Sie sagen
„FieldPulse already reports revenue.“
Wir sagen
It does. It cannot say which advert produced the customer, because that happened before the customer existed.
Für FieldPulse
A booked appointment is not a sale, and the difference is not evenly spread.
Export invoices from FieldPulse, upload the leads behind them, and see which channels produce work that closes.
Kein API-Schlüssel Nichts in FieldPulse zu installierenNichts zu installieren Keine Karte nötigOhne Karte
CloseRev reads a FieldPulse export of invoices — the customer's phone or email, the amount and the date — and matches it against the calls, forms and ads that produced the job. FieldPulse tracks the whole path from estimate to payment, which makes it unusually good at answering where each stage leaked once a lead source is joined to it. Invoices with no traceable lead are reported as Direct / Unknown.
Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von FieldPulse geprüft.
Die Lücke
Two channels deliver the same number of appointments and one of them produces half the revenue. Nothing you currently run would show that.
FieldPulse 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
Customer phone or email
On the customer record. The phone number is the reliable key in the trades.
- Erforderlich
Invoice total
Billed and collected, not the estimate total. Estimates measure quoting.
- Erforderlich
Invoice date
When the work was billed. Use it consistently for every row.
- Optional
Estimate status and job type
Whether an estimate was won or lost, and what kind of work it was. Together they show where each channel leaks.
Schritt für Schritt
So holen Sie die Datei aus FieldPulse.
Geschrieben für alle, die FieldPulse im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.
-
Export invoices
One row per invoice with a customer contact detail, the total and a date.
-
Export estimates too, if you can
Won and lost together. The close rate per channel is the most actionable number this report produces.
-
Take six months or more
Trade revenue is lumpy. One large install in a short file decides the ranking on its own.
-
Export your lead sources
Call tracking, web forms, search ads, map listings and marketplaces. Contact detail plus the source.
-
Upload both
The join runs on the phone and the email, normalised, and unmatched rows stay visible.
Was zurückkommt
Die Seite, die FieldPulse 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 Sanitärbetriebe – nicht aus einem FieldPulse-Konto.
Einem Kanal zugeordnet$208,00065% von $320,000
Zugeordnete Verkäufe131 von 219nur hohe Konfidenz
Durchschn. Verkauf$1,450pro bezahltem Verkauf
| Kanal | Anteil | Verkäufe | Umsatz |
|---|---|---|---|
| Google Ads | 96 | $163,200 | |
| Meta Ads | 21 | $25,600 | |
| E‑Mail-Marketing | 14 | $19,200 | |
| Direkt / Unbekannt | 88 | $112,000 |
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.
Close rate is where channels really differ
Two sources can deliver identical appointment counts and utterly different revenue, because the people they send are not equally ready to buy.
Marketplace leads shopping three contractors close at one rate. A caller from a map result with an emergency closes at another. Neither is visible in a cost-per-lead report.
With estimates exported alongside invoices, the report gives close rate and average won value per channel, which is enough to change a budget with confidence.
It also separates two very different problems: a channel that sends poor leads and a channel that sends good leads your team is slow to call back. The first is a buying decision and the second is a scheduling one, and they are routinely mistaken for each other.
The estimate total is not the invoice total and the gap is informative
Work changes on site. Some jobs grow, some shrink, and a few are abandoned after the estimate was written.
Ranking channels on estimate values rewards whichever one produced the most optimistic quotes, which is a measure of your salespeople rather than your marketing.
The report uses invoices as the revenue side throughout. Where both are present it shows the gap per channel, which occasionally reveals that one source's jobs systematically shrink on contact with reality.
That is worth knowing before a channel is cut for producing small jobs it did not actually produce.
Change orders and multi-visit work need summing by customer
A single project can produce several invoices — a deposit, progress billing, a change order, a final. Counted individually, one customer looks like four wins.
Summed by customer, the project is one decision with one value, which is the unit a marketing decision is made in.
The report sums by customer across the window and keeps the first job separate from later ones, so a repeat customer is not silently credited to the original advert.
For contractors with maintenance agreements, that separation is also how the recurring revenue becomes visible instead of being averaged away. An agreement signed on a first visit is worth several years of small invoices, and a channel that produces them is worth paying more for at the front end.
Untracked calls are the limiting factor, not the software
Trade enquiries arrive by phone from vehicle wraps, yard signs, map results and referrals, and none of those produce a row in any lead file by default.
A report built only on web forms describes the minority of your enquiries and will underrate every offline channel you have.
Tracked numbers on the website, the trucks and each paid listing fix this in a week, and every report afterwards is worth reading. It is the single cheapest improvement available to a contractor measuring marketing, and it usually pays for itself on the first budget decision it changes.
Until then, the size of the Direct / Unknown bucket is stated plainly rather than being distributed across whichever channels happen to have data.
Berechtigte Fragen
„FieldPulse kann das doch schon.“ Nicht ganz.
Sie sagen
„We judge channels on booked appointments.“
Wir sagen
Then you are judging them on a stage where they look similar, and ignoring the stage where they do not.
Sie sagen
„Exporting estimates is extra work.“
Wir sagen
It is one more file and it buys the close rate per channel, which is usually the number that changes the budget.
No. It reads files you exported; your schedule, crews and customer records are not reachable from here.
Invoices with a customer contact detail, the total and a date. Estimates as a second file if you can.
Close rate and average won value per channel, which is where two similar-looking sources usually separate.
Six months at minimum, a year if you sell large installs.
Summed by customer, so a project is one decision rather than four wins.
They are reported separately, so the decision stays yours.
Yes, where the export carries one, and it removes most of the distortion from a lumpy file.
Summed across the window as recurring revenue rather than judged on the first visit.
The invoice is used. Where both exist the report shows the gap per channel, which is occasionally the finding.
Anything with no traceable lead, which in the trades is usually untracked phone calls.
A contact detail, an amount and a date, plus a job type if you include one. No addresses required, no notes, no card data. Encrypted in transit and at rest and deleted with the import.
Revenue per acquired customer by source, close rate where estimates are included, first and repeat work apart, and everything unmatched kept visible.
Nach Branche
Branchen, die FieldPulse nutzen.
Wie der Bericht aussieht, sobald der Export drin ist – für jede Branche eigens geschrieben.
- SanitärbetriebeWelche Anzeigen haben Aufträge gebracht, die sich lohnen?
- Heizungs- und KlimabetriebeWelche Anzeigen haben Anlagen verkauft – nicht nur Serviceeinsätze?
- ElektroinstallateureWelche Kanäle haben gebuchte Elektroaufträge gebracht?
- Handwerk & HaustechnikWelche Anzeigen haben Aufträge gebracht – nicht nur Anrufe?
- GaragentoreWelche Kanäle haben gebuchte Tor-Aufträge gebracht?
Andere Systeme
Ebenfalls lesenswert.
Mehrere Systeme im Einsatz oder im Vergleich? Die Methode ist dieselbe, die Spalten sind es nicht.
Datei mit Abschlüssen Workiz Locksmiths, garage doors, junk removal and small trades Datei mit Abschlüssen Was exportieren Datei mit Abschlüssen Kickserv Small trade contractors Datei mit Abschlüssen Was exportieren Datei mit Abschlüssen Service Fusion Multi-trade field service companies Datei mit Abschlüssen Was exportieren
Alle 97 Systeme 
FieldPulse 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 FieldPulse zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.