JobNimbus

I have been using JobNimbus for a few years and am very happy with the service, price, and features.

Vorteile:

Support, and that they are striving to make the product better. The automation feauture is great, saves a lot of time.

Nachteile:

If you lower your users you have to change the subcription separately. Some learning curve on the system.

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.

Bad Growth

Kommentare: Friendly staff. If you have an issue to discuss, be prepared to wait a few days for a zoom meeting....

Vorteile:

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......

Nachteile:

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.

ReHome Review

Kommentare: Overall, we are pretty happy with it. We will continue to use it and build it out. So far, JobNimbus staff seems really eager to listen to the needs of their customers and work toward solutions. That is a big plus for us. We don't mind growing with the software as long as it is continually improving.

Vorteile:

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.

Nachteile:

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.

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.

Must Have

Kommentare: Must have in any sales industy especially in the construction industry

Vorteile:

being on the go like most contractors being able to go through all your customers, jobs, tasks, and other key things in this industry at the touch of a button.

Nachteile:

Not a lot of cons. I wish when documents fail to save or close randomly it would auto save.

Simple, Affordable and Easy

Kommentare: I don’t feel the need to look for other systems. This one has all I need and I can easily look past some quirks

Vorteile:

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

Nachteile:

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

Excellent CRM Company and More!!!

Kommentare: Jobnimbus has saved me a lot of time with homeowners when I am needing to sign a homeowner up.

Vorteile:

Jobnimbus makes it extremely easy to add contacts, write estimates and convert them to invoices or work orders and then to email them to you customers.

Nachteile:

I am unable to remove the price totals from the current system which makes the customer see a really large number when you are giving a good, better or best type estimate.

Great tool

Kommentare: It has been great the team is great and working with [SENSITIVE CONTENT HIDDEN]
has been a blessing.

Vorteile:

The ability to track everything and pull reports on everything. Tracking clients, AR, job source and where we are at with the job we are currently working on.

Nachteile:

It was a little confusing to get set up but other than that I like the functionality of it. App needs a little work but that is expected with updates etc and nothing is perfect.

Job Nimbus brings staff together

Kommentare: Solving the issue of who is doing which tasks and when they are completed. Also having the client information readily accessible is great. Love the note section so everyone knows what is going on with a client or a job

Vorteile:

Everyone knows their tasks when they need to. The software is very easy to use. Everything we need is in one place

Nachteile:

I havn't really found anything yet. Some staff say it would be nice to have an estimating part and/or an invoicing part

Great Total Workflow Solution

Vorteile:

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.

Nachteile:

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.

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.

Love this software!

Kommentare: Keeps us organized at a reasonable price. Love the color coding and drag and drop format.

Vorteile:

The ease of use, price and usefulness in keeping track of my jobs

Nachteile:

There are certain things that could be better with the email functions, such as CC and BCC'ing clients would be a nice option, rather than adding each email in one line because the customer doesn't know if anyone else is included on the email

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.

I am very happy with my decision to use and implement JobNimbus into my company

Kommentare: The best benefit is better oversight of everything going on in the entire company, and making sure that nothing falls through the cracks. It completely eliminates the communication mishaps that occur when you are handling lots of jobs.

Vorteile:

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 we struggled to implement the software fully. After the training, it was a complete difference. We had a excited staff who saw the value in all it could do and completely bought into keeping it current and updated, which is the key to its usefulness. The trainer was excellent at quickly teaching everyone and showing how easy and helpful the software actually is. He was terrific- very knowledgeable, professional, and experienced with both the software and teaching it.

Nachteile:

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.

So Sweet!

Kommentare: It helps our company focus on our business, not on software.

Vorteile:

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.

Nachteile:

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

Happy Overall

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

I’m becoming frustrated with the lack of features I need and the poor customer support

Kommentare: Overall experience was good for the first two years but as my business grows, needs grow as well and this is where I’m finally needing the real help. But it’s not being provided.

Vorteile:

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

Nachteile:

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.

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.

JobNimbus Keeps Us Organized

Kommentare: It is amazing to go from the folder world to having all of the information electronic. We still keep folders but the need to keep them over time will diminish the more years that we use the Nimbus. Also with the Nimbus being able to be accessed from the jobsites if something is left at the office it is able to be retrieved.

Vorteile:

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.

Nachteile:

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.

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

JobNimbus Daily Use

Kommentare: Job NImbus keeps all of my files in one place which solves an efficiency issue. It allows multiple users to be able to access the files which stops the time taken to hunt down a file. It also helps us to create and monitor the completion of tasks and to keep jobs on track. It is our one stop file for all workorders and invoices.

Vorteile:

Job Nimbus is a one-stop database for all of our clients. It allows us to place/file all documents in on online filing system. It also allows us to use the scheduling and tasks to keep projects on track so they can be completed in a timely manner. This helps to prevent items from falling through the cracks.

Nachteile:

I am not a field/mobile user so much, but do hear that the upload feature of photos and documents from mobile/tablet devices can be problematic. Sometimes the files can upload fine, but then the next 3 files (all photos) cannot be read or upload as an unknown format.