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What is JobNimbus?

JobNimbus is a mobile customer relationship management (CRM) solution.

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TrustRadius Insights

JobNimbus is a user-friendly software that offers users numerous features such as customizable workflows and job boards, , sending text …
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Product Demos

JobNimbus 101 Financials


JobNimbus 101 Five Big Questions


JobNimbus 101 Advanced Contacts


Create Custom Forms in JobNimbus


JobNimbus 101 Sales Dashboard


JobNimbus Now With Texting

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Product Details

What is JobNimbus?

JobNimbus is a CRM and project management software wrapped up in one application. The platform is an end-to-end solution designed to help contractors (roofing and construction professionals) streamline their communication and better manage their teams. From customer contacts to scheduling, boards to lead acquisition, jobs to payments, JobNimbus helps users to accurately update and track all company information.

JobNimbus gives teams better visibility with its Boards feature that provides access to job status and the ability to move jobs through a process with drag and drop. The simplicity of tracking Boards enables users to spot bottlenecks.

Its automations tool lets the user set up processes, like sending customer emails or changing job status, to trigger automatically once a task is complete.

With the JobNimbus platform, workflows can be fully customized on both the web and mobile app, helping to hone in on business processes. Using the mobile app, contractors can update the status of projects on the go from their iOS or Android-powered smartphones.

JobNimbus' integrated partners include QuickBooks, EagleView, Beacon, and Sunlight Financial.

JobNimbus states their mission is to make contractors heroes by making them more organized, efficient, professional, and profitable.

JobNimbus Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Interaction tracking

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions

Platform Features

  • Supported: Mobile access

JobNimbus Screenshots

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JobNimbus Videos

Dmitry from Roofing Insights talks about JobNimbus
JobNimbus Demo
A Roofing CRM

JobNimbus Competitors

JobNimbus Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

JobNimbus is a user-friendly software that offers users numerous features such as customizable workflows and job boards, , sending text messages to customers, invoices, scheduling, digital signatures, contracts,, and commission tracking. It provides roofers with the ability to organize customer data in one place making it easy to store images and documents along with other related contact information. It simplifies administrative processes by reducing paperwork and allowing users to view their entire pipeline at a glance.

Roofers appreciate JobNimbus' automated emails and notification feature which keeps them up-to-date on upcoming tasks and events. They save time and paper since they can create estimates, budgets, and material orders without having to retype them. Users have reported that they are pleased with the product's ease of use across multiple platforms along with its helpful customer service team.

However there are still some kinks being worked out in terms of usability with the mobile app as well as certain features like dispatching not being available yet. Some customers also found the invoicing and scheduling features to be too basic for their needs. All these issues are being addressed by the company through updates so that customers can continue enjoying the benefits provided by this product.

JobNimbus has received praise from users for its ability to streamline documentation capabilities and automate various areas of documentation and communications. This versatile software has proven effective in promoting accountability within sales teams through its task feature. Users have described JobNimbus as a valuable tool for helping companies stay organized, streamline processes, and stay on task. Administrators appreciate the ability to keep all contacts and jobs in one place while monitoring activity and multiple calendars simultaneously. JobNimbus support has been commended for their willingness to find creative solutions to meet users' needs.

Companies using JobNimbus are able to track leads, enter customer information, and monitor the progress of customers through different stages, which helps them stay organized. The software ensures that tasks and job responsibilities are not overlooked or forgotten, improving overall efficiency. Creating separate workflows for different aspects of a construction company has proved valuable for better job tracking. Furthermore, JobNimbus makes it easier for users to access information electronically from job sites, reducing the need for physical folders and improving accessibility.

Another noteworthy aspect of JobNimbus is its seamless synchronization with other software, which users have had a positive experience with. Improved customer relations have been observed as the software helps users keep appointments and track customer status effectively. Sales and field teams find JobNimbus intuitive and easy to use, leading to increased utilization. Users appreciate the ability to communicate and store data in one place, streamlining their workflows. With JobNimbus, companies can manage all aspects of their operations, including live information, budgets, and dashboards.

Overall, JobNimbus offers a comprehensive solution for construction and roofing companies by improving organization, optimizing communication with customers and employees, and enhancing workflow management. While the software has received positive feedback from users regarding its functionality and benefits, some users have noted a learning curve or desired more advanced features as they scaled up their business operations. Nonetheless, JobNimbus remains a reliable tool that has helped users track progress on customer jobs, improve team communication, and increase overall efficiency.

Contractors who utilize JobNimbus are satisfied with the product and its features, citing how it has helped to keep their business organized throughout the project pipeline. The ability to quickly create estimates, budgets, material orders, and invoices is especially useful. They also enjoy being able to store all documents, pictures, and customer communication on JobNimbus. Customers report that the support team has been accommodating and patient in answering questions and implementing updates — many of which were needed to fix initial bugs within the software.

Contractors and roofers are generally happy with the return on investment they receive from JobNimbus. The competitive price along with the increased efficiency means customers are getting good value for their money. Many users reportedhigher profits and time savings due to improved administrative processes, delivery times, shipments, etc.

Customizable CRM for roofing companies: Many users find Job Nimbus to be the most customizable CRM for their industry, stating that it offers a high level of flexibility and adaptability. This customization is highly valued by reviewers who appreciate being able to tailor the software to meet their specific business needs.

Affordable pricing compared to alternatives: Several users mention that Job Nimbus is reasonably priced compared to other CRM options in the market. They feel that they are getting good value for their money and appreciate the cost-effectiveness of the software.

Streamlining processes into a single platform: Users highlight the potential for streamlining processes and procedures into one platform with Job Nimbus. The ability to centralize all tasks, contacts, appointments, and project progress in one place is seen as a major advantage for their entire team, improving efficiency and productivity.

Difficult User Interface: Several users have expressed difficulties with the user interface, finding it confusing and making tasks difficult. They have mentioned that navigating through the software is not intuitive and has led to frustration in performing basic functions.

Intermittent Photo Uploading: Users have been frustrated with the intermittent photo uploading feature, as photos sometimes fail to upload even with a good connection. This has resulted in inconvenience and delays for users who rely on visual documentation for their work. Additionally, some users preferred previous versions of the interface which had more reliable photo uploading capabilities.

Mobile App Glitches and Navigation Issues: The mobile app has received criticism from users due to constant glitches and being hard to navigate. Users have reported difficulty in finding necessary information on the go, such as creating estimates or contracts. Issues with digital signatures and contracts, as well as unsatisfactory calendar and reporting features, further add to the dissatisfaction among users relying on the mobile app.

Users recommend taking the time to familiarize oneself with JobNimbus and asking questions to better understand how the software works. They find it reasonably priced and easy to use once integrated into their workflow. The customer service team is highly responsive and helpful in addressing any concerns or issues that arise.

JobNimbus is seen as a great option for the entire company, including field staff and subcontractors. The mobile app is highly praised and users mention that it becomes a normal part of their daily routine once they regularly utilize it. Users advise others to make use of the app's features and take advantage of its convenience.

Many reviewers recommend purchasing JobNimbus during slower periods for smaller companies as it is easy to set up and stress-free. It is also compatible with Quickbooks, making it seamless for managing client information and communication between office employees and sales inspectors. It helps keep everyone in the loop and streamlines operations effectively.

Attribute Ratings


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Score 8 out of 10
Vetted Review
Verified User
We've used JobNimbus over the past 2.5 years. We were a fairly new company and needed a way to manage our projects; something all our employees could access and utilize. We chose JobNimbus because 1. we'd heard great things, 2. we liked the price point, and 3. we liked that we could adjust everything to suit our needs and projects. JobNimbus worked with us to get our interface set up and did a training to help us figure out how to use it. It was a great app until we got too big for it. We started needing things that JobNimbus didn't offer or couldn't do. After 2.5 years of using JobNimbus, we decided to move to JobNimbus is a great CRM but we needed more.
  • Training new customers on how to use
  • Adjustable interface
  • Easy to use
  • Works with Quickbooks
  • You can create work orders and invoices through JobNimbus
  • We couldn't adjust what certain things were called (ie what we called "work order" internally were called "job estimates" on JobNimbus)
  • The price went up from when we first started using
  • It lacked in project management options as our company grew in size
  • It wasn't simple to lower the user count; the subscription needed to be changed.
It was a great fit while we were a smaller company with simple tasks and jobs. As we grew we realized we needed more from our CRM.
Sales Force Automation (6)
Customer data management / contact management
Workflow management
Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Contract management
Interaction tracking
Customer Service & Support
Marketing Automation (2)
Lead management
Email marketing
CRM Project Management (3)
Task management
Billing and invoicing management
CRM Reporting & Analytics (2)
Pipeline visualization
Customizable reports
Customization (3)
Custom fields
Custom objects
API for custom integration
Security (1)
Role-based user permissions
Social CRM
Integrations with 3rd-party Software
Platform (1)
Mobile access
  • JobNimbus did a great job helping us stay organized
  • It gave a great "big Picture" view of our projects
  • It integrated well with other apps we used
We spent 2.5 years with JobNimbus until we got too big for the app. Though it is very customizable, our growing company needed more and decided to move to
It was simple to use and learn for a semi-tech savvy user.
Everyone was very helpful when we contacted support.
Everyone in our company used JobNimbus in some capacity
We stopped using JobNimbus last month and moved over to
  • Project organization
  • Reports
  • Notifying team members when the next step of the project is ready
  • We felt our company's work load grew bigger than JobNimbus could handle
We enjoyed JobNimbus while we were a smaller company and our projects didn't have many needs. We've moved on to a larger CRM that can assist and support our team fully.
  • Integration with Other Systems
  • Other
We were a new company and needed help getting our projects organized and making sure nothing fell through the cracks. It did a great job at getting us organized. We also liked that JobNimbus integrated with Quickbooks.
We would have gone with JobNimbus again if we had to do it over. For the size of our company at the time of purchase, it was the perfect software to get us organized and set up to become the company that we've become.
  • Implemented in-house
Change management was a small part of the implementation and was well-handled
We had a very small team at the time of implementation so there wasn't any major issues with the implementation.
  • Teaching the lesser tech-savvy team members how to use the software.
We had two people, myself included, learn everything we could during the setup of our initial interface setup. We became the "masters" of the software so other employees had someone to go to internally with any issues or questions.
We did not purchase premium support We felt like we could handle what we needed on our own.
I was very thankful for the team that help us get up and running. They were patient and understanding of our needs. They listened to who we are as a company and what we did and helped us create an interface that we were happy with.
  • I liked the view of the project boards
  • It helped having the color coordinating to projects and boards
  • Remembering that once a project reached the end of one board, it needs to be manually moved the the next board
  • we had to manually enter a bunch of customers, that became tedious.
The mobile app was simple and easy. There were a few of our team members that preferred using the mobile app to the web browser because it was easier to maneuver through.
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