How easy it is to make everything come together. Review collected by and hosted on G2.com.

I DO NOT LIKE THAT WE CANNOT INTERGRATE PRICING FROM OUR MANUFACTURERS PLATFORMS Review collected by and hosted on G2.com.

I like how JobNimbus is very oriented in helping solve problems. I use several tools like invoicing, work orders, and document uploads to keep track of my insurance scopes. The email feature stands out because it shows when insurance companies or subcontractors open the files, which I find really useful. Review collected by and hosted on G2.com.

I know you guys have been working on it, but the reporting is still not what I like. It's very picky on where it pulls information from, and I would like to be able to edit all information in the profit tracker and budgeting. I also want to be able to pull a full report without needing an estimate since some of our estimates are done on paper contracts and not just in JobNimbus. Also, the estimate tool is great, but it's probably the least utilized in my company. I would prefer if the reporting could pull from invoices, work orders, and material more than estimates. Review collected by and hosted on G2.com.

I like that I can include more than one quote option, like good, better, and best, in a single proposal email, instead of having to send separate emails for each option. Review collected by and hosted on G2.com.

When I have a repeat customer with the same contact information, it tells me I need to create a unique name. To work around it, I’ve been adding extra spaces before the name. I also don’t like that I can’t automatically pass the merchant fee on to the customer for debit card or ACH the same way I can for credit cards. For debit and ACH, I still have to manually add the extra 0.2%. Overall, I’d like a better merchant fee setup. Review collected by and hosted on G2.com.

Job Nimbus allows many integrations. It allows you to integrate and partner with many other platforms by the use of API keys or internal integrations. Also from a price standpoint, it's one of the better CRM's in the roofing industry for affordability. The use of automations is also very helpful and saves us time with follow ups and internal processes. Review collected by and hosted on G2.com.

The support is tough at times and not all of the integrations and automations process smoothly. There's hiccups that causes a lot of issues for us and it's hard for a job Nimbus two at first define and pinpoint which is frustrating. Texting through the job numbers platform is undesirable and not really user-friendly in my opinion and we do not use it. Tasks are also a problem, as if multiple people are assigned to a task if one person clicks it complete it wipes it off everybody's task list, which now basically allows us not to use tasks if more than one person is involved in the task. This for us to create another platform for tasks to use and cost us more money due to the deficiencies with job Nimbus in this feature. Not being able to assign different estimates per sales person within the same job is also a problem since multiple people estimate for one specific project (roofing and siding) and we need to give a credit for that specific estimate to a specific sales person. Review collected by and hosted on G2.com.

We've been using JobNimbus for many years and have watched it evolve into what is, in our opinion, the best CRM in the roofing and exterior remodeling industry. As a company that has grown significantly over the years, JobNimbus has been a critical part of our success.

The platform does an excellent job of keeping our sales, production, communication, documents, and financials organized in one place. The integrations continue to improve, and the team behind the software genuinely listens to user feedback and continues to innovate.

No CRM is perfect, but after evaluating other options over the years, we continue to believe JobNimbus offers the best overall value, functionality, and industry-specific tools available. It has helped us manage thousands of projects more efficiently while providing a better experience for both our team and our customers.

If you're a roofing, siding, or exterior remodeling contractor looking for a CRM built specifically for your industry, JobNimbus is the benchmark. Review collected by and hosted on G2.com.

The reality is that any software that is actively improving will experience bumps along the way. For us, the long-term benefits, industry-specific functionality, and overall value have far outweighed the occasional frustrations associated with updates and changes. Review collected by and hosted on G2.com.

I like having everything related to a customer and job in one place. JobNimbus makes it much easier to track jobs, invoices, payments, notes, documents, and communication without having to search through multiple systems. I also like that it is built specifically for contractors, so the workflow makes sense for our roofing and gutter business. Review collected by and hosted on G2.com.

The biggest thing I dislike about JobNimbus is the limitations with reporting and customization. I would like more flexibility when creating reports, especially for accounts receivable and financial tracking. For example, being able to easily run an A/R aging report that includes the assigned salesperson and customize exactly which fields are exported would save a lot of time. Some tasks require extra steps or workarounds that I feel could be much more streamlined. Review collected by and hosted on G2.com.

I really like the overall structure: the boards and the way contacts, jobs, and work orders are set up. The UX is solid, and the automation options are very customizable. Review collected by and hosted on G2.com.

Calendar: I think it could be so much better. I usually have to go to Google Maps or use other tools for scheduling, because during high season there are a lot of variables to consider when making those decisions. A map view would be a great start, and seeing the proximity of the jobs and the amount of sqs would also really help with scheduling. Review collected by and hosted on G2.com.

The job board is great for visualizing what's happening with clients. Review collected by and hosted on G2.com.

There should be a way to search up by Amounts, not JUST job numbers or invoice numbers. It also creates a new "account" in QBO for expenses/income which is annoying because we want all of the information to be in the same space. It would be nice to be able to choose what accounts they go into rather than this. Also Get. Rid. Of. A.I. NOBODY WANTS THIS AND IT'S KILLING THE PLANET. Review collected by and hosted on G2.com.

What I like most about JobNimbus is that it keeps everything in one place and is genuinely easy to use. The interface is clean and intuitive, so our team was able to get up and running without a lot of frustration. It also integrates well with the other tools we use, which saves time and cuts down on duplicate work. We've found it to be reliable, and it's helped us stay more organized and responsive with customers. For a roofing company, it's been well worth the investment because it's improved both our efficiency and the overall customer experience. Review collected by and hosted on G2.com.

Overall, we've had a great experience, but there are still a few areas that could be improved. Some features aren't always where you'd expect them to be, so newer team members can have a bit of a learning curve. There are also times when we'd like more flexibility with reporting and customizing workflows to fit the way our company operates. None of these are deal breakers, but continued improvements to navigation, reporting, and customization would make an already strong platform even better. Review collected by and hosted on G2.com.

I like JobNimbus for its custom template creation, which is necessary for staying ahead in the industry and avoiding outdated prices or contracts. I also appreciate the seamless team and crew coordination made possible by the communication interface and calendar/task appointment options, which I can use to share with team members. The initial setup of JobNimbus was easy, and these features make it valuable to me. Review collected by and hosted on G2.com.

I think the threads section in JobNimbus could be improved. It should be separated entirely into an email communications tab and comments tab to avoid things feeling too bulky or disorganized. The current threads tab holds all communications, and it's not the most user-friendly when trying to separate emails, project-specific notes, and general team or company discussions. I have also used AccuLynx in the past and still prefer their interface and setup, but I need to continue using JobNimbus for specific reasons. Review collected by and hosted on G2.com.