JobNimbus - Avis

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.

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 onsite and the calls to the office were immediately cut in half. JobNimbus has enabled us to double our volume several times because we are able to handle more work with fewer mistakes and fewer people.

The recent integration with Beacon has been incredible! We now build Material Orders in JobNimbus which pull from Beacon's online ordering portal. This eliminates both the time necessary for the supplier to enter our order into their system, and the opportunity to make mistakes during this re-entry. We instantly know if we are wanting materials that our supplier doesn't stock.

Maybe the best thing about JobNimbus is that we no longer have to keep paper files! We still have the boxes from 2013 and 2014, but no more! And it is SO much easier to find documents in JN than it was to dig through the boxes. We are huge, raving fans of JobNimbus! Sign up today.

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

i like that you can see the document image next to the document, i like how you can see when a customer has opened your email, i also like how easy it is to convert estimates to invoices and apply payment

needs better project management options as well as job advancement

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.

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.

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.

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

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

All in one place and easy to useAll platforms available make it easy

Tasks and notes feature needs improvement

Great way to input and store client information

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

Ease of use and monthly fee. Good value for the spend

1. Estimating needs work ... integration with 3rd party might be best
2. App can be glitchy
3. support is pretty weak .... can almost never get anyone on the phone. When you do, often get conflicting answers
4. Sales reporting needs a lot of help - ROI, individual sales reporting, goals etc. Should integrate with a ZOHO or similar
5. Financing needs built in
6. Needs integrated with ABC asap!
7. No real demo tools at all
8. Digital signature needed.
9. No real contract tools

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.

Ease of use whether it is a PC or a mobile device.

Some of the mobile features are a bit harder to attain the same information when on a PC

I loved that it is SO user friendly. This is very important to me as I have some team members who are a bit dated in their usage of computers and software. This is very user friendly and easy to maneuver. I love how you guys are constantly updating, there are many ideas floating out there and since you are listening to them and doing what you say, its a huge incentive to stick with you. You're not afraid to grow and we love that.

It's difficult to get someone on the phone to help. I honestly don't have the patience or time to wait for emails all the time. I need help and a response immediately, so having a call service that is immediate response would be VERY beneficial. Please keep our ( the consumers) wishes in mind for more growth. I am YEARNING for the capability to edit my font in the email platform and to be able to add a second email.

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 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.

I cannot imagine life without Job Nimbus. It keeps everything in one place, including appointments and documents, photos and job notes. The customer support is phenomenal - they really take suggestions to heart. And the value for what we pay is one of my best ROI’s for my business. I cannot recommend JN highly enough - we’ve been a customer since 2013 or 2014. I can’t imagine my business without it.

I wish a job could be in more than one status at a time - sometimes it’s in one status with accounting and a different one with operations (like it needs to be inspected but it’s also pending customer payment).

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...