What you'll accomplish
By the end of this guide, you'll have JobNimbus AssistAI configured to answer inbound phone calls when you're on a roof or canvassing — capturing the caller's name, address, and reason for calling, and automatically creating a lead in your CRM pipeline. No more missed calls that become missed sales.
What you'll need
- An active JobNimbus account (your company likely already has one — check with your manager)
- Access to the AssistAI feature (available on JobNimbus Growth plan and above — confirm with your manager or JobNimbus account owner)
- A dedicated business phone number (or your company's main line) to route through AssistAI
- Time needed: 30–45 minutes for initial setup; 0 minutes ongoing (it runs automatically)
- Cost: Included in JobNimbus Growth plan (your company pays for this — verify with your manager)
How-To Guide: Set Up JobNimbus AssistAI for Inbound Lead Capture
Step 1: Check If Your Account Has AssistAI
Log into JobNimbus (app.jobnimbus.com). Click on your account settings (gear icon, top right). Look for "AssistAI" or "AI Features" in the settings menu. If you don't see it, ask your manager — it may need to be enabled on your company's account.
What you should see: An AssistAI settings page where you can configure call handling.
Troubleshooting: If your account doesn't have AssistAI, ask your manager to check with JobNimbus support about upgrading. If you're an independent rep using JobNimbus personally, contact JobNimbus directly about which plan includes this feature.