Your workflows and tasks are the forward motion of your contracting business. Ideally, your processes run smoothly and consistently, but most contractors have plenty of “leaky areas” they can fine-tune, whether in their sales pipeline or other workflows.

That’s where workflow and task reports come in.

Ronnie Smith

JobNimbus Training Manager

 

 

 

“These metrics help busy contractors see inefficiencies before they become larger problems.” 

 

 

 

So how do you actually get visibility on your workflows and tasks, by the numbers? We’ll show you a few core reports that will help you see your processes for what they really are, allowing you and your team to make adjustments as needed.

Ronnie’s Recommendations: Know Your Workflow Numbers

Most contractors interested in workflow reports already use a CRM to go beyond spreadsheets and other tools. JobNimbus is both a project management and CRM tool, which gives contractors an even broader range of tools for growing their business, so we’ll show you how to run your workflow numbers using our software.

Not a customer but want to give it a try? Get the 14-day free trial here.

Specifically, JobNimbus Training Manger Ronnie Smith has seen the following metrics help contractors elevate their business workflows: Scheduled Jobs Report, Employee Task Completion Report, and Average Overall Job Completion Time Report.

How to Create a Scheduled Jobs Report

Once you start juggling more than a handful of jobs, the advantages of scheduling are obvious: keep everything and everyone straights by providing a master calendar or appointment book that everyone can rely on. From a management perspective, this report gives you a clear and customized view of what’s happening and when.

RUN THIS REPORT:

Note: If you haven’t already, make sure Jobs and Job Scheduling are enabled in Features (go to .

Setting up your report:

  1. Select Reports – Ellipsis icon – Job Report.
  2. Select the Filter tab and choose a start date.
  3. Click to Add a Column and choose Date Created, then customize the date range you would like to view and select Apply.

How to Run an Employee Task Completion Report

Whether your workflows are simple or more complex, this report helps you know where performance problems might be holding things up.

RUN THIS REPORT:

1. Select Reports – Ellipsis icon ( . . . ) – Task Report.

  1. You can customize a task report even further to show employee tasks that are complete.
  2. Select Add Filter – Is Completed? – True – Apply. This will show you the completed tasks for the time period, or you can of course adapt these settings to show non-completed tasks if that’s more useful to you.
  3. Select Add Filer – Date to filter the completed tasks for a given date range.

How to Run an Average Overall Job Completion Time Report

This one’s going to turn you into a real productivity nerd. While you don’t need to obsess or micromanage your team, if you don’t know how long your jobs are taking start to finish, this report can be very valuable.

RUN THIS REPORT:

  1. Select Reports – Ellipsis icon ( . . . ) – Job Report.
  2. In the upper left, select Add Column – Date Created.
  3. Add another Column for Date Updated.
  4. To find the average, select the Ellipsis icon ( . . . ) in the upper left to export this report to Excel. In Excel, subtract the earlier date from the later date to find the number of days the project ran. Then you can apply the AVERAGE function to that column.

You can also do things like add a filter for a specific Team Member if you are wanting to only see their completed tasks.

Keep Flowing With Additional Resources

Now that you’ve got a better eye on how well your processes and pipelines are flowing, here are some additional reports to keep the momentum going as you improve your contracting business: Reporting Metrics Contractors Should Know and Use.

 

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We’d love to help with additional training for your team or business!

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