JobNimbus Reviews

Keeping track of multiple offices, being able to talk to each user. Track conversations of with customers.

Would like to integrate excel with the program. I would like to separate different office managers from seeing each other's area.

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.

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?

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.

We've been using Jobnimbus for about 3 years now and the built in functionality with payments, Quickbooks and job tracking have made our lives so much easier. All photos and documents get uploaded directly from our phones out in the field for sales and invoicing made simple.

No functionality for e-signatures... Like, we can let customers pay their bills right thought a huge green button on the email, why not have a huge blue button saying "approve estimate." Make it easy for people to say yes to us, then store that on the cloud with everything else...

It is easy to use and not too expensive

nothing in particular, everything I need

Streamlined operations, customer data available anywhere on the go, extremely easy to train sales force on, excellent functionality and works on mobile device.

There’s some minor bugs when using the app on iPhone. The search bar clear button doesn’t work and sometimes it will not allow you to preview your job pictures uploaded to customers profile before entering text description of pic.

It's inexpensive and it's fairly easy. Most competent owners can set it up the way that they would like, instead of having to pay the company to do it for them.

The mobile app is pretty good.

Support is awful. You send an email and wait for a response. Phone support consists of leaving a voicemail and getting called back. Feature suggestions are ignored. We have a ticket open regarding QB sync for months now, escalated to senior development.

No one at JN wants to be the best. No one reaches for the brass ring. No one wants JN to absolutely be the best that it can be. Pay your bill, take what you get. That's all. I would never recommend this to anyone. We will likely stay for a while because retraining a whole team is a pain, but I would advise anyone considering JN to stay away.

Your able to call client right from the app as well as go to Waze to pull up driving directions. Upload all photos and paperwork into the CRM. Absolutely wonderful

On the calendar I wish to see clients phone numbers

I like that the software connects our entire company. It makes everything simple and easy. Keeping track of customers becomes so much easier especially when your out on the road you can use the mobile version.

Mobile Software could be a little better but it’s still really good.

That everyone can look at all the documents that is in jobnimbus or add anything to it.

Could use a update on the look of the software

Jobnimbus has been a great way for our company to keep track of our leads and follow the lead through every step of the process easily. We have eliminated much of our paperwork and have been able to streamline our work orders and tasks by using it. It is user friendly.

The app has problems with finding addresses when out in the field.

JobNimbus had everything we were looking for in a CRM for our company to keep track of all of our customers and set tasks in each of their files so no one was forgotten. We liked especially how you can assign multiple employees to a single task in the file.

JobNimbus ended up being too much money for what was offered so we did end up implementing a different CRM for our company to use but we still maintain 1 log in so we don't lose all of our prior customer's information/project notes.

How quickly we were able to transfer over, and the capabilities of the software. I like that we are able to put all forms/docs and pics into 1 job file in one location.

The sync with quickbooks does not really work.

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.

Integrated CRM was a big deal, it was hard to find anything else that was a combination of calendar, crm and project manager. This does fill the job of being all in one. The interface is clean and easy to navigate.

Customer service is actually pretty quick to respond and friendly to deal with BUT they can't do anything. Most of our issues have been limitations to the software and they tell you to fill out a feature request but then the development team completely ignores or doesn't update any of the feature requests. Some requests, that really are basic, have been sitting out there for YEARS with no response on if and when the development team will do them. I also am frustrated with the lack of ability to fine tune what fields and options are used/not used. It is time consuming to create a new project or customer contact because there are a lot of fields and no AI that will help autofill entries based on previous data. Example you might have a dozen customers that all work for the same firm/company but you have to enter EVERY field for that person and their location instead of it trying to suggest similar data for your entry as you start typing.

All firms need JobNimbus to organize the process of providing their own documents, especially receipts and receipt vouchers. With JobNimbus, the company will have an integrated system that contains all records and papers, eliminating the need for vast amounts of paper records and the hassle of archiving them, especially because organizations have many paper forms that require extensive checking and searching for. One of JobNimbus's most notable features is its ready-made templates, which allow you to create custom invoices in the company's name and use the same format for all customers. She has the need. Its reports and analyses will help you arrange your finances and prepare budgets efficiently.

JobNimbus is simple to use and helps the company eliminate significant volumes of paperwork and records. JobNimbus has an incredible interface, it is really easy to operate, and the company reps can handle it promptly.

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.

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.

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.

I like that this software is easy to use. The app is good for looking up information on the go and uploading job photos as the salesman is on the job. The invoices and forms are very professional looking.

There are lots of places to do the same thing which can get confusing from time to time especially new users. I know it is not accounting software, but it would be nice to be able to send an invoice off of the Nimbus with payment options that would integrate with QuickBooks. The invoices generated from Nimbus are much nicer than those from QB, but because the ability to do that is not integrated we are forced to send online invoices from QB.

User-friendly, easy to use and to teach people how to use it.
Reports

Don't like how the notes don't follow a thread. Each time that someone replies to a note it goes to the top instead of under the note that they are replying to. This is annoying because there can be 10 notes between the note you are replying to and your reply so following is confusing.

Ease of use and easy to get team members trained on it

When sending estimates and invoices to customers the system does not allow the sending of a custom email message. One has to select from templates and for our remodeling business, these change daily. A work around that we use is; we send the estimate to our email, then we customize it to fit the situation then email if from there. We have learned that out customers do not recognize the jobnimbus email address and sometimes discard it.

Quickbooks does an amazing job at allowing COMPLETE customization of an email when sending estimates or invoices.

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.

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

What we love about JobNimbus is that has helped streamline our customers and our projects. It captures all the information, estimates, invoices and payments easily. It's easy to use.

Sometimes the mobile app isn't as user friendly as the desktop version. It's not as easy to view.

I love the ease and customization that it provides. It’s a very easy program to pick up, and training new employees is very easy.

While I enjoy the new features the updates bring, I also get irritated at the constant changes and almost daily updates that have to go in before using the program. I will find myself in a hurry to log on in the mornings from time to time, and have to wait due to an update.