JobNimbus Erfahrungen

Keeping track of multiple offices, being able to talk to each user. Track conversations of with customers.

Would like to integrate excel with the program. I would like to separate different office managers from seeing each other's area.

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.

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

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

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

Nothing of any consequence. Keep up the great work.

That you can keep everything about a job all in one location. It’s very convenient and the software can do everything you need to complete the job start to finish

Setup and customization is not very easy and the support staff is not as familiar as they could be

It was aesthetic and super easy to use, with everything very intuitive

There were some things i couldnt find like putting notes or somthing, and sometimes a little slow

We've been using Jobnimbus for about 3 years now and the built in functionality with payments, Quickbooks and job tracking have made our lives so much easier. All photos and documents get uploaded directly from our phones out in the field for sales and invoicing made simple.

No functionality for e-signatures... Like, we can let customers pay their bills right thought a huge green button on the email, why not have a huge blue button saying "approve estimate." Make it easy for people to say yes to us, then store that on the cloud with everything else...

It's inexpensive and it's fairly easy. Most competent owners can set it up the way that they would like, instead of having to pay the company to do it for them.

The mobile app is pretty good.

Support is awful. You send an email and wait for a response. Phone support consists of leaving a voicemail and getting called back. Feature suggestions are ignored. We have a ticket open regarding QB sync for months now, escalated to senior development.

No one at JN wants to be the best. No one reaches for the brass ring. No one wants JN to absolutely be the best that it can be. Pay your bill, take what you get. That's all. I would never recommend this to anyone. We will likely stay for a while because retraining a whole team is a pain, but I would advise anyone considering JN to stay away.

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.

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.

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.

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.

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.

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.

User-friendly, easy to use and to teach people how to use it.
Reports

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.

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.

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

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