Cookie-Einstellungen

Wählen Sie, was wir verwenden dürfen. Unbedingt erforderliche Cookies halten Sie angemeldet und lassen sich nicht abschalten; alles andere entscheiden Sie, und es ändert nichts daran, wie die Website funktioniert. Sie können Ihre Entscheidung jederzeit über den Seitenfuß ändern.

Für JobNimbus

Sold is a stage. Built is a job. Collected is the only one that pays anybody.

Export collected work from JobNimbus, upload the leads behind it, and rank channels on the stage that actually pays.

Kein API-Schlüssel Nichts in JobNimbus zu installierenNichts zu installieren Keine Karte nötigOhne Karte

CloseRev reads a JobNimbus export of invoiced or collected work — the customer's phone or email, the amount and the date — and matches it against the canvassing, calls and ads that produced the lead. JobNimbus tracks a job from lead through sold to built, and the gap between those stages is where a contractor's real economics live. Revenue with no traceable lead is reported as Direct / Unknown.

Zuletzt am 25. September 2026 anhand der eigenen Dokumentation von JobNimbus geprüft.

Die Lücke

The pipeline says sold. The crew calendar says otherwise, and the bank says something else again.

JobNimbus sieht

Was verkauft wurde, an wen und für wie viel.

keine gemeinsame Zeile
Ihr Anzeigenkonto sieht

Der Klick, das Keyword, der Anruf und was jedes davon gekostet hat.

Die Datei

Was im Export stehen muss.

Drei Dinge tragen die Zuordnung: wer, wie viel und wann. Alles andere ist optional und ändert nur, wie sich der Bericht aufschlüsseln lässt.

  1. Erforderlich

    Customer phone or email

    On the contact record. Phone carries the match in this trade, canvassed leads included.

  2. Erforderlich

    Amount collected

    What was received. A signed contract is a stage and a percentage of them never get built.

  3. Erforderlich

    Payment date

    When money arrived. Keep the lead created date too — the gap runs to months on insurance work.

  4. Optional

    Job type and workflow stage

    Retail or insurance, and where jobs stop. Both explain more than the revenue ranking alone.

Schritt für Schritt

So holen Sie die Datei aus JobNimbus.

Geschrieben für alle, die JobNimbus im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.

  1. Export collected work

    One row per payment with a customer contact detail, the amount and the date.

  2. Export the jobs that sold and never built

    They are a real cost — a measure-up, a contract, sometimes a deposit refunded — and they cluster by source.

  3. Separate insurance from retail

    Their values are set by different people on different timelines, and averaging them describes neither.

  4. Export your lead sources

    Canvasser codes, tracked numbers, search and social, storm lists and any marketplace you buy from.

  5. Upload both

    The join runs on the phone and the email, normalised, grouped by when the lead arrived.

Was zurückkommt

Die Seite, die JobNimbus Ihnen nicht zeigen kann.

Umsatz nach Kanal, die Zahl der Verkäufe hinter jedem Wert und eine ehrliche Kategorie für alles, was niemand zuordnen konnte. Beispielzahlen aus dem durchgerechneten Beispiel der Seite Dachdeckerbetriebe – nicht aus einem JobNimbus-Konto.

Einem Kanal zugeordnet$540,00060% von $900,000
Zugeordnete Verkäufe31 von 52nur hohe Konfidenz
Durchschn. Verkauf$17,300pro bezahltem Verkauf
KanalAnteilVerkäufeUmsatz
Google Ads19$342,000
Meta Ads9$153,000
E‑Mail-Marketing3$45,000
Direkt / Unbekannt21$360,000

Nicht zugeordnete Verkäufe bleiben unter Direkt / Unbekannt. Sie werden nie auf die bezahlten Kanäle verteilt, damit die Summe besser aussieht.

Das Argument

Was sich ändert, wenn job und Anzeige in einer Zeile stehen.

The gap between sold and built is where contractors lose money quietly

A job can be sold and then die: the adjuster reduces the scope, the homeowner changes their mind, the mortgage company sits on the cheque, the crew never gets scheduled.

Every one of those has already consumed a measure-up, a sales appointment and a contract, and none of them produced revenue.

Ranking channels on sold jobs therefore rewards whichever source produces the most contracts, not the most roofs, and the two lists are different.

Exporting the sold-and-never-built jobs alongside the collected ones makes the difference visible per source, which is the number worth acting on.

It is also usually a process finding rather than a channel one: a source whose jobs die at one particular stage is pointing at that stage.

Insurance and retail work are two businesses sharing a pipeline

On an insurance job the price is set by an adjuster, the timeline is set by a carrier, and the contractor's sales process is mostly about documentation.

On a retail job the price is the contractor's, the timeline is the homeowner's, and the sale is a sale.

Blending them produces an average value that describes neither and a conversion rate that moves with the weather rather than with the marketing.

Where the export carries a job type, the report splits on it and each gets its own ranking and its own sensible window.

Most contractors find the sources feeding each barely overlap, which argues for two budgets rather than one.

Canvassing has a payroll cost and belongs in the same comparison

Door-knocking produces a large share of exterior work in storm markets, and the cost of it — wages, commission, vehicles — is entirely knowable.

Because it is a payroll line rather than an advertising invoice, it sits outside the marketing report and is never ranked against paid search.

A canvasser code on the lead puts it into the same comparison on the same collected revenue, against what it genuinely cost.

The finding is often about which crews and which neighbourhoods produced collected work rather than signatures, which changes next season's plan more than a channel ranking would.

Storm weeks are weather, not marketing

A hail event fills the pipeline for a fortnight. Those leads arrived because of the sky, and crediting them to whatever campaign happened to be running produces a conclusion that will not repeat.

Reading those weeks separately — by job type, by an insurance flag, or simply by the date range — keeps the rest of the year honest.

The point is not to discard the revenue, which is real, but to stop it being used as evidence that something works.

A contractor who does this consistently ends up with a defensible picture of the baseline, which is the thing that decides whether to spend in a quiet season.

It also stops the reverse error, which is cutting a channel that looked poor during a month when every crew was busy with storm work and nobody answered the phone. That is a capacity problem wearing a marketing problem's clothes.

Berechtigte Fragen

„JobNimbus kann das doch schon.“ Nicht ganz.

Sie sagen

„JobNimbus already reports on the pipeline.“

Wir sagen

It does, thoroughly. It has no record of the canvasser, advert or storm list that produced the contact.

Sie sagen

„We measure sold jobs.“

Wir sagen

Sold is a stage, and a percentage of sold jobs never get built. The channels differ on that percentage.

Sie sagen

„Most of our work is insurance.“

Wir sagen

Then split it out and the retail ranking becomes readable for the first time.

Fragen

JobNimbus im Detail.

Noch etwas? Fragen Sie uns, und ein Mensch antwortet.

No. It reads an exported file, so your boards, documents and photographs stay where they are.

JobNimbus und die anderen Produktnamen und Logos auf dieser Seite gehören ihren Inhabern und dienen nur dazu, die Software zu kennzeichnen, aus der eine Datei stammt. CloseRev ist mit ihnen nicht verbunden oder von ihnen empfohlen und verbindet sich mit keinem davon: CloseRev liest eine Datei, die Sie exportieren.

Heute starten

Zwei Exporte, und Sie wissen es.

Nichts in JobNimbus zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.