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JOBNIMBUS CRM INTEGRATION

Turn JobNimbus Jobs into Field-Ready Work

Connect JobNimbus with Arrivy to bring sales and field operations together. Automatically create Arrivy tasks as JobNimbus jobs reach the right stage, carry customer and project details into field workflows, and manage scheduling, dispatch, and customer communication without entering the same information twice.

SALES-TO-OPERATIONS HANDOFF

Move Jobs from Sales to the Field Without Delays

When a job is ready for fieldwork, your operations team needs the details to get started. Arrivy creates field tasks from JobNimbus jobs when they reach a selected status, bringing relevant customer and project information into Arrivy. Sales teams can continue managing jobs in JobNimbus while dispatchers prepare schedules and coordinate field crews without recreating job records.

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SALES-TO-OPERATIONS HANDOFF

STATUS-BASED TASK CREATION

Start Fieldwork When Jobs Reach the Right Stage

Keep your field operations aligned with the progress of every job. Whether a JobNimbus job is marked Sold, Contract Signed, Ready to Schedule, or Production, Arrivy can create a task based on the status your team chooses. Operations teams can prepare upcoming work without waiting for manual handoffs or separate notifications from sales.

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STATUS BASED TASK CREATION

CONNECTED JOB INFORMATION

Give Field Teams the Full Picture Before Every Visit

Help dispatchers and crews prepare with the information already collected in JobNimbus. Bring relevant customer contacts, job details, notes, attachments, documents, and custom fields into Arrivy tasks. Your field team can access the context needed for each visit, reducing calls back to the office and helping prevent missed job requirements.

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CONNECTED TASK INFORMATION

FIELD SCHEDULING & DISPATCH

Keep Crews and Customer Visits Organized

Use Arrivy to schedule field jobs, coordinate crew assignments, and manage upcoming customer visits using information from JobNimbus. Dispatchers can organize work across teams while field crews have access to their assigned tasks and job details. Sales teams stay in JobNimbus, and operations teams have a dedicated place to manage work in the field.

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FIELD SCHEDULING & DISPATCH

AUTOMATED CUSTOMER COMMUNICATION

Keep Customers Updated as Appointments Change

Give customers clearer information about their upcoming visits without adding more calls to your team’s day. Arrivy can send automated SMS or email notifications when field appointments are scheduled or rescheduled. Customers know when to expect your crews, while office staff spend less time sending individual appointment updates.

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AUTOMATED CUSTOMER COMMUNICATION

Arrivy and JobNimbus Capabilities

Connect CRM jobs with field operations and give teams the information they need to manage customer visits.

Create Field Tasks from Jobs

Create Field Tasks from Jobs

Turn JobNimbus jobs into Arrivy tasks without manually recreating customer and project information.

Notification

Trigger Tasks by Job Status

Prepare fieldwork when jobs reach selected statuses in your JobNimbus workflow.

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Access Complete Job Details

Bring customer contacts, notes, documents, and relevant job information into Arrivy for field teams.

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Use Job-Specific Task Templates

Apply appropriate Arrivy task templates to different types of work coming from JobNimbus.

CalendarCheck

Schedule and Dispatch Crews

Plan customer visits and coordinate field crew assignments using Arrivy's scheduling tools.

Chats

Send Customer Appointment Updates

Automatically notify customers when field appointments are scheduled or rescheduled.

Grow your business with Arrivy

The leading field service platform for teams to schedule jobs, dispatch, invoice, track performance, and get paid.

“ efficiently. ”

Danielle Boenisch
Danielle Boenisch
Ambia Solar

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Frequently Asked Questions

Arrivy is a field service and operations management platform designed to plan, dispatch, execute, and track work across field teams, warehouses, and customers. It supports scheduling, routing, digital forms, real-time visibility, customer communication, reporting, and integrations across operational systems.

Arrivy is built to support growth across teams, locations, and job volume. It supports multi-location operations, role-based access controls, high-throughput scheduling, and flexible integrations, allowing organizations to scale without redesigning workflows.

Yes. Arrivy offers 50+ native integrations with CRM, calendar, accounting, and payment systems, along with APIs and webhooks for custom integrations and automation platforms. This keeps operational data synchronized across your existing systems.

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