JobNimbus reviews

JOB TASK SCHEDULING,CLIENTS MANAGEMENT AND JOB TRACKING MADE EASY

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Couldn't Live without it!

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Jobnimbus

Opmerkingen: They have a very nice CRM

Pluspunten:

Great way to input and store client information

Minpunten:

Integrations are spotty at best. Does not do accounting how we wouldve liked

Great concept for construction companies - Massive room for improvement

Opmerkingen: 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.

Pluspunten:

- 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

Minpunten:

- 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

Sharp Construction Thinks JobNimbus is Amazing

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Very Fungible.

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

Pluspunten:

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.

Minpunten:

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.

Best Roofing CRM!

Pluspunten:

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.

Minpunten:

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

JobNimbus, simple but powerful CRM

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

Pluspunten:

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.

Minpunten:

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

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

Pluspunten:

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

Minpunten:

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.

Simple, Affordable and Easy

Opmerkingen: 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

Pluspunten:

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

Minpunten:

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

Not satisfied

Opmerkingen: There isn’t enough support with setting this up. You can get a 30 minute appointment but may need longer well guess what you’ll have to wait and schedule another time. Good luck getting anything accomplished.
If you have a simple company without a lot of data to enter into financials may be a good fit. I would highly recommend looking else where for a CRM.

Pluspunten:

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

Minpunten:

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.

Review

Opmerkingen: Work order and sub-contractor management.

Pluspunten:

Overall it is pretty simple to use. I 've actually figured out some of the support issues that your support team couldn't figure out. Also figured out a couple of work arounds to make the system more useful for my company.

Minpunten:

Your sections in the estimate templates. Currently I click on the section link to create the section but I then open up my notepad to enter the description so I can see the entire thing in order to proof read it. I then copy and paste it into the description field.

Great Total Workflow Solution

Pluspunten:

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.

Minpunten:

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.

Tough to set up...then worth it

Opmerkingen: We had a few integration issues that took a long time to fix, but the customer support team seemed to hang in there with us until resolved.

Pluspunten:

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

Minpunten:

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

A guy who needs everything to be simple

Opmerkingen: 8-10 cant bitch too much

Pluspunten:

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

Minpunten:

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

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

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

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

Opmerkingen: 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!

Pluspunten:

-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

Minpunten:

-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.

Almost there...

Opmerkingen: This has helped us track our project exponentially better...as long as everyone enters the data.

Pluspunten:

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.

Minpunten:

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.

A great start to bringing software into your company

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Good program as long as every person in the company is devoted to using it.

Pluspunten:

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.

Minpunten:

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.

Wonderful program but a couple points of constructive criticism

Opmerkingen: 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 .

Pluspunten:

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.

Minpunten:

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.

Job Nimbus is very beneficial!

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

JobNimbus Daily Use

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Has some really great features but lacks in a few areas.

Opmerkingen: JobNimbus has lots of really cool features, fairly easy to operate and seems to be making constant improvements.

Pluspunten:

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.

Minpunten:

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.

Get everyone on the same page from Sales to Operations, for each particular customer

Opmerkingen: The best business problem being solved on a daily basis by JN is Coordination. Many people have to touch every customer and it is rare that all Company people get to talk directly about the details of any given customer or project, but with a consistent way to consolidate all of the information, we as a Company are much more effective than we have been in the past.

Pluspunten:

Being a consistent storehouse of information for all aspects of a project from prospecting through estimating, through production through installation and closeout, JN does a great and easy job of collecting and organizing all. As with any software platform - the more you put in the more you get out. The most effective people in the organization utilize as much of the functionality of JN as possible - and it shows!

Minpunten:

While I LOVE the fact that it translates from your laptop to your phone - sometimes when tracking an email in Outlook it makes me sign back in to JN often - a quirk I'm sure and ultimately better for security. Other than that I think the package is top notch.