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.

Very user friendly for roofing companies

Opmerkingen: 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).

Pluspunten:

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.

Minpunten:

At times, the permissions were a little confusing when assigning jobs to employees/users, however, once we figured that out, it has been flawless.

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

Must Have

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

Pluspunten:

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.

Minpunten:

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

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.

Keep developing...needs improvement but great tool.

Opmerkingen: Great so far

Pluspunten:

Ease of use and ability to manage information is going to correct people in our organization

Minpunten:

Tasks on a timeline/visibility for one assigning it.

A Construction Professional’s Best Friend”

Opmerkingen: I have valued the helpful customer service offered by JobNimbus, which helps with queries and problems.

Pluspunten:

Users can access the platform while on the go thanks to JobNimbus' mobile app.

Minpunten:

Several users have had trouble personalizing the software and having it sync with other programs.

Could be a little better, but did what we needed at the time

Opmerkingen: Overall, it worked while we needed it. We did switch to another program but only because we felt that JobNimbus was expensive in comparison to a program that had more capabilities.

Pluspunten:

We loved the home page. It kept all our leads, sales, and jobs in separate but very organized views.

Minpunten:

Searching was a little difficult because it didn't connect jobs to signed contracts, so a client's info was in two separate places. And lets say they added something later, it would be even more difficult to find.

JobNimbus

Pluspunten:

It provides real-time tracking. Data protection is also highly guaranteed.

Minpunten:

It is difficult to use for non-experienced users.

It works if you put in the work.

Opmerkingen: It was alright; it felt like we were overpromised a little. I expected that from a SAAS company. If we were a little bit larger with a better rollout, we would probably still use JobNimbus

Pluspunten:

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.

Minpunten:

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.

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.

JobNimbus is a great program but

Opmerkingen: JobNimbus was GREAT! Just a little too pricey compared to another program that has everything they have.

Pluspunten:

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.

Minpunten:

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.

JobNimbus--An app with heart and great potential

Pluspunten:

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.

Minpunten:

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.

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

Job nimbus

Opmerkingen: Job nimbus has worked really well for our Roofing company. We are able to communicate better with our customers and employees.

Pluspunten:

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.

Minpunten:

The sync with quickbooks does not really work.

Helps organize customers per need and service

Opmerkingen: Organization. Knowing where we are with each customer. Example: Customer was sent an estimate through email from Job Nimbus. The program records the actual estimate, when it was sent and price. Customer calls looking for an estimate and we have an answer for the customer. Job Nimbus also provides a pop up list while typing partial information which is helpful at times. Example receiving a check in the mail from realtor which usually has no info from actual address or customer but invoice # is provided. Job Nimbus allows you to type in just the invoice number or just the address, or partial name to find the job. I am so thankful for this program and would highly recommend it to anyone with a high volume of customers to stay organized.

Pluspunten:

This program organizes customers point of service from lead to paid and closed. Job Nimbus keeps track of payments and allows notes to be put on each customers profile. It also allows pictures and notes to be shared by email to the customer-providing a record for both the company and customer. We work with a lot of realtors-Job Nimbus allows us to list different jobs under the same name to keep order to the many properties they service. I find Job Nimbus to be user friendly. It saves templates for estimates and allows changes to be made when needed for specifics per customer. It keeps track of accounts receivables, the age of opened account, it shows categories of work in progress, and work that needs scheduling . We have become more efficient as a company since we've started using Job Nimbus.

Minpunten:

After taking payment or clicking into anything in the financial section of the program, you always have to refresh the account. The program does not allow you to make multiple payments unless you refresh and go out of it.

Love hate relationship

Opmerkingen: I stay because I haven't found anything else that integrates project management, crm and a calendar in one software. But I consider leaving often with the lack of progress on the development side or communication from their development team on what is forth coming. They seem relatively new so I think they have been set on just finding new customers, but without matching growth with new features, they aren't looking at retention very seriously. If you are considering them, check out their https://jobnimbus.uservoice.com/ to see if your needs on specific features will be met.

Pluspunten:

Integrated CRM was a big deal, it was hard to find anything else that was a combination of calendar, crm and project manager. This does fill the job of being all in one. The interface is clean and easy to navigate.

Minpunten:

Customer service is actually pretty quick to respond and friendly to deal with BUT they can't do anything. Most of our issues have been limitations to the software and they tell you to fill out a feature request but then the development team completely ignores or doesn't update any of the feature requests. Some requests, that really are basic, have been sitting out there for YEARS with no response on if and when the development team will do them. I also am frustrated with the lack of ability to fine tune what fields and options are used/not used. It is time consuming to create a new project or customer contact because there are a lot of fields and no AI that will help autofill entries based on previous data. Example you might have a dozen customers that all work for the same firm/company but you have to enter EVERY field for that person and their location instead of it trying to suggest similar data for your entry as you start typing.

JobNimbus: A CRM And More For The Modern Contractor

Opmerkingen: JobNimbus allows my company to run more efficiently, with powerful tools for analytics and customer tracking. Every person in the administrative team in my company uses it every day, with no major complaints or issues. The customer service is excellent and there is a lot of content online published by JobNimbus in order to make the admittedly steep learning curve feel a lot better.

Pluspunten:

JobNimbus strikes a good balance between user-friendliness and power. While initially, the software can be overwhelming, it is easy to learn after spending a few minutes to really get to know the program. Additionally, there are training resources available online which make the process even easier. This means that you are able to use the extremely powerful tools that JobNimbus offers after a few hours of training and working around in the software. It allows you to do everything that you would want a CRM software to do, and then some. Additionally, there is a sales pipeline functionality that I personally don't use, but our sales team does, and it allows them to stay on top of every incoming lead.

Minpunten:

There are several areas that are still (to the best of my knowledge) in development, including integrations with other apps - specifically Zapier. Zapier is an essential integration, and as of the time of writing, JobNimbus does support it - just not with custom fields. I believe that this is a big missing feature, and the only significant issue I find with the program.

How did I get by without Job Nimbus?

Opmerkingen: 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.

Pluspunten:

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!

Minpunten:

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

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.

Job Nimbus

Opmerkingen: This software allows us to manage all of our clients and projects from one seamless platform, either from Desktop in Office or Mobile Ap in the field.

Pluspunten:

Flexibility - We can adapt much of the software to meet our specific needs as we go. Learning Curve - This is fairly easy to learn software, and the online tutorials are good. Support - The support team is exceptional, they are knowledgeable and quick to resolve issues.

Minpunten:

Speed - The system is overall acceptable, but slower than I would like, especially the Mobile Ap. Mobile Ap still needs some work, but they are always improving based on user feedback.

The best tool for partnerships to perfectly organize invoices and customer records

Opmerkingen: JobNimbus has helped companies get rid of large amounts of paperwork and records that used to be tiring salespeople and accountants with sorting and keeping them. With JobNimbus we no longer need that, as all customer records, data and orders are kept in a safe place, in addition to that, preparing sales reports and tax records has become much easier.

Pluspunten:

The most part I love about JobNimbus is the ready-made templates that it provides, which gives you the ability to issue custom invoices in the name of the company and has the same format for all customers, and I also like how all data is stored in the system and how to extract reports and budgets with ease and in an organized manner. With JobNimbus, you will have an integrated system that contains all records and documents and eliminates the need to prepare and store many forms that are difficult to understand and find when needed.

Minpunten:

Everything in JobNimbus is organized as required, there is nothing unwanted to mention, JobNimbus has an amazing interface, it is very easy to handle, and the company reps can handle it efficiently.