OFFICE + FIELD, ON THE SAME PAGE
A clearer day ahead.
One place to see the work, the handoffs, and what needs you next.
September 14–18, 2026
FROM QUOTE TO COMPLETION
The job board
Select a job to explore its next step.
NEXT BEST ACTION
Upcoming crew schedule
Pacific timeTRY THE HANDOFF
What if an approved quote
started the next step?
Open the Cedar House job. Pick a crew and time. See how a shared calendar and reminder queue could follow.
All actions stay in this page. Refresh to start over.CONNECTED WORKFLOW
One job. Clear handoffs.
A proposed path to discuss together, with ownership agreed before automation.
Quote approved
The customer accepts the scope. JobNimbus remains the record for the job and quote.
Ready to schedule
Confirm crew capacity, materials, customer availability, and the right date before making a commitment.
Team calendar
A proposed integration creates or updates the crew appointment, with a link back to the job.
Timely reminders
Send approved notices using the selected channel. Track failures and make rescheduling update the same event.
Agree on who owns what
- Job details, quote, job status
- JobNimbus
- Employee identity, mail, availability
- Microsoft 365
- Crew scheduling decisions
- Named office scheduler
- Integration errors and recovery
- Named administrator
Validate before connecting
- Which JobNimbus events and fields can the account expose?
- Is Outlook visibility enough, or must changes write back?
- Where does an estimate appointment belong versus an installation?
- Who resolves a failed update or a double booking?
This demo does not prove API access or two-way calendar sync. The pilot will validate the chosen connection.
OUR FIRST 60 MINUTES
Start with the work.
Walk through a real job together. Find the friction. Choose one useful first improvement.
The conversation
- 00–10What would make the day easier?
Biggest scheduling headaches and what success looks like.
- 10–25Follow one job
Quote, approval, scheduling, reminders, completion.
- 25–40Map the tools and the people
Google, JobNimbus, users, devices, files, and access.
- 40–50Try the proposed handoff
Use this demo to challenge the workflow and ownership.
- 50–60Pick the first step
Agree on a pilot, its owner, and a measurable outcome.
Questions worth answering
- How many people need email, calendars, and desktop apps?
- What lives in Google today, and who owns it?
- What causes the most missed appointments or repeat entry?
- Who moves a job when weather changes the plan?
- What do the crews actually need on their phones?
- Which customer reminders should be automatic?
A useful pilot outcome
Schedule one type of job, update the appointment when it changes, and expose any failed handoff to the office.