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Para AutoLeap

Most of this month's cars were already yours.

Export invoices from AutoLeap, upload the leads behind them, and separate the customers marketing won from the ones your reminders brought back.

Sin clave de API Nada que instalar en AutoLeapNada que instalar Sin tarjeta de créditoSin tarjeta

CloseRev reads an AutoLeap export of invoices — the customer's phone or email, the amount and the date — and matches it against the calls, ads and listings that produced the first visit. A shop system that also sends reminders and follow-ups is constantly bringing back existing customers, and none of that is acquisition, so the first job of the report is to find the visit that actually won each customer. Revenue with no traceable lead is reported as Direct / Unknown.

Comprobado por última vez con la documentación del propio AutoLeap el 25 de septiembre de 2026.

La brecha

The bays are full and the marketing report takes credit for all of it, including the customers who came back because of a text you sent.

AutoLeap ve

Qué se vendió, a quién y por cuánto.

ninguna fila en común
Su cuenta publicitaria ve

El clic, la palabra clave, la llamada y cuánto costó cada uno.

El archivo

Qué debe contener la exportación.

Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.

  1. Necesaria

    Customer phone or email

    On the customer record. Where invoices are sent and paid by text, the phone on file is unusually reliable.

  2. Necesaria

    Invoice total

    Closed repair orders, parts and labour together.

  3. Necesaria

    Invoice date and customer created date

    Both. The created date is how a first visit is told apart from a return, once it is known to be trustworthy.

  4. Opcional

    Vehicle count per customer

    Customers with several vehicles are worth more and behave differently.

Paso a paso

Cómo sacar el archivo de AutoLeap.

Escrito para quien tiene AutoLeap abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.

  1. Export closed repair orders

    One row per invoice with a customer contact detail, the total and the date.

  2. Check when your customer records were created

    If the shop moved to AutoLeap from another system, every imported customer carries the migration date as their created date and looks new.

  3. Export your lead sources

    Tracked numbers, search ads, map listings, coupons and any fleet or warranty programme.

  4. Take a year

    Long enough to tell a first visit from a return, and for a new customer's second visit to happen.

  5. Upload both

    The join runs on the phone and the email, normalised, with first visits and returns reported apart.

Lo que recibe

La página que AutoLeap no puede mostrarle.

Ingresos por canal, el número de ventas detrás de cada cifra y un grupo honesto para las que nadie pudo rastrear. Cifras de ejemplo, del caso práctico de la página Talleres mecánicos, no de una cuenta de AutoLeap.

Atribuidos a un canal$203,00058% de $350,000
Ventas coincidentes406 de 695solo alta confianza
Ticket medio$492por venta pagada
CanalProporciónVentasIngresos
Google Ads203$101,500
Anuncios de servicios locales142$77,000
Meta Ads61$24,500
Directo / Desconocido289$147,000

Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.

El argumento

Qué cambia cuando cada repair order y el anuncio comparten una fila.

Reminders are retention, and they wear a marketing label

A shop system that sends service reminders, follow-ups and declined-work nudges is doing valuable work. Almost all of it is aimed at customers the shop already has.

Counted in a marketing report, every car those messages bring back looks like marketing working, and the shop's acquisition spend gets credit for its retention.

The honest split is simple: a customer's first visit is acquisition; everything after it is retention, whatever message prompted it.

Reported apart, both numbers become useful. The acquisition figure tells you what the advertising bought, and the retention figure tells you what the reminders are worth.

Neither is inflated by the other, which is what makes either of them worth reading.

A migration makes every customer look new

A shop that moved to AutoLeap from another system usually imported its customer list, and every imported record carries the date of the move as its created date.

Read naively, the month of the migration shows hundreds of new customers and every marketing channel that was running looks extraordinary.

The fix is to find each customer's genuine first invoice rather than trusting the created date, which a year of invoice history makes possible.

Where the history does not go back far enough, the report says so and treats customers first seen in that period as of unknown origin rather than as new.

This one correction changes more shop reports than any other on this page.

Car count and revenue per car move separately

A channel can bring more cars at a lower ticket, or fewer cars at a higher one, and both show up as the same monthly total.

Which matters depends on the shop: a shop with empty bays wants cars; a shop at capacity wants bigger tickets on the cars it can fit.

Reporting new customers and first-visit revenue per customer separately, by channel, lets the shop choose which channel suits where it is.

It also exposes the channel that fills the lot with inspections and oil changes the bays had no room for.

Text-to-pay makes the phone number the strongest key

Where invoices are delivered and paid by text message, the phone number on the customer record has been used and confirmed at least once.

That makes the match against a lead file unusually reliable compared with systems where a number is typed in at the counter and never checked.

Normalisation still runs on both sides, and anything that does not join is reported rather than dropped.

The practical effect is that less revenue ends up in Direct / Unknown for want of a usable key, which makes the channel ranking more complete.

Preguntas justas

«AutoLeap ya hace eso». No exactamente.

Ellos dicen

«AutoLeap already reports on our marketing.»

Nosotros decimos

On what it sends and what it can see. The customers your reminders brought back are not evidence that the ads worked.

Ellos dicen

«We just moved to AutoLeap.»

Nosotros decimos

Then the created dates are the migration date, and the report has to find each customer's real first visit before it can call anyone new.

Ellos dicen

«All our cars are return customers.»

Nosotros decimos

Then the acquisition figure will be small and honest, and the retention figure will show what that loyalty is worth.

Preguntas

AutoLeap, en concreto.

¿Algo más? Pregúntenos y le responderá una persona.

No. It reads a file you exported, so your repair orders, inspections and messages stay where they are.

AutoLeap y los demás nombres de productos y logotipos de esta página pertenecen a sus propietarios y se muestran para identificar el software del que procede un archivo. CloseRev no está afiliada a ellos ni cuenta con su respaldo, y no se conecta a ninguno: lee un archivo que usted exporta.

Empiece hoy

Dos exportaciones y lo sabrá.

Nada que instalar en AutoLeap, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.