The Money live from JobNimbus
Collected
$166.3k
$41,584 this month
Invoiced
$147.1k
$44,591 billed this month
Owed to us
$3k
1 unpaid invoices
Won, to build
$59.7k
5 signed jobs
Invoiced vs collected — 12 months Invoiced Collected
Who owes us
| Customer | Invoice | Owed | Age |
|---|---|---|---|
| Alexis McComsey (Longwood Gardens) | #1013 | $3,007 | 1d |
Deposits due (1/3 rule)$18,371
Draft invoices to send$13,060
Work This, In Order ranked by what is closest to cash
Money to collect
$62.7k
6 jobs owed or awaiting deposit
Quotes awaiting an answer
6
follow up before they go cold
Leads not worked
22
call these today
Deals ranked
46
everything still in play
The call list
| # | Deal | Why it is here | Value | Idle |
|---|---|---|---|---|
| Money already earned | ||||
| 1 | Angela Douglas (Angi) | deposit of $7,060 due under the 1/3 rule | $21,180 | 1d |
| 2 | DiBattista Siding & Windows | deposit of $6,759 due under the 1/3 rule | $20,277 | 15d |
| 3 | DiBattista Roof Replacement | deposit of $4,552 due under the 1/3 rule | $13,657 | 10d |
| 4 | Torch Down Roof Install | job finished, payment not in | $4,600 | 2d |
| 5 | Longwood Gardens — Roof + Carpentry (Unit T-90 A&B) | $3,007 invoiced and unpaid | $3,007 | 1d |
| 6 | Whatley Roof Replacement | job finished, payment not in | no quote linked | 10d |
| Quote out, decision pending | ||||
| 7 | Yucis Roof Leak — Inspection | quote out 10 days with no answer | no quote linked | 10d |
| 8 | ⭐ Latrice Prince-Devine (Angi) | quote out 7 days with no answer | no quote linked | 7d |
| 9 | Dawn White (Angi) | quote out 6 days with no answer | no quote linked | 6d |
| 10 | David Schectman (Angi) | quote out 6 days with no answer | no quote linked | 6d |
| 11 | Longwood Gardens — Gutter Cleaning | quote out 5 days with no answer | no quote linked | 5d |
The Funnel 103 jobs on the board, all time
Lead to signed contract
Leads103
Appointments65% →67
Quoted46% →31
Won39% →12
Where the board sits right now
Working now — open deals42
Awaiting a decision6 deals
Signed, to produce5 jobs · $59,714
Won12
Lost49
Close rate — won of decided19.7%
Average job size$14,710
Leads today
3
new jobs created
Last 7 days
28
55 in 30 days
Set rate
65%
leads that book an appointment
Quoted → won
39%
of quoted deals signed
Where the work comes from close rate and revenue by lead source
| Lead source | Leads | Won | Close | Revenue | Avg job |
|---|---|---|---|---|---|
| Referral | 7 | 2 | 50% | $84,450 | $42,225 |
| Referral- Jeff | 2 | 2 | 100% | $33,934 | $16,967 |
| Angi | 47 | 1 | 7% | $21,180 | $21,180 |
| Canvassing- Nik | 17 | 1 | 6% | $16,247 | $16,247 |
| Nextdoor- Nik | 3 | 1 | 33% | $15,250 | $15,250 |
| Canvassing- Matt | 6 | 1 | 25% | $4,687 | $4,687 |
| Unattributed | 6 | 1 | 25% | $4,600 | $4,600 |
| Facebook- Nik | 7 | 2 | 29% | $3,410 | $1,705 |
| Website | 3 | 1 | 33% | $0 | $0 |
Add ad spend per source in config.py and this board adds cost-per-lead, cost-per-sale and ROAS.
New leads per week — last 12 weeks
The Work signed, scheduled, and finishing
In production
5
signed or awaiting payment
Backlog value
$59.7k
contracted, not yet collected
Finished this month
1
2 last month
Lead → contract
19 d
average days to sign
Signed work, oldest first
| Job | Stage | Age |
|---|---|---|
| Angela Douglas (Angi) | Signed Contract | 1d |
| DiBattista Siding & Windows | Signed Contract | 15d |
| DiBattista Roof Replacement | Signed Contract | 10d |
| Torch Down Roof Install | Pending Payment | 2d |
| Whatley Roof Replacement | Pending Payment | 10d |
Deals going cold
| Deal | Stage | Idle |
|---|---|---|
| Yucis Roof Leak — Inspection | Estimate Sent to Customer | 10d |
| Izzatullah Roof Replacement (Angi) | Contacted - No Appt | 9d |
| Philip Sajju (Angi) | Contacted - No Appt | 9d |
| Matt Schedler (Angi) | Appointment Scheduled | 8d |
| ⭐ Latrice Prince-Devine (Angi) | Estimate Sent to Customer | 7d |
| Rita Guinn (Angi) | New Lead | 7d |
Speed & Follow-Up the difference between a lead and a job
Median speed to lead
3.4 hr
creation → first move
Answered inside 15 min
35%
the LRE standard
Overdue follow-up
23
of 32 open on live deals
Leads gone cold
14
untouched over 3 days
Team activity — last 14 days
Tasks completed this week163
Due today3
Appointments booked ahead0
Overdue the longest
| Task | Job | Late |
|---|---|---|
| Ask for referral - Suzanne Zedar | Zedar Roof + Front Porch | 23d |
| Send Google review request - Zedar | Zedar Roof + Front Porch | 23d |
| Estimate Follow-Up | DiBattista Roof Replacement | 23d |
| Estimate Follow-Up | Jack Chiang | 23d |
| Estimate Follow-Up | Jack Chiang | 23d |
| Collect deposit + schedule build — DiBattista Siding & Windows | DiBattista Siding & Windows | 10d |
Fix List money and data the CRM says is slipping
Costing us money right now
- 1collected exceeds everything ever invoiced$19,193 more recorded as paid than billed — a payment is overstated, not real revenue
- 1the same payment recorded twice$50,000 counted twice — #1004 Tony Basara ($50,000 × 2, one processor txn) — the balance may still be owed
- 1invoices paid above their own total$22,200 over-applied — #1004 $22,200
- 6quoted jobs with no quote linked in JobNimbuspipeline value can't be measured for these deals
- 1estimates not attached to any job$900 floating outside the pipeline
- 4won jobs never invoiced$34,837 of finished work not billed
- 23overdue tasks on live dealsfollow-up the CRM thinks nobody did
- 15tasks still open on lost or closed jobsdead work inflating everyone's list — close them out
- 14leads untouched over 3 dayspast the speed-to-lead standard
The size of it
Finished work never invoiced$34,837
Quotes floating outside any job$900
Possible double-counted invoices$0
Invoices closed but unpaid$0
Deposits not collected$18,371
Draft invoices unsent$13,060
Every line here is a JobNimbus
record that exists but isn't finished. Clearing them moves real cash, not the dashboard.
The Team workload, not a ranking — most tasks are assigned to several people
| Person | Quotes | Quoted $ | Won | Revenue | Open tasks | Overdue | Actions 7d |
|---|---|---|---|---|---|---|---|
| Jeff Rudolph | 0 | $0 | 3 | $42,947 | 23 | 18 | 0 |
| Matt Malley | 0 | $0 | 1 | $4,687 | 2 | 2 | 0 |
| Sales Account | 7 | $56,226 | 2 | $3,410 | 20 | 16 | 47 |
| Natalie Herrity | 7 | $58,307 | 0 | $0 | 19 | 17 | 3 |
Open to-dos
32
on deals still in play
Overdue
23
plus 15 stranded on dead jobs
Done this week
163
tasks completed
Right now
Collected to date $166,294Signed and waiting to build $59,714Owed to us $3,007Close rate 19.7%Overdue tasks 23Finished work never invoiced $34,837Leads this week 28Collected to date $166,294Signed and waiting to build $59,714Owed to us $3,007Close rate 19.7%Overdue tasks 23Finished work never invoiced $34,837Leads this week 28