Ellos dicen
«We would have to export from several places.»
Nosotros decimos
Two files. Jobs from Service Fusion, leads from wherever they arrive. That is the whole input.
Para 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.
Sin clave de API Nada que instalar en Service FusionNada que instalar Sin tarjeta de créditoSin tarjeta
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.
Comprobado por última vez con la documentación del propio Service Fusion el 24 de septiembre de 2026.
La brecha
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 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
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.
- Necesaria
Invoice total
What was billed for the job, after any change on site. Estimates are a different number and answer a different question.
- Necesaria
Invoice or completion date
When the work was billed or finished. On commercial work the gap from the lead can be considerable.
- Opcional
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.
Paso a paso
Cómo sacar el archivo de Service Fusion.
Escrito para quien tiene Service Fusion abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
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.
Lo que recibe
La página que Service Fusion 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 Empresas de climatización (HVAC), no de una cuenta de Service Fusion.
Atribuidos a un canal$349,20068% de $513,500
Ventas coincidentes81 de 144solo alta confianza
Ticket medio$3,620por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 38 | $241,400 | |
| Meta Ads | 24 | $61,600 | |
| Email marketing | 19 | $46,200 | |
| Directo / Desconocido | 63 | $164,300 |
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 job y el anuncio comparten una fila.
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.
Preguntas justas
«Service Fusion ya hace eso». No exactamente.
Ellos dicen
«Our trades share a phone number.»
Nosotros decimos
Then the trade column in the job export is doing the separating, which is exactly what it is for.
Ellos dicen
«Our commercial work takes months.»
Nosotros decimos
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.
Por sector
Sectores que usan Service Fusion.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Empresas de climatización (HVAC)¿Qué anuncios vendieron equipos, y no visitas de servicio?
- Plomería y fontanería¿Qué anuncios produjeron trabajos que valen la pena?
- Electricistas¿Qué canales generaron trabajos eléctricos agendados?
- Construcción comercial¿Qué canales trajeron las obras que ganó?
- Gestión de instalaciones¿Qué canales generaron contratos de facility management firmados?
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 FieldEdge HVAC, plumbing and electrical contractors Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas Workiz Locksmiths, garage doors, junk removal and small trades Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas ServiceTitan contratistas de climatización, plomería, electricidad y techado Archivo de ventas cerradas Qué exportar
Los 68 sistemas 
Service Fusion 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 Service Fusion, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.