JOBNIMBUS CRM INTEGRATION
Turn JobNimbus Jobs into Field-Ready Work
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.
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.
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.
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.
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.
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
Turn JobNimbus jobs into Arrivy tasks without manually recreating customer and project information.
Trigger Tasks by Job Status
Prepare fieldwork when jobs reach selected statuses in your JobNimbus workflow.
Access Complete Job Details
Bring customer contacts, notes, documents, and relevant job information into Arrivy for field teams.
Use Job-Specific Task Templates
Apply appropriate Arrivy task templates to different types of work coming from JobNimbus.
Schedule and Dispatch Crews
Plan customer visits and coordinate field crew assignments using Arrivy's scheduling tools.
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. ”