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.

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.

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.

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.

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.

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.

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.

Provides an easy and effective way to streamline your business to be the most productive and efficient as possible .

No cons at this time, it may take some time to get everything setup but once you have your workflow everything falls into place.

The ability to phone, text, email, and note from the app and see an immediate upload to the web version. Great way to document the communication flow with a client.

Nothing of any consequence. Keep up the great work.

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

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

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.

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.

Jobnimbus has been a great way for our company to keep track of our leads and follow the lead through every step of the process easily. We have eliminated much of our paperwork and have been able to streamline our work orders and tasks by using it. It is user friendly.

The app has problems with finding addresses when out in the field.

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.

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.

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

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...

The My Tasks on the dash board is a must have! It brings all of your tasks and calendar appointments into an agenda list to be checked off at the end of the day or some time in the future. Nothing goes away until you check it off. I first learned how valuable this feature was the first time I started using it. I discovered an appointment a month before that I had completely overlooked. The customer already had her claim paid and was ready to have her roof replaced. Needless to say, she was not happy with us and had already had her roof replaced by another company. I cannot find an app or another CRM that has this feature. I'm actually paying for JobNimbus just for this feature along with another CRM that have other features that I need.

Having contacts and jobs in separate boards is too much. Jobs is a must for us as we have lots of repeat business from contractors and home owners. I can't imagine any company in this industry that doesn't need the jobs feature turned on.
Entering a new contact and then creating a job for that contact is a tedious time consuming headache. I had to take a call because the ladies in the office were busy with other calls, as I tried to enter the info while on the phone with the customer, that's when I made the decision to go back to the program we had been using before. Entering the initial contact and job information needs to be easy enough while on the phone with the customer.
Doesn't sync job expenses from Quickbooks online.