Ellos dicen
«Contractor Foreman already reports revenue by project.»
Nosotros decimos
It does, and it has no record of what produced the client, because that happened before the project existed.
Para 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.
Sin clave de API Nada que instalar en Contractor ForemanNada que instalar Sin tarjeta de créditoSin tarjeta
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.
Comprobado por última vez con la documentación del propio Contractor Foreman el 24 de septiembre de 2026.
La brecha
Progress billing turns one won project into a dozen rows, and every report built on rows is wrong.
Contractor Foreman 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.
- Necesaria
Client phone or email
On the client record rather than the invoice, so every progress bill joins to the same person.
- Necesaria
Invoice total
Each billing, including change orders. The project's value is their sum, not the first one.
- Necesaria
Invoice date
When each stage was billed. The spread across dates is what the report has to collapse.
- Opcional
Project name or number
The cleanest way to sum a project. Without it the client record does the same job slightly less precisely.
Paso a paso
Cómo sacar el archivo de Contractor Foreman.
Escrito para quien tiene Contractor Foreman abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
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.
Lo que recibe
La página que Contractor Foreman 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 Construcción comercial, no de una cuenta de Contractor Foreman.
Atribuidos a un canal$1,520,00038% de $4,000,000
Ventas coincidentes13 de 30solo alta confianza
Ticket medio$133,000por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 4 | $480,000 | |
| Eventos | 6 | $720,000 | |
| Email marketing | 3 | $320,000 | |
| Directo / Desconocido | 17 | $2,480,000 |
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 project y el anuncio comparten una fila.
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.
Preguntas justas
«Contractor Foreman ya hace eso». No exactamente.
Ellos dicen
«Most of our work is referral.»
Nosotros decimos
Then recording the referrer is the highest-value change available, and the report will show its true share.
Ellos dicen
«Our projects take too long to measure.»
Nosotros decimos
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.
Por sector
Sectores que usan Contractor Foreman.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Construcción comercial¿Qué canales trajeron las obras que ganó?
- Remodelación de cocinas y baños¿Qué canales generaron remodelaciones firmadas?
- Constructoras de vivienda nueva¿Qué canales generaron contratos firmados?
- Constructores de viviendas a medida¿Qué canales generaron contratos de obra firmados?
- Servicios para el hogar¿Qué anuncios produjeron trabajos, y no solo llamadas?
Otros sistemas
También vale la pena leer.
¿Usa más de un sistema o está comparando? El método es el mismo; las columnas, no.
Archivo de ventas cerradas Tradify Trade businesses Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas Jobber Empresas de jardinería, limpieza, control de plagas y pequeños oficios Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas MarketSharp Home improvement remodelers Archivo de ventas cerradas Qué exportar
Los 97 sistemas 
Contractor Foreman 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 Contractor Foreman, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.