JobNimbus
· #204 most-usedCRM and project management built for contractors
JobNimbus is a CRM and project management platform purpose-built for roofing, siding, windows, and other exterior contractors. It brings contacts, jobs, estimates, invoices, scheduling, and payments into a single Kanban-style workspace. Connect it to Actionist and your agents can create and track contacts and jobs without opening the app, surface overdue estimates, auto-move jobs through pipeline stages, and keep your field teams, office staff, and back-office finance all working from the same up-to-date record.
Eliminates manual work. Agents eliminate the manual cycle of entering leads, updating job statuses, creating follow-up tasks, and compiling pipeline reports — work that otherwise requires logging into JobNimbus multiple times per day.
What your JobNimbus agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
JobNimbus × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New roofing lead created and assigned in under a minute
When a homeowner fills in the website contact form, the agent checks JobNimbus for an existing contact with that email address. If none exists, it creates a new contact with source tag, status 'New Lead', and the homeowner's details. It then creates a follow-up task on the record assigned to the next available sales rep and posts a lead alert to the #new-leads Slack channel — all within about a minute of the form submission.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales40 min / weekManual lead entry and task creation
A rep copies homeowner details from the form email into JobNimbus, manually creates a follow-up task, and sets the lead status — 8 minutes per lead, every time, often hours after the lead arrived.
Sales Agent0 minAgent creates contact and task in under a minuteWhen a form submission arrives, the agent deduplicates on email, creates the JobNimbus contact with correct source tag and status, and creates the follow-up task assigned to the right rep — all within about a minute.
- Marketing30 min / weekManual CRM filter for re-engagement campaigns
The marketing coordinator manually filters contacts by status and last-contact date each week, exports the list, and uploads it to the email platform — 30 minutes of manual CRM work before the campaign even starts.
Marketing Agent0 minAgent builds and exports the re-engagement segment automaticallyEvery Tuesday the agent lists dormant contacts matching the re-engagement criteria and pushes the segment to the email platform — ready for the campaign without anyone opening the CRM.
- Customer Support25 min / weekManual post-job follow-up task creation
After each completed job, a support team member searches for the contact in JobNimbus, opens the record, and manually creates a follow-up task — often skipped when the team is busy, leading to missed satisfaction checks.
Customer Support Agent0 minAgent creates follow-up tasks the moment jobs completeWhen a job moves to 'Work Complete', the agent retrieves the contact record and creates a follow-up task in seconds — 100% coverage regardless of workload.
- Human Resources20 min / weekManual onboarding task tracking across email and CRM
The HR coordinator checks a separate onboarding checklist spreadsheet each week, cross-references it against JobNimbus contacts, and manually follows up with managers whose new hires have incomplete tasks — 20 minutes of reconciliation every Wednesday.
Human Resources Agent0 minAgent audits onboarding records and alerts managers automaticallyEvery Wednesday the agent reviews new-employee contact records, identifies outstanding onboarding tasks, and sends targeted Slack reminders to the responsible managers with the employee name and specific missing item.
- Finance45 min / weekManual invoice-ready job identification
The billing team manually scans the JobNimbus job board each Friday looking for 'Work Complete' jobs without an invoice, then creates billing tasks one by one — a 45-minute process that still misses jobs when the board is large.
Finance Agent0 minAgent surfaces every uninvoiced job automatically every FridayThe finance agent lists all completed-but-uninvoiced jobs, retrieves each record, and creates billing tasks in a single scheduled run — zero jobs missed regardless of board size.
- Operations20 min / weekManual production board morning brief
The crew dispatcher opens JobNimbus each morning, manually filters jobs by status, copies details into a Slack message, and posts the production list — 20 minutes before the first crew call even starts.
Operations Agent0 minAgent posts the prioritised job queue before 7:30 AMEvery Monday at 7 AM the operations agent lists scheduled jobs, retrieves each record's site address and job type, and posts a sorted production brief to #production — the dispatcher opens the week ready to assign crews.
- Legal30 min / weekManual insurance claim document audit
The legal coordinator opens each insurance claim job in JobNimbus one by one, checks the attachments list for required documents, and creates missing-document tasks by hand — 30 minutes per audit cycle, prone to being skipped under pressure.
Legal Agent0 minAgent audits every insurance claim job and creates compliance tasks automaticallyEvery Wednesday the legal agent lists all insurance claim jobs, checks each for required document attachments, and creates targeted compliance tasks for any gaps — a complete audit in under 5 minutes.
Calculate what your team saves
Based on JobNimbus's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.
How to plug JobNimbus into Actionist
Pick the connection method that suits your environment.
Generate an API key inside JobNimbus (Settings → API → New API Key) and paste it into Actionist. The agent uses it to authenticate every read and write call against your account.
Log into JobNimbus, navigate to Settings → API, and click New API Key.
Give the key a label (e.g. 'Actionist'), select an Access Profile that covers contacts, jobs, tasks, and estimates, then click Save.
Copy the generated API key. In Actionist's Apps tab, find JobNimbus and paste the key. Actionist runs a test read to confirm the handshake.
15 actions your agent can call
Read and write operations available to your Actionist agent.
2 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.