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Ease of use, email tracking, makes staying organized easy, budgets.
It was very difficult to customize and very wiggy. It did not integrate with our other software very well.
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I have been using JobNimbus for a few years and am very happy with the service, price, and features.
Pros:
Support, and that they are striving to make the product better. The automation feauture is great, saves a lot of time.
Cons:
If you lower your users you have to change the subcription separately. Some learning curve on the system.
JobNimbus Response
7 years ago
Jason, thank you for taking a few minutes to share your experience. We love that some of our favorite features have been useful, and thank you for noticing our keen interest in improving the experience each day. That is our goal, and in that spirit, if you've run into any roadblocks as far as users or subscription settings, we're standing by to help at [email protected] or (855) 964-6287. We'd also love to help troubleshoot custom solutions or training options if that would be useful. Please don't hesitate to reach out to our Training Manager Ronnie Smith at [email protected]. Thanks for being part of the family!
It works if you put in the work.
Comments: It was alright; it felt like we were overpromised a little. I expected that from a SAAS company. If we were a little bit larger with a better rollout, we would probably still use JobNimbus
Pros:
Job Nimbus is probably the most customizable CRM for roofing companies. It's also very affordable at that. If you have the resources and time to invest in the program, I'm positive this is an industry-leading CRM. There are a lot of integrations that are available as well.
Cons:
That being said, those integrations are often finicky at best. Nothing flows easily if you don't have the team to properly onboard the software and manually enter information into each subset. I would compare JobNimbus and its competition to Apple vs. Android. One is very open source while sacrificing its ease of use. In contrast, its competitor is less customizable but easier to roll out (IMO, as a smaller company without a full team handling the integrations, etc.)For our size, we felt as if it was lacking in the integrations.
Alternatives Considered: AccuLynx and Leap
Reasons for Switching to JobNimbus: It had a lower buy-in cost and seemed integrate-able.
Bad Growth
Comments: Friendly staff. If you have an issue to discuss, be prepared to wait a few days for a zoom meeting....
Pros:
When we first started with JobNimbus it was do to an ok product at a great price. Now many years later and a few price increases all they seem to want to do is integrate. The SumoQuote purchase was a great move but other than that......
Cons:
I have to use JobNimbus for residential and another product for commercial as Nimbus doesnt do any job costing or vendor portals, or customer portals.... The new insights is AWFUL! The functionality is questionable at best. They offer contacts and jobs function. If the jobs function is turned on, you should not be able to enter invoices, material orders, work orders, etc into a contact.... WRONG. Tons of wasted time fixing errors. Now instead of fixing it they have decided that if you want to use jobs, they can turn off the contacts BUT if you have any documents (like signed contracts) you lose them.... They have not updated the core issues AT ALL! Custom documents still require the use of knowing in depth HTML (without the use of CSS) or a... yep integration costing you more money per month.
JobNimbus Response
9 months ago
Hey Brandon, thank you for the detailed feedback. I'd love to get you on a call with one of our product managers to talk through these issues and help make a plan to improve your experience. Could you please email me at [email protected] so I can get you connected?
Big Hope for Big workload Reduction.....
Comments: I had high hopes for this program, they offer a 2 week trial so you can decide for yourself but I feel like if you aren't already paying for eagle view then if really doesn't do what it claims.
Pros:
Organization of all the paperwork and automation to keep Customers informed is nice.
Cons:
They way they advertise what the program actually does and the reality that you have to pay for many other services to really get the most out of the program
Couldn't Live without it!
Comments: I have had a fantastic experience with JN. As a company it has been a god-send to help us be more organized, streamline our process and stay on task. If you are looking into Sales Force - STOP!!! It is over burdensome and made for companies that have thousands of employees. JN can handle whatever you throw at it, but it is so much easier to use and very friendly to new hires.
Pros:
How easy it is to work within the application without prior knowledge. Everything you need to do is in one place or in multiple. It's SO EASY to figure out how to work this sytem, even without training. I give our new hires an overview of JN and teach how to find the pipeline, add a new client or POC, and how the calendar works. After that, I simply direct them to the HELP videos so they can continue to expand their knowledge on the product. EVERYONE has been successful with JobNimbus. WE LIVE by this product! From our clients, correspondence, scheduling of initial appointments, progress of job, and more. JobNimbus is the BEST CRM I've ever used in over 30 years in the construction/service industry.
Cons:
There are a few things that could be better. The ability to leave an email in process within JN to check the calendar isn't possible. There is a work around, but I would prefer it be direct.Being able to have a drop down menu for email templates instead of an exploded list would be super helpful.Believe it or not, there is A LOT of blue used in the platform. This is ok for almost all of the screens with the exception of the pipeline. The blues used are so similar, you cannot easily see the side slider bars to move clients up and down or to simply navigate the pipeline - the bars are also VERY thin and hard to grab. This is minor but can be a nuisance.
Alternatives Considered: Salesforce Platform
Reasons for Choosing JobNimbus: We needed a more robust option and one that was ALL inclusive. That is JobNimbus to a T!
Reasons for Switching to JobNimbus: The Ease of use, installation, understanding, customer service and cost!
JobNimbus Response
2 years ago
Hi Vicki, Thank you so much for your feedback! We will take it into consideration. -JobNimbus
JobNimbus is budget software with many bugs. Sign up to be guinea pig!
Comments: Ive used JobNimbus overall for a year- I still continue to use it because Ive already set it up and transferred my sales force over here. The customer support is quick to help when you need it on anything simple. Anything over low level complexity is not going to get fixed and you'll have to deal with it. Some issues I have, if you are in an area with reception issues, you will have zero ability to pull up contact details or address. You better make sure you have the right information before you go to these job sites. No notes, no phone number, nothing will be available. The downtime, there's lots of it. Enough that if you're in the middle of typing up a long estimate with lots of details notes and pictures, if anything crashes you LOSE ALL YOUR DATA. Remember back in the day before autosave? Kids lose term papers and everything. Well job nimbu does you worse than that. You'll lose entire sets of work you did if the system goes down or you have an internet issue. 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 mak
Pros:
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?
Cons:
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.
JobNimbus Response
2 years ago
Hi Jose, The issue with the estimate on two pages should be resolved now. Thank you for your feedback we will take it into account. JobNimbus.
Best Roofing CRM!
Pros:
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.
Cons:
The system isn't as "pretty" as other systems
Alternatives Considered: AccuLynx and RazorSync
Reasons for Switching to JobNimbus: RazorSync is what we use for our air conditioning company, Koala Cooling. Acculynx didn't allow us to customize our workflow.
JobNimbus Response
6 years ago
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! :)
Happy Overall
Comments: Clear layout, easy to navigate and implement. I have used many CRM's, this one is by far the most simplest and yet thorough format I have utilized. Enjoying it over all.
Pros:
Credit card integration, ease of creating a contact, easy tabs and feature navigation, lots of great report options, color organizing boards, many category options for job status. Accounting integrations are nice.
Cons:
1st is we are not utilizing it right. We should be creating a single contact for each address. Customers could have paired or sister accounts, if say they own more than one property, but we definitely, should be creating a "Job" under a contact. Instead of creating a "new contact" for every lead/new job. Now we have multiple contacts for the same address, and each time it requires a unique identified since it can' be duplicated. This will become an issue long termCustomer Service - We do get fairly quick responses, however it seems the communication about the issue and getting to a resolution is sometimes tasking. The reps seem to repeat information you have already provided them as a resolution, not ask the right questions, get confused about the issue, close out tickets before the issue is resolved fully. I feel I have to get our head rep involved on tickets /conversations with specialists because the issue is going round and round. Sometimes I feel they complicate things, almost as if they aren't taking the time to read and understand the issue, or jump to what they find will resolve it before asking questions to clarify confusion they may have. The other thing that is somewhat a nuisance is just how new JN is, and that so many things are in beta, or testing. Also that some things are buggy, and getting attention to ideas or improvements may take a long time, and you do not get updates on the status of things you have requested a need for or improvement on.
Job Nimbus is great for Roofing!
Comments: Its been wonderful - onboarding was so easy with their help and customer service has been prompt to answer any questions we've had.
Pros:
Job Nimbus has helped so much with our organization and customer communication. Its so easy to customize to our needs and I love that!
Cons:
I would love for the scheduling features to be updated a bit and to be able to manage not customer projects - administrative projects - within JobNimbus
Alternatives Considered: AccuLynx, Jobber and Wave
Switched From: Wave
Love the Nimbus!
Comments: I love it. I use it everyday to keep track of where my company is in sales, where leads are in the process and where jobs are in production
Pros:
Ease of use! Doesn’t take a super skilled computer programmer to operate
Cons:
Wish there was a service option for when homeowners call for something on the project you completed that is covered under warranty.
Alternatives Considered: MarketSharp
Reasons for Switching to JobNimbus: Functionality. Ease of use.
It works great
Pros:
I like how it is customizable to our needs.
Cons:
Some of the estimate formatting can still use some tweaking.
BEWARE: JobNimbus [sensitive content hidden] is not Company [sensitive content hidden]
Comments: Whoever owns the email that signs up for JobNimbus owns your JobNimbus account. Ownership and management of the company associated with the JobNimbus account does not matter.- [sensitive content hidden] , JobNimbus [sensitive content hidden]
Pros:
Hard to describe the pros of the product when you can no longer use it.
JN Reivew
Pros:
All features are very helpful. I like that you can call, text and email from JN using your smart phone. The scanning option is most helpful for any document I need to upload from anywhere.
Cons:
JN is a great tool for what how it is used for my daily work.
Awesome!
Comments: So far, great!
Pros:
Easy to use for beginner companies such as my own
Cons:
Honestly, have used it for a couple years but really just started diving in so I'm still learning all the small things.
JobNimbus: A CRM And More For The Modern Contractor
Comments: JobNimbus allows my company to run more efficiently, with powerful tools for analytics and customer tracking. Every person in the administrative team in my company uses it every day, with no major complaints or issues. The customer service is excellent and there is a lot of content online published by JobNimbus in order to make the admittedly steep learning curve feel a lot better.
Pros:
JobNimbus strikes a good balance between user-friendliness and power. While initially, the software can be overwhelming, it is easy to learn after spending a few minutes to really get to know the program. Additionally, there are training resources available online which make the process even easier. This means that you are able to use the extremely powerful tools that JobNimbus offers after a few hours of training and working around in the software. It allows you to do everything that you would want a CRM software to do, and then some. Additionally, there is a sales pipeline functionality that I personally don't use, but our sales team does, and it allows them to stay on top of every incoming lead.
Cons:
There are several areas that are still (to the best of my knowledge) in development, including integrations with other apps - specifically Zapier. Zapier is an essential integration, and as of the time of writing, JobNimbus does support it - just not with custom fields. I believe that this is a big missing feature, and the only significant issue I find with the program.
JobNimbus Response
2 years ago
Thank you so much for your response, we will consider your feedback.
Helps organize customers per need and service
Comments: Organization. Knowing where we are with each customer. Example: Customer was sent an estimate through email from Job Nimbus. The program records the actual estimate, when it was sent and price. Customer calls looking for an estimate and we have an answer for the customer. Job Nimbus also provides a pop up list while typing partial information which is helpful at times. Example receiving a check in the mail from realtor which usually has no info from actual address or customer but invoice # is provided. Job Nimbus allows you to type in just the invoice number or just the address, or partial name to find the job. I am so thankful for this program and would highly recommend it to anyone with a high volume of customers to stay organized.
Pros:
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 to the many properties they service. I find Job Nimbus to be user friendly. It saves templates for estimates and allows changes to be made when needed for specifics per customer. It keeps track of accounts receivables, the age of opened account, it shows categories of work in progress, and work that needs scheduling . We have become more efficient as a company since we've started using Job Nimbus.
Cons:
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.
JobNimbus Response
5 years ago
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 [email protected] and they'll investigate to see what can be done.
it is equipped with everything I'll need to manage Our works
Comments: When it comes to monitoring the development of our clients' projects, we rely on JobNimbus. With Jobnimbus, we've had better and more productive communication among our team members. In order to keep our company afloat in any situation, it has given us the ability to operate remotely.
Pros:
Using JobNimbus is a snap, and you'll be up and running in no time thanks to its flexibility and ease of customization. What I particularly like about JobNimbus is how simple it is to add tasks and contacts and how flexible the calendar is. You can see exactly what's going on with customers, and the timetable makes it easy to keep appointments and responsibilities on time.
Cons:
My main concerns are that I would want to see greater customization options in some areas, as well as upgrades to the mobile app so that we can do more processes with it.
JobNimbus Response
2 years ago
Hi Obada, Thank you for the feedback. We have been actively working on our iOS app and Android throughout the year. Our product team would love to hear your feedback if you can reach out. Thanks, JobNimbus
Overall solid, but real opportunity to be excellent
Comments: Great people. On the right track. Need to HYPERdrive the next 12 months. I would recommend outside investor if cashflow is an issue to begin solving the long list of requests given by users.
Pros:
Ease of use and monthly fee. Good value for the spend
Cons:
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
JobNimbus Response
6 years ago
Daniel, thank you so much for the detailed review! I'll try to address each point: 1. Estimating is getting some work already, but we'd love to know the specifics that you're having troubles with so we can be sure to address them! 2. App updates are coming! 3. Support team is growing and building efficiencies, so you should see big improvements soon! 4. Sales reports are on our roadmap for this year, stay tuned! 5. We're in talks with some financing companies and hope to bring solutions in the near future. 6. We're focused on building out an awesome supplier experience with Beacon right now. We will definitely let you know if we're able to integrate other suppliers when the time comes. 7. We just integrated with Leap to Digital, which might help with demo tools. 8. Signatures are on our list to improve very soon. 9. We're integrated with naturalForms and looking at other solutions to meet your needs. Dev team is working non-stop for you, stay tuned!
I like JobNimbus so much that I depend on it for my entire business! Great easy-to-use program.
Comments: 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!
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.
JobNimbus Response
7 years ago
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!
Best CRM on the market
Comments: scheduling and communication have been greatly improved. It's helped us to track files more accurately therefore get paid faster and have happier customers.
Pros:
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).
Cons:
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.
JobNimbus Response
6 years ago
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!
Perry Roofing
Pros:
Ease of use whether it is a PC or a mobile device.
Cons:
Some of the mobile features are a bit harder to attain the same information when on a PC
Simple CRM System
Comments: JobNimbus is much better than DateForma, but it isn't tailored to commercial roofing or for those organizations that have service and maintenance teams.
Pros:
This CRM is easy to navigate. If you like 'boards' this one will work for your team.
Cons:
Not great for tracking teams, service technicians or building estimates and quotes.
JobNimbus Response
2 years ago
Hi Renee, Thank you so much for your feedback. We have added a lot of features to our estimates in the past year, if you can give me some more details on the issues you are having with estimates. Thanks, JobNimbus
Innumerable Options to Build a CRM that works for YOU!
Comments: I appreciate how hard they strive to push for new integrations, like payment-processing software, and photo-taking software. At the rate they're pushing for new partners, it won't be long before they're a legitimate one-stop-shop as far as CRMs go.
Pros:
I can change, re-order, rename and add details, options, and choices that allow me to make this CRM exactly what our company needs it to be. They also continue to strive to create new integrations, pushing the software's value forward all the time.
Cons:
One the (rare) occasion there is an issue, it's really hard to get in touch with customer service, and receive a timely response.
JobNimbus Response
7 years ago
Thanks so much for taking the time to review JobNimbus. We definitely want to be your one-stop CRM, and appreciate your feedback. As you mentioned, we're always trying to push the software further, so your insight really helps with that. We're so sorry to hear that you didn't get a timely response. We've passed this on to our Support team and we'll continue evaluating our processes to minimize those inconveniences. We know how valuable your time is!
Job Nimbus
Comments: This software allows us to manage all of our clients and projects from one seamless platform, either from Desktop in Office or Mobile Ap in the field.
Pros:
Flexibility - We can adapt much of the software to meet our specific needs as we go. Learning Curve - This is fairly easy to learn software, and the online tutorials are good. Support - The support team is exceptional, they are knowledgeable and quick to resolve issues.
Cons:
Speed - The system is overall acceptable, but slower than I would like, especially the Mobile Ap. Mobile Ap still needs some work, but they are always improving based on user feedback.
JobNimbus Response
5 years ago
Thanks, Gary! We've been working hard on the mobile app and have actually released performance updates that increase speed by over 10x in several areas. If you haven't tried the latest version, please update your mobile app now and take it for a spin! And, we're actually working on even more improvements to both the speed and the UI to make things even easier and more pleasing for you, so stay tuned for more updates coming soon!
Game Changer
Comments: It keeps us organized!
Pros:
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.
Cons:
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).