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I love that it keeps everything for each client in one area. I can go back and look at past emails, texts, and estimates. I can make notes and store pictures. I also love contracts can be signed digitally Review collected by and hosted on G2.com.
I don't like that you can't sign the estimate or contract yourself without it wanting to send a signature request to the client. Not all the time do I want to send them a request to sign but I do want it to be signed by me on my end. Review collected by and hosted on G2.com.
Video Reviews
A lot of capabilities with a few hiccups.
67 out of 68 Total Reviews for JobNimbus
Overall Review Sentiment for JobNimbus
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Easy to navigate and find information that I am looking for... also easy to get the help we need regarding how to set things up most efficiently for our operation. Highly customizable platform. Review collected by and hosted on G2.com.
The way automations are set up could be less convoluted. For example, I am not able to set up a task type on the fly-- if I am setting up an automation that needs a specific task type that we don't have, I have to back out and go set up the task type first, then go back and and set up the automation. Review collected by and hosted on G2.com.
I love being able to manage claims from a dashboard. Being able to email from the app is one of my favorite features. Review collected by and hosted on G2.com.
I have no complaints at this time. Seems perfect. Review collected by and hosted on G2.com.
It links to other software like Sumo quote and Company Cam and Google Calendar. This saves us so much time! Review collected by and hosted on G2.com.
The texts and emails go through the system so sometimes that is confusing for customers. Review collected by and hosted on G2.com.
JobNimbus is always growing and adding new features that help our business grow and eveolve as well! Review collected by and hosted on G2.com.
It would be helpful to be able to edit more items within job nimbus to fit to out needs, such as contact information, adding a second email address, etc. Review collected by and hosted on G2.com.
I like how user friendly JN is. You are constantly bringing in new capabilities and features. Review collected by and hosted on G2.com.
I no longer have any dislikes. You've fixed all the issues since I started using it a long time ago. Review collected by and hosted on G2.com.
The potential for being able to streamline processes and procedures into a singular platform.
Our entire team was thrilled to get started with JobNimbus after our sales meeting and attempting to vet the service through their marketing and help resources. We thought, "finally! We can do everything we need to do in ONE PLACE!" Review collected by and hosted on G2.com.
While we were being sold on the software, it was "Yes, it can do that." or "Everything you need is baked right in!". Once we got to work with it, it was not nearly as intuitive or well thought-out as we expected.
The biggest issue, in my opinion, is that they rush to push out new features and integrations so quickly that they leave significant gaps in development.
Automations, for example, were advertised and sold to us a pretty useful tool... but there are so many missing rules and filters that using them can be extremely problematic. For instance, automations triggered by Invoices and Estimates trigger on all workflows, because there is no way to filter for the type of Estimate. So, if you have a different process for following up with your residential vs. commercial estimates and want to use a trigger... good luck.
In regard to the Quickbooks sync, we've experienced issues with our existing products and service in Quickbooks being completely overridden by similar (but not exactly matching) items we created in JobNimbus. This has messed up a LOT of our reports in Quickbooks including charts of accounts, profit and loss reporting, our classes and categories were wiped in some cases, and all of our historical financial documents containing those line items have been altered.
Finally, for a SaaS business, this is an extremely small team of people. The customer service department doesn't seem to have the bandwidth to talk to you when you actually need help, so if something goes wrong... be prepared to wait the whole week to have them help you to fix it. You're going to be SOL until they decide to reach out to you, and it's possible that they might not even help you because the issue that is keeping you from being able to operate as intended is "expected behavior"... and they may or may not have the time to explain to you whyyyy that is the case. In fact, they recently switched to a "virtual hold" system, so if you call for help you get to leave a message and hope that someone calls you back.
The feedback boards are suppose to be a place where you can site the issues that you're having and get them fixed. Unfortunately, the items that get viewed first are not always the most impactful to the overarching capabilities of the system. From what I have noticed so far... it seems to be the easiest things that get viewed first. In my opinion, there needs to be a team of developers for each area of the JobNimbus feedback boards.
The BEST thing that JobNimbus could do to improve would be to expand their human capital in customer service, training (because 9/10 times I call, I seem to know more about the existing parameters of the software than the customer service person I'm talking to), and development.
Amazing concept. SO much potential. Still plenty of good things.... but right now... it's as much a headache as it is useful. Review collected by and hosted on G2.com.
Easy to use and find info. Mobile app helpful. Review collected by and hosted on G2.com.
Nothing, it works very well for what we us it for. I do think we get to many email notifications for one transaction. Review collected by and hosted on G2.com.
I like the ability to run customized reports quickly and easily, and that creating contacts/jobs/tasks is relatively easy. The concept of boards is great as well and being able to click/drag contacts around as needed. Review collected by and hosted on G2.com.
Some of the features need to be tweaked- for example, when scrolling through a status on a board, if you click on a job and then go back to the status/board, you have to scroll all the way back through the status to get back to where you were. Another thing I would love is the ability to have multiple columns for the same status on a board, or a blank column on a board (for sorting through jobs/contacts). Review collected by and hosted on G2.com.
The best part of JobNimbus is that it integrates with a lot of other apps we use. Sumoquote, CompanyCam Etc. Review collected by and hosted on G2.com.
The downside is it doesn't integrate with the CRM we use for Estimates (Sumoquote) as well as we would like it to. It doesn't track our sales numbers from our estimates because the integration only drops quotes as a PDF into JobNimbus. Review collected by and hosted on G2.com.
