Mastering Your Metrics: How JobNimbus Reports Can Transform Your Contracting Business

Running a contracting business without clear visibility into your numbers is like navigating without a map. You might eventually reach your destination, but you'll waste time, money, and energy along the way. The difference between contractors who consistently grow and those who struggle often comes down to one thing: knowing their metrics.

JobNimbus Classic Reports give you that clarity. Whether you're tracking open tasks, monitoring unpaid invoices, or analyzing team performance, these reports help you stay in control and keep work moving forward. Clear reporting helps you make faster decisions, keep your team accountable, and ensure nothing falls through the cracks.

Why reports matter for your business

Data-driven decisions beat gut feelings every time. When you can see exactly what's happening in your business, you can make choices with confidence.

Reports help you:

• Improve cash flow by identifying outstanding balances before they become problems
• Increase close rates by tracking estimates and sales performance
• Boost team accountability with task and activity reports
• Maintain data integrity with activity logs and file recovery tools

The contractors who master their metrics build more profitable, predictable businesses. With these metrics, they know which lead sources deliver the best ROI. They spot bottlenecks in their sales pipeline before they cost them deals. They collect payments faster because they can see exactly what's outstanding.

Using JobNimbus Reports for better visibility

Getting started with Classic Reports

You'll find your Classic Reports right in the navigation bar at the top of your screen. JobNimbus makes it easy to jump in without starting from scratch.

Save time with pre-built reports 

Check out the "My Saved Reports" section first. Several pre-built reports are already waiting for you, covering the most common needs that contractors have. These templates give you a headstart so you can get insights right away.

Build your own custom reports

When you're ready to create something specific to your business, click "Create Report" and choose the type you need. The report builder walks you through the process step by step.

Set up your report basics

• Add a report name that explains what the report includes
• Write a description so anyone on your team knows what the report displays
• Select how many records to show on each page
• Determine who can access the report

Customize the data you see

Use the drop-downs to adjust exactly what information you want to see. The first drop-down lets you add columns that determine what data displays (the options change based on the type of report you're creating).

Once you add a column, it appears in the report at the bottom. You can rearrange columns by dragging and dropping them into place. If you decide you don't need certain data, use the "Remove Column" drop-down to clean up your view.

Click on column headers to sort the report based on that data. This simple feature helps you quickly find what matters most.

Filter reports for precision

Filters are where reports become powerful. They let you narrow things down to exactly what you need to see.

For example, if you want to see only open tasks, add filters for "Is Completed" and "Is Archived." Your filters appear right above the report, where you can adjust them at any time. This flexibility lets one report template support multiple workflows, depending on how you filter it.

Add calculations and totals

Quick totals and summaries make it easier to act on your data. Add a calculation to total up the amount due across all open invoices, so you always know what's outstanding.

Once everything looks right, click "Save" in the top right corner. Your report gets added to your saved reports and is ready whenever you need it.

Creating different report types

JobNimbus offers different report types to match different business needs. Each one gives you visibility into a specific area of your operations.

Additional reports become available when you enable specific features, like Work Order Reports, Material Order Reports, Budget Reports, and Time Log Reports.

Organizing reports for maximum insight

Creating a report is just the beginning. Organizing the report’s data makes it truly useful. There are four main ways to organize your report data: grouping, sorting, column sorting, and column resizing.

Grouping makes large reports much easier to navigate. Drag a column header into the displayed area above your records to group the report by that column. After grouping, click the individual arrows to collapse groups and hide contents.

Sorting happens when you click on column headers. The report sorts by that column in ascending or descending order. Click again to reverse the sort. If you select multiple columns, the first one clicked takes priority.

Column sorting changes the order that the columns appear in. Just drag a column header left or right to rearrange your view.

Column resizing helps you see more or less of specific data. Place your cursor between the two columns, then click and drag to resize the left column.

These simple organization tools transform raw data into a clearer picture of how your business is running.

Turning data into decisions

The real value of JobNimbus Reports comes from the decisions you make with the data.

When you run an Unpaid Invoices Report, you turn information into action. Use the report to identify exactly where to focus your collection efforts, prioritize the largest outstanding balances or the oldest invoices, and assign follow-up tasks to specific team members.

When you review a User Activity Report, you can see any changes made in your account and who made them. This report creates accountability and helps you spot patterns. If certain team members consistently update records promptly while others lag behind, you know where coaching is needed.

A Sold Jobs Report helps you track revenue, measure sales performance, forecast upcoming work, and plan production and materials for scheduled projects. This forward-looking view helps you make smarter decisions about hiring, purchasing, and capacity planning.

A Days in Lead Status Report identifies sales pipeline bottlenecks, improves follow-up speed, and increases close rates. When you can see that leads sitting in a certain status for more than five days rarely convert, you know to either speed up your process or adjust your qualification criteria.

Making reports part of your routine

Running reports once won’t get you the full value. You have to build reporting into your regular business rhythm.

Weekly reviews help you stay on top of immediate issues. Check your open tasks report every Monday morning. Review unpaid invoices every Friday afternoon. These quick check-ins prevent small problems from becoming big ones.

A monthly analysis gives you the bigger picture and helps you spot patterns you'd miss in daily operations. Compare this month's sales to last month's, look at trends in your lead sources, and evaluate team performance.

Quarterly planning uses reports to set direction. Which job types were the most profitable this quarter? Which lead sources delivered the best ROI? Where did jobs get stuck in your pipeline? Use this information to adjust your strategy for the next quarter.

Running your business with more clarity and control

With the right reports in place, you can make faster decisions, keep your team accountable, and make sure nothing falls through the cracks.

JobNimbus Classic Reports give you the visibility you need to run your business with confidence. You'll know your numbers, spot opportunities others miss, and make decisions based on facts instead of feelings.

The numbers you track determine the business you build. Master your metrics, and you'll transform your contracting business from reactive to proactive.

Start with one report today. Build it, filter it, and use it to make one better decision. Then build another. Over time, these reports become the foundation of a data-driven business that consistently outperforms the competition.

Your numbers tell a story. JobNimbus Reports help you read it clearly and write the next chapter with confidence.

Frequently Asked Questions

Q: Which roofing CRM has the best mobile app?

A: JobNimbus is the top roofing mobile app with a 4.8-star rating. You can manage your workflow and stay on top of your reports with the JobNimbus mobile app.

Q: Reports are great, but can I also send roofing proposals to customers?

A: Yes, you can send a roofing estimate within 10 minutes using JobNimbus. Our users report a 64% higher close rate with JobNimbus.

Q: What’s the best all-in-one software for running a roofing business?

A: The best software for running a roofing business is JobNimbus. JobNimbus is the best-in-class CRM for contractors. From winning more jobs and ordering supplies to getting paid, JobNimbus has you covered. Start your free trial now!

‍