Insights reporting to optimize your performance

Most software fits one stage of your growth, then breaks. JobNimbus is the contractor CRM that adapts to how you work today and scales with you as your crew, jobs, and complexity grow.

14-day trial—no credit card required.

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know your numbers

If collecting data feels like cardio, JobNimbus Insights is your new best friend.

Our new reporting tool gives your team visibility into the data that matters most with clear graphs and visuals that bring the numbers to life. Always have a pulse on the health of your business with the ability to immediately track:

Lead flow

See how many leads are entering your system

Lead mix

Find out where your leads are coming from

Lead, close rate, sales volume
(by sales rep)

Get a 360° view of how each sales rep is performing

Lead, close rate, sales volume 
(by lead source)

Discover which of your lead sources yields the best results

Lead, close rate, sales volume
(by job type)

Learn which type of job contributes the most to your success

You got me going with JobNimbus Payments in one day. This is amazing!

Hugo M.

Paramount Construction EP, LLC

A/R DASHBOARD

Track accounts receivable like never before

Know exactly where your money collection is at and keep cash flow at an all-time high with our A/R Dashboard in Insights.

This is your accountant’s new mission control.

JOBS COMPLETED DASHBOARD

Learn more from finished jobs

We’ve introduced a new way to see your business’s performance using closed Invoice data. Now you can view completed job history and invoice totals by sales rep, job type, and lead source.

KEY REPORTS FOR CONTRACTORS

Make data-driven decisions

Data-driven decisions are key for business success. Without knowing important numbers, goals and direction become blurry. Know your numbers to empower your team and make the right choices for your company.

LEAD SOURCES

Optimize

your ROI

Get leads and close them—every roofer’s top priority, right?

With Insights, you can track how many leads are coming in and which lead sources have the highest ROI. Use this info to increase your lead-to-close ratio and decrease costs by investing in the sources that are top performers.

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SALES COACHING

Manage & coach your sales team

Stalk your team’s performance! But in an acceptable, non-creepy way.

You can quickly filter specific stats for each sales rep on the Leaderboard dashboard. You’ll identify which team members are meeting their numbers and where some are struggling. Use these stats in powerful, action-oriented coaching conversations with your sales reps.

Keep on learning

More reasons why roofers give our app 4.8 stars

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