
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.
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

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.

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.

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.

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.

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.

Your sales team's new favorite tool
Your sales reps will sell more jobs at higher margins by offering financing to homeowners.
The numbers don’t lie—there’s a really good chance customer financing will be game-changing for your business.
More reasons why roofers give our app 4.8 stars

Streamline Your Roofing Business: Practical Tips to Reduce Stress and Boost Profitability
Running a roofing business often leads to daily chaos, administrative bottlenecks, and missed revenue. This guide offers practical, proven strategies for roofing contractors to reduce stress and boost their bottom line. Learn how to centralize your operations, build reliable standard operating procedures, respond to leads faster, and leverage automation. Discover how putting the right systems and all-in-one tools in place before scaling can transform your company from a stressful job into a profitable, smooth-running business.

How JobNimbus & Habitat for Humanity Helped One Family Keep Their Home
An insurance company said fix the roof or lose coverage. A Habitat for Humanity team, backed by JobNimbus volunteers, made sure Margie didn't have to face it alone.

How to Become a BBB-Accredited Roofing Contractor
Boost customer trust and sales by becoming a BBB roofing contractor. Learn how to get BBB accredited and stand out in the roofing industry.


%201.avif)
