JobNimbus export instructions

For the first RepTwenty audit, export two reports. The goal is to give us enough pipeline and follow-up history to identify neglected opportunities without requiring a CRM integration.

Export 1: Job Report

Create a Job Report covering roughly the last 12 to 24 months. Include open, unsold, cancelled, lost, dormant, estimate-sent, pending, no-decision, or equivalent stages when those categories exist in your workflow.

  • Job ID or another stable identifier
  • Job status
  • Days in current status if available
  • Job type
  • Lead source
  • Assigned sales rep
  • Created date
  • Last modified date
  • Estimate or quoted amount
  • Current job value if available
  • Relevant custom fields or tags

Export 2: Activity or follow-up report

Export the activity history that can be matched back to the same Job ID or identifier.

  • Job ID or matching identifier
  • Activity date
  • Activity type
  • Assigned user or sales rep
  • Task status
  • Task due date
  • Activity or note summary if exportable
  • Email or text activity indicators if available

You can remove homeowner PII

For the initial audit, homeowner names, email addresses, phone numbers, and street addresses are not required. Keep the Job ID or another stable identifier so the two reports can be matched.

What RepTwenty will return

  • A prioritized revenue recovery queue
  • The reason each opportunity was flagged
  • Estimated value where your data supports it
  • Time since the last meaningful activity
  • Major follow-up failure patterns
  • A manually reviewed shortlist of the strongest records

RepTwenty | AI Revenue Recovery for Roofing Companies