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JobNimbus Review 2026

A CRM and job tracker built for roofers. JobNimbus also sells it to solar installers.

7.4/10
Evidence score · Good evidence How much we could confirm on the company’s own website. Not a quality rating. How we score
Last checked
6 October 2026
Best for
Small and mid-size installers who also do roofing.

Our quick verdict

JobNimbus tracks leads, sales, jobs, invoices and payments in one place. It was built for roofing, and it has a solar page, but no solar design or energy tools. Prices are not shown, so you must ask for a quote.

Best for

Small and mid-size installers who also do roofing.

Not ideal for

Teams that want solar design, proposals with energy savings, or system monitoring in the same tool.

Biggest strength

Sales and production boards, automations, texting and payments in one app.

Biggest weakness

No solar design, energy, battery or monitoring tools, and no public prices.

Top alternative: Sunbase. Pick it if you want a CRM built for solar companies.

JobNimbus evidence scorecard

How much of each job we could confirm, and how deep it goes. Jobs that are not what this tool is for are left out.

7.4/10 overall
  • Proposals and finance 8.0
  • CRM and leads 9.0
  • Permits and projects 5.0
  • Integrations and API 9.0
  • AI and automation 6.0
  • Mobile and reporting 10.0
  • Clear pricing 5.0

9 verified1 company claims 7 not found How the score works

What can JobNimbus help you do?

  1. 01

    Track leads and sales

    You map your own sales steps and see every lead on a board with estimated totals. Automations can move a job to Sold when a proposal is signed.

  2. 02

    Estimate and get signatures

    You plug roof measurements into an estimate and build a proposal. Homeowners can sign by email or on the app.

  3. 03

    Run jobs after the sale

    Production boards show every job and where it is stuck. You can make work orders, assign subcontractors and order materials from the estimate.

  4. 04

    Talk to customers

    Engage gives you two-way texting with a shared inbox. You can also send email and set up automatic texts.

  5. 05

    Get paid

    You send invoices and take card or ACH payments. Financing through Wisetack and a QuickBooks sync are included.

Key features

Each feature shows what we found on JobNimbus’s own website, and how sure we are.

Solar design

Not found

We found no solar panel layout tool. JobNimbus is a CRM.

3D modelling

Not found

We found no 3D roof model for solar. You can order roof measurements from EagleView and Hover.

Shade analysis

Not found

We found no shade check tools.

Power estimate

Not found

We found no tool to estimate how much power a system makes.

Proposals

Basic

Estimates, proposals and e-signature, plus SumoQuote. We found no solar savings or energy figures in proposals.

CRM

Advanced

Contacts, custom sales workflows, sales boards, tasks and automations. This is the core of the product.

Lead management

Basic

Lead tracking and lead source reports. Lead capture comes from partners like Roofle and mySalesman.

Permits and plan sets

Not found

We found no permit or plan set tools.

Financing

Basic

Wisetack homeowner financing with loans up to $25K. This is roofing finance, not solar loans like GoodLeap.

Project management

Advanced

Production boards, work orders, subcontractor scheduling, budgets and material orders.

Battery design

Not found

We found no battery sizing tools.

Operations and repair (O&M)

Not found

We found no service ticket or O&M tools for built systems. You could track service as a job.

Integrations

Advanced

QuickBooks, EagleView, CompanyCam, Wisetack, ABC Supply, SRS and QXO. Lower plans cap you at 2 or 5 integrations.

API

Basic

A public API on Postman, with API and webhooks listed on every plan.

AI and automation

Company claim

JobNimbus Scout is an AI helper in beta. Its page did not load for us, so we could not check what it does.

Mobile

Advanced

iOS and Android app for leads, photos with notes, forms and payments in the field.

Reporting

Advanced

Insights reports on team performance and lead sources, plus profit tracking and efficiency reports.

Not what JobNimbus is for, so not scored: Monitoring.

Feature scorecard

FeatureWhat we foundOur notesSource
Solar design Not found We found no solar panel layout tool. JobNimbus is a CRM. Oct 2026
3D modelling Not found We found no 3D roof model for solar. You can order roof measurements from EagleView and Hover. Oct 2026
Shade analysis Not found We found no shade check tools. Oct 2026
Power estimate Not found We found no tool to estimate how much power a system makes. Oct 2026
Proposals Basic Estimates, proposals and e-signature, plus SumoQuote. We found no solar savings or energy figures in proposals. Oct 2026
CRM Advanced Contacts, custom sales workflows, sales boards, tasks and automations. This is the core of the product. Oct 2026
Lead management Basic Lead tracking and lead source reports. Lead capture comes from partners like Roofle and mySalesman. Oct 2026
Permits and plan sets Not found We found no permit or plan set tools. Oct 2026
Financing Basic Wisetack homeowner financing with loans up to $25K. This is roofing finance, not solar loans like GoodLeap. Oct 2026
Project management Advanced Production boards, work orders, subcontractor scheduling, budgets and material orders. Oct 2026
Battery design Not found We found no battery sizing tools. Oct 2026
Monitoring Not its job JobNimbus is a CRM. Watching solar systems after install is outside what it is for. Oct 2026
Operations and repair (O&M) Not found We found no service ticket or O&M tools for built systems. You could track service as a job. Oct 2026
Integrations Advanced QuickBooks, EagleView, CompanyCam, Wisetack, ABC Supply, SRS and QXO. Lower plans cap you at 2 or 5 integrations. Oct 2026
API Basic A public API on Postman, with API and webhooks listed on every plan. Oct 2026
AI and automation Company claim JobNimbus Scout is an AI helper in beta. Its page did not load for us, so we could not check what it does. Oct 2026
Mobile Advanced iOS and Android app for leads, photos with notes, forms and payments in the field. Oct 2026
Reporting Advanced Insights reports on team performance and lead sources, plus profit tracking and efficiency reports. Oct 2026

Who is JobNimbus best for?

Type of businessFitWhy
Home solar installers Partial fit It fits home installers for CRM and jobs, but has no solar design or savings tools.
Business (commercial) installers Weak fit We found nothing aimed at business solar projects.
Solar farm developers Weak fit There are no tools for solar farms.
EPCs (design and build firms) Partial fit Production boards, work orders and material orders help run installs.
Solar designers and engineers Weak fit There is no design tool at all.
Solar sales teams Strong fit Sales boards, automations, estimates, e-signature and texting are built in.
O&M and asset teams Weak fit We found no monitoring or service tools.

By company size

Solo installer

Partial fit

The smallest plan covers up to 3 users, but you must ask for a price.

Small team

Strong fit

Essentials and Pro cover teams of up to 3 and up to 10 users.

Growing company

Strong fit

Premium covers up to 19 users with unlimited boards and up to 5 locations.

Large company

Strong fit

Enterprise adds unlimited locations, automations and integrations, plus on-site onboarding.

Who shouldn’t choose JobNimbus?

  • You need to design solar systems. Pair it with a design tool or pick one that has both.
  • You want proposals that show solar savings and loans.
  • You want to see a price before you call.
  • You need system monitoring or O&M work.
  • You want a CRM built only for solar.

JobNimbus pricing

Starting price

Ask the company

Checked 6 October 2026

Price model
Quote only, by plan and user count
Free plan
No
Free trial
Yes, 14 days, no credit card
Demo
Yes

Essentials

Request pricing

  • Up to 3 users
  • 3 project boards
  • 10 automations
  • Max 2 integrations
  • Standard support
  • Mobile app

Pro

Request pricing

  • Up to 10 users
  • 5 project boards
  • 30 automations
  • Max 5 integrations
  • Up to 2 locations

Premium

Request pricing

  • Up to 19 users
  • Unlimited project boards
  • 100 automations
  • Unlimited integrations
  • Up to 5 locations
  • Premium support and SLAs

Enterprise

Request pricing

  • 20+ users
  • Unlimited locations
  • Unlimited automations
  • Unlimited integrations
  • Technical Account Manager

What changes the price

  • No prices are shown. The pricing page says price depends on plan, user count and add-ons.
  • Monthly or annual agreements. The company says no long-term contract is required.
  • The company says there are no required setup fees.
  • All plans include unlimited contacts, estimates, invoices, payments, financing, QuickBooks and API access.

Paid add-ons

  • Marketing Bundle (managed websites, SEO and ads, or a built-in marketing tool in beta)
  • Communications Bundle (Engage texting), for current customers only
  • Professional Services

Ask JobNimbus for a price Prices change often. We never guess a price that is not on the website.

Is JobNimbus worth it?

Software pays for itself only if it saves time or wins more jobs. Work through it in this order:

  1. Software costAsk the company
  2. Time savedFaster design and fewer site visits
  3. More quotesEach person can send more proposals
  4. More jobs wonBetter proposals, faster replies
  5. Extra profitMust be more than the cost

Ease of use

Learning curve

Medium

It runs in a browser and a phone app, so there is nothing to install. Custom workflows and automations take some setup. The company sells Pro Services to help you set up and train your team.

Training offered: Toolbox guides · Help center · Pro Services setup and training · On-site onboarding on Enterprise

We have not tested JobNimbus hands-on yet. This is based on what the maker offers and how the product is set up.

Integrations

Accounting

  • QuickBooks (Desktop, Online, Server)

Imagery and maps

  • EagleView
  • Hover

Proposals

  • SumoQuote

Finance

  • Wisetack
  • JobNimbus Payments

Hardware

  • ABC Supply
  • Roof Hub by SRS Distribution
  • QXO

Other

  • CompanyCam

CRM

  • Roofle (lead capture)
  • mySalesman

AI and automation

CapabilityStatusWhat it does
AI designNot foundThere is no design tool, so no AI design.
AI proposalsNot foundWe found no AI writing of proposals.
AI sales assistantCompany claimScout is sold as an AI assistant that does work inside the app. It is in beta and its page did not load.
AI lead qualificationNot foundWe found no AI lead scoring.
ForecastingNot foundWe found no sales forecasts.
AutomationVerifiedRule-based automations, such as moving a job to Sold when a proposal is signed, or texting a customer when a job is scheduled.

Our assessment

Most of the time savings come from plain rule-based automations, not AI. Scout is a beta AI helper, and we could not see what it does. Ask for a demo of Scout before you count on it.

API and automation

Public API
Yes
Webhooks
Yes

What you can do with it

  • Public API documented on Postman
  • Webhooks listed on every plan

Useful for

  • Sending jobs from a solar design or proposal tool into JobNimbus
  • Syncing contacts with other systems

Security and large-company readiness

Only what the company publishes. “Could not read” means we could not open the page, not that the feature is missing.

Encryption

Verified

The privacy policy says measures may include encryption in transit.

Single sign-on (SSO)

Not found

We found no mention of SSO.

SOC 2

Not found

We found no SOC 2 report or trust page.

GDPR

Not found

We found no GDPR statement.

User permissions

Verified

The privacy policy lists role-based permissions and access controls.

Audit logs

Not found

We found no mention of audit logs.

Data hosting

Not found

We found no statement on where data is hosted.

Backups

Not found

We found no statement on backups.

Setup and support

Getting started

Essentials and Pro get standard implementation. Premium and Enterprise get premium implementation. The enterprise page lists on-site onboarding. The company says there are no required setup fees.

  • Standard or premium implementation
  • Pro Services setup and training (add-on)
  • On-site Enterprise onboarding

Customer support

All plans get support. Higher plans add a Technical Account Manager and faster replies.

  • Phone (855) 964-6287
  • Help center
  • Account Manager
  • Technical Account Manager on Premium and Enterprise

Pros and cons

What we like

  • Sales and jobs in one appLead boards, production boards, work orders and material orders share one job folder.
  • Free trialYou get 14 days with no credit card.
  • Good phone appLeads, photos, forms and payments work in the field on iOS and Android.
  • Payments and QuickBooks built inCard and ACH payments, Wisetack financing and a QuickBooks sync are on every plan.
  • API on every planThe pricing table lists API and webhooks on all four plans.

What could be better

  • No prices shownEvery plan says Request pricing, so you must talk to sales.
  • Built for roofingPartners and tools center on roofs, like roof measurements and roofing suppliers.
  • No solar design or savingsYou need a second tool for layouts, energy estimates and solar proposals.
  • Caps on lower plansEssentials allows 10 automations and 2 integrations. Pro allows 30 and 5.
  • Little security detailWe found no SOC 2, SSO or trust page.

What users say on other sites

Ratings and short quotes from other review sites, with the reviewer’s name as that site shows it. We link to every source. These do not change our evidence score.

Checked 6 October 2026. Quotes are copied word for word and shortened only with “…”. How we use outside reviews

JobNimbus alternatives

Tools people switch to, and when each one makes more sense.

Sunbase

Evidence score 7.4/10

Pick it if you want a CRM built for solar companies.

Read the review

Enerflo

Evidence score 7.8/10

Pick it if you want a solar sales platform with proposals and finance.

Read the review

Coperniq

Pick it if you want solar projects, field work and service in one tool.

Bodhi

Pick it if you want to keep solar customers updated after the sale.

Same company: SumoQuote. JobNimbus bought SumoQuote. It builds proposals homeowners can sign on the spot.

Main competitors

  • Sunbase: Sells a CRM and job tracking to the same home installers.
  • Coperniq: Sells project and field tools to installers who also do other trades.
  • AccuLynx: JobNimbus compares itself with AccuLynx on its own enterprise page.

How we score solar software

We have not given any product a quality score yet. That needs at least eight checked user reviews. Instead, the evidence score shows how much we could confirm on the company’s own website.

Points for each feature

Verified, advanced10
Verified, basic8
Company claim only6 to 7
Not found or not offered0
Could not read, or not its jobleft out

Jobs we score, equal weight

  • Solar design
  • Shade and power estimate
  • Proposals and finance
  • CRM and leads
  • Permits and projects
  • Batteries
  • Monitoring and O&M
  • Integrations and API
  • AI and automation
  • Mobile and reporting
  • Clear pricing

Each job is the average of its features. A job where we found none of its features is not this tool’s job, so it is left out. The overall score is the average of the jobs that apply, plus clear pricing. Read how we check facts · How we research · Editorial guidelines

Sources and checks

See a mistake? Tell us and we will check it again. Fixes go in our corrections log.

Frequently asked questions

How much does JobNimbus cost?

JobNimbus does not show prices. Its four plans all say Request pricing. Price depends on the plan, user count and add-ons. We read this on 6 October 2026.

Does JobNimbus have a free trial?

Yes. The company offers a 14-day free trial with no credit card. We found no free plan.

Is JobNimbus good for small solar installers?

It can be, if you mostly need a CRM and job tracking. Essentials covers up to 3 users. You will still need a separate tool for solar design.

Is JobNimbus a solar CRM?

It is a contractor CRM built for roofing. It has a solar page, but we found no solar design, energy or savings tools.

Can JobNimbus size batteries?

No. We found no battery or energy tools.

Does JobNimbus have an API?

Yes. Its public API is documented on Postman, and the pricing page lists API and webhooks on every plan.

What are the best JobNimbus alternatives for solar?

Sunbase for a solar CRM, Enerflo for solar sales and finance, and Coperniq for solar projects and service.

Is JobNimbus worth it for a solar company?

It is worth a trial if you also do roofing or want strong job boards and a phone app. If you only sell solar, a solar CRM may save you a second tool.

Our final verdict

JobNimbus: 7.4/10 evidence score

JobNimbus suits installers who want one CRM for sales, jobs and payments, especially if they also do roofing. It does not design or price solar, so pair it with a design tool.

Choose JobNimbus if

  • You also sell roofing
  • You want sales and production boards
  • Your crews work from a phone app
  • You want payments and QuickBooks in the CRM

Look at alternatives if

  • You want solar design and proposals in one tool
  • You want to see prices first
  • You need SOC 2 or SSO
  • You need monitoring or O&M

Continue your research