If your team uses JobNimbus, Brelly Co-Pilot can help you pull together job, contact, estimate, invoice, and task details while you work the claim.
That can make it easier to review the current state of a job, prepare the next record, and stay on top of follow-up work without hunting through the CRM manually.
Before You Start
Before using JobNimbus in Brelly:
Make Sure JobNimbus Is Enabled For Your Workspace
Make Sure Your JobNimbus Account Is Connected In
Settings→IntegrationsStart With The Job You Want To Review When The Request Is Claim-Related
If you do not see JobNimbus in Integrations, ask your workspace admin for help.
Everything JobNimbus Can Help You Do
Jobs And Contacts
With JobNimbus enabled, Co-Pilot can help you:
Search For Jobs By Keyword Or Status
Open A Full Job Record
Create A New Job After You Confirm The Details
Update Job Details After You Confirm The Changes
Search For Contacts By Name, Email, Or Phone
Open A Full Contact Record
Create A New Contact After You Confirm The Details
Update Contact Details After You Confirm The Changes
Estimates, Invoices, And Payments
JobNimbus integration can also help you work with financial records:
Browse Estimates
Open A Full Estimate
Create A New Estimate After You Confirm The Line Items
Update An Estimate After You Confirm The Changes
Browse Invoices
Open A Full Invoice
Create A New Invoice After You Confirm The Line Items
Update An Invoice After You Confirm The Changes
Send An Invoice Email After You Review And Confirm It
Record An Invoice Payment After You Confirm The Amount And Method
Browse Payment Records
Create A Standalone Payment After You Confirm The Details
Browse Budget Records
Tasks, Activities, Files, And Work Orders
Co-Pilot can also help you keep work moving:
Search For Tasks
Open A Full Task
Create A New Task
Update A Task
Browse Activities Like Notes, Emails, And Calls
Open A Full Activity
Log A New Activity
Browse File Attachments
Open File Metadata
Browse Generated Documents
Browse Work Orders
Open A Full Work Order
Create A New Work Order After You Confirm The Details
Update A Work Order After You Confirm The Changes
Products, Team, And Account Setup
JobNimbus can also help with account context and setup:
Browse The Product Catalog
Open A Product Record
Create A Product
Update A Product
Review Account Settings
List Team Members
Review Team Groups
Review Available Units Of Measurement
Create A Workflow
Create A Workflow Status
Create A Lead Source
Create A Custom Field
Create A File Type
Create A Task Type
Create An Activity Type
Create A Location
Financial Actions Need Careful Review
Some JobNimbus actions affect estimates, invoices, payments, or customer-facing email.
That includes:
Creating Or Updating An Estimate
Creating Or Updating An Invoice
Sending An Invoice Email
Recording A Payment
Creating A Standalone Payment
Creating Or Updating A Work Order
These actions should be reviewed carefully before you confirm them.
Account Setup Changes Need Extra Care
JobNimbus also exposes some admin-style setup actions through the integration.
That can include creating:
Workflows
Workflow Statuses
Lead Sources
Custom Fields
File Types
Task Types
Activity Types
Locations
Those records affect account setup, so they should only be created when you are confident about the change.
A Few Limits Still Matter
The current JobNimbus integration does not currently support everything.
For example:
File Downloads Are Not Part Of The Current Integration
Existing Activities Cannot Be Edited After They Are Logged
Account Configuration Items Created Through The API Cannot Be Edited Or Deleted Through This Same Integration
Bulk Operations Are Not Part Of The Current Integration
How To Use JobNimbus With Co-Pilot
To use JobNimbus in Brelly:
Open Co-Pilot
Ask Co-Pilot To Find The Job, Contact, Task, Estimate, Or Invoice You Need
Review The Details It Pulls In
Ask For Follow-Up Data If You Need More Context
Confirm Any Financial, Write-Back, Or Admin Action Before It Is Completed
For example, you might ask Co-Pilot to:
Find A Job By Address
Pull The Current Estimate
Show The Latest Invoice
Create A Follow-Up Task
Log A Note On The Job
Prepare An Invoice Send After You Review It
Tips
Start With The Job Search So Related Estimates, Invoices, Files, And Work Orders Stay Tied To The Right Record
Review Line Items Carefully Before Creating Or Updating Any Financial Document
Be Explicit About Payment Amounts And Methods When Recording A Payment
Treat Admin Setup Actions Carefully Since They Change Account Structure, Not Just One Job