Sie sagen
„Contractor Foreman already reports revenue by project.“
Wir sagen
It does, and it has no record of what produced the client, because that happened before the project existed.
Für Contractor Foreman
One client, one decision, eleven invoices across nine months.
Export invoices from Contractor Foreman, upload the leads behind them, and rank marketing on the project rather than on the deposit.
Kein API-Schlüssel Nichts in Contractor Foreman zu installierenNichts zu installieren Keine Karte nötigOhne Karte
CloseRev reads a Contractor Foreman export of invoices — the client's phone or email, the amount and the date — and matches it against the leads that produced the project. Construction bills in stages, so one decision by one client produces many invoices across many months, and a naive match counts one project as several wins. Invoices with no traceable lead are reported as Direct / Unknown.
Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von Contractor Foreman geprüft.
Die Lücke
Progress billing turns one won project into a dozen rows, and every report built on rows is wrong.
Contractor Foreman 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.
- Erforderlich
Client phone or email
On the client record rather than the invoice, so every progress bill joins to the same person.
- Erforderlich
Invoice total
Each billing, including change orders. The project's value is their sum, not the first one.
- Erforderlich
Invoice date
When each stage was billed. The spread across dates is what the report has to collapse.
- Optional
Project name or number
The cleanest way to sum a project. Without it the client record does the same job slightly less precisely.
Schritt für Schritt
So holen Sie die Datei aus Contractor Foreman.
Geschrieben für alle, die Contractor Foreman im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.
-
Export invoices with the client and the project
One row per billing with a contact detail, the amount, the date, and the project reference where available.
-
Sum by project before comparing anything
Otherwise a large job looks like a dozen small wins spread across whatever marketing ran each month.
-
Export your lead sources
Referrals, architects and designers, search ads, the website form, tracked numbers and any directory you pay for.
-
Take eighteen months
A project signed this quarter finishes billing next year, and the lead that produced it arrived the quarter before.
-
Upload both
The join runs on the phone and the email, normalised, with the project's total reported against the lead that produced it.
Was zurückkommt
Die Seite, die Contractor Foreman 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 Gewerbebau – nicht aus einem Contractor Foreman-Konto.
Einem Kanal zugeordnet$1,520,00038% von $4,000,000
Zugeordnete Verkäufe13 von 30nur hohe Konfidenz
Durchschn. Verkauf$133,000pro bezahltem Verkauf
| Kanal | Anteil | Verkäufe | Umsatz |
|---|---|---|---|
| Google Ads | 4 | $480,000 | |
| Veranstaltungen | 6 | $720,000 | |
| E‑Mail-Marketing | 3 | $320,000 | |
| Direkt / Unbekannt | 17 | $2,480,000 |
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 project und Anzeige in einer Zeile stehen.
Progress billing breaks every naive attribution report
A project billed in stages produces invoices in months when no marketing produced anything, and none in the month the client actually decided.
Attributed by invoice date, a single kitchen build credits whatever was running in each of nine months, which is nine wrong answers rather than one.
Summing by project and attributing the total to the lead that produced it gives one answer, which is the only version a budget decision can use.
Change orders belong in that sum too: they are revenue from the same decision, and excluding them understates every channel that produces clients who expand scope.
That last effect is not evenly spread, which is precisely why it matters.
The lag is long enough that this year's report is about last year's marketing
A residential remodel is considered for months before a contractor is called, and the project bills for months after it starts.
Between the two, revenue arriving this quarter frequently traces to a lead from a year earlier, and any short window will attribute it to the wrong thing or to nothing.
Carrying the lead date through lets the report group by when the client arrived rather than when the money did, which is the grouping that answers what to buy next.
It also produces the lag per channel, which tells you how far ahead of a busy season you have to be spending.
For a contractor booking work six months out, that number is operationally more useful than the ranking itself.
Architects, designers and past clients are the trade's real channels
Most established general contractors get the majority of their work from people who already know them: a designer who specifies them, a past client, a neighbour of a past client.
None of those produce an invoice from an advertising platform, so they are absent from every paid-media report and the paid channels are judged as if they were the whole picture.
Recording the referral source at first contact — one field — puts them into the same comparison on the same project value.
The usual result is that the paid budget is carrying a much smaller share of the business than anyone assumed, which changes where the next effort goes.
It also identifies which relationships are actually producing work, as opposed to which ones are pleasant.
Project type matters more than channel in most contractors' books
A bathroom, a whole-house remodel and a commercial fit-out have different values, different durations and different buyers.
A source that mostly produces one will be ranked as though it produced the mix, which flatters some channels and buries others.
Where the export carries a project type, the report splits on it and the ranking becomes something a contractor can act on: this source for kitchens, that one for additions.
Without the split, a contractor running several project types is reading an average that corresponds to no decision they can make.
Berechtigte Fragen
„Contractor Foreman kann das doch schon.“ Nicht ganz.
Sie sagen
„Most of our work is referral.“
Wir sagen
Then recording the referrer is the highest-value change available, and the report will show its true share.
Sie sagen
„Our projects take too long to measure.“
Wir sagen
Which is why the window is eighteen months and the grouping is by when the lead arrived, not when the money did.
No. It reads an exported file, so your schedules, documents and project records stay where they are.
Invoices with a client contact detail, the amount, the date and a project reference where available.
Summed by project, so one decision is one win rather than a dozen spread across months.
Yes. They are revenue from the same decision, and leaving them out understates the channels that bring clients who expand scope.
Eighteen months, because the lead, the signature and the final billing can span more than a year.
Yes, where the lead date is exported, and that is the grouping a marketing decision needs.
Yes, recorded at first contact. In this trade they are usually the largest source and the least measured.
Yes, where the export carries one. A blended average across project types is rarely actionable.
Include them where you can. Estimating a large project is expensive, and a channel that produces many losses is costing more than its leads.
Any revenue with no traceable lead. Its size is reported rather than distributed across the measurable channels.
A contact detail, an amount and a date, plus a project reference or type if you include them. No plans, no documents, no site photographs. Encrypted in transit and at rest and deleted with the import.
Project value per source grouped by when the lead arrived, split by project type where available, and everything unmatched kept visible.
Nach Branche
Branchen, die Contractor Foreman nutzen.
Wie der Bericht aussieht, sobald der Export drin ist – für jede Branche eigens geschrieben.
- GewerbebauWelche Kanäle haben Projekte gebracht, die Sie gewonnen haben?
- Küchen- und BadsanierungWelche Kanäle haben unterschriebene Sanierungen gebracht?
- Bauträger für NeubauhäuserWelche Kanäle haben unterschriebene Kaufverträge gebracht?
- Individuelle HausbauunternehmenWelche Kanäle haben unterschriebene Bauverträge gebracht?
- Handwerk & HaustechnikWelche Anzeigen haben Aufträge gebracht – nicht nur Anrufe?
Andere Systeme
Ebenfalls lesenswert.
Mehrere Systeme im Einsatz oder im Vergleich? Die Methode ist dieselbe, die Spalten sind es nicht.
Datei mit Abschlüssen Tradify Trade businesses Datei mit Abschlüssen Was exportieren Datei mit Abschlüssen Jobber Garten- und Landschaftsbau, Reinigung, Schädlingsbekämpfung und kleine Handwerksbetriebe Datei mit Abschlüssen Was exportieren Datei mit Abschlüssen MarketSharp Home improvement remodelers Datei mit Abschlüssen Was exportieren
Alle 97 Systeme 
Contractor Foreman 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 Contractor Foreman zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.