Skip to main content

JobNimbus

by JobNimbus

Media

This video provides a comprehensive tutorial, demo, and review of JobNimbus CRM, focusing on how to use the software to grow a contracting business.

About This Product

JobNimbus is a software platform designed for HVAC contractors and business owners that centralizes invoicing, payment processing, and quoting and estimates. The system supports multi-location operations and includes automation rules to streamline workflows alongside email integration and product registration capabilities.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
No
Deployment
Cloud

FSH Score Breakdown

Ease of Use
5.0
Features
7.0
Support
5.0
Value
4.5
Integrations
7.0
AI Capabilities
1.5

Customer Reviews

Features

68 features confirmed across 13categories· Showing confirmed capabilities only

Customer Communication9features

Email IntegrationEmailNotificationsNotification centerReady-to-Use SMS Templates for HVAC OutreachAutomated textingSMS MessagingCommunicationsVoIP Phone SystemCaller IDJob Sharing with CustomersUnified App for Calls, Video, Messaging, SMS, and FaxIn-App Messaging and Photo SharingJob sharing with customers
Show 1 more
Call RoutingCaller ID

CRM & Sales9features

CRMUnlimited ContactsAutomated Customer Touchpoints And SequencesProduction automationAutomated Review RequestsAutomated review requestsGoogle Business Profile ManagementGoogle Business Profile managementLead ManagementLead trackingPaid AdsPaid adsPaid Ads ManagementPaid ads managementSales AutomationSales automation
Show 1 more
Schema MarkupSearch engine optimization

Platform & Customization9features

Custom BrandingWebsite builderKanban ViewSales boardsBlueprint Markup And AnnotationPhoto capture and annotations@Mentions in NotesOnboarding SupportMulti-LocationUnlimited LocationsUnit ConversionMeasurementsIntegrations Marketplace
Show 1 more
Third-Party IntegrationUnlimited Integrations

Mobile & Field Tools8features

Offline ModeOffline accessDigital FormsFormsDigital SignaturesDigital signaturesLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment@mentionsTechnician Mobile AppMobileImage Capture And TaggingPhotos & annotationsCustomizable Forms and ContractsIn-App Camera and Photo Markup

AI & Automation7features

AI EstimatingSmart estimatingAI InsightsInsightsAutomation RulesAutomationsCreate, Design and Manage Workflows for Repetitive TasksCustom job workflowsWorkflow CustomizationCustom sales workflowsAI AssistantsAI Review ResponsesAutomated review requests

Scheduling & Dispatch5features

SchedulingScheduling calendarWork OrdersJob notesDispatchingMobile AppJob Details Notes and AttachmentsNotesProject ManagementProduction management

Invoicing & Payments5features

InvoicingInvoicingPayment ProcessingPaymentsConsumer FinancingFinancingCustomizable Credit NotesCredit memosFinancing CalculatorPayment calculator

Reporting & Analytics4features

ReportingInsights reportingAnalyticsActivity DashboardEconomic AnalysisProfit TrackerEfficiency ReportsEfficiency reports

Accounting Integration4features

Job CostingBudgetingBudgetingAccounting IntegrationExpense TrackingOne-Click QuickBooks Sync

Estimating & Quoting3features

Quoting & EstimatesEstimatesProfessional ProposalsProfessional proposalsIntegrated Roof MeasurementsIntegrated measurements

Inventory Management2features

Purchase OrdersMaterial orderingSupplier Catalog IntegrationSupplier integrations

Technician Management2features

Subcontractor ManagementSubcontractor managementInternal Employee CommunicationCommunications

Equipment & Asset Management1feature

Product RegistrationProduction

Integrations 19 across 7 categories

Industry-Specific 7
Beacon PRO+
EagleView

EagleView

HailTrace
Roofle
SRS Distribution
SRS Roof Hub
SumoQuote
Field Service 4
CompanyCam

CompanyCam

Hover

HOVER

JobNimbus
My Salesman
Productivity 3
Google Calendar

Google Calendar

Google Maps

Google Maps

naturalForms

naturalForms

eCommerce 2
ABC Supply
QXO
Accounting 1
QuickBooks Online

QuickBooks

Payment Processing 1
Wisetack

Wisetack

Marketing 1
GetTheReferral

Pricing

Model
Quote Only
Starting at
Contact for pricing