JobNimbus offers a way to simultaneously manage projects, tasks and contacts/leads using one application. The CRM and PM tool can be used to create, schedule and assign tasks. JobNimbus lets you create and define workflows, moving tasks across multiple stages before completion. You can use the app to access important client information and to update lead details on-the-go, from any device. All your documents are securely stored within JobNimbus, allowing you to send and share files to selected team members and clients.
With JobNimbus, you can also manage your sales documents. The app allows you to create estimates, invoices, proposals, work orders and contracts. You can automatically apply tax rates and quantities to estimates and covert these to invoices in a few steps. Documents can be auto-filled and templates saved for future use. Further project management features include scheduling and calendar organization, with notifications on task progress, JobNimbus also integrates with Google Maps and Google Calendar for further project organization.
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.
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.
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.
Blaine, so glad to hear JobNimbus has been a net positive for you and your team. It's wonderful to know that your day-to-day hasn't been interrupted by the issues mentioned, and we do try to minimize those, but this feedback gives us even more insight into how the app and desktop versions have worked best for you. Thank you so much for the feedback. We are working toward these improvements and will notify customers when they are available. Also, on behalf of our Training Manager Ronnie Smith, thank you for the kind words about our training program. We aim to deliver world-class training, because we know you're busy! Thanks again for making our day.
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!
-Easy to use
-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
-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.
William, thank you for your considerate and honest feedback. We love serving customers like you, and we definitely regret that you have waited to hear back from us. This is very helpful feedback, we've notified Support, and we will study this to make sure our intended availability is true to customer experience. We know you have a lot going on, and we want to be available for your questions. Thank you for the feedback on pricing as well. We strive to keep everything affordable, from our low monthly user prices to our optional world-class training. Most of all, thank you for your time, and please know we love having you in the JobNimbus family!
We are one of those companies that started with pen and paper alone. As our business grew, we started falling behind because we spent so much time doing what is now accomplished with JobNimbus. This program is absolutely a game changer for us. It brings almost every aspect of our company into one place. Everything in a customer file (or any other "contact type") becomes searchable by nearly any piece of information pertaining to that contact. Any number of contacts can be made "related", making all correspondence between related parties available in one spot. That includes contact information, emails (yes, emails!), attachments, estimates, invoices, budgets, material orders, etc. The way that the estimate/invoice/material order system is set up allows you to create separate templates for quick, easy, and all inclusive documents. You can even create different price lists for different suppliers and/or locations. They eliminate the need to write multiples of the same information (i.e. you can turn an estimate into an invoice, material order, or work order). Work orders can be assigned to any sub-contractor and placed onto a board that is categorized into a workflow that you can completely customize by whatever steps of the job your company has. It's extremely versatile in that regard, and once you determine how you want your workflow to operate it is very functional. You can use the budget feature to track costs on a job and calculate commissions. I could spend all day ranting about all the features that JobNimbus offers, but it boils down to this: JobNimbus offers tremendous value to your company. One more note about their support and development team. I had a TON of questions during the implementing of JobNimbus into our company and was on the phone with support a LOT. They were always very accommodating and patient with me, providing me with answers and resources at every turn. Over the course of the past few months alone, there have been MANY updates, both web version, and mobile app. They have a great feedback section on their website and they DO listen to user input. I am excited to see how far they will go from here and have enjoyed watching them grow into an industry leader.
Several integrations with major programs (EagleView, Quickbooks, Sales Rabbit, naturalForms, Accurence)
Ability to create custom reports to help your business monitor
There are no cons.
scheduling and communication have been greatly improved. It's helped us to track files more accurately therefore get paid faster and have happier customers.
Ease of use is incredible. Although it does take some time to set up initially, once customized it's a breeze. The communication with our team has been streamlined and everything is documented automatically (when used properly).
There are a few things I'd love to be able to do that are not currently an option. For instance auto tasks would be awesome. If I could set it up to when I move a file to a particular board it would set a task automatically for a particular person (or group of people) that would be amazing.
Thanks Matt! You'll be pleased to know you can already create auto-tasks at certain points in your process. You can go to the Automation tab in Settings and create a rule that triggers on Status to Create a Task and assign it to whomever you'd like. Here's a tutorial on how to do that: https://www.jobnimbus.com/blog/2014/01/14/how-to-set-up-workflow-automation/
We actually just launched Time-Based Automation, too, so you can do even more crazy cool stuff without lifting a finger. Check more out here (https://support.jobnimbus.com/hc/en-us/articles/360024907171-Time-Based-Automations) and please reach out to our support team with questions on getting this stuff set up, they'd be glad to help!
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.
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!
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.
We're so glad you've found a home with JobNimbus, and I hope you know we'll keep building value into your business as time goes by with new features, updates, improvements, and best practices.
We're also working on improving that learning curve, so hopefully in the future you'll have a easier time making changes to your workflows and customizations!
For plan details, visit https://www.jobnimbus.com/pricing
*Free 14 day trial, no credit card required
• Sales Documents: Create proposals, contracts, work orders, invoices and estimated that can be filled in automatically and saved as templates for future use.
- Add a digital signing option.
- Apply tax rates and quantities
• Time tracking: Set time estimates on tasks and log the time it takes to completion. Gauge the time to completion on tasks with progress bars on the dashboard.
• Google Calendar, Maps and Email integration: JobNimbus integrates with Outlook, Gmail, and Yahoo Mail to automatically attach emails to contact records. You can also plan your day using the Google Calendar and Google Maps integration.
• Workflow automation: Tasks can be automatically created in JobNimbus based on set actions and triggers. Mark multiple steps in your process and define how jobs progress.
• File sharing: JobNimbus lets you store a database of documents and photos. You can send documents to customers and partners from the system.
• Reports: Generate real-time reports on job status, profit margins, and other custom reports based on your defined KPIs.
Voici quelques-unes des questions fréquentes sur JobNimbus.
Types de licences disponibles pour JobNimbus :
À partir de: 25,00 $US/mois
Type de licence: Gratuit, Abonnement
version d'essai gratuite: Disponible
For plan details, visit https://www.jobnimbus.com/pricing
*Free 14 day trial, no credit card required
Fonctionnalités du logiciel JobNimbus :
Utilisateurs habituels du logiciel JobNimbus :
Auto-entrepreneurs, Entreprises de taille moyenne, PME
Langues dans lesquelles JobNimbus est disponible :
Types de licences disponibles pour JobNimbus:
Appareils pris en charge par JobNimbus :
Android, iPhone, iPad
Applications s'intégrant à JobNimbus :
BirdEye, Cognito Forms, Contractbook, FastField, Google Calendar, Mailchimp, QuickBooks, QuickBooks Online, SalesRabbit, Zapier
Ressources d'aide disponibles pour JobNimbus :
FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo