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.

That you can keep everything about a job all in one location. It’s very convenient and the software can do everything you need to complete the job start to finish

Setup and customization is not very easy and the support staff is not as familiar as they could be

Well very customizable. I honestly don’t have much good to say.

Financials. Each aspect you have to manually add and update. If you change one section you have to manually update everything else. Nothing syncs within the financials. And the customer support and training is terrible with helping setting it up. We have spent more hours figuring it out which still two months later and this system is not supporting our company. Which we have incurred more costs than what we wanted to spend on using this CRM. Not a good fit if your constantly changing and updating costs in a job.
Also it does not work well from an iPhone/iPad. Desktop or laptop is good. However most of our team will be using an iPhone to conduct work.

It was aesthetic and super easy to use, with everything very intuitive

There were some things i couldnt find like putting notes or somthing, and sometimes a little slow

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...

Great place to keep your projects organized

The data input and how at first you have to add all of your products to the CRM

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.

Our company has the benefit of working directly with the creator of JobNimbus. Because his company manages our estimation department, I have received a crash course in the program. It is a great tool to use as a message board for projects and store docs

In comparison to other programs used for CRM, I may not have explored all that Job Nimbus has to offer, but it does seem to lack tools such as finance tracking, AR/AP and templates for docs, contract and orders.

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 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.

Integrations are almost limitless - with suppliers, quickbooks, online calendars, etc

All those options require a LOT of decisions and time to set up

the integration of pictures & the way the initial estimate can "create" more documents that we use. the uniformity is great.
I live the estimate process software... I'm always busy and i can prepare a quote very quickly

I absolutely hate how difficult it is to actually set the date and time for a lead appointment with the mobile app. It sucks.... the way you select the date and time is really a pain in the ass.. try it you'll see what I mean

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.

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

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.

I love the ability to track communications and all files for a client through the project lifecycle. Especially when it is paired with Company Cam for tracking changes/photos.

I would love to see this integrate with .xls document exporting better. It would be an amazing step if I could export an estimate or Invoice into an excel format for further breakdown and project tracking. This would in turn give much better opportunity for profitability and ease of use. As of now, I have to double enter everything OR use a completely different estimating suite....which I would rather not do.

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.

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.

The best part of the program is the job board section. It comes in handy for every department in the company. Each employee can see where a job stands and you can set notifications, so they will know about a job they need to pay attention to. Being able to import customers from previous CRMs is great. It means you won't have to do a lot of data entry of past customers to catch up your Job Nimbus database.

The only downfall, which really isn't the fault of the program at all, is if one person doesn't update a job along the way, the job could get lost. To make Job Nimbus a successful CRM in your company, every employee needs to use it every step of the way. An example is if your production manager forgets/fails to update a job as complete, the accountant would never know they are supposed to bill the customer. I'm sure there would be a workaround, but we ended up deciding it wasn't worth using this program because some employees would skip crucial steps, resulting in jobs getting lost.

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.

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.

This platform is easy to learn, use, and incorporate into everyday functions of business. Helps keep an ever lasting digital file for customers and assists in communication amongst team members. Admins are able to edit features to fit our needs as a company and this helps us to optimize how we do business. All around I think Job Nimbus has a great over all design that has helped get away from paper files and has helped to increase communication between team members.

While Job Nimbus has taken steps recently in this direction, I don't like how jumbled the notes become in a log format its easy for things to get lost in the mix. Job Nimbus has categorized notes which can help to sift through to find the information you need.

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.

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.

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.

I would have to say the most enjoyable part of using this software is the ability to track statuses with reports and of course have a smoother way to documenting and storing customer information

One of the things that bothers me the most is when looking in a specific job trying to read the notes other jobs that may or may not be related to that job will appear in those notes and I understand by checking and unchecking the related box is what changes that it's still isn't issue in my opinion also a way to integrate Xactimate estimating into it would be useful just my opinion

You meant to ask me what I LOVE most about this software, right?
1. It is user friendly, not complicated at all to use.
2. The training videos are easy to follow, short and to the point. I did not feel that I sat through an entire video and came out learning nothing.
3. Customer service is fantastic! Every person I spoke with (Mostly our rep) was so helpful, and unbelievably patient while myself and co-workers asked a million questions.
4. Saves me from double/triple entering information.
5. Navigating the program is easy.
6. Creating specialty boxes was super easy.

1. Mapping the spreadsheet was not as easy as the video made it out to be. Especially if there is an error translating the information over, there wasn't a video to help with that. It was left to me to figure out what the error meant and what I needed to do to fix it.
2. Doesn't stop creating duplicates
3. Some of the standard, built in fields should be optional. We didn't some of them and now they are there taking up space in the contacts fields.