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CRM & sales

JobNimbus

Book jobs, look up contacts and create tasks in JobNimbus while you're on the phone.

JobNimbus is the CRM contractors use to run scheduling, estimates, invoicing and job tracking. Connect your JobNimbus account to AgentCalls and your agent can find existing contacts, create new ones with their address, add tasks for your crew and place material orders during a call. Your team sees everything in JobNimbus as soon as the call ends, so nothing gets re-typed.

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What your agent can do with JobNimbus

  • Look up a contact or a past job by name or ID and answer status questions on the spot
  • Create a new contact and location from the caller's address and phone details
  • Add a follow-up task linked to a contact or job for your sales or crew team
  • Place a material order for an active job after confirming items with the caller
  • Create workflow statuses such as lead or inspection so pipeline changes show up immediately

JobNimbus exposes 21 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound roof estimate request

  1. Caller

    Hi, I'm Dana Whitfield. I'd like someone to look at my roof after the storm last week.

  2. Agent

    Sorry to hear about the storm, Dana. I'll set that up. What's the address for the property?

  3. Caller

    412 Cedar Ridge Drive, Tulsa. My cell is 918-555-0147.

  4. Agent

    Thanks. I've created your contact and location, and added an inspection request for our estimator. Would Thursday morning around 9 work for a visit?

Customer checks on their job

  1. Caller

    Hey, it's MarcusOl from Brightline Homes. Can you tell me where the kitchen remodel is at?

  2. Agent

    Sure, Marcus. I found the Brightline Homes job. It's currently in the materials stage, and the cabinet order was placed on Monday.

  3. Caller

    Perfect. Can you add a note that I want the countertop install moved to the 20th?

  4. Agent

    Done. I've added a follow-up task for the install crew to move the countertop date to the 20th and flagged it for the project manager.

Outbound follow-up on an estimate

  1. Agent

    Hello, this is calling for Ruth Alvarez from Crestview Plumbing. Is this a good time to talk about the estimate we sent?

  2. Caller

    Yes, go ahead. I haven't decided on the water heater yet.

  3. Agent

    No problem. I'll create a task for our sales rep to call you Friday with the two options. Would afternoon work better?

  4. Caller

    Afternoon is fine, after 2.

  5. Agent

    Got it. The task is set for Friday after 2 pm, and I've moved the estimate to the follow-up status.

How to connect JobNimbus

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect JobNimbus

    From Integrations in the dashboard, choose JobNimbus and enter the connection details from your JobNimbus account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the JobNimbus actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent update JobNimbus during the call or after it?

During the call. Contacts, locations, tasks, material orders and status changes are written to JobNimbus as the conversation happens, so your team can see them straight away.

What do I need to connect JobNimbus?

You need an active JobNimbus account. In your AgentCalls dashboard, open Integrations, choose JobNimbus and sign in with your JobNimbus credentials from its settings. Your agent only uses the access you grant.

Which plan includes the JobNimbus integration?

JobNimbus is included from the Growth plan. Smaller plans can view this page but cannot connect the integration until you upgrade.

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Put your agent to work with JobNimbus.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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