JobNimbus Erfahrungen

JOB TASK SCHEDULING,CLIENTS MANAGEMENT AND JOB TRACKING MADE EASY

Kommentare: life has being easy, the tension we get from tenant/client, that we should to their respond to their services failures has reduced, and get response from our team quickly.

Vorteile:

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.

Nachteile:

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.

It works if you put in the work.

Kommentare: 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

Vorteile:

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.

Nachteile:

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.

Great concept for construction companies - Massive room for improvement

Kommentare: JobNimbus was built specifically for construction companies and offers an end-to-end solution, from Lead Acquisition to Invoicing. It's extremely difficult to tweak and configure more "generalist" CRM's and Project Management apps to fit the construction industry workflows and specific steps, so there definitely is value in this software. Although it is far from perfect, it offers an almost ready-made solution for construction and roofing companies, allowing for a fairly quick onboarding.
The starting idea is great, but it is definitely perfectible. The biggest flaw with JoNimbus is the fact that it has different workflows for Contacts (homeowners and people in general), and for Jobs (actual work being performed). While it sounds great, once you dig a little deeper, you realize that the pre-defined statuses for Contacts and Jobs are the same! This, instead of creating clarity and differentiating both aspects of a job, leads to massive confusions with low-tech employees: if a Sales Rep saves a contract under a Contact instead of a job, the person looking for that contract under Job will not find it unless they look under Contact. It might be hard to understand if you have never used JobNimbus, but the bottom line is it creates (many) mix-ups.
Additionally, the mobile apps are so bad our people have stopped using them and are opening the desktop version on their mobile devices. All in all, we are better off with JN than without, but needs a lot of improvement.

Vorteile:

- 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

Nachteile:

- 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

Couldn't Live without it!

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Sharp Construction Thinks JobNimbus is Amazing

Kommentare: We have been bringing on additional salesman and being able to track the leads that we distribute has allowed us to see who is weak and where. We have also used JobNimbus to increase the amount of reviews that are coming in (93 5 Stars and counting). It has allowed us to measure lead success or failure, which has whet the taste buds to have more understanding and to discover deeper ways to measure our success in other ways. It makes you realize what could be if..... When you have questions that a product like JobNimbus answers, it makes you realize that with a little extra effort, you can explode your business. We are thrilled to have found JobNimbus.

Vorteile:

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.

Nachteile:

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.

Best Roofing CRM!

Vorteile:

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.

Nachteile:

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

Very Fungible.

Kommentare: Very good..big learning curve for some people, but worth it in the end.

Vorteile:

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.

Nachteile:

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, simple but powerful CRM

Kommentare: A great experience overall, I've been able to synchronize other software that the company works with seamlessly and without issues.

Vorteile:

JobNimbus is easy to implement and it has integrations with much other software out there, I have been able to integrate with Leap, CompanyCam, Quickbooks, etc.

Nachteile:

The pipeline management is not that fluid, it's still a work in progress. Another thing is that the Support is not that good sometimes.

Dc’s Contracting LLC JobNimbus Review

Kommentare: Overall I love the product and I am glad it is linked with other products to make running a business so seamless.

Vorteile:

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

Nachteile:

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.

Very user friendly for roofing companies

Kommentare: We made the switch to JobNimbus and couldn't be happier. We were hesitant at first, but the decision was made to try it out. The transition was pretty flawless. It is easy to use and does everything that we need it to do (job tracking, estimating, CRM, ordering, communication, etc).

Vorteile:

I love how easy JobNimbus is to use. I love the interface. I am usually at the computer so I use the web version and it is so simple. I had doubts after using other tools out there, but JobNimbus definitely has everything needed.

Nachteile:

At times, the permissions were a little confusing when assigning jobs to employees/users, however, once we figured that out, it has been flawless.

JobNimbus is a great program but

Kommentare: JobNimbus was GREAT! Just a little too pricey compared to another program that has everything they have.

Vorteile:

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.

Nachteile:

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.

JobNimbus--An app with heart and great potential

Vorteile:

The best thing about JobNimbus is the staff behind it. The customer service is outstanding. They listen, have common sense and follow-through. They set reminders and get back to you even it it's a lengthy matter. Because of this, JobNimbus can't help but succeed. As far as the app goes, we love the way it syncs with our sales reps mobile phones in the field.

Nachteile:

Our company does not take advantage of the capability of syncing with Quickbooks. Because of this, many automations that would be available because of the syncing are not. As a result, I have to do a lot of manual status updates. I've run into several bugs which staff has quickly addressed.

Keep developing...needs improvement but great tool.

Kommentare: Great so far

Vorteile:

Ease of use and ability to manage information is going to correct people in our organization

Nachteile:

Tasks on a timeline/visibility for one assigning it.

Helps organize customers per need and service

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

I like JobNimbus so much that I depend on it for my entire business! Great easy-to-use program.

Kommentare: 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!

Vorteile:

-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

Nachteile:

-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.

Overall solid, but real opportunity to be excellent

Kommentare: 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.

Vorteile:

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

Nachteile:

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

An easy-to-use application for organizing all records, appropriate for all corporate purposes

Kommentare: JobNimbus lets the organization to handle supply chains, sales, and warehouse activities efficiently and correctly. JobNimbus reports can also be used to prepare accounting and tax records. JobNimbus has helped organizations get rid of vast amounts of paperwork that used to burden salesmen and accountants. With JobNimbus, all client records, data, and orders are safe, and preparing sales reports and tax records has become much easier.

Vorteile:

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.

Nachteile:

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.

A real review from a real consumer

Vorteile:

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.

Nachteile:

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.

Best CRM on the market

Kommentare: scheduling and communication have been greatly improved. It's helped us to track files more accurately therefore get paid faster and have happier customers.

Vorteile:

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).

Nachteile:

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.

How did I get by without Job Nimbus?

Kommentare: Being able to track the progress of a project from the first phone call to the end of the project in one place has been a boon to our business. I honestly don't know how our company managed to operate for 8 years without this software.

Vorteile:

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!

Nachteile:

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.

A great start to bringing software into your company

Kommentare: Great. Cost-effective. Easy to use. Great support. The questions I had were answered well and within a reasonable amount of time. Definitely worth a try for any small-mid sized remodeling company.

Vorteile:

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.

Nachteile:

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.

Wonderful program but a couple points of constructive criticism

Kommentare: Positive. It's one of the best systems I've used by design. It's simplistic by nature but offers multiple options on how to utilize the information as well as allowing all the information to be easily accessible to all employees .

Vorteile:

It keep everything centrally located and easily accessible. It's syncing capabilities with QuickBooks and Gmail as well as the other programs that are pivotal to our company. It easily converts the information entered into different forms i.e. estimates, invoices, and it's design is user friendly.

Nachteile:

My biggest concern and complaint about this program is the glitching. For example, it often has long load times whether it be looking up a contact, saving anything, converting estimates into invoices, etc. It will reuse invoice and estimate numbers and not tell you that it's a duplicate number until it's complete and you're trying to save it. It also won't allow you to enter multiple people with the same name, i.e. James Smith. These are a couple examples of things that I feel if addressed and corrected will enhance the program as well as strengthen the efficiency, and support the effectiveness of an already very useful and easily used system.

Game Changer

Kommentare: It keeps us organized!

Vorteile:

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.

Nachteile:

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).

Job Nimbus is great for Roofing!

Kommentare: Its been wonderful - onboarding was so easy with their help and customer service has been prompt to answer any questions we've had.

Vorteile:

Job Nimbus has helped so much with our organization and customer communication. Its so easy to customize to our needs and I love that!

Nachteile:

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

User Friendly

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

Vorteile:

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.

Nachteile:

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