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What is JobNimbus?

"JobNimbus saves you time and money with robust contact, project, and task management tools wrapped in a simple interface. Move to the cloud with JobNimbus."

JobNimbus offers a fully mobile sales and production management software with features including interactive boards, customizable workflows, and photo uploads. Enter new leads and move them through the sales pipeline.

Everything in JobNimbus is organized into job folders, including notes, emails, tasks, contracts, photos, estimates, and more. The entire pipeline can be viewed and interacted with in a digital whiteboard to see where everything is and what's up next. With a mobile app (iOS, Android), JobNimbus provides tools in the field to capture lead information, take and upload pictures to a job folder, and create estimates on the spot.

The app works in offline mode to provide uninterrupted productivity anywhere. Featuring integrations for canvassing, QuickBooks, and EagleView, JobNimbus is a one-stop solution for managing any solar company from the field or in the office.


JobNimbus scored 68/100 in the CRM category. This is based on user satisfaction (100/100), press buzz (35/100), and other relevant information on JobNimbus gathered from around the web.

The score for this service has declined over the past month. What is this?

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JobNimbus Product Overview


Languages: English

JobNimbus Features

  • 2-Factor Authentication
  • Analytics
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • SEO
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Electronic Signature
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial
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JobNimbus Review - Easier Project Management with JobNimbus

Published by the CRM Software Review Team

JobNimbus is an automated CRM software solution providing businesses with an easier and manageable workflow. The software ensures projects are assisted from start to finish. This gives users the ability to focus solely on the quality of the work of the project rather than on the technical and administrative tasks behind the process.

The software offers holistic project management services, including lead and contact tracking, collaborative task performance, email notifications and storing files. Businesses with efficiency problems of their operations and their project monitoring greatly benefit from this software.

How JobNimbus works

JobNimbus combines the benefits obtained from using CRM and project management software in one platform. From the initial lead down to the production and invoicing, the JobNimbus provides holistic assistance to users. It is also customizable according to the needs and demands of a particular business.

All contacts are stored and sorted in one location. This gives users the capacity to make notes at any point in time during client meetings. Email and phone communications are also easily monitored and stored with the use of the software. In general, every activity where contact data is involved is easily seen and observed in the dashboard and platform.

The software also eases lead and proposal tracking with the use of its automated system. Leads can be moved through the entire sales process within the firm.

Project estimation is also made easier by JobNimbus. A proposal is made in seconds with the use of automated templates in the system. Estimates of costs and time are sent across multiple platforms to the clients and project managers.

These aforementioned features allow leads to be turned into an actual job. During the completion of the project, uploaded documents and photos are stored in the software’s for easier recall and archiving.

Tasks are also automated. Tasks are linked to jobs and contact data for easier project assignment and modification. Users also manually assign additional human resources such as team members, subcontractors and the like.

In terms of collaboration, the software also gives an added avenue for contactors and even clients to monitor the progress of every single project within the firm. The duration of the transparency measures provided by the firm is upon the discretion of the project managers. Notes serving as the feedback mechanism of the clients are also added in the projects.

One-click invoicing options are also provided for users. This reduces the time needed for the manual modification of orders and manual printing of receipts. This also ensures transparent costing for projects and assignments.

The cost is then determined from the analytics within the software. The complete sales pipeline is shown in addition to the bird’s-eye view provided for the users in all ongoing and completed projects within the system. Managers can modify their report for better presentation.

Additional features make up the overall capacity of the software to provide excellent service to firms and managers.

  • The automated workflow system allows users to modify the number of tasks needed to complete a project. Job status is then fed simultaneously to the dashboard for workflow feedback.
  • Automated invoicing helps firms generate professional-looking and accurate pay slips and service receipts.
  • Messaging services notify all the project members of the status of the project on hand. This also creates notifications for possible problem determination within the project.
  • Relevant and customized reports are done from the data obtained from the system analytics
  • Third-party collaboration gives external users an exclusive access to the progress of an ongoing project.
  • Maps in any tabs within the system allow users to determine their location in relation to their schedules and workflow.
  • Automated time tracker estimates the progress of an ongoing project. This allows managers to readjust the schedule or to manage the resources pool immediately.
  • Email client integration allows workers to receive communications seamlessly. The feature links the software to the basic email client providers (Gmail, Yahoo).
  • Integrated calendar exports data from popular calendar providers (Google, Outlook) to the centralized calendar for resource pooling.
  • Logo and color scheme modification allows the business to keep the software within the branding of the business.

JobNimbus Review

The benefits of JobNimbus

Seamless job collaboration

JobNimbus enables companies to work on project seamlessly and collaboratively. The collaborative and interactive chat also gives workers avenues for idea exchange. This in effect creates internal feedback mechanisms within the team working on the project.

Client transparency

Clients are given access to the project upon the discretion of the manager. This gives the former data on the progress of the project in the most direct way possible. This also allows clients to give feedback midway in a project’s progress, so the output can be modified before the product gets launched.

Effective data analytics and reporting

Automated reporting ensures all data from projects will be demonstrated to the clients and the managers. The data from the projects are outsourced from the data given out by workers and by the software in real time.

Automated invoicing for employee convenience

Automated invoicing ensures employees keep their focus on what matters the most: their technical duties. Having an automated invoice generator also gives a more accurate and transparent financial figure insulated from common human error.

Synchronized scheduling

With the integration of the centralized calendar to the personal calendars of the workers, managers are given information on the availability of the human resource. This allows the officer to preempt possible human resource shortages before they actually materialize.

JobNimbus pricing plans

JobNimbus offers a one-price pricing scheme of $25 per user per month. The product begins its operations in a 14-day trial period before its regular rates kick in.

Because of their confidence on the software’s ability to improve the business process operations of the client firm, its developers have a money-back guarantee. As soon as the firms do not have any drastic improvements within 30 days from the start of the trial, users are given the chance to return the product without any questions or clarifications asked.

Users are also given the chance to upgrade their package to Pro with simple clicks within the platform. Additional key features such as the expansion to 10GB memory are provided to the client with the improved pricing scheme.

The basic package includes all the features of the software such as workflow customization, contact importation, global document storage and unlimited user access (when upgraded to Pro).

Conclusion

JobNimbus offers holistic project management service for managers and employees alike. The features and specifications of this software include workflow customization, data storage, invoicing and data analytics. The software ensures all the administrative and technical works behind all projects in a company gets technological assistance for better output.

JobNimbus is used by many project managers and owners worldwide for its highly efficient process and service collaboration stored in one platform.

JobNimbus FAQs

What is JobNimbus generally used for?

JobNimbus is used to track new leads and move them through the sales pipeline, then taking sold jobs through production and into completion.

With advanced tools like interactive boards, an industry-leading mobile app, and integrations with powerful apps, JobNimbus is a one-stop solution for managing your business.

Who are the main user groups of JobNimbus?

Contractors, Roofing, Remodeling, Solar, Restoration, Construction, etc.

What are some applications JobNimbus is commonly used in tandem with?

Zapier, WePay, Canvassing apps (SalesRabbit, Spotio), Xactimate, naturalForms, DynoForms, QuickBooks, Accurence, EagleView, and more.

Does JobNimbus offer an API?

The JobNimbus API is not open at the moment, but services can request access to the API for integration purposes. Any and all integrations are welcome.

Does JobNimbus offer multi-user capability? (e.g. teams)

Add your team members to collaborate, mention them in notes and they'll be notified, assign them work and receive assignments, see your team in terms of Groups and assign group managers, filter your view to just see your team's stuff.

Does JobNimbus offer guides, tutorials and or customer support?

Pro subscribers get full access to a complete video-based Setup Guide & Training Portal, along with documentation and full phone, email, and social media support.

What platforms does JobNimbus support? (e.g. native mobile apps)

Full support for iOS (iPhone, iPad, iPod Touch) and Android along with offline mode for both. The app is fully functional offline including adding and editing contacts, taking and saving photos, creating estimates, getting signatures, and more. Everything gets synced to the server the next time you get reconnected.

Does JobNimbus integrate with any other apps?

WePay, Zapier, QuickBooks (Desktop & Online), EagleView, naturalForms, Accurence, Google Calendar, Sales Rabbit, Spotio, DynoForms, etc.

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