JobNimbus

I have been using JobNimbus for a few years and am very happy with the service, price, and features.

Aspetti positivi:

Support, and that they are striving to make the product better. The automation feauture is great, saves a lot of time.

Aspetti negativi:

If you lower your users you have to change the subcription separately. Some learning curve on the system.

It works if you put in the work.

Commenti: 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

Aspetti positivi:

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.

Aspetti negativi:

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.

BEWARE: JobNimbus [sensitive content hidden] is not Company [sensitive content hidden]

Commenti: Whoever owns the email that signs up for JobNimbus owns your JobNimbus account. Ownership and management of the company associated with the JobNimbus account does not matter.- [sensitive content hidden] , JobNimbus [sensitive content hidden]

Aspetti positivi:

Hard to describe the pros of the product when you can no longer use it.

Couldn't Live without it!

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Happy Overall

Commenti: Clear layout, easy to navigate and implement. I have used many CRM's, this one is by far the most simplest and yet thorough format I have utilized. Enjoying it over all.

Aspetti positivi:

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.

Aspetti negativi:

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.

JobNimbus is budget software with many bugs. Sign up to be guinea pig!

Commenti: Ive used JobNimbus overall for a year- I still continue to use it because Ive already set it up and transferred my sales force over here. The customer support is quick to help when you need it on anything simple. Anything over low level complexity is not going to get fixed and you'll have to deal with it. Some issues I have, if you are in an area with reception issues, you will have zero ability to pull up contact details or address. You better make sure you have the right information before you go to these job sites. No notes, no phone number, nothing will be available. The downtime, there's lots of it. Enough that if you're in the middle of typing up a long estimate with lots of details notes and pictures, if anything crashes you LOSE ALL YOUR DATA. Remember back in the day before autosave? Kids lose term papers and everything. Well job nimbu does you worse than that. You'll lose entire sets of work you did if the system goes down or you have an internet issue. The other HUGE ISSUE i have is that the software constantly prints a SECOND PAGE on estimates an invoices for customers and subcontractors. Their software was written by third world countries (probably the same guy who wrote the Boeing airplane trim level software) If you write too many lines it will kick a blank second page out. So you print this, it prints two pages. You send it to a client, it sends them a two page PDF, which the second is blank. Its unprofessional. For the last year the company has said, just mak

Aspetti positivi:

The software works overall to manage many different areas of your business. However, it does none of them well. It does a good job of keeping everything in one place but what good is that if it still has lots of bugs that the company refuses to fix?

Aspetti negativi:

BUGS! Lots of Bugs!!! No offline version. This is a cloud software. It routinely goes down and locks you out of your customer data and job information. If you are doing jobs in rural areas or areas that lack reception you will be unable to access your job nimbus in ANY capacity. The other HUGE ISSUE i have is that the software constantly prints a SECOND PAGE on estimates an invoices for customers and subcontractors. Their software was written by third world countries (probably the same guy who wrote the Boeing airplane trim level software) If you write too many lines it will kick a blank second page out. So you print this, it prints two pages. You send it to a client, it sends them a two page PDF, which the second is blank. Its unprofessional. For the last year the company has said, just make it print one page. Well even if you do that, it still says 1 of 2 pages and the customer asks you where the second page is. They want to know what it says on the second page before they approve an $40,000 estimate.

Love the Nimbus!

Commenti: I love it. I use it everyday to keep track of where my company is in sales, where leads are in the process and where jobs are in production

Aspetti positivi:

Ease of use! Doesn’t take a super skilled computer programmer to operate

Aspetti negativi:

Wish there was a service option for when homeowners call for something on the project you completed that is covered under warranty.

Myers Roofing review

Commenti: Overall, It has been a great tool for everything we need!

Aspetti positivi:

I like being able to add customers and then right away you can schedule them and make any changes very easily.

Aspetti negativi:

It would be nice to be able to edit e-mails and see them before they are sent to the customer.

It works great

Aspetti positivi:

I like how it is customizable to our needs.

Aspetti negativi:

Some of the estimate formatting can still use some tweaking.

Job Nimbus is great for Roofing!

Commenti: Its been wonderful - onboarding was so easy with their help and customer service has been prompt to answer any questions we've had.

Aspetti positivi:

Job Nimbus has helped so much with our organization and customer communication. Its so easy to customize to our needs and I love that!

Aspetti negativi:

I would love for the scheduling features to be updated a bit and to be able to manage not customer projects - administrative projects - within JobNimbus

JobNimbus is a great program but

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

Aspetti positivi:

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.

Aspetti negativi:

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.

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

Commenti: 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.

Aspetti positivi:

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

Aspetti negativi:

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.

HMC Roofing

Commenti: Very helpful for my growing business.

Aspetti positivi:

The simplicity of scheduling all my business needs.

Aspetti negativi:

Sometimes when transferring through tabs the program starts to glitch out.

Awesome!

Commenti: So far, great!

Aspetti positivi:

Easy to use for beginner companies such as my own

Aspetti negativi:

Honestly, have used it for a couple years but really just started diving in so I'm still learning all the small things.

Great concept for construction companies - Massive room for improvement

Commenti: 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.

Aspetti positivi:

- 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

Aspetti negativi:

- 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

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

Commenti: 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.

Aspetti positivi:

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!

Aspetti negativi:

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.

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

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Love hate relationship

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Good, but not great

Commenti: Overall this platform did what it said it would and did help us move our business from analog to digital. However, it just wasn’t robust enough for us in the end. We moved to Acculynx.

Aspetti positivi:

Pricing/proposal templates were easy to use and easy to customize. Loved the mobile app, especially a big fan of the called ID feature. Robust, useful sales tracking report system.

Aspetti negativi:

At the end of the day, JobNimbus just didn’t have enough features to justify the continued expense. The other nail in the coffin for us was the lack of useful in a Gratian with our accounting software.

JobNimbus Keeps Us Organized

Commenti: It is amazing to go from the folder world to having all of the information electronic. We still keep folders but the need to keep them over time will diminish the more years that we use the Nimbus. Also with the Nimbus being able to be accessed from the jobsites if something is left at the office it is able to be retrieved.

Aspetti positivi:

I like that this software is easy to use. The app is good for looking up information on the go and uploading job photos as the salesman is on the job. The invoices and forms are very professional looking.

Aspetti negativi:

There are lots of places to do the same thing which can get confusing from time to time especially new users. I know it is not accounting software, but it would be nice to be able to send an invoice off of the Nimbus with payment options that would integrate with QuickBooks. The invoices generated from Nimbus are much nicer than those from QB, but because the ability to do that is not integrated we are forced to send online invoices from QB.

How did I get by without Job Nimbus?

Commenti: 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.

Aspetti positivi:

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!

Aspetti negativi:

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

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Innumerable Options to Build a CRM that works for YOU!

Commenti: I appreciate how hard they strive to push for new integrations, like payment-processing software, and photo-taking software. At the rate they're pushing for new partners, it won't be long before they're a legitimate one-stop-shop as far as CRMs go.

Aspetti positivi:

I can change, re-order, rename and add details, options, and choices that allow me to make this CRM exactly what our company needs it to be. They also continue to strive to create new integrations, pushing the software's value forward all the time.

Aspetti negativi:

One the (rare) occasion there is an issue, it's really hard to get in touch with customer service, and receive a timely response.

Job Nimbus

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Review of Job Nimbus

Aspetti positivi:

-Ease of access/mobile options -Organization it provides my business -Amount/diversity of info I am able to upload, use, edit, and keep track of in the program

Aspetti negativi:

It could be a little more user friendly. I am young and grew up in a generation that relies on technology for everything so it was not difficult for me to navigate. However, the owner of the company I work for is older and has somewhat of a difficult time with technology so he hasn't been very easy teach how to use the program.