JobNimbus
Homeowners call about their roof repair status at all hours. Your AI agent looks up their contact in JobNimbus, checks the job workflow stage, retrieves invoice details, and confirms material orders. Crews stay on the roof. Customers stay informed.
From contact lookups to material orders, your agent taps into JobNimbus to keep homeowners updated and your office running smoothly without extra phone calls.
JobNimbus
Homeowners do not wait for office hours to ask about their roof. See how AI handles the most common contractor conversations using live JobNimbus data.
A homeowner texts at 8 PM asking when their roof replacement starts. Your AI Agent looks up their contact in JobNimbus, checks the linked job's workflow status, and responds with the scheduled start date and current stage. The homeowner gets peace of mind. Your office manager does not get interrupted at dinner, and the morning starts with zero voicemails about scheduling questions.
A customer asks 'Did you receive my payment?' Your AI Agent queries JobNimbus's payments list filtered by their contact ID, finds the most recent payment, and confirms the amount, date, and associated invoice number. The customer gets instant confirmation. Your bookkeeper avoids a back-and-forth phone call, and cash flow visibility stays transparent for everyone involved.
After a storm, a homeowner asks to schedule an inspection. Your AI Agent creates a task in JobNimbus with the appointment type set to 'Inspection,' links it to the homeowner's contact and job record, and assigns it to the available crew. The homeowner gets a confirmed date. Your dispatcher skips the manual entry, and the crew sees it on their mobile app immediately.
JobNimbus
FAQs
The agent searches JobNimbus contacts using filters like email, phone number, or name. When a homeowner reaches out, the agent asks for identifying information, runs a filtered contact list query, and matches them to their record. If multiple results appear, it confirms with the customer before proceeding.
The agent can retrieve file attachments by their JobNimbus ID. If a homeowner asks for their inspection report or a photo from the job site, the agent fetches the file and provides a download link. File types must be registered in JobNimbus first using the create file type endpoint.
Yes. The agent retrieves account settings including all workflow definitions and status names. When a homeowner asks 'Where is my project?', the agent reads the current workflow stage (for example, 'Materials Ordered' or 'Installation Scheduled') and explains it in plain language.
Yes. The agent uses JobNimbus's create material order endpoint to place orders linked to a contact, with vendor ID, item details, expected delivery date, and notes. You can configure approval rules so the agent only creates draft orders that your team reviews before confirming with the supplier.
If the agent cannot find a matching contact or job record, it lets the customer know and offers to connect them with your office team. It can also capture their details and create a new contact in JobNimbus so your team follows up. No lead gets lost.
The mobile app notifies your crew about internal changes. Tars AI Agents face your customers directly on your website, SMS, or WhatsApp, answering their questions proactively without requiring them to call your office. It is outward-facing communication versus internal team notifications.
No. The agent queries JobNimbus in real time during each conversation. Contact details, job statuses, and invoice information are fetched live and used only to respond to the active session. Tars does not replicate or cache your JobNimbus database.
Absolutely. JobNimbus serves roofing, siding, solar, and general contracting businesses. The agent adapts to whatever workflow stages, task types, and product catalogs you have configured in JobNimbus. Train it on your specific trade terminology and service offerings.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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