JobNimbus

Managing a roofing business is anything but an easy job. You have to oversee a series of interconnected and critical tasks, ranging from client communication, site visits, time management, material procurement, to coordinating with the team and ensuring compliance with safety regulations. 

Managing all these tasks timely and without any mistakes can be challenging even for experienced contractors. In such a demanding landscape, having the right tools at your disposal becomes essential to stay competitive and thriving in the industry. 

One such leading solution that has gained traction among the top businesses in this industry is JobNimbus – a roofing CRM for contractors.

In this detailed software review blog, we will examine JobNimbus CRM, evaluating each of its technical and non-technical aspects, ranging from features and functions to usability and UI.

• Introduction to JobNimbus Roofing CRM
• Key Features of the JobNimbus CRM Solution
• What Sets JobNimbus Apart From Other Roofing CRMs?
• Our Closing Thoughts

Let’s get started!

JobNimbus- An Overview

JobNimbus is a robust CRM designed specifically to serve the dynamic needs of the construction and roofing industry. It seamlessly combines CRM and project management functionalities, empowering professionals to better manage their projects, estimates & invoices, client communications, and the team.

From meticulously managing customer contacts to efficiently scheduling tasks and overseeing payments, JobNimbus leaves no aspect of project management unattended.

Among its many noteworthy features, the two most promising are Boards and Automation. Boards provide unparalleled visibility into job statuses, ensuring smoother workflow processes, while the Automation feature enables users to effortlessly automate tasks like customer email communications – saving time and eliminating errors.

Additionally, with customizable workflows available on both web and mobile platforms, JobNimbus allows users to stay connected and update project statuses wherever they are.

Overall, JobNimbus is a well-designed roofing CRM solution for contractors that redefines efficiency, minimizes errors, and keeps construction projects on track.

Key Features/Modules of JobNimbus Roofing CRM

As mentioned in the previous section, the JobNimbus CRM solution offers a robust suite of features designed specifically to cater to the unique needs of contractors in the roofing industry. Let’s take a closer look at some of its most notable features/modules.

1. Boards

One of the most promising features of JobNimbus that we found during our review is its easy-to-use Boards functionality. Acting as virtual whiteboards, Boards offer a visually intuitive way to track the progress of your projects.

With customizable lists representing different stages of your workflow and cards containing detailed contact or job information, Boards provide a comprehensive overview of your operations.

We were particularly impressed by the flexibility of Boards, which allows users to easily configure lists and cards to suit their specific needs. The drag-and-drop functionality makes it effortless to move contacts or jobs between lists–  enabling seamless status changes and workflow management.

Overall, JobNimbus’ Boards feature proves to be a valuable asset for contractors looking to streamline their project management processes.

2. Contacts & Jobs Management

Another standout module that caught our attention is the Contacts & Jobs feature. This module serves as the foundation for creating and managing your customer base while defining your job processes.

One of the key functionalities within Contacts & Jobs is the ability to import contacts. JobNimbus simplifies this task by allowing users to upload contact data in bulk via CSV format. The process is very easy – simply select the “Import contacts” button, choose the CSV file from your computer, and map each piece of data to the corresponding JobNimbus field using intuitive drop-down menus.

Once mapped, confirm and initiate the import, and JobNimbus will handle the rest– sending you an email notification upon completion. Overall, the Contacts & Jobs module is a valuable tool for contractors seeking efficient customer management.

3. Smart Estimations

When it comes to estimating roofing projects, efficiency and accuracy are paramount, and JobNimbus’ Smart Estimation feature delivers on both fronts. With this tool, you can easily bid on jobs, knowing that you are offering competitive estimates while also maximizing your profit margins.

Simply input the measurements, whether they are manually taken or from EagleView or HOVER, and let JobNimbus generate a detailed estimate in seconds. Besides, JobNimbus allows you to save templates for recurring roof jobs– eliminating the need to start from scratch each time.

The feature also provides real-time pricing from Beacon Pro+, ensuring accurate cost calculations. Once you have won a bid, you can easily convert your estimates into material orders and send them directly to Beacon or your chosen supplier.

Additionally, Smart Estimation lets you offer different estimate options (Good, Better, Best) and customize markups to reach your profit goals. It also simplifies the process of getting estimates signed and collecting down payments by allowing digital signatures and online payments directly on the estimate.

4. Workflow Automations

The developer team at JobNimbus has put considerable thought into saving time and effort for contractors by developing the Automations module. Designed to help you work smarter, not harder, Automations streamline your workflow by automating actions ranging from task creation to email communications.

This module offers a wide array of automation options, including Contact Automations, Job Automations, Task Automations, Estimate Automations, and more. Each type of automation comes with its own set of conditions and actions, allowing you to customize the triggers and responses according to your specific needs.

More importantly, creating automation is a very easy job. Whether you are setting up event-based or time-based automations, the JobNimbus’s intuitive interface guides you through the process step by step. Simply name your automation, select the trigger type, specify the conditions, add actions, and save your automation rule.

All in all, with JobNimbus Automations, you can take control of your workflow, automate repetitive tasks, and eliminate manual entries. This will allow you to focus on what matters most – growing your business and serving your clients efficiently.

5. Reports And Analytics

The next major module that we liked during our review of JobNimbus is– Reports & Analytics. This module offers users the ability to organize and analyze their data effectively through custom and built-in reports. Within this module, there are three types of reports available: Insights, Custom reports, and Built-in reports.

Insights provide users with valuable data analysis, including close rate calculations and the sold amount insights. Custom reports, as the name suggests, allow users to tailor their reporting experience to meet their specific needs. These reports can be customized with filters and exported into different file formats for further analysis or sharing.

Built-in reports offer predefined reporting templates that cover common business metrics– providing users with quick access to essential data points. These reports offer insights into various aspects of the business, such as sales performance, project status, and team activity.

Overall, the Reports & Analytics module in JobNimbus empowers users to gain valuable insights into their business operations in real-time. By leveraging these reports, users can make informed decisions, identify areas for improvement, and drive business growth.

6. Intuitive Mobile App

Designed to keep you connected and productive while on the move, the JobNimbus mobile app allows you to efficiently manage your tasks and contact details with ease.

With compatibility for both iOS and Android devices, the app ensures accessibility for a wide range of users. To customize your experience, you can personalize your home screen, making your most frequently used tools readily accessible. Whether you’re an Apple or Android user, the process is simple, allowing you to arrange sections according to your workflow preferences.

Furthermore, the mobile app provides you easy access to JobNimbus Boards, enabling you to visualize your project workflows no matter where you are. Easily filter and search for specific boards, view lists and cards, and stay informed about the progress of your jobs—all from the convenience of your mobile device.

Overall, the JobNimbus mobile app proves to be a valuable asset for contractors, empowering them to stay organized, efficient, and connected while on the go.

7. Marketing Tool

The next big thing we discovered in JobNimbus is its Marketing tool, designed to simplify how roofing contractors interact with their customers.

With this tool, users can seamlessly connect with ContractorBoost– a lead management system specialized for roofers. This integration ensures a smooth journey for customers, from the moment they become aware of your services to the point of purchase and beyond.

Whether you are attracting new leads, managing existing relationships, or ensuring customer loyalty, JobNimbus’ Marketing tool, combined with ContractorBoost, provides a smart solution to enrich your customer relationships and boost your business’s success.

8. Communications

With effective communication being a critical factor in the roofing industry, JobNimbus offers a range of features designed to develop seamless connections and optimize communication processes.

With text messaging, roofers can swiftly exchange messages, set up automated replies, and centralize all conversations in one inbox for easy access. Additionally, the tool enables roofers to manage email correspondence efficiently, allowing for the easy exchange of attachments and the inclusion of CC/BCC recipients to keep everyone informed.

Furthermore, features like @mentions and job sharing further enhance collaboration and ensure that everyone stays updated on project developments.

In a nutshell, JobNimbus’ Communication tool enables roofers to maintain clear, effective communication channels– empowering them to deliver exceptional service and stay ahead in a competitive industry.

In addition to these major features and modules, JobNimbus offers several other tools and features for sales, integration, billing, cash flow, and more. For detailed information on how these features can benefit your roofing business, explore them here.

What Sets JobNimbus Apart From Other Roofing CRMs?

Based on our analysis, JobNimbus stands out from other roofing CRMs due to four key factors: an exceptional suite of features, competitive pricing, top-notch customer support, and user-friendly mobile application.

1. Purpose-specific Features

The first major factor that makes JobNimbus the most preferred roofing CRM is its wide range of purpose-defined features tailored to the roofing industry. From comprehensive project management tools to seamless communication features and robust reporting capabilities, JobNimbus provides all the essential functionalities that roofers need to streamline their operations effectively.

2. Prompt And Quality Support

JobNimbus goes the extra mile in providing top-notch support to its users. With extensive learning and training resources available, users can quickly get up to speed with the platform. Additionally, JobNimbus offers free training sessions every Monday and Thursday– ensuring that users have access to ongoing support and guidance, enabling them to utilize the software to its fullest potential.

3. Competitive Pricing

The third critical factor contributing to JobNimbus’s popularity is its competitive pricing plans, tailored to meet the diverse needs of roofing companies. With two distinct plans – Growing and Established – users can choose the option that best aligns with their business goals. Also, JobNimbus offers a 14-day free trial and provides discounts of up to 50% on annual plans and 20% on 6-month plans, making it an affordable option for roofing contractors.

4. Mobile Application

Lastly, JobNimbus’s mobile application further sets it apart from other roofing CRMs. With the mobile app, users can access the platform anytime, anywhere, ensuring seamless collaboration and project management even while on the go. The mobile app enhances flexibility and productivity, empowering roofing professionals to stay connected and productive no matter where they are.

Our Closing Thoughts

Based on our thorough review, we can confidently assert that JobNimbus provides everything roofing contractors expect from a CRM solution.

From a rich suite of features to competitive pricing, prompt customer support, and an intuitive mobile application, JobNimbus is a complete package that addresses all the essential needs of roofing, gutter, or siding contractors.

However, it’s worth mentioning that JobNimbus may have a slightly steeper learning curve for new users due to the extensive range of features available. Additionally, some users have reported occasional glitches in the system– although these are typically addressed promptly by the responsive customer support team.

Overall, JobNimbus offers an impressive array of tools and functionalities that significantly benefit roofing contractors, making it the best roofing CRM in the current market.