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CRM

JobNimbus, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your JobNimbus account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Connects with a key
  • 21 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What JobNimbus is

JobNimbus is a CRM and project management software designed for contractors, helping streamline scheduling, estimates, invoicing, and job tracking.

You paste in a key from your own JobNimbus account. It is kept encrypted, and you can withdraw it from inside JobNimbus whenever you like.

How a run works

One message in, the work done in JobNimbus.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in JobNimbus. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own JobNimbus account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

21 tools it already has

What it can do in JobNimbus

These are the ready-made tools your AI employee already has in JobNimbus. It is not limited to them, but it never has to be taught these.

  • Create File Attachment TypeTool to create a new file attachment type. use when you need to register a custom document category before uploading files.
  • Create LocationTool to create a new location in jobnimbus. use after gathering address and contact details.
  • Create Material OrderTool to create a new material order (v2). use when you need to place a materials order for a contact after gathering item details.
  • Create TaskTool to create a new task. use when scheduling or tracking tasks linked to contacts or jobs.
  • Create Workflow StatusTool to create a new status in an existing workflow. use after confirming the workflow id to add specialized status entries like 'lead' or 'inspection'.
  • Get Account SettingsTool to retrieve account-wide settings (workflows, types, sources). use after authenticating to load or refresh workflow and source mappings.
  • Get Activity by IDTool to retrieve a specific activity by its id. use after confirming the activity's jnid is valid.
  • Get Contact by IDTool to retrieve a contact by id. use after obtaining the contact’s jnid to fetch full details.
  • Get File Attachment by IDTool to retrieve a specific file attachment's raw content by id.
  • Get Product by IDTool to retrieve a specific product by id (v2). use after confirming the product's jnid to fetch its details.
  • Get Units of MeasureTool to retrieve list of supported units of measure. use after authenticating when you need to present or validate measurement units.
  • List ActivitiesTool to retrieve all activities. use after authentication to fetch a paginated list of activities.
  • List ContactsTool to list all contacts. use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
  • List InvoicesTool to list all invoices (v2). use when you need to fetch multiple invoice records.
  • List Material OrdersTool to list all material orders (v2). use after authentication to fetch multiple material order records.
  • List PaymentsTool to retrieve payments list with optional filters. use after auth.
  • List ProductsTool to list all products. use after authentication to fetch full product catalog.
  • List TasksTool to list all tasks. use when you need an overview of tasks for planning or review.
  • List Work OrdersTool to retrieve all work orders (v2). use after authentication when you need a paginated list of work orders.
  • Update ContactTool to update an existing contact. use when you have a contact's jnid and need to modify its fields. call after fetching or creating a contact.
  • Update TaskTool to update an existing task. use after confirming the task’s jnid and desired changes.
Access, and who is in charge of it

You stay the boss of your JobNimbus account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own JobNimbus account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in JobNimbus is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in JobNimbus and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about JobNimbus

Can an AI employee really work inside JobNimbus?
Yes. It signs in to your own JobNimbus account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of JobNimbus?
No. Nothing moves and nothing is replaced. Your records stay in JobNimbus, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my JobNimbus account?
You paste in a key from your own JobNimbus account. It is kept encrypted, and you can withdraw it from inside JobNimbus whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in JobNimbus?
It has 21 ready-made tools in JobNimbus today, among them Create File Attachment Type, Create Location and Create Material Order. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use JobNimbus and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in JobNimbus and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in JobNimbus?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in JobNimbus is written down with what it did and when.