Sie sagen
„We already set a lead source on every job.“
Wir sagen
Then you have something to check this against, which is better than most. Where the two disagree, the click and the invoice are the harder evidence.
Für Workiz
Every job is in Workiz. Which advert produced it is not.
Export your jobs, upload the calls and leads beside them, and rank channels on what was charged rather than on what was booked.
Kein API-Schlüssel Nichts in Workiz zu installierenNichts zu installieren Keine Karte nötigOhne Karte
CloseRev reads a Workiz export of completed jobs — the client's phone or email, the amount charged and the date — and matches it against the calls and leads that produced them. It is built for the trades Workiz serves, where jobs are booked on the phone in minutes and the same customer never appears twice, so a channel's booking count says very little about its worth. Jobs with no matching lead are reported as Direct / Unknown.
Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von Workiz geprüft.
Die Lücke
You spend on three or four channels and the phone rings from all of them. Which one pays for itself is a matter of opinion in your business, and it should not be.
Workiz 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 the job is attached to. The phone is the realistic key here: these jobs are booked by phone and a large share of clients never give an email at all.
- Erforderlich
Job total charged
What the job actually took, after whatever was added on site. In these trades the difference between the quote and the total is routine and is often most of the margin.
- Erforderlich
Job or payment date
When the work happened or was paid for. These jobs close fast, so the two are usually days apart.
- Optional
Job type or source field
If your team already sets a source on the job, include it — the report will compare it against what the match found, which is an education.
Schritt für Schritt
So holen Sie die Datei aus Workiz.
Geschrieben für alle, die Workiz im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.
-
Export jobs with what they charged
One row per job with a client contact detail, the amount and a date. The export listing jobs with totals is the one; its name differs by account.
-
Include the whole period, not the campaign window
These jobs close quickly, so a tight window works better here than in most trades — but emergency work still arrives days after somebody first searched.
-
Export your calls and leads
Call tracking is the main one. Marketplace leads, website forms and anything else that produced a phone call belong in the same file.
-
Upload both
The join runs on the phone number, normalised on both sides. Exact matches count automatically and weaker ones are put in front of a person.
-
Compare against what your team recorded
If the office has been setting a source on jobs, put the two side by side. The gap between what people remember and what the numbers say is usually large and always instructive.
Was zurückkommt
Die Seite, die Workiz 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 Garagentore – nicht aus einem Workiz-Konto.
Einem Kanal zugeordnet$274,50061% von $450,000
Zugeordnete Verkäufe309 von 505nur hohe Konfidenz
Durchschn. Verkauf$890pro bezahltem Verkauf
| Kanal | Anteil | Verkäufe | Umsatz |
|---|---|---|---|
| Google Ads | 171 | $153,000 | |
| Local Services Ads | 109 | $94,500 | |
| Meta Ads | 29 | $27,000 | |
| Direkt / Unbekannt | 196 | $175,500 |
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.
One-time customers make volume metrics misleading
A locksmith, a junk removal outfit or a garage door repairer mostly sees a customer once. There is no maintenance agreement, no second visit, no lifetime value to spread over — the job is the whole relationship.
That makes the revenue of the individual job the only thing that matters, and it makes booking counts actively misleading. A channel producing thirty small lockouts and a channel producing eight door replacements look very different on a dashboard and very similar on the bank statement, or the other way round.
Ranking on what was charged, per channel, is the only comparison that means anything in these trades, and it is the one nobody has because the money and the leads are in different systems.
Emergency work is bid on by everybody and converted by whoever answers
Urgent work has the shortest consideration window in this catalogue. Somebody locked out of their car is not researching, they are calling the first three numbers and going with whoever picks up and can come now.
Two things follow. The cost per click is high because everyone is bidding on the same intent, and the conversion depends on operations as much as on marketing — a missed call is a lost job, whatever the campaign did.
Matching invoiced jobs back to channels exposes both. A channel that produces calls you do not answer shows up as expensive, and it should, because for your business it is.
The ticket differs more than the volume does
Across these trades, the spread between the smallest and largest job is very wide and the distribution has a long tail. A handful of jobs carry a disproportionate share of the month.
Any metric that treats jobs as interchangeable — cost per lead, cost per booking, conversion rate — is blind to exactly the jobs that paid for the month. Ranking channels on money is not a refinement here, it is the difference between a useful answer and a wrong one.
What the office writes down and what the numbers say
Most teams already ask callers how they heard about the business, and most already have a source field somebody fills in. It is worth keeping and it is not worth trusting on its own.
The known failure is not carelessness. Callers genuinely do not remember, they say the internet when they mean a search advert, and staff under pressure pick whichever option is first in the list. The error is systematic rather than random, so it does not average out.
Putting the recorded source beside the matched source shows the size and direction of that error, which is usually the first thing a business learns from doing this at all.
Berechtigte Fragen
„Workiz kann das doch schon.“ Nicht ganz.
Sie sagen
„Our jobs close the same day — is the match still useful?“
Wir sagen
More useful, not less. A short window means fewer confounders, and the money still sits in a different system from the lead.
Sie sagen
„We are too small for this.“
Wir sagen
The smaller the business, the more one wrong channel costs as a share of the budget. Two exports is the whole exercise.
No. It reads a file you exported; no credential to your account is held and nothing is written back.
Jobs with a client contact detail, the amount charged and a date.
Calls and leads with a source — call tracking, marketplace leads, web forms.
Yes. The phone number is the better key in these trades and it is what the match leans on.
Because it disagrees with the evidence in a predictable direction, and the size of the disagreement is worth knowing.
On the phone number, normalised with a proper phone library on both sides rather than compared as text.
Yes, where the export carries a job type — and in these trades that is usually the most useful split there is.
They are reported as Direct / Unknown rather than assigned to a channel.
Indirectly and usefully: a channel producing calls that never became jobs ranks badly, which for your business is the true reading.
A little further than the lead file. These jobs close fast, but not always the same day.
A contact detail, an amount and a date. No job notes, no photos, no dispatch records, no card details. Encrypted in transit and at rest, isolated to your workspace, deleted with the import.
Revenue by channel from charged jobs, what share could be matched, and everything that could not.
Nach Branche
Branchen, die Workiz nutzen.
Wie der Bericht aussieht, sobald der Export drin ist – für jede Branche eigens geschrieben.
- GaragentoreWelche Kanäle haben gebuchte Tor-Aufträge gebracht?
- SanitärbetriebeWelche Anzeigen haben Aufträge gebracht, die sich lohnen?
- ElektroinstallateureWelche Kanäle haben gebuchte Elektroaufträge gebracht?
- Entsorgung & RecyclingWelche Kanäle haben abrechnende Kundenkonten gebracht?
- Heizungs- und KlimabetriebeWelche Anzeigen haben Anlagen verkauft – nicht nur Serviceeinsätze?
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 Housecall Pro Handwerksbetriebe für Privatkunden Datei mit Abschlüssen Was exportieren Datei mit Abschlüssen Shopmonkey Auto repair shops Datei mit Abschlüssen Was exportieren
Alle 68 Systeme 
Workiz 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 Workiz zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.