How to Upload Excel Estimates to Jobnimbus
What are JobNimbus users saying almost the software?
User Review Highlights
Ease-of-apply
out of vCustomer Support
out of fiveValue for coin
out of 5Functionality
out of 5-
"The best thing about JobNimbus is the staff behind it. The customer service is outstanding."
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"I like the ease of use on the smartphone and simple to navigate."
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"I similar the simplicity, everything is laid out very simply and easily. It is easy to customize boards and easy to sync calendars."
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"I hate all the double and triple entries that have to be made. There are well-nigh 100 steps to put in an appointment with a new customer."
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"TERRIBLE mobile apps (IOS & Android). It's so bad our field guys have resorted to opening the desktop version on their browsers."
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"Once it messed up my time and I missed multiple appointments."
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Showing one - 25 of 445 reviews
Stephen Olawale
Verified reviewer
Company size: 2-10 employees
Industry: Construction
Time used: Less than 12 months
life has existence like shooting fish in a barrel, the tension we get from tenant/client, that we should to their respond to their services failures has reduced, and get response from our squad quickly.
My firm take existence got a job to manage residential facilities and building services maintenance for clients and developers, we had a lot of job and calls from clients for over a year, with out a software, finally when we got a recommendation, we started with a trial version, the awarding was easy to learn through the help of videos, and the customer intendance response,tracking our jobs, technicians and client information and emergency needs on a mobile application software was a break through for my firm.
Learning how to utilize the software with just videos was difficult, information technology would have existence easier, if the customers intendance line tin can be available to respond at every instant,preparation the technicians and advising our client to subscribe to this application was not easy, only they now enjoyed its, they get their problems solve on just with the awarding on their mobile devices.
Thanks, Stephen! Nosotros're working on improving our app instruction and onboarding, and then new features should be easier for you to learn and get going. We appreciate your feedback!
Visitor size: 2-10 employees
Industry: Construction
Time used: Less than 2 years
Nosotros have been bringing on additional salesman and being able to track the leads that nosotros distribute has allowed us to see who is weak and where. We accept also used JobNimbus to increase the amount of reviews that are coming in (93 five Stars and counting). Information technology has allowed us to measure lead success or failure, which has whet the taste buds to have more understanding and to discover deeper ways to measure our success in other ways. It makes y'all realize what could be if..... When you have questions that a product similar JobNimbus answers, it makes you realize that with a little extra try, yous can explode your business. We are thrilled to have establish JobNimbus.
Nosotros did non come from another CRM to this platform. This was our offset feel and the pick to team up with JobNimbus has been exactly what we were hoping and looking for to assist manage and abound our business. The automation features are, by far, what we accept enjoyed the about. Calculation automation has helped united states of america seal up the cracks that occur when taking a client thru the construction process. Nimbosa, equally we affectionately telephone call it for no credible reason, has been a major factor in leveling up our company with regards to communication and customer management.
This requires thought, which, I think, means that we would have to search to find a trouble. Nosotros are anxiously anticipating the roll out of the tracking and measurement graphs that were dropped at the Orlando convention. So I approximate, the fact that those are not fully rolled out yet would be one of the things that could be a negative.
the product was geared for the type of structure we perform. We are predominately a roofing company and this bad boy, JobNimbus, was a perfect fit.
Thanks so much, Ryan! We're and then glad we institute yous guys, too, and are excited to build more powerful features into your workflow. Y'all guys rock! Affectionately yours, Nimbosa
Company size: ten,000+ employees
Industry: Construction
Time used: More than than 2 years
JobNimbus lets the organization to handle supply chains, sales, and warehouse activities efficiently and correctly. JobNimbus reports can besides be used to set up bookkeeping and tax records. JobNimbus has helped organizations get rid of vast amounts of paperwork that used to brunt salesmen and accountants. With JobNimbus, all customer records, data, and orders are safety, and preparing sales reports and taxation records has become much easier.
All firms need JobNimbus to organize the process of providing their ain documents, especially receipts and receipt vouchers. With JobNimbus, the company will have an integrated system that contains all records and papers, eliminating the need for vast amounts of paper records and the hassle of archiving them, peculiarly considering organizations take many paper forms that require extensive checking and searching for. 1 of JobNimbus'southward well-nigh notable features is its fix-made templates, which allow you lot to create custom invoices in the visitor'southward proper name and use the same format for all customers. She has the need. Its reports and analyses will help you arrange your finances and prepare budgets efficiently.
JobNimbus is simple to use and helps the company eliminate meaning volumes of paperwork and records. JobNimbus has an incredible interface, it is actually easy to operate, and the company reps tin can handle information technology promptly.
Company size: 11-50 employees
Time used: Less than 12 months
JobNimbus was built specifically for construction companies and offers an finish-to-stop solution, from Lead Acquisition to Invoicing. It's extremely hard to tweak and configure more "generalist" CRM'south and Project Management apps to fit the structure manufacture workflows and specific steps, so in that location definitely is value in this software. Although it is far from perfect, information technology offers an almost prepare-made solution for structure and roofing companies, assuasive for a fairly quick onboarding. The starting idea is swell, but it is definitely perfectible. The biggest flaw with JoNimbus is the fact that it has unlike workflows for Contacts (homeowners and people in general), and for Jobs (actual work being performed). While it sounds nifty, once you lot dig a little deeper, you realize that the pre-defined statuses for Contacts and Jobs are the aforementioned! This, instead of creating clarity and differentiating both aspects of a job, leads to massive confusions with low-tech employees: if a Sales Rep saves a contract under a Contact instead of a chore, the person looking for that contract under Task will non find it unless they wait under Contact. It might be hard to understand if you accept never used JobNimbus, merely the bottom line is it creates (many) mix-ups. Additionally, the mobile apps are so bad our people accept stopped using them and are opening the desktop version on their mobile devices. All in all, we are meliorate off with JN than without, but needs a lot of improvement.
- Designed specifically for Structure and Roofing companies - Stop-to-stop solution, from Lead Acquisition to Invoicing (non avant-garde financials though, it won't replace your accounting software) - Highly customizable (although not as much every bit we'd like or need) - reasonably priced when compared to alternatives, no setup fees - Great customer support
- Confusing workflows (more than 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 edifice somehow limited: no math formulas allowed, inserting tables and making them fit the folio is a hurting - The master dashboard and the constant notifications and task reminders are overwhelming instead of being useful
Company size: 11-l employees
Manufacture: Structure
Time used: Less than 2 years
JobNimbus was Neat! Simply a piddling too pricey compared to another program that has everything they have.
JobNimbus had everything we were looking for in a CRM for our visitor to keep rail of all of our customers and set tasks in each of their files and so no one was forgotten. Nosotros liked especially how you can assign multiple employees to a single task in the file.
JobNimbus ended up being too much money for what was offered then nosotros did end upwardly implementing a different CRM for our company to use but we all the same maintain i log in so we don't lose all of our prior customer'due south information/project notes.
Needed more than features which JobNimbus had everything nosotros needed.
Company size: eleven-fifty employees
Industry: Construction
Time used: Less than 2 years
Very good..large learning curve for some people, simply worth information technology in the terminate.
This software is bang-up for mean solar day to day operations, quoting, and tracking of construction jobs. The software is very fungible pregnant that you lot tin make it into whatever you need it to exist. Took a long fourth dimension to implement and getting it to fit what nosotros do perfectly but information technology is possible and information technology'south possible for y'all also.
Not a whole lot of cons hither. However in that location were some problems with syncing with QuickBooks that we had to work through. Also at that place is a huge limitation in the products and services itemize if yous desire to build ane. We run into issues with grapheme limits when syncing with QuickBooks online. QuickBooks online allows a 100 graphic symbol limit and jobnimbus only does 31. at that place's a very long work around to this to maximize the character limit in QuickBooks online, even so it means in putting the same product or service 3 times into the system. This would exist eliminated and or fixed if jobnimbus would remove there 31 graphic symbol limit in their product and service name.
At first it seems to bank check more boxes than others. Simply subsequently diving information technology yous realize how you tin make it into what y'all need it to be.
Needed a much more robust plan that handle all the solar day-to-day tasks that we have in doing construction jobs.
Company size: 11-l employees
Industry: Structure
Time used: More than 2 years
JobNimbus has been a tremendous boost to our company. We signed up early in the life of JN, dorsum when I had no idea what a CRM was. I was pretty sure nosotros didn't demand to spend money on whatever extra software, either. Man, was I wrong. The mobile app solitary revolutionized our concern. Sales people had all of the information at their fingertips, they were able to upload pictures of the jobs while they were onsite and the calls to the part were immediately cut in half. JobNimbus has enabled u.s. to double our volume several times because we are able to handle more work with fewer mistakes and fewer people. The recent integration with Buoy has been incredible! Nosotros at present build Fabric Orders in JobNimbus which pull from Buoy'southward online ordering portal. This eliminates both the time necessary for the supplier to enter our order into their organisation, and the opportunity to brand mistakes during this re-entry. We instantly know if we are wanting materials that our supplier doesn't stock. Maybe the best matter almost JobNimbus is that we no longer have to keep newspaper files! We still have the boxes from 2013 and 2014, just no more! And it is SO much easier to observe documents in JN than it was to dig through the boxes. We are huge, raving fans of JobNimbus! Sign upward today.
The arrangement isn't equally "pretty" as other systems
RazorSync is what we use for our air conditioning company, Koala Cooling. Acculynx didn't let us to customize our workflow.
Thanks so much, Scott! We're so happy to be a part of your amazing success and hope to go on assisting you guys with completing your business goals with each new year's day! As far equally the "pretty" goes, it's definitely something we're going to exist addressing, so stay tuned! :)
Company size: 51-200 employees
Industry: Construction
Time used: Less than ii years
A great experience overall, I've been able to synchronize other software that the company works with seamlessly and without issues.
JobNimbus is like shooting fish in a barrel to implement and it has integrations with much other software out in that location, I have been able to integrate with Leap, CompanyCam, Quickbooks, etc.
The pipeline management is not that fluid, information technology'south all the same a work in progress. Some other thing is that the Support is not that skilful sometimes.
It was the most "economic" one and compatible with all the software that we were currently using.
Mostly because Acculynx was not robust enough or fully compatible with all the software we were trying to integrate to.
Howdy Alex, Thank you so much for taking the time to review united states of america.
Visitor size: one employee
Manufacture: Structure
Time used: Less than 12 months
Overall I love the product and I am glad it is linked with other products to make running a business and then seamless.
The efficiency, ease of customization, integrations make operations more fluent. The overall functionality and details built in helps my business tremendously go on organized.
At outset I did not like how I was unable to know if emailed invoices, estimates, etc were delivered or opened by the terminate recipient. After communicating the issue to tech support it was resolved a while after. Other than that I would similar to see a "select all" or "multiple select" feature for pictures after attached to custom file where a mass delete can exist done.
It is linked with beacon who I worked for and at present exercise business concern with and so with that integration alone helps out a lot not having to double the work when estimating and ordering roofing materials. Also, every bit a contractor the overall set up, functionality, and options are more suitable for out type of business/ industry.
Cheers, David! If you haven't already done so, please submit these ideas to jobnimbus.uservoice.com so nosotros can brand sure our dev squad can consider those equally they build out new features and improvements. Give thanks you!
Company size: 2-10 employees
Industry: Construction
Time used: Less than 2 years
I don't experience the need to look for other systems. This one has all I need and I can hands look past some quirks
Simple to gear 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 prepare and utilise Some naming of sections are not intuitive
Jobber has too Many restrictions for what I need.
Company size: xi-fifty employees
Manufacture: Construction
Time used: Less than 2 years
Organization. Knowing where nosotros are with each customer. Example: Client was sent an gauge through email from Job Nimbus. The programme records the actual estimate, when it was sent and price. Customer calls looking for an estimate and we take an respond for the customer. Task Nimbus also provides a popular upwards list while typing partial information which is helpful at times. Example receiving a bank check in the post from realtor which usually has no info from bodily address or customer only invoice # is provided. Job Nimbus allows you to type in only the invoice number or just the address, or partial name to find the job. I am so thankful for this program and would highly recommend it to anyone with a high volume of customers to stay organized.
This program organizes customers betoken of service from pb to paid and closed. Job Nimbus keeps track of payments and allows notes to be put on each customers profile. Information technology besides allows pictures and notes to be shared by email to the customer-providing a tape for both the company and customer. We work with a lot of realtors-Job Nimbus allows us to listing dissimilar jobs nether the same proper 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 business relationship, it shows categories of work in progress, and work that needs scheduling . We have become more efficient equally a company since we've started using Job Nimbus.
After taking payment or clicking into annihilation in the financial section of the program, you lot ever take to refresh the account. The program does non let you to make multiple payments unless you refresh and become out of information technology.
This program was specific to the needs of the business organisation and is user friendly.
Customers were slipping through the cracks. Couldn't proceed track of leads, or if customers were followed upwards on,
Thanks for your review, Richie! I wasn't aware of this refreshing issue on the financials area. Have yous reached out to our support team on this? If non, please send the details of what you're experiencing to back up@JobNimbus.com and they'll investigate to see what tin be done.
Company size: 2-x employees
Industry: Construction
Time used: Less than 12 months
The best benefit is better oversight of everything going on in the entire visitor, and making sure that nothing falls through the cracks. Information technology 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 demand or want it it. After learning the software, information technology is very easy to use. I would recommend to anyone considering the program to get ahead and get the training. That made a huge departure for me and my staff. We tried going without the training at offset 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 consummate departure. 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 person, and experienced with both the software and teaching it.
You tin't zoom into the pictures that yous take without a few extra steps that are a hurting, and you can't view them easily when you desire to evidence a customer a particular photograph. I feel like the mobile app has glitches that can exist frustrating merely its nothing too crazy. I recommend using the desktop version on a tablet when your in the field and that resolves all of the bug I deal with using the mobile app. I idea it was a niggling difficult to learn to use without the training. After the training it was a breeze. I cannot stress enough the importance of the grooming if you are inexperienced with a CRM.
Blaine, so glad to hear JobNimbus has been a net positive for you and your squad. It's wonderful to know that your mean solar day-to-mean solar day hasn't been interrupted past the problems mentioned, and we do effort to minimize those, simply this feedback gives us even more insight into how the app and desktop versions have worked best for yous. Thank you then much for the feedback. Nosotros are working toward these improvements and will notify customers when they are available. Also, on behalf of our Training Manager Ronnie Smith, thanks for the kind words about our training program. We aim to deliver world-class training, because we know you're decorated! Thanks once again for making our day.
Visitor size: 11-50 employees
Industry: Consumer Services
Time used: Less than 12 months
JobNimbus has optimized my business and allowed me to bring in all my leads from various sources into ONE Single PROGRAM that tin can study 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 -Friendly staff -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 bachelor for mobile access -Superior reporting features for managers -Low cost to add together additional team members
-Every time I phone call them, it takes days for me to get a response (if ever). Granted, the online assist 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. -Certificate designer is lacking customization... needs comeback and/or additional document design programs. (Side notation: electric current document designer add-on is horrible.) -No route planning/mapping software which would make this the ultimate programme... -As well attached to the roofing industry still. Works fine for other industries, but its manifestly tailored to the roofing manufacture.
William, thanks for your considerate and honest feedback. We dearest serving customers like y'all, and nosotros definitely regret that you have waited to hear dorsum from us. This is very helpful feedback, nosotros've notified Back up, and nosotros will study this to make sure our intended availability is true to customer experience. Nosotros know you lot have a lot going on, and we want to be bachelor for your questions. Cheers for the feedback on pricing as well. We strive to keep everything affordable, from our depression monthly user prices to our optional globe-grade training. Near of all, cheers for your time, and please know we beloved having you in the JobNimbus family!
Company size: 2-ten employees
Manufacture: Construction
Time used: More than 2 years
It helps our company focus on our business, not on software.
It is elementary to use and team others to utilize. The people in client service and very friendly. Their software is very friendly to our users too.
I can't use forms that could assistance me with atomic number 82 follow upwardly... that I am aware of.
Price as one of many factors.
Price point was one factor.
Thanks, Tim! Could you lot let me know more nearly these lead followup forms that you're wanting? Please answer back to this message or email me at brad.hodson@JobNimbus.com and we'll meet what we tin can do for yous guys! Who knows, nosotros might have something right now that will work swell.
Company size: 2-ten employees
Industry: Structure
Time used: Less than 12 months
Overall, we are pretty happy with it. We volition continue to use it and build it out. So far, JobNimbus staff seems actually eager to heed to the needs of their customers and work toward solutions. That is a big plus for us. We don't mind growing with the software equally long as it is continually improving.
Ease of Use. JN has well-nigh of the features that we need as a remodeling company. Good support if we run into something we need help with.
Telephone app needs to be a little more than 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 information technology would be much easier to find contact in the appropriate workflow- filtering is too cumbersome.
JN had most of the features that we needed and it appeared that they were continuing to develop the software.
CoConstruct has a lot of the features we volition need as a remodeler and builder only the prepare-upwardly process is way also cumbersome for a small visitor whose leadership is highly involved in the daily activities of the company. Nosotros were going to accept to await at hiring someone only to do the backend inputting and then that it would be usable for us equally a company. At this fourth dimension, that did not brand sense for u.s.a..
Visitor size: 2-ten employees
Industry: Construction
Time used: More than ii years
Overall experience was expert for the get-go two years but every bit my concern grows, needs abound as well and this is where I'm finally needing the existent aid. But it's non being provided.
Very affordable, piece of cake to use for what it has, quick, very customizable,
I wish it had options to exist more marketing oriented than a pure project direction software. I'1000 and so frustrated right now because I don't want to leave them simply I need a lot of features added or customized and the support hasn't been good. I hope they would exist able to dedicate me more fourth dimension over the phone rather than only a tedious back and forth by electronic mail that may take days for me and them to figure out my needs. I never received an i on one onboard phone call. I'm not sure if all these support issues are because of the type of subscription I have is not one of the best. I but feel I'm not being heard, helped and cared for. I hope this changes earlier I switch to chore progress.
At the time I chose it I had goose egg cognition on CRM'southward. So information technology was good.
Hi Luis, Thank you for taking the time to write a review. I'thou so lamentable that you don't feel that you are beingness heard. We have escalated this to advisable channels to get your concerns addressed. We really appreciate your feedback and suggestions regarding hereafter features as well. Our team is e'er working on new implementations so our clients can practise that much more with their ain business. Have a great day, and give thanks you lot again for the review!
Company size: 2-10 employees
Manufacture: Construction
Time used: Less than half dozen months
Nosotros are one of those companies that started with pen and paper alone. Every bit our business grew, we started falling behind considering we spent so much time doing what is at present accomplished with JobNimbus. This program is absolutely a game changer for us. Information technology brings almost every aspect of our visitor into one identify. Everything in a customer file (or whatever other "contact type") becomes searchable by nearly any piece of information pertaining to that contact. Whatsoever 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/textile order organization is ready allows you to create carve up templates for quick, easy, and all inclusive documents. You can even create unlike price lists for different suppliers and/or locations. They eliminate the need to write multiples of the same data (i.e. you tin plow an estimate into an invoice, material order, or work club). Piece of work orders can exist assigned to any sub-contractor and placed onto a lath that is categorized into a workflow that y'all can completely customize by whatever steps of the job your company has. It'southward extremely versatile in that regard, and once you determine how you want your workflow to operate it is very functional. You can utilise the budget characteristic to track costs on a job and calculate commissions. I could spend all day ranting nearly all the features that JobNimbus offers, only it boils down to this: JobNimbus offers tremendous value to your visitor. One more note about their back up and evolution 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 e'er very accommodating and patient with me, providing me with answers and resources at every plough. Over the course of the past few months alone, there have been MANY updates, both spider web version, and mobile app. They have a corking 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 accept enjoyed watching them grow into an industry leader.
Several integrations with major programs (EagleView, Quickbooks, Sales Rabbit, naturalForms, Accurence) Mobile App E-mail integration Low cost Ability to create custom reports to help your business monitor
There are no cons.
Company size: 1 employee
Industry: Construction
Time used: Less than 6 months
Piece of work order and sub-contractor management.
Overall it is pretty simple to utilise. I 've actually figured out some of the support bug that your back up squad couldn't effigy out. Also figured out a couple of work arounds to make the arrangement more useful for my company.
Your sections in the estimate templates. Currently I click on the section link to create the department but I so open up my notepad to enter the clarification then I tin see the entire thing in society to proof read information technology. I and so copy and paste information technology into the description field.
Although the other products had some features that JobNimbus doesn't they also lack some of functionality that JobNimbus provides. So JobNimbus won.
Automations, work gild and sub-contractor management
Thanks, Gary! For those Estimate line particular Descriptions, you can actually drag those fields to make them bigger. Just click the little lines at the bottom correct of the field to expand each one as necessary. Our support squad can aid guide yous if you need additional assist, and we hope to make these car-expand in the hereafter, as well!
Company size: 201-500 employees
Industry: Construction
Time used: More than 2 years
The software puts your entire client and job log in one place. JobNimbus has been a vast boost to our company. The mobile app alone!! v STARS! Sales Reps had all of the information right in their pocket, they were able to upload pictures of the jobs while they were onsite plus calls to the part reduced drastically which always makes for more efficient work for everyone. The ease of use has helped every aspect of our business concern, even the older project managers have no complaints as far as learning the system.
When an update happens for one company it affects every company. Example: When the update occurred for the reports then only the creator of said study could make changes such as engagement range etc. < This caused some issues which we then had to create piece of work arounds for.
Company size: 11-50 employees
Industry: Construction
Fourth dimension used: More than 2 years
JobNimbus is a very cost effective solution to manage our daily workflow. Information technology customizes to us versus us having to customize to it. Information technology provides all the master and plain features needed to keep our team continued and efficient through our workflow from start to finish. Works as our CRM and Operational software. Flexible reporting and mobile admission are likewise a big pro.
Photo reporting would be a peachy addition. Currently, in that location is no option to impress photos in a report format. Odd, considering you tin can create a report for just about everything else.
Was the nigh toll effective, flexible software that met our needs.
JobNimbus offered more customization to our workflow and was far more cost effective than AccuLynx.
Company size: 11-50 employees
Industry: Construction
Time used: More 2 years
Fantabulous. Just get set up & use this CRM. You will not exist disappointed.
Dearest the back up & options to brand this fit exactly what we want.
A few little tweaks, but the support staff is aware & working on them. Give thanks yous.
More robust. More what we needed.
Company size: 2-x employees
Industry: Construction
Fourth dimension used: More than two years
scheduling and communication have been greatly improved. It's helped the states to rail files more accurately therefore get paid faster and have happier customers.
Ease of utilize is incredible. Although it does take some fourth dimension to set initially, once customized information technology's a breeze. The communication with our squad has been streamlined and everything is documented automatically (when used properly).
There are a few things I'd beloved to be able to exercise that are not currently an option. For instance auto tasks would be crawly. If I could fix it up to when I motion a file to a particular board it would set a task automatically for a particular person (or group of people) that would exist astonishing.
Thank you Matt! You'll be pleased to know you tin already create machine-tasks at certain points in your procedure. You lot tin go to the Automation tab in Settings and create a dominion that triggers on Status to Create a Task and assign it to whomever you'd like. Hither'south a tutorial on how to do that: https://www.jobnimbus.com/blog/2014/01/14/how-to-fix-up-workflow-automation/ We actually just launched Fourth dimension-Based Automation, too, so you can do fifty-fifty more crazy absurd stuff without lifting a finger. Check more out here (https://support.jobnimbus.com/hc/en-united states/articles/360024907171-Time-Based-Automations) and delight reach out to our support squad with questions on getting this stuff set upwards, they'd exist glad to help!
Company size: 2-ten employees
Industry: Structure
Time used: More two years
This has helped usa track our project exponentially better...equally long as anybody enters the data.
I dear the ability to track communications and all files for a customer through the project lifecycle. Especially when information technology is paired with Company Cam for tracking changes/photos.
I would beloved to see this integrate with .xls certificate exporting better. It would exist an amazing pace if I could consign an estimate or Invoice into an excel format for farther breakdown and project tracking. This would in turn give much better opportunity for profitability and ease of utilise. Every bit of now, I have to double enter everything OR utilize a completely different estimating suite....which I would rather not practice.
Visitor size: 2-10 employees
Industry: Structure
Time used: Less than ii years
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 organisation. I honestly don't know how our visitor 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 in one case y'all get information technology tailored to your business. This is a product that yous get out what you lot put in. I like that you can use the web interface or admission Task 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!
In that location is a pretty significant learning bend to get the program up and running for your particular business. While all of the necessary pieces are there, you lot take to adapt them to accommodate your needs. This was quite time consuming at first and took many trial runs to get things dialed in. Well worth the endeavour in the end, but quite an effort it was.
Thanks, Jason! We're and then glad you lot've found a home with JobNimbus, and I hope you lot know we'll keep building value into your business every bit fourth dimension goes by with new features, updates, improvements, and all-time practices. We're also working on improving that learning curve, then hopefully in the future you'll have a easier time making changes to your workflows and customizations!
Company size: 2-10 employees
Industry: Construction
Time used: Less than two years
Prior to using whatsoever sort of job management software, we created proposals in word and invoices in excel. This fabricated for double information entry, clerical errors, and invoices going unpaid due to inability to hands rail progress.
The ability to quickly and easily create, modify, ship, and track estimates and invoices. There are a TON of other functions that our office does non make the best use of, just it's nice to know they are at that place if nosotros decided to alter our procedures.
I'd like the ability to further customize the estimates and invoices full general templates. The manner the items lay out on the folio isn't always ideal. Also being able to change font, bold or underline within an particular description would be bully.
Allpro was less flexible than Jobnimbus and more than difficult for our staff to operate.
Source: https://www.softwareadvice.com/construction/jobnimbus-profile/reviews/
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