Sie sagen
„We would have to export from several places.“
Wir sagen
Two files. Jobs from Service Fusion, leads from wherever they arrive. That is the whole input.
Für Service Fusion
Service Fusion holds the invoice. Your ad platform holds the click. Nothing holds both.
Export invoiced jobs, upload your calls and leads beside them, and get revenue by channel — split by the trade that earned it.
Kein API-Schlüssel Nichts in Service Fusion zu installierenNichts zu installieren Keine Karte nötigOhne Karte
CloseRev reads a Service Fusion export of invoiced jobs — the customer's phone or email, the amount and the date — and matches it against the calls and leads recorded outside it. It answers which marketing produced the work you billed for a company running several trades at once, where one blended cost per lead hides that a channel works for one trade and not another. Jobs that match nothing are reported as Direct / Unknown.
Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von Service Fusion geprüft.
Die Lücke
You run several trades off one phone number and one budget. The report you need is which channel works for which trade, and no system you own can produce it.
Service Fusion 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 the job belongs to. Both are worth including — commercial customers give an email and residential ones give a phone.
- Erforderlich
Invoice total
What was billed for the job, after any change on site. Estimates are a different number and answer a different question.
- Erforderlich
Invoice or completion date
When the work was billed or finished. On commercial work the gap from the lead can be considerable.
- Optional
Job category or trade
Whichever field separates your lines of work. It is the split that makes a multi-trade report worth reading rather than an average of unlike things.
Schritt für Schritt
So holen Sie die Datei aus Service Fusion.
Geschrieben für alle, die Service Fusion im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.
-
Export invoiced jobs
One row per job with a customer contact detail, the invoice total and a date. Look for the export that lists jobs with what they billed.
-
Bring the trade or category with it
If your account separates trades, that column is the most valuable optional field in this whole file. Without it a multi-trade business gets one average that describes none of its trades.
-
Export your calls and leads
Call tracking, web forms, marketplace leads. Contact detail plus the source, campaign or keyword.
-
Cover a longer window on the job side
Commercial and replacement work lags the enquiry by weeks or months, and that is where the large invoices are.
-
Upload both
The match runs on the phone and the email, normalised, and reports what it could not place rather than spreading it.
Was zurückkommt
Die Seite, die Service Fusion 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 Heizungs- und Klimabetriebe – nicht aus einem Service Fusion-Konto.
Einem Kanal zugeordnet$349,20068% von $513,500
Zugeordnete Verkäufe81 von 144nur hohe Konfidenz
Durchschn. Verkauf$3,620pro bezahltem Verkauf
| Kanal | Anteil | Verkäufe | Umsatz |
|---|---|---|---|
| Google Ads | 38 | $241,400 | |
| Meta Ads | 24 | $61,600 | |
| E‑Mail-Marketing | 19 | $46,200 | |
| Direkt / Unbekannt | 63 | $164,300 |
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.
A multi-trade business gets an average that is true of nothing
One phone number, one website, one budget, and three or four genuinely different businesses underneath: service plumbing behaves nothing like commercial HVAC, which behaves nothing like a remodel.
Every metric that reaches the owner is blended across all of them. A cost per lead of sixty dollars might be twenty in one trade and two hundred in another, and the decision that follows — spend more, spend less — is wrong for at least one of them.
Splitting invoiced revenue by trade and by channel is the report this business actually needs. It exists nowhere today because the trade is in the job system and the channel is in the ad platform.
Residential and commercial are different timescales in one file
Residential work converts in days and bills once. Commercial work goes through a walkthrough, a proposal and a purchase order, bills in stages, and can take a quarter.
Reported together over one month, the residential side looks efficient and the commercial side looks like it produces nothing. Extend the window and the ranking inverts, because the commercial jobs are larger.
The way through is a wide window and a split by customer type where the file carries one. A single number over a single month will mislead a multi-trade business more reliably than it informs it.
Estimates are a decision point and not revenue
Service Fusion holds estimates as well as jobs, and it is tempting to attribute on them because they are closer in time to the marketing and there are more of them.
An estimate is a hypothesis. Half of them or fewer become work, the half that converts is not a random sample, and channels differ in which half they produce — one fills the pipeline with price shoppers and another with people who have already decided.
So the match runs on invoices. Where you want the estimate-to-invoice rate per channel, that is a second and genuinely useful report, and it is the ratio that separates a lead-generating channel from a customer-generating one.
What the technician adds on site belongs to the channel too
Work booked as one thing frequently invoices as another and larger thing: a repair becomes a replacement, an inspection finds three problems, a single unit becomes the whole system.
Attributing the booked value rather than the invoiced value systematically understates the channels that produce homes and buildings with real problems, and flatters the ones producing cheap curiosity.
Matching on the invoice total is the correction, and it is usually worth several percentage points of apparent channel performance.
Berechtigte Fragen
„Service Fusion kann das doch schon.“ Nicht ganz.
Sie sagen
„Our trades share a phone number.“
Wir sagen
Then the trade column in the job export is doing the separating, which is exactly what it is for.
Sie sagen
„Our commercial work takes months.“
Wir sagen
That is the case this is built for. Widen the job file's window and the revenue the ad platform never saw appears.
No. It reads a file you exported; nothing holds a credential and nothing writes back.
Invoiced jobs with a customer contact detail, the invoice total and a date.
Invoices. An estimate is a hypothesis, and the channels that produce estimates are not the channels that produce paid work.
Yes, where the export carries a customer type or trade. For a multi-trade business it is the most valuable column in the file.
On the phone and the email, normalised on both sides rather than compared as strings.
Yes, if you upload both. It is the ratio that separates a channel producing leads from one producing customers.
Further than the lead file, and generously if you do commercial work — a quarter is not unusual there.
It counts, because the match reads the invoice rather than the booking. That is often several points of channel performance.
Direct / Unknown, and they stay there rather than being distributed.
It helps a great deal in a phone-led trade, but any lead file with a contact detail and a source works.
A contact detail, an amount and a date, plus a trade if you include one. No job notes, no photos, no payment methods. Encrypted in transit and at rest and deleted with the import.
Revenue by channel and by trade, the share matched, and everything unmatched reported as unmatched.
Nach Branche
Branchen, die Service Fusion nutzen.
Wie der Bericht aussieht, sobald der Export drin ist – für jede Branche eigens geschrieben.
- Heizungs- und KlimabetriebeWelche Anzeigen haben Anlagen verkauft – nicht nur Serviceeinsätze?
- SanitärbetriebeWelche Anzeigen haben Aufträge gebracht, die sich lohnen?
- ElektroinstallateureWelche Kanäle haben gebuchte Elektroaufträge gebracht?
- GewerbebauWelche Kanäle haben Projekte gebracht, die Sie gewonnen haben?
- Facility ManagementWelche Kanäle haben unterschriebene FM-Verträge gebracht?
Andere Systeme
Ebenfalls lesenswert.
Mehrere Systeme im Einsatz oder im Vergleich? Die Methode ist dieselbe, die Spalten sind es nicht.
Datei mit Abschlüssen FieldEdge HVAC, plumbing and electrical contractors Datei mit Abschlüssen Was exportieren Datei mit Abschlüssen Workiz Locksmiths, garage doors, junk removal and small trades Datei mit Abschlüssen Was exportieren Datei mit Abschlüssen ServiceTitan SHK-, Elektro- und Dachdeckerbetriebe Datei mit Abschlüssen Was exportieren
Alle 68 Systeme 
Service Fusion 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 Service Fusion zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.