone. The ease of use has helped every aspect of our business, even the older project managers have no complaints as far as learning the system.

When an update happens for one company it affects every company. Example: When the update occurred for the reports so only the creator of said report could make changes such as date range etc. < This caused some issues which we then had to create work arounds for.

JobNimbus is a very cost effective solution to manage our daily workflow. It customizes to us versus us having to customize to it. It provides all the main and plain features needed to keep our team connected and efficient through our workflow from start to finish. Works as our CRM and Operational software. Flexible reporting and mobile access are also a big pro.

Photo reporting would be a great addition. Currently, there is no option to print photos in a report format. Odd, because you can create a report for just about everything else.

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).

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.

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!

Love the support & options to make this fit exactly what we want.

A few little tweaks, but the support staff is aware & working on them. Thank you.

Thanks, Matt!

I love the ability to track communications and all files for a client through the project lifecycle. Especially when it is paired with Company Cam for tracking changes/photos.

I would love to see this integrate with .xls document exporting better. It would be an amazing step if I could export an estimate or Invoice into an excel format for further breakdown and project tracking. This would in turn give much better opportunity for profitability and ease of use. As of now, I have to double enter everything OR use a completely different estimating suite....which I would rather not do.

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!

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.

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!

The ability to quickly and easily create, modify, send, and track estimates and invoices. There are a TON of other functions that our office does not make the best use of, but it's nice to know they are there if we decided to change our procedures.

I'd like the ability to further customize the estimates and invoices general templates. The way the items lay out on the page isn't always ideal. Also being able to change font, bold or underline within an item description would be great.

We looked at a lot of programs to help try to manage our customer projects. We were a strictly paper and word of mouth operation. Job Nimbus is allowing us to slowly change and monitor our practices. We've been able to secure a better sales pipline and keep better tabs on our accounts receivable and outstanding. It's hard to teach old dogs new tricks. Which is why I love that we can use what we need and ease into other areas. Not to mention it is far cheaper and the video instructions made it easier to set-up.

The mobile app is not my favorite. I would love if they just scraped it and started over. It works well but the design, in my opinion, is not as aesthetically and functionally attractive.

Thanks, Jenna! For the mobile app, you'll be pleasantly surprised to know that we are very much already deep in the process of giving our mobile app a fresh coat of paint to standardize the UI across all pages and functionality, as well as doing performance updates, bug fixes, and increasing the general usability. Be on the lookout for updates to the mobile app coming your way soon!