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JobNimbus

 157 ratings CRM
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About JobNimbus

Track leads, jobs, and tasks from one easy to use software. You can access your information wherever you are, get everyone on the same page, and grow your business.

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.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Summary

  • Capture Job Photos

  • Get Aerial Measurements

  • Prepare Estimates

  • Capture Leads

  • Manage Appointments

  • Track Jobs

  • Create Reports

  • Assign Work Orders

  • Manage Your Team

Pricing

Basic

$25.00
1 user(s) / month
Included in plan:
  • Lead Tracking & Contact Management
  • Calendar & Scheduling
  • Estimating & Invoicing
  • Email Support
  • Basic Reports
  • 100GB Storage

Pro

$35.00
1 user(s) / month
Included in plan:
  • Everything in Basic
  • 5 Integrations
  • QuickBooks Online & Discounted Desktop Sync Setup
  • Phone & Email Support
  • Core Business Reports
  • 10TB Storage

14-Day Free Trial [No Credit Card Required]

Free
Included in plan:
  • All Features

Advanced

$75.00
1 user(s) / month
Included in plan:
  • Everything in Basic & Pro
  • Unlimited Integrations
  • QuickBooks Online & Desktop Sync
  • Priority Support & Customer Success
  • Advanced Reporting & Analytics
  • Unlimited Storage

FAQs

    Does this service offer guides, tutorials and or customer support?
  • You get full access to a complete video-based Setup Guide & Training Portal, along with documentation and full phone, email, and social media support.

  • What is this service generally used for?
  • CRM and Project Management

    Track leads, jobs, and tasks from one easy to use software. You can access your information wherever you are, get everyone on the same page, and grow your business.

  • What are some applications this service is commonly used in tandem with?
  • Google Calendar, Zapier, WePay, Canvassing apps (SalesRabbit, Spotio), Xactimate, naturalForms, DynoForms, QuickBooks, Accurence, EagleView, Beacon Roofing Supply, and more.

  • Who are the main user groups of this service?
  • Contractors, Roofing, Remodeling, Solar, Restoration, Construction, etc.

  • Does this service 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 this service 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.

  • What platforms does this service support?
  • 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 this service integrate with any other apps?
  • WePay, Zapier, QuickBooks (Desktop & Online), EagleView, naturalForms, Accurence, Google Calendar, Sales Rabbit, Spotio, DynoForms, etc.

Vendor Information

Founded:
-
Based in:
American Fork
Employees:
2-10
Likes:
Followers:
1.09k

Other

Who uses JobNimbus
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

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