A powerful roofing and construction management software designed to streamline project tracking and customer relationships.

Verdict: 6.7/10

JobNimbus does exactly what it says on the tin: streamlining projects and customer relationship management. The solution is designed for roofing businesses, but it can also be used by other contractors. 

In terms of usability, JobNimbus is easy to use, thanks to its intuitive web and mobile app interfaces. During my testing, it was a breeze to set up the solution, schedule tasks, create estimates, and send invoices. However, I wasn’t overly impressed by its customer service and lack of key features like automatic time tracking.  

These issues aside, JobNimbus simplifies the entire workflow from lead management and estimating to job tracking and invoicing. I found it easy to schedule tasks and meetings, but I wish the software had more advanced tools like shift swap and recurring shifts. I could also set task due dates and priorities to enhance accountability and prioritization of resources. 

I also liked the estimating feature, mainly because it was easy to use and had all the tools to generate professional quotes. The premade templates allowed me to quickly generate quotes without starting from scratch, saving time. I could also turn estimates into invoices with only a few clicks, which was amazing.  

My favorite JobNimbus feature was workflow automation, which uses the when/if/then logic to automate key processes. Doing so reduces repetitive work, allowing your team to focus on high-value tasks and complete projects on time. 

JobNimbus Key Features

  • Job workflow: Create job workflows to streamline business operations from lead management to invoicing. You can use automation to eliminate repetitive work, auto-assign tasks, and trigger automated responses.  
  • Task scheduling: Create and assign tasks with due dates and priorities. JobNimbus also lets you schedule events like phone calls, initial appointments, adjuster meetings, and lead follow-ups.
  • Estimating: Create professional estimates that mirror your company branding to build trust and credibility. With automation, JobNimbus can convert quotes into work orders upon client approval and auto-assign them.
  • Billing and invoicing: Convert estimates into invoices with a few clicks. You can also create invoices from scratch or leverage templates to speed up the process.

Pros

  • Easy to set up and use
  • Supports workflows and automation
  • Impressive sales and CRM suite
  • Easy to create, send, and follow up estimates

Cons

  • No offline mode
  • Complex pricing model
  • Engage plan requires setup fees

JobNimbus Pricing

Verdict: 4.5/10

JobNimbus has a flexible pricing model that allows you to pay for what you need. However, there’s a caveat. Pricing includes CRM, Engage, and project management roles plans, which makes it complex. It can be confusing to build a custom plan that meets your company’s needs. 

Pricing Page

CRM plans are like the base plans, while Engage subscriptions dictate the number of employees you can add to your team. Engage plans are tiered, and pricing varies between $49 per month and $249 per month. Project management roles and plans let you buy seats for each user who needs access to features relevant to their roles. 

However, the JobNimbus pricing page only tells half the story, making it difficult for users to calculate the initial and recurring costs. The vendor lists its CRM plans (Growing and Established) only and doesn’t include pricing details. Leaving out the other plans paints a picture of a simple pricing model when the reality is different. 

JobNimbus supports monthly, quarterly, semiannual, and annual billing cycles. However, there are no discounts for long-term commitments, which is a shame. I also found some hidden fees, like the $20 setup fee on the Engage plans. Moreover, using JobNimbus also attracts boarding, card processing, and ACH processing fees. 

The table below shows the features you get with each CRM plan: 

Pricing/planGrowing Established
Monthly $199 per month $499 per month
Annual$199 per month$499 per month
Features Unlimited jobsDigital paymentsAutomated workflow Track workflow with boardsQuickBooks integrationsCustom reportsEverything in Growing, plus:Customizable tasksDeep reportingUnlimited integrationsAPI accessWebhooks automations
As of March 2025

JobNimbus Free Trial 

The 14-day free trial is a welcome addition, especially considering JobNimbus’ hefty pricing. You don’t need a credit card to start the trial, which is great if you need to test the app with no strings attached. During the trial, you can test all the premium features: 

Here’s how JobNimbus pricing compares to its top competitors: 

PlanJobNimbus (Established)JobberKickservConnecteam (Advanced)
Request pricing View pricing View pricingView pricing
10 users$499 + $99 (Premium Engage) + $75 (Admin) = $673$129/mo (Connect)$95 (Standard)Free for life—all features and dashboards
20 users$499 + $99 (Enterprise Engage plan) + $249 (Admin) = $823$249/mo (Grow)$159 (Business)$49
30 users$499 + $99 (Enterprise Engage plan) + $249 (Admin) = $823$249 + $435 (15*$29) = $684/mo$239 (Premium)$49
50 users $499 + $99 (Enterprise Engage plan) + $249 (Admin) = $823$249 + $$1,015(35*$29) = $1264/mo$239 (Premium)$79
Read our full Jobber reviewRead our full Kickserv reviewLearn more about Connecteam

JobNimbus Usability and Interface

JobNimbus is feature-rich, which is great. But sometimes feature-richness comes at the expense of ease of use, especially if the software lacks an intuitive design. Does JobNimbus fall into this trap? Read on to discover what I found out:  

Setting Up JobNimbus

Verdict: 8/10

I used the JobNimbus free trial for this review, which I found easy and hassle-free to start with. I only need to click “free trial” on the home page and follow along with the signup wizard. Once I signed up, JobNimbus redirected me to the jobs page. 

JobNimbus doesn’t offer an introduction video or guided product tour like many competitors do. Thankfully, there’s a seven-step guided set-up to get your team up and running in minutes. Even better, when you open a feature for the first time, JobNimbus serves up an overview video to simplify onboarding.  

Screenshot showing JobNimbus guided setup
The guided setup simplifies onboarding.

Adding employees

Bear in mind that to add employees, you must have an Engage plan subscription. If you have a user seat left, navigate to “admin settings,” select “team,” click “invite team member,” and fill out the employee form. Unfortunately, JobNimbus doesn’t let you import employees in bulk, so the process could be tedious and time-consuming for large enterprises. 

The gripe aside, JobNimbus allows you to configure employee access permissions before sending out the invitation. This ensures each team member has access to data and features relevant to their roles as soon as they log in. 

Screenshot showing JobNimbus user management page
Adding new employees is a breeze, but there’s no bulk-add option.

The employee only needs to click “accept invitation” in the welcome email to create a password. If employees complete this step on a mobile device, JobNimbus redirects them to Google Play or Apple’s App Store, prompting them to download the mobile app. If they do it on the web, JobNimbus surfaces a QR code, which they can scan to download the mobile app. 

JobNimbus Web App 

Verdict: 7.5/10

When you log in, you land on the home page, which has three default widgets: my tasks, jobs, and contacts. I think taking users straight to the home page is a clever move that ensures they stay up-to-date with what matters. 

Screenshot showing JobNimbus home page
JobNimbus menu items are clearly labeled to simplify navigation.

You can customize the dashboard to display more or fewer widgets. Simply click “customize” at the top-right and check off the widgets that you want displayed on the home page. I activated the user activity and all open tasks widgets, and they cluttered the home page. Clearly, there’s a reason JobNimbus activates three widgets by default. 

JobNimbus’ web app design could use a modern refresh, but it remains easy to navigate thanks to the straightforward layout. Instead of a left-sided navigational panel, which has become the norm these days, the web app places the menu at the top. However, everything is clearly labeled so users can find their way around without a learning curve.

I appreciate having the quick actions button on the navigation panel. It enables you to add jobs and tasks without necessarily having to open the job board. You also get a search function, just in case you need to find jobs, tasks, and contacts, without slogging through endless lists. 

Screen showing the JobNimbus details area
Despite displaying a litany of details, the JobNimbus interface isn’t cluttered.

JobNimbus Mobile App

Verdict: 7.5/10

When you launch the mobile app, JobNimbus requires you to enable notifications and GPS location tracking. This is a standard requirement with most field service apps, and I’m glad JobNimbus makes it mandatory before taking you to the home UI. 

The Android and iOS apps are identical both in design and functionalities. They sport a modern and intuitive design, with a sleek layout that makes navigation effortless. The menu is located at the bottom, which is where many modern apps have it these days. 

Screenshot showing JobNimbus mobile UI
JobNimbus mobile UI looks neat and well-organized.

The mobile app includes functions you don’t get with the web app. The search feature has voice search capability, which comes in handy when talking is easier than typing. The app also includes a photo feed and a quick action button with options to add forms, tasks, photos, contacts, and jobs. 

Managers can perform ‌crucial administrative tasks like adding jobs, contacts, tasks, and forms. Employees, on the other hand, have access to features relevant to their roles. Remember that you’ll need to buy field seats to enable your field crew to use features like mobile capture, inspection forms, and location filters. 

What takes away a few marks from the JobNimbus mobile app is the lack of an offline mode. During testing, the mobile became unusable when I turned off the internet connection. I couldn’t add jobs, tasks, and contacts, or view notifications, which kept me in the dark about new updates. 

Screenshot showing JobNimbus offline mode
JobNimbus becomes unusable without an internet connection.
Menu ItemAdminEmployee
WebsiteMobile AppWebsiteMobile App
Feature (i.e. Time Tracking)
Timesheet
Time Tracker
Calendar
Schedule
Expenses
Time off
Analysis
Dashboard
Reports
Activity
Management
Kiosks
Approvals
Projects
Team
Clients
Locations
Tags
Invoices
Settings

JobNimbus Core Functionalities

JobNimbus streamlines the workflow, from prospecting and estimating to scheduling and invoicing. I tested the key features in the workflow and compiled my undiluted findings in the sections below. Read on to learn more.  

Job Management

Verdict: 7/10

The job board and scheduling module work in tandem. A task scheduled on the job board appears automatically on the calendar grid, and vice versa. While their functions overlap, the two features are designed for distinct purposes. 

Screenshot showing JobNimbus job board
You can customize the color and list of the job board.

The job board is perfect for tracking projects from lead to paid stage. JobNimbus default Kanban board includes a customizable workflow with stages like:

  • Lead
  • Appointment scheduling
  • Estimating
  • Pending customer signature
  • Signed contract
  • Job in progress
  • Final walkthrough 
  • Job completed 
  • Pending payments
  • Paid and closed

You can edit the stage names, add new lists, and change the board color to fit your style. You can also drag and drop job cards, just like you would on the standard Kanban board.

Creating a job is as easy as clicking  “add job” in the lead column. Next, add the client details, job address, stage, job type, lead source, and assignee. 

JobNimbus also lets you add specific details regarding each roofing job like shingle color, roof type, roof age, and shingle manufacturers. This is another reason I think the software is geared more towards roofing businesses than other contractors.   

Once you create a job, JobNimbus redirects you to the job’s page, where you can add and assign tasks. You can also create estimates, material orders, and memos on this page. My favorite job tool is the profit tracker, which lets you take control of costs to optimize profits.

Task and event scheduling

Verdict: 7/10

The calendar feature is ideal for scheduling tasks and events — such as sales and marketing meetings. JobNimbus lets you group events by categories such as phone calls, lead follow-up, initial appointments, and estimate follow-up meetings. The categories help you filter events for easy management. 

Screenshot showing JobNimbus task page
You can change the task type to differentiate between events and tasks.

You can add a task on the jobs page, calendar grid, or via the quick-action button. Regardless of the option, I found the task’s page quite detailed. JobNimbus lets you define the task’s due date to enhance accountability and simplify deadline management. This helps keep tasks on track, ensuring projects are completed on time. 

I also appreciate task priorities, which ensure urgent tasks get done first to prevent delays and missed deadlines. Unfortunately, JobNimbus doesn’t support task dependencies, which ensures tasks follow a logical order for improved workflow efficiency. 

The issue aside, the ability to assign tasks to subcontractors is a game-changer for businesses looking to enhance collaboration with external stakeholders.

While it’s effective, JobNimbus scheduling module lacks advanced features you find with the best scheduling software. It doesn’t support shift swaps or automatic scheduling. Its schedule conflict detector flags overlapping shifts, but doesn’t detect other issues like a shift exceeding an employee’s hours limit. 

Quote and Estimates 

Verdict: 7.5/10

JobNimbus doesn’t have a dedicated quotes and estimates module. Instead, the feature is built right inside the job’s page. It’s a smart design choice that helps keep each estimate aligned to a specific job, instead of having them in one place

On the flip side, the design means that you have to wade through multiple tabs and pages to find the estimate tool. To create an estimate, select a contact and open the jobs page. Select the job you want to estimate, navigate to the financials tab, and click “create estimate.” 

Screenshot showing “create estimate” button
The “create estimate” option is tucked in the financial tab of each Job.

Creating the quote can be tedious and time-consuming, mainly because of the litany of details you have to add. JobNimbus lets you add a cover page, introduction note, inspection, line items, terms & conditions, and signing details. 

The upside of having these details is that they make your quotes look professional, which enhances client trust and confidence. The downside is that they make the estimate unnecessarily long (see the image below). Thankfully, you can disable sections that aren’t mandatory to simplify the quote so that the busy clients have an easy time reviewing it. 

Convert to invoice

Sending the quote to the client for signing is a breeze. Simply click “send for signing” and follow along with the emailing wizard. JobNimbus has also made it easy for clients to review and approve the quote on any device. They only need to tap “review and sign quote” and follow along with the wizard. 

Billing and Invoicing

Verdict: 7/10

All the grunt work in the estimating stage doesn’t go to waste — it‌ goes a long way towards simplifying invoicing. This is because JobNimbus lets you convert estimates into invoices effortlessly. 

Simply open the job page and navigate to the financials tab. Click the three dots to the right of the estimate and select Convert to invoice. 

Convert to invoice

But before you convert an estimate to an invoice, make sure the values are accurate. This is because once you convert an estimate into an invoice, the line items are not editable. So, if material and labor costs changed, adjust the estimate to reflect the fluctuations. 

Creating an invoice from scratch is also easy. Navigate to the jobs widget on the home page, click the three dots to the far right, and select “add invoice.” Add the details and click “save invoice” to generate the invoice. 

You can email an invoice or text a payment request. The former lets you send the invoice directly to the client’s inbox. The latter lets you send an invoice link via a text message, which the client can click to make the payment. 

Screenshot showing sample JobNimbus invoice
JobNimbus invoices look professional.

Workflow and Automation

Verdict: 9/10

JobNimbus workflow and automation features combine to simplify your day-to-day operations. A workflow is a pipeline, with stages and statuses, through which a job, work order, or contact moves in JobNimbus. 

The job board is the quintessential example of a workflow. It helps visually track jobs every step of the way, while providing ‌insights for data-backed decision-making. You can edit ‌workflow statuses or create new workflows that suit the way your business operates. 

Screenshot showing JobNimbus workflow page
You can create workflows to streamline job, work order, and contact management.

However, with manual effort, there’s bound to be problems like employees forgetting to move jobs or moving others to the wrong lists in the workflow. This can spark confusion and create process bottlenecks that slow your team down.  

This is where automation can make all the difference. JobNimbus automation leverages the “when/if/then” logic. For example, you can configure the app to move a job from “pending customer signature” to “signed contract” when the client signs the estimate.

Screenshot showing automation creation page
Creating an automation is pretty straightforward.

Automation saves time, while avoiding the pitfalls of manually accomplishing tasks or moving jobs along the pipeline. You can ‌automate virtually any task in job, contact, and work order workflows. However, Growing plan subscribers can only automate 10 workflows. 

I found it easy to create automations: I bet even beginners can automate the repetitive processes in the workflow.

JobNimbus Integrations

Verdict: 8/10

JobNimbus focuses on streamlining the operation of roofing businesses, and many of its integrations help achieve this goal. I must say, the provider has compiled a nice array of integrations. 

You’ll find integrations for accounting, live material pricing, estimates, aerial measurements, material ordering, customer management, and image taking. Keep in mind that with the Growing plan subscription you can connect five software only. 

Some of the popular integrations include:

  • QuickBooks
  • CompanyCam
  • ABC Supply
  • Eagle View
  • Podium

JobNimbus also supports Zapier integrations, which enable you to connect virtually any tool in your technology stack. You can leverage the ready-made zaps or create custom ones to automate your workflows and processes. 

The Established plan subscribers can leverage Application Programming Interface (API) access. API integrations enable you to connect JobNimbus with your go-to solutions for real-time data syncing, eliminating manual data entry.  

Reporting and Analytics

Verdict: 6.5/10

While JobNimbus doesn’t use artificial intelligence (AI), it provides some helpful reports. The Insights business overview is a good case in point. This isn’t a single report but a dashboard that provides a quick overview of key metrics. 

Screenshot showing JobNimbus Insights page
The JobNimbus Insights page offers a quick glance at the key business metrics.

Insights lets you understand the state of your business, mainly the sales side. You can see how many leads you generated over the week, month, quarterly, and yearly. You can also monitor the close rate, estimate conversion, and revenue generated over the period. My gripe is that the dashboard can look cluttered on devices with small screens. 

Beyond insights, JobNimbus lets you generate classic reports. To access these reports, open the Insights dashboard and click “classic reports” to the top-right corner. Unfortunately, the only available built-in report is team activity. This report shows you how employees are using the app and their activities like task creation and log-ins. 

However, you can create custom classic reports that drill down to important business metrics. I was able to create and save gross/net margins, commissions paid, open tasks, open invoices, and job-lost reports. Sadly, unlike Insights, custom reports aren’t downloadable or shareable, which is disappointing. 

JobNimbus Security Features

Verdict: 6/10

JobNimbus supports the standard email password login for user verification. This method works, but it’s more powerful when combined with multi-factor authentication (MFA). I didn’t find information regarding JobNimbus’ use of MFA.  

I combed through JobNimbus privacy policy, and the data security and retention section caught my attention. I was particularly concerned by the line that claims, “any information you send to us electronically, while using the Services or otherwise interacting with us, may not be secure while in transit.” 

I scoured the provider’s website and the web at large for details regarding JobNimbus data encryption and found no information. This may suggest that the provider means every word when they say your data may not be secure while in transit. 

Note: I sought clarification from JobNimbus on the same, and at the time of writing, I hadn’t heard from the vendor. I’ll update this section once I get the feedback, so be sure to circle back for an update. 

I didn’t find any details regarding JobNimbus compliance with the General Data Protection Regulation (GDPR). The privacy policy outlines how JobNimbus collects, uses, and discloses user information, which is good for transparency. However, it doesn’t describe explicitly how its processes adhere to ‌data regulations around the world like GDPR. 

JobNimbus Customer Support

Verdict: 5/10

JobNimbus has a nice variety of customer support options. When you hit a snag, you can find help via live chat, knowledge base, ticket system, phone, email, and social media. You could also drop a snail mail to one of JobNimbus’ addresses in Calgary and Utah.  

While I liked the variety of help options, I was disappointed with the responsiveness of the agents. For example, live chat support agents took hours or failed to respond to my questions during business hours, which was frustrating. I also submitted a query via the ticket system, and never got a reply after a week of waiting.

Screenshot showing JobNimbus live chat
Sometimes, JobNimbus live chat agents can take too long to respond.

Knowledge base articles are grouped by JobNimbus features, which makes it easy to find relevant guides. My favorite tool is the search bar, which helps you find guides in seconds using keywords. The help guides are comprehensive and include images to help users solve common issues on their own. 

What are JobNimbus’ Review Ratings from Review Sites?

(As of June 2025)

Capterra: 4.6/5
G2 Crowd: 4.7/5
Software Advice: 4.6/5
TrustRadius: 8/10
GetApp: 4.6/5
Google Play Store: 4.6/5
Apple App Store: 4.8/5

JobNimbus App Review 

JobNimbus uniqueness lies in its ability to streamline the entire job workflow, from lead management to invoicing. It has an impressive array of job workflow, scheduling, estimating, and invoicing tools. What stood out to me is workflow automation, which reduces manual work to streamline tasks and improve efficiency. 

However, in attempting to be a jack of all trades the vendor ends up overlooking some essential and advanced features. A good case in point is the automatic time tracking, which could improve JobNimbus labor cost tracking capabilities. The scheduling feature works, but doesn’t offer shift swap or recurring job options.

The reporting module could also use a revamp to help businesses derive more actionable insights. Not to mention that JobNimbus support agents could be more responsive on live chat and ticket systems. 

Connecteam: The Better JobNimbus Alternative

Connecteam is one of the best (if not the best) JobNimbus alternatives, thanks to its array of advanced features. Some of the benefits of using Connecteam include: 

Efficient task management

Like JobNimbus, Connecteam task management feature enables you to assign tasks and track their progress from a centralized dashboard. I have found this feature effective for managing tasks, such as estimating, lead follow-ups, quality control, and site inspections. 

Tasks include due dates and priorities, which improve accountability and workflow efficiency. What sets Connecteam apart is the ability to assign due dates automatically once you crete a task.   

Additionally, Connecteam lets you create recurring tasks. For example, if a manager conducts site inspections weekly, you only need to create an inspection task once and set it to repeat weekly. This saves you the manual hassle, freeing you up to focus on other admin duties. 

You can see where each task stands and spot those that are falling behind schedule by clicking “overdue tasks.” You can also send a reminder with a click of a button to bring the task to the employee’s attention. This helps streamline the workflow, eliminating costly delays. 

Easy-to-use auto-scheduling 

Scheduling hundreds of crew members across various roles and job sites can be a nightmare for ‌obvious reasons. You must assign each worker to the right job, but with different tasks requiring different skills, this is easier said than done. 

This is where Connecteam auto-scheduling comes in handy. With the feature, you only need to create an open shift for each role, define the qualifications, and state the number of required staff. 

Once you click the magic icon, Connecteam assigns all shifts in seconds, saving you time. Even better, it assigns shifts based on employee availability and qualification, eliminating schedule conflicts and last-minute changes. 

An illustration showing Connecteam’s scheduling interface

Accurate time tracking 

If you pay employees by the hour, Connecteam time tracking fosters accurate remuneration. I like the easy-to-use mobile app, which works seamlessly on Android and iOS devices. It enables all employees — tech-savvy or not — to track time with ease. You can also set up a time clock kiosk to let employees clock in from a centralized device. 

Connecteam also allows you to erect virtual boundaries (geofences) around your work site to curb off-site punching. You can also leverage facial recognition to prevent buddy punching. These tools, coupled with clock in/out reminders, ensures employees’ time cards are accurate. 

If you care about compliance, Connecteam has got you covered with effective break and overtime trackers. It lets you assign and enforce manual or automatic breaks. For example, it reminds employees to start a manual break and prevents them from ending it early. This ensures workers take their mandated breaks. 

You can also track daily, daily, double, weekly, holiday, consecutive day, and any other overtime. The good thing is that once you set the overtime rates, Connecteam calculates employee pay automatically, saving you the manual work. 

Other Connecteam features

  • Team communication
  • HR and skills management 
  • GPS location tracking 
  • Internal knowledge base

Get started with Connecteam for free today and discover how it can streamline your company’s operations.

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