JobNimbus

Vorteile

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.

Nachteile

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...

Vorteile

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.

Nachteile

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.

Vorteile

- 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

Nachteile

- 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

Vorteile

I like that the software is easy to use. It's simple enough that you can easily navigate through the system. It's also flexible to allow you to set up jobs and use it as you see fit. You can also format the job add screen to include anything you feel you need for your business. The systems allows you to set up templates for estimates and invoicing. Also, I like that estimates can be converted to invoices without having to recreate the information.

Nachteile

I feel that the reporting aspect of JobNimbus is not the best. It is difficult to get what you need from the system. We often have to run multiple reports, dump them into excel, and then sort and merge to get the data we want.
I wish the system allowed you to duplicate invoices and duplicate estimates and invoices to other jobs. That would be helpful.
Creating templates in the system can also be cumbersome.

Vorteile

The efficiency, ease of customization, integrations make operations more fluent. The overall functionality and details built in helps my business tremendously keep organized.

Nachteile

At first I did not like how I was unable to know if emailed invoices, estimates, etc were delivered or opened by the end recipient.
After communicating the issue to tech support it was resolved a while after.

Other than that I would like to see a “select all” or “multiple select” feature for pictures after attached to custom file where a mass delete can be done.