JobNimbus tools
JobNimbus MCP tools are coming soon.
Give ChatGPT, Claude, or another supported AI assistant a safe way to help with contacts, leads, jobs, tasks, notes, estimates, and invoices in JobNimbus. Here is what the integration will cover.
What your AI assistant can help with
Every planned JobNimbus tool
Each tool handles one clear task. Here is what the integration will cover at launch.
Contacts
Find customers, add new ones, and keep records up to date.
Find contacts
Looks up infoSearch your contacts by name, company, email, workflow, or status and page through the results.
View a contact
Looks up infoPull up one contact's full details.
Add a contact
Makes changesCreate a contact with names, address, phones, email, workflow, and lead source.
Update a contact
Makes changesChange a contact's details or move them to a new status, with confirmation before anything is deactivated.
Leads
Keep up with new opportunities and where each one came from.
Find leads
Looks up infoSee the contacts and jobs currently in a lead stage, filtered by date.
View lead sources
Looks up infoSee your active lead sources so new work is attributed correctly.
Jobs
Look up active work, start new jobs, and keep the details current.
Find jobs
Looks up infoSearch jobs by name, workflow, status, sales rep, related contact, or date range.
View a job
Looks up infoPull up the details for a specific job.
Add a job
Makes changesCreate a new job with the name, primary contact, address, sales rep, and workflow.
Update a job
Makes changesChange a job's details or move it to a new status in your workflow.
View everything on a record
Looks up infoSee the tasks, notes, files, estimates, and invoices attached to a contact or job in one place.
Find work orders
Looks up infoSearch work orders by workflow, status, related record, or date range.
Scheduling and tasks
Check the calendar and manage tasks and appointments.
Find tasks
Looks up infoSearch tasks and appointments by title, type, owner, related record, completion, or date.
View a task
Looks up infoPull up the details for a specific task or appointment.
Add a task
Makes changesSchedule a task or appointment with a title, start time, and the record it belongs to.
Update a task
Makes changesReschedule a task, change its details, or mark it complete.
Activities and notes
Review each record's timeline and add notes for your team.
Find activities
Looks up infoBrowse the timeline of notes and activity on your records, filtered by type or date.
View an activity
Looks up infoPull up the details for a specific activity or note.
Add a note
Makes changesSave a note on a contact or job so your team has the latest context.
Estimates and invoices
Reference estimates, invoices, and payments, and draft new estimates.
Find estimates
Looks up infoSearch estimates by status, related job or contact, date, or signature status.
View an estimate
Looks up infoPull up an estimate with its line items, totals, and signature status.
Add an estimate
Makes changesDraft an estimate with line items and pricing for a job or contact.
Update an estimate
Makes changesChange an estimate's line items, status, or dates.
Find invoices
Looks up infoSearch invoices by status, related record, or date — including just the unpaid ones.
View an invoice
Looks up infoPull up an invoice with its line items, totals, balance due, and payments.
Find payments
Looks up infoSee payments across your account, filtered by related record or date.
Company and catalog
Reference your products, orders, files, team, and workflow settings.
Find products
Looks up infoSearch your products and services catalog by name or type.
View a product
Looks up infoPull up a product with its units, costs, and pricing for materials and labor.
View a work order
Looks up infoPull up the details for a specific work order.
Find material orders
Looks up infoSearch material orders by status, related record, or date, with their line items.
Find files
Looks up infoSearch the files attached to your records by type or date.
View a file
Looks up infoSee a file's name, type, size, and the records it belongs to.
Find users
Looks up infoSee your team members and filter them by name or status.
View your workflows
Looks up infoSee your workflows, statuses, task types, activity types, file types, and lead sources.
Ready to put JobNimbus within reach?
The JobNimbus integration is in development. Create your Inrconnect account now and connect Jobber or Housecall Pro today — you'll be ready the moment JobNimbus goes live.