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JobNimbus

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Crozscore

92%
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84%
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40%
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About 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.

About eSignLive

Recognized as a leader by top analyst firms, eSignLive is responsible for processing e-signed documents by some of the most trusted and security-conscious brands in the world.

No matter how simple or complex your signing processes are, whether you need to e-sign the occasional electronic contract or process tens of thousands of transactions online, you won’t have to compromise with eSignLive™. You’ll get exactly what you need at a price that suits your budget.

Built on a single SaaS platform that can be deployed in the cloud or on-premises, eSignLive provides highly tailored e-signing experiences and strong legal protection and regulatory compliance.

With nearly 1 billion documents processed every year, eSignLive is the most widely used e-signature solution around the world. Thousands of organizations, big and small, including the leading banks, insurers, credit providers, pharmaceutical and government agencies trust eSignLive as their platform to make business digital.

eSignLive is a wholly owned subsidiary of VASCO, which allows more than 10,000 customers in 100 countries to secure access, manage identities, verify transactions, and protect assets across financial, enterprise, e-commerce, government and healthcare markets.

About Shuttle

Signing up customers and completing KYC & AML checks manually can be time-consuming. With the Shuttle Sales Portal, customers complete forms, sign agreements and communicate with you digitally in real time. Shuttle partners with Equifax, Onfido, Credit Safe and Passport Proven giving you instant ID verification, credit and background checks.

Shuttle works from both your website and partner network and is provided as a white label solution in your look and feel.

Get Started with Our FREE Partner Sign Service – start signing up your partners and introducers directly from your website.

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

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Data Export
  • Data Import
  • Document Comparison
  • External Integrations
  • File Sharing
  • File Transfer
  • Multi-User
  • Notifications
  • Scheduling
  • Electronic Signature
  • Sales Motivator

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Summary

    No key features associated with this application.

Summary

  • e-sign on any device

  • Most flexible deployment options: SaaS (public or private), on-premises, or a combination of all three

  • Most comprehensive audit trails: embedded, static and active audit trails

  • Compliant e-signature solution: SOC 2 Type II certified and FedRAMP certified

  • Includes pre-built connectors: Box, Salesforce, Microsoft SharePoint, Microsoft Dynamics CRM

  • White-labeling and brand customization capabilties

  • Robust authentication: Email, Q&A, SMS pincode, support for digital certificates, DIGIPASS, and Knowledge-based authentication

  • Meets your data residency needs with global data centers

  • Responsive design and mobile ready

  • Advanced workflow customization cabailities

Summary

  • Let Partners Sign Up From Your Website

  • Let Partners start referring business and track progress

  • Let customers upload KYC information

  • Customers complete proposals using digital signatures

  • Instant KYC/AML feeds from Equifax, Creditsafe, Onfido & Passport Proven

  • Flexible Form completes, create your own or use existing (ie Direct Debit)

Pricing

JobNimbus

$25.00
1 user(s) / month
Included in plan:
  • Unlimited contacts, jobs, and tasks.
  • All features & integrations.
  • Free Express training and support.

Pricing

Starter Package

Free
Included in plan:
  • Sign Up Partners From Your Website
  • Up to 5 Internal Users
  • iFrame Web Form
  • Five Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • AML/KYC Checks from Creditsafe or Equifax (chargeable)
  • Pipedrive Integration
  • Initial Service Setup Included

SME

$85.00
5 user(s) / month
Included in plan:
  • Web Direct Journey
  • Accept Applications from your website
  • Up to 5 Internal Users
  • iFrame Web Form
  • Five Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • 20 Companies House Lookups
  • Passport/ID Verification from Passport Proven or Onfido (chargeable)
  • AML/KYC Checks from Creditsafe or Equifax
  • Pipedrive Integration
  • Initial Service Setup Included

Professional

$275.00
10 user(s) / month
Included in plan:
  • Get Partners Referring Business
  • Web Direct and All Partner Journeys
  • 10 Internal Users, 10 Partner Licences
  • iFrame Web Form
  • 10 Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • Unlimited Companies House Lookups
  • Passport/ID Verification From Passport Proven or Onfido
  • KYC/AML Checks from CreditSafe or Equifax
  • Pipedrive Integration
  • Initial Service Setup Included
  • 3 months Shuttle Together Support

FAQs

    What is this service 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 this service?
  • Contractors, Roofing, Remodeling, Solar, Restoration, Construction, etc.

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

  • 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.

  • Does this service 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 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.

FAQs

    What platforms does this service support?
  • You can get up and running with eSignLive in the ways:

    1) Standalone web-based service: This option largely satisfies the most common signing workflows and e-contracting use cases– for example, getting your contracts and agreements electronically signed. Simply upload your document, select your signers and begin e-signing in minutes.

    2) Integration: Our solution gives you the ability to add e-signing capabilities into your own applications – whether that’s through your website, your mobile app, or even your home-grown or legacy system. We have an open, industry standard REST API, as well as fully supported SDKs for Java, .NET, APEX and mobile – to help you embed e-signing capabilities in ANY one of your applications.

    3) Pre-built connectors for 3rd party applications: Send and sign your documents without ever leaving 3rd party applications like Salesforce, SharePoint, Box, or Dynamics CRM. With these connectors, we’ve done all the integration work for you – no coding or IT resources are needed to get started with e-signatures inside these business applications that you know and use every day.

    4) We also offer mobile apps so you can get up and running with e-signatures on your mobile device.

  • What are some applications this service is commonly used in tandem with?
  • eSignLive enables enables organizations to integrate e-signing capabilities into
    their web applications, mobile apps and core systems. There’s no software to
    install. Our simple but comprehensive programming tools require only minimal IT
    support so organizations can be up and running in just a few hours.

  • Who are the main user groups of this service?
  • eSignLive provides the most flexible and scalable solution to support your signing needs. eSignLive was designed to be easy to use for all stakeholders: signers, senders and developers. There are a number of ways in which your organization can consume e-signatures and this largely depends on your use case – and whether you need e-signatures embedded inside of an application or not.

  • Does this service offer multi-user capability (e.g. teams)?
  • Multiple signers, multiple signatures per signer, multi-party routing, document and signing order, sequential and parallel workflow – we have your basics covered.

  • Does this service offer guides, tutorials and or customer support?
  • eSignLive has been recognized in the industry for its white-glove treatment when it comes to post-sales customer service with its customer success reps, technical support and professional services teams.

    We also offer an extensive amount of resources for those interesting in e-signatures. Please visit our website to find datasheets, video tutorials, case studies and white papers about eSignLive.

    For developers interested in integrating e-signatures, visit our Developer Community for code samples and documentation.

  • Does this service integrate with any other apps?
  • Our solution gives you the ability to add e-signing capabilities into your own applications – whether that’s through your website, your mobile app, or even your home-grown or legacy system. We have an open, industry standard REST API, as well as fully supported SDKs for Java, .NET, APEX and mobile – to help you embed e-signing capabilities in ANY one of your applications.

  • Does this service offer an API?
  • eSignLive offers a REST-based API to automatically prepare and present documents to each signer. eSignLive receives information about the signing
    process (e.g., names of signers and customer data entered via a web portal) through a web services call that uses REST with a JSON payload.

    eSignLive then automatically prepares the transaction in the background,
    managing details such as the number and order of signers, the authentication
    process and the documents. The person sending out a document for signature
    does not have to prepare anything. They simply click a button from within their
    application and send it. eSignLive takes care of the rest.

    eSignLive also offers a unique way to integrate the signing process into a web
    portal application. Through APIs, eSignLive can present the signing ceremony
    embedded into the web app as an iframe, for a seamless signer experience.

  • What is this service generally used for?
  • Our service is targeted to users who need to get documents e-signed in a legal and compliant way.

FAQs

    Does this service integrate with any other apps?
  • Pipedrive
    Microsoft Dynamics

  • Does this service offer an API?
  • Yes to leading CRM applications

  • Who are the main user groups of this service?
  • Challenger Banks, P2P Lenders,Commercial Finance Lenders and Brokers, Professional Service companies such as Accountants that need to conduct AML/KYC

  • What is this service generally used for?
  • Signing Up new customers through your website and partner network.

  • What are some applications this service is commonly used in tandem with?
  • Pipedrive
    Microsoft Dynamics

  • Does this service offer guides, tutorials and or customer support?
  • Online training module for all packages
    Dedicated Customer Success Manager for Professional Package
    Email and chat support for all

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes multi-user capable.
    Different administrator options

  • What platforms does this service support?
  • All Web apps

Vendor Information

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

Vendor Information

Founded:
-
Based in:
Montreal
Employees:
501-1000
Likes:
Followers:
6

Vendor Information

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:

Other

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

Other

Who uses eSignLive
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, French, Dutch, Spanish, German, Japanese, Portuguese, Italian, Russian, Chinese, Korean, Danish
Regional Restrictions:
No restrictions.

Other

Who uses Shuttle
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.
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