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Insights reporting to optimize your performance
Data can be overwhelming, but we make it easy. JobNimbus Insights is our new reporting tool, designed to give you quick visibility into your key sales metrics and drive accountability in your business.
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.
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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?
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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.
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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
The Best Mobile CRM Tool for Roofers
You're standing on a potential customer's driveway, tablet in hand, pulling up their complete history, previous interactions, and customized estimate in seconds. Meanwhile, your competitor is still fumbling with a clipboard and promising to "get back to them" with pricing. Guess who's closing that deal?
Roofing CRM Software: Enhancing Project Visibility
Remember the last time you drove somewhere new without GPS? You probably spent more time lost than actually getting where you needed to go. That's exactly what running a roofing company without proper job and team visibility feels like – except instead of just wasting your own time, you're frustrating customers and losing money.
Modern CRM Quote Systems
Remember when you could win jobs just by showing up with a clipboard and a smile? Those days are as dead as flip phones and dial-up internet. Today's homeowners research roofing contractors like they're buying a new car—they want detailed information, professional presentation, and instant gratification.
Suit up—it's
hero time.
JobNimbus is your ticket to not only all your reporting and data needs, but also your overall business growth. Streamline your processes, boost your profits, and manage your entire business from one simple tool. Start your 14-day trial today.