CRM/draft-approve

JobNimbus

Manage JobNimbus contacts, jobs, tasks, activities, work orders, invoices, and payments.

Install level

both

JobNimbus setup needs one API key. PageLines discovers workflows, statuses, users, and custom fields after the token works.

Open PageLines

What It Does

Search contacts and jobs, summarize open work, draft task/activity updates, and report invoice or payment status.

Demo Scenario

Find stale open jobs and draft JobNimbus follow-up tasks for approval.

API Reference

PageLines uses the provider's live API documentation as the source of truth for available actions, schemas, and version details.

View API docs

Sample conversation

user

Find stale open jobs in JobNimbus and prepare follow-up tasks for today.

agent

I found stale open jobs and drafted follow-up tasks for approval.

| Job | Stage | Last activity | Draft task |
|---|---|---|---|
| Baker roof replacement | Estimate sent | 9 days ago | Call to confirm insurance approval |
| 14th Street repair | Materials ordered | 6 days ago | Check supplier ETA and update homeowner |
| North Ridge siding | Work complete | 12 days ago | Send invoice reminder |