# JobNimbus and Volty

> Roofing reps ask Volty for a JobNimbus job's status and open tasks before a call, and homeowners ask on Messenger when the insurance adjuster is coming.

Roofing contractors on JobNimbus let reps ask Volty for a job's status before a call, and homeowners ask when the insurance adjuster is coming.

Talk to Volty · Free trial

Updated 2 Nov 2026

## Calling Hernandez at 2

Bryce asks before a call. Volty reads the job's status and tasks in JobNimbus.

Sales team

Volty · Team chat

B

Bryce

Where's the Hernandez job at? I'm calling them this afternoon.

Checked JobNimbus · Hernandez · Insurance approved · 2 open tasks

VoltyAPP

The claim was approved on October 28. Two tasks are open: collect the deductible and pick a shingle color. Install is not scheduled yet.

JobNimbus job

Hernandez residence

Insurance approved

Address

3120 Mesa Verde Dr

Claim approved

Oct 28

Open tasks

Deductible, shingle color

Sales rep

Bryce Coleman

Contact and job fields under Volty's Access Profile

## What Volty does with JobNimbus

JobNimbus is a CRM and project board many roofing and exterior contractors run sales and production on. Reps ask Volty in team chat where a job stands, and Volty reads its status, open tasks and notes from JobNimbus. Homeowners ask when the insurance adjuster is coming, and new storm enquiries become a drafted contact and job.

- Pre-call briefings · Status, open tasks and the last note on a job, for the rep.
- Adjuster meeting dates · Read from the job's tasks and shared with the homeowner.
- Storm enquiries drafted · Contact and job created only after the office approves.
- Access Profile limits · Volty's key carries only the permissions of its JobNimbus Access Profile.

Connects with

JobNimbus API key with an Access Profile

Volty reads

Contacts, jobs, statuses, tasks, notes

Volty can change

Contacts, jobs and notes, Off at the start

Setup

The Volty team; key renewed yearly

Category

Field service & construction

Claim approved, two tasks open, from the Hernandez job.

### Did the adjuster set a time

Stephanie asks about her claim. Volty reads the adjuster meeting on her job.

SR

Stephanie Russo

Messenger · Homeowner

Did the insurance adjuster ever set a time to look at the roof?

Checked JobNimbus · Russo · Adjuster meeting Mon Nov 9, 10am

Volty Yes, Stephanie. The adjuster meeting is Monday, November 9 at 10am. Bryce will be there to walk the roof with them.

## As an automation

Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

Storm enquiries to the board

- When · A homeowner writes · After a storm
- Step 1 · Collects the basics · Address, damage, insurer
- Step 2 · Drafts contact and job · Held for the office
- Step 3 · Alerts the sales team · In team chat

Hector's storm damage on Messenger, drafted as a contact and job.

## How Volty connects to JobNimbus

JobNimbus API keys are created in its settings and each key carries an Access Profile's permissions. A customer admin creates one for Volty, and the Volty team sets Volty up as a custom connection.

- 01 · Create the key · Profile icon, Settings, API, then + Create New. Name it Volty and pick an Access Profile.
- 02 · Copy it once · JobNimbus shows the full key only on that screen. Keys expire a year after creation.
- 03 · Approve it in Volty · One admin approval before Volty reads a job.
- 04 · Choose switches · Creating contacts and jobs starts Off.

### The tools Volty gets

Each one is a switch on the Sources page in Volty.

- Find contact · Reads
- Read job status · Reads
- Read open tasks · Reads
- Create contact and job · Changes
- Add job note · Changes

Reading tools can be turned on straight away. Anything that changes JobNimbus starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

## Common questions

### How do we limit what Volty can do in JobNimbus?

Through the Access Profile on its API key. A customer admin creates the key under Settings, then API, and picks an Access Profile. The key keeps that profile's permissions as they were at creation, so to change Volty's access you create a new key.

### Does the JobNimbus key Volty uses expire?

Yes. JobNimbus API keys created now expire one year after creation, and older keys are being retired too. When Volty's key nears expiry, your admin creates a new one and our team swaps it in.

### Can a homeowner find out about their insurance claim from Volty?

If the adjuster meeting and claim status are on the job in JobNimbus and you share them, yes. Volty matches the homeowner to their contact first. Questions about coverage amounts go to your rep.

### How much does it cost to connect JobNimbus with Volty?

Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

## Related integrations

- AccuLynx Field service & construction
- CompanyCam Field service & construction
- LeadPerfection Field service & construction
- Facebook Messenger Messaging channels
- Facebook Pages Social media

All integrations

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## Not convinced? Hear more from our CEO and Volty

The Leonard and Volty Show · 8 October 2026

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The Leonard and Volty Show · 19 August 2026

### What are AI agents?

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## Links

- [Field service & construction](https://voltade.com/integrations?category=field-service)
- [AccuLynxField service & construction](https://voltade.com/integrations/acculynx)
- [CompanyCamField service & construction](https://voltade.com/integrations/companycam)
- [LeadPerfectionField service & construction](https://voltade.com/integrations/leadperfection)
- [Facebook MessengerMessaging channels](https://voltade.com/integrations/meta-messenger)
- [Facebook PagesSocial media](https://voltade.com/integrations/facebook-pages)
- [All integrations](https://voltade.com/integrations)
