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Generate accurate estimations in Jobnimbus with AI assistance

Swiftask connects your AI agents to Jobnimbus to turn your project data into detailed estimations in record time.

Resultat:

Reduce quote preparation time and increase your conversion rate.

Manual estimations are slowing down your sales cycle

For companies using Jobnimbus, creating estimations is often a bottleneck. Manually entering measurements, calculating costs, and drafting the quote takes valuable time that you are not spending on selling.

Les principaux impacts négatifs :

  • Sales cycle too long: Delays in sending a quote reduce your chances of closing the deal against competitors.
  • Risk of human error: Manual data entry for complex projects inevitably leads to calculation errors or missed costs.
  • Administrative time loss: Your field teams spend too much time in front of screens instead of being on-site or with clients.

Swiftask automates estimation in Jobnimbus. Our AI agent extracts relevant data, applies your price lists, and prepares an estimation ready to be sent.

AVANT / APRÈS

Ce qui change avec Swiftask

Without Swiftask

The salesperson returns from the job site. They open Jobnimbus, manually enter each line item, consult price sheets, calculate margins, and draft the quote. This takes hours, often at the end of the day.

With Swiftask + Jobnimbus

The salesperson enters raw data into Jobnimbus. The Swiftask agent detects the new project, analyzes needs, and pre-fills the estimation with the correct materials and prices. The salesperson just validates and sends.

4 steps to automate your estimations with Jobnimbus

ÉTAPE 1 : Connect your Jobnimbus instance

Link Swiftask to Jobnimbus via our secure integration to allow the AI to access project data.

ÉTAPE 2 : Configure estimation rules

Teach the agent your price lists, margins, and quote formatting preferences.

ÉTAPE 3 : Define the AI trigger

Choose the event in Jobnimbus that launches the estimation (e.g., new contact creation or status change).

ÉTAPE 4 : Validation and sending

The agent prepares the draft in Jobnimbus, notifies you, and you validate in one click.

Key features of the AI agent for Jobnimbus

The agent analyzes site notes, entered measurements, and client history to propose a relevant estimation.

  • Connecteur cible : L'agent exécute les bonnes actions dans jobnimbus selon le contexte de l'événement.
  • Actions automatisées : Automatic pre-filling of product/service lines. Intelligent quantity calculation. Automatic application of discounts or taxes. Creation of structured documents.
  • Gouvernance native : All actions are logged in Jobnimbus to ensure traceability.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-jobnimbus@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Why choose Swiftask for Jobnimbus

1. Execution speed

Send your quotes minutes after the client visit.

2. Increased accuracy

Drastically reduce calculation errors thanks to AI.

3. Standardization

All your quotes follow the same branding and structure.

4. Maximum productivity

Free up time for your sales teams.

5. Native integration

Work directly within the Jobnimbus interface you know.

Security and compliance

Swiftask applique des standards de sécurité enterprise pour vos automatisations jobnimbus.

  • Secure API access: Uses official Jobnimbus authentication tokens.
  • Data privacy: Your project data is not used to train public models.
  • Full control: The AI only proposes; you validate the final quote.
  • Traceability: Full history of AI modifications in Jobnimbus.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Impact on your performance

MétriqueAvantAprès
Quote creation time60+ minutesLess than 5 minutes
Error rateHigh (manual)Near zero
Client response speed24-48 hoursImmediate

Passez à l'action avec jobnimbus

Reduce quote preparation time and increase your conversion rate.

Ne laissez plus les retards impacter vos chantiers sur Jobnimbus

Cas d'usage suivant.