7 workflow automations purpose-built on top of Xactimate — no data leaves your system, no parallel tool for your team to learn.
AI drafts the supplement package against JobNimbus scope and Xactimate pricing, builds the photographic backup, and handles adjuster correspondence — supplement recovery rate climbs from 50% to 90%+. Purpose-built for teams running Xactimate — uses the native API or agent integration so nothing leaves the system of record.
AI follows up on every estimate in JobNimbus on a personalized cadence, answers objections, escalates to a sales manager when ready to close — close rate climbs 20–40%. Purpose-built for teams running Xactimate — uses the native API or agent integration so nothing leaves the system of record.
AI sends personalized review requests post-job from the JobNimbus closeout, follows up if needed, and routes negative feedback to the owner before it hits Google — review velocity 5x's, map-pack rankings climb. Purpose-built for teams running Xactimate — uses the native API or agent integration so nothing leaves the system of record.
AI generates the design and permit package from site survey data in JobNimbus, runs structural and shade analysis, and submits to AHJ — design throughput per engineer doubles. Purpose-built for teams running Xactimate — uses the native API or agent integration so nothing leaves the system of record.
AI runs personalized seasonal recall campaigns from JobNimbus customer history, books service appointments, and fills the slow-season schedule — repeat revenue climbs measurably. Purpose-built for teams running Xactimate — uses the native API or agent integration so nothing leaves the system of record.
AI answers missed calls in JobNimbus via SMS within 60 seconds, books the appointment if the slot exists, and queues a callback if not — missed-call leakage drops 80% and same-day bookings climb. Purpose-built for teams running Xactimate — uses the native API or agent integration so nothing leaves the system of record.
AI optimizes the daily dispatch board in JobNimbus against tech skills, parts availability, and traffic — windshield time drops, jobs-per-day climbs, no manual re-routing when emergencies hit. Purpose-built for teams running Xactimate — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Xactimate for any repetitive process. Tell us what you'd automate.
