JobNimbus Erfahrungen

- 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

- 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

Simple to set up
Quick
Always improving
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

Everyone knows their tasks when they need to. The software is very easy to use. Everything we need is in one place

I havn't really found anything yet. Some staff say it would be nice to have an estimating part and/or an invoicing part

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.

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.

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

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.

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.

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.

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.

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

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

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.

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.

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.

Using JobNimbus is a snap, and you'll be up and running in no time thanks to its flexibility and ease of customization. What I particularly like about JobNimbus is how simple it is to add tasks and contacts and how flexible the calendar is. You can see exactly what's going on with customers, and the timetable makes it easy to keep appointments and responsibilities on time.

My main concerns are that I would want to see greater customization options in some areas, as well as upgrades to the mobile app so that we can do more processes with it.