Very good..big learning curve for some people, but worth it in the end.
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.
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 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.
The system isn't as "pretty" as other systems
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! :)
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.
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.
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.
Blaine, so glad to hear JobNimbus has been a net positive for you and your team. It's wonderful to know that your day-to-day hasn't been interrupted by the issues mentioned, and we do try to minimize those, but this feedback gives us even more insight into how the app and desktop versions have worked best for you. Thank you so much for the feedback. We are working toward these improvements and will notify customers when they are available. Also, on behalf of our Training Manager Ronnie Smith, thank you for the kind words about our training program. We aim to deliver world-class training, because we know you're busy! Thanks again for making our day.
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!
-Easy to use
-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
-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.
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!
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.
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.
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.
We are one of those companies that started with pen and paper alone. As our business grew, we started falling behind because we spent so much time doing what is now accomplished with JobNimbus. This program is absolutely a game changer for us. It brings almost every aspect of our company into one place. Everything in a customer file (or any other "contact type") becomes searchable by nearly any piece of information pertaining to that contact. Any number of contacts can be made "related", making all correspondence between related parties available in one spot. That includes contact information, emails (yes, emails!), attachments, estimates, invoices, budgets, material orders, etc. The way that the estimate/invoice/material order system is set up allows you to create separate templates for quick, easy, and all inclusive documents. You can even create different price lists for different suppliers and/or locations. They eliminate the need to write multiples of the same information (i.e. you can turn an estimate into an invoice, material order, or work order). Work orders can be assigned to any sub-contractor and placed onto a board that is categorized into a workflow that you can completely customize by whatever steps of the job your company has. It's extremely versatile in that regard, and once you determine how you want your workflow to operate it is very functional. You can use the budget feature to track costs on a job and calculate commissions. I could spend all day ranting about all the features that JobNimbus offers, but it boils down to this: JobNimbus offers tremendous value to your company. One more note about their support and development team. I had a TON of questions during the implementing of JobNimbus into our company and was on the phone with support a LOT. They were always very accommodating and patient with me, providing me with answers and resources at every turn. Over the course of the past few months alone, there have been MANY updates, both web version, and mobile app. They have a great feedback section on their website and they DO listen to user input. I am excited to see how far they will go from here and have enjoyed watching them grow into an industry leader.
Several integrations with major programs (EagleView, Quickbooks, Sales Rabbit, naturalForms, Accurence)
Ability to create custom reports to help your business monitor
There are no cons.
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.
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.
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.
scheduling and communication have been greatly improved. It's helped us to track files more accurately therefore get paid faster and have happier customers.
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.
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!
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
Simple to set up
Easy to navigate
Easy to teach others
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
This has helped us track our project exponentially better...as long as everyone enters the data.
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.
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.
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!
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.
We're so glad you've found a home with JobNimbus, and I hope you know we'll keep building value into your business as time goes by with new features, updates, improvements, and best practices.
We're also working on improving that learning curve, so hopefully in the future you'll have a easier time making changes to your workflows and customizations!
Prior to using any sort of job management software, we created proposals in word and invoices in excel. This made for double data entry, clerical errors, and invoices going unpaid due to inability to easily track progress.
The ability to quickly and easily create, modify, send, and track estimates and invoices. There are a TON of other functions that our office does not make the best use of, but it's nice to know they are there if we decided to change our procedures.
I'd like the ability to further customize the estimates and invoices general templates. The way the items lay out on the page isn't always ideal. Also being able to change font, bold or underline within an item description would be great.
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.
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.
For the mobile app, you'll be pleasantly surprised to know that we are very much already deep in the process of giving our mobile app a fresh coat of paint to standardize the UI across all pages and functionality, as well as doing performance updates, bug fixes, and increasing the general usability. Be on the lookout for updates to the mobile app coming your way soon!
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.
Eric, thank you for taking the time to leave us such a great review. We love hearing about how some of our favorite features worked well for your team. It sounds like you ran into some issues around human error among your team, and we're wondering if using Days in Status on our Boards view might help. Also, additional automation and customization may help. Our team would love the opportunity to help you troubleshoot that. At your convenience, please contact our manager Ronnie Smith at [email protected] We want to help your team get the right solution for what you're doing!
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.
This is has been a great tool to keep track of projects and to track my employees. Thank you!
I loved that it is SO user friendly. This is very important to me as I have some team members who are a bit dated in their usage of computers and software. This is very user friendly and easy to maneuver. I love how you guys are constantly updating, there are many ideas floating out there and since you are listening to them and doing what you say, its a huge incentive to stick with you. You're not afraid to grow and we love that.
It's difficult to get someone on the phone to help. I honestly don't have the patience or time to wait for emails all the time. I need help and a response immediately, so having a call service that is immediate response would be VERY beneficial. Please keep our ( the consumers) wishes in mind for more growth. I am YEARNING for the capability to edit my font in the email platform and to be able to add a second email.
Thanks so much, Samantha! We're so happy JobNimbus has been a great tool, and we're glad most of all that you know we're listening and always tryin to add value to your workflow.
You'll be pleased to hear that our support team is working on some big initiatives to tackle those wait times. We've had a ton of growth so they're working to handle that volume and have some new ideas coming soon which should make them much easier to get ahold of! Please keep trying when you need help and each time should get better and better.
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.
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.
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 .
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.
Creating reports is awesome. We can get our information immediately and understand the state of our company and to know what decisions to make.
User-friendly, easy to use and to teach people how to use it.
Don't like how the notes don't follow a thread. Each time that someone replies to a note it goes to the top instead of under the note that they are replying to. This is annoying because there can be 10 notes between the note you are replying to and your reply so following is confusing.
8-10 cant bitch too much
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 keeps us organized!
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.
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).
Tracking our customers better than pencil and paper.
Ease of use and easy to get team members trained on it
When sending estimates and invoices to customers the system does not allow the sending of a custom email message. One has to select from templates and for our remodeling business, these change daily. A work around that we use is; we send the estimate to our email, then we customize it to fit the situation then email if from there. We have learned that out customers do not recognize the jobnimbus email address and sometimes discard it.
Quickbooks does an amazing job at allowing COMPLETE customization of an email when sending estimates or invoices.
Everyone having access to online files negates a lot of unnecessary questions and gets everyone one the same page a lot faster then everyone having a different part of a very large paper file. Over all communication is easier and also open for all in Job Nimbus, it benefits us greatly when referencing different segments of our daily activities.
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 has worked really well for our Roofing company. We are able to communicate better with our customers and employees.
How quickly we were able to transfer over, and the capabilities of the software. I like that we are able to put all forms/docs and pics into 1 job file in one location.
The sync with quickbooks does not really work.