Ellos dicen
«Shopmonkey already reports customer revenue.»
Nosotros decimos
It does, and it has no record of what produced the customer, because that happened before the first order existed.
Para Shopmonkey
The first visit was an oil change. The customer is worth four thousand a year.
Export repair orders from Shopmonkey, upload the leads behind them, and rank marketing on the customer rather than the ticket.
Sin clave de API Nada que instalar en ShopmonkeyNada que instalar Sin tarjeta de créditoSin tarjeta
CloseRev reads a Shopmonkey export of repair orders — the customer's phone or email, the total and the date — and matches it against the calls, ads and forms that produced the first visit. A repair shop's economics are built on customers returning, so a channel's value is the relationship it created rather than the ticket it opened. Orders with no traceable lead are reported as Direct / Unknown.
Comprobado por última vez con la documentación del propio Shopmonkey el 24 de septiembre de 2026.
La brecha
Your cheapest advert brings oil changes. Your most expensive one brings people who come back. Nothing you run tells the two apart.
Shopmonkey 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 record rather than the order. Phone is the reliable key in this trade.
- Necesaria
Repair order total
Parts and labour together, on closed orders. Open estimates are not revenue.
- Necesaria
Order date
When the order was closed. Use it consistently across every row.
- Opcional
Vehicle and service type
Make, model and whether the visit was maintenance or a major repair. Both predict whether the customer returns.
Paso a paso
Cómo sacar el archivo de Shopmonkey.
Escrito para quien tiene Shopmonkey abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
Export closed repair orders
One row per order with a customer contact detail, the total and a date.
-
Take a year or more
A first visit measures the coupon. A year measures the customer, which is what a channel actually produced.
-
Export your lead sources
Call tracking first — this trade converts on the phone — plus search ads, map listings, the website form and any coupon or marketplace listing.
-
Sum by customer
A regular customer produces four or five orders a year. Marketing decisions are made per customer, not per order.
-
Upload both
The join runs on the phone and the email, normalised, with first visits and return visits reported apart.
Lo que recibe
La página que Shopmonkey 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 Shopmonkey.
Atribuidos a un canal$203,00058% de $350,000
Ventas coincidentes406 de 695solo alta confianza
Ticket medio$492por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 203 | $101,500 | |
| Anuncios de servicios locales | 142 | $77,000 | |
| Meta Ads | 61 | $24,500 | |
| Directo / Desconocido | 289 | $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.
Discount channels bring one-visit customers and look excellent doing it
A cheap oil change or a brake special fills bays quickly, and the cost per new customer looks unbeatable in the month it runs.
The customers it brings are, by construction, price-led. A meaningful share of them return only when there is another coupon.
Matching a year of repair orders back to the source is the test, and discount channels usually fail it by a wide margin against sources that produced fewer, stickier customers.
This is not an argument against offers. It is an argument for knowing what a channel's customers are worth before deciding how much of the budget it should have.
A major repair is a different event from a maintenance visit
An oil change is a small ticket. A transmission or an engine job is the kind of work that makes a shop's month, and the two arrive through different routes.
Emergency repairs come from map results and searches made from the roadside; maintenance comes from reminders, habit and coupons.
Where the export carries a service type, splitting on it stops one channel being ranked as though it produced the other's work, and the reordering is usually substantial.
It also tells you which channel to buy when the bays are empty, which is not the same as the channel with the best annual number.
Fleet and commercial accounts should never be blended with retail
A small fleet account is worth many retail customers and behaves nothing like one: it is won once, it is invoiced monthly and it is lost to a single bad experience.
Averaged into the same file, one fleet win can make whichever channel produced it look extraordinary, and the conclusion will not repeat.
Reading them separately gives two honest rankings — the channels that produce retail customers and the ones that produce commercial accounts — which are rarely the same list.
Where the export flags a customer type, the split is automatic; where it does not, the order pattern usually identifies the accounts within a few minutes.
Almost every enquiry in this trade is a phone call
A driver with a warning light calls. So does the one who saw the sign, the map result and the coupon, and none of them fill in a form.
Without tracked numbers, the lead file covers the small minority of web enquiries and the rest lands in Direct / Unknown.
Distinct numbers on the website, the map listing, any print or coupon and the sign itself produce a lead file with a source on every row, which is what makes the whole exercise work.
Until that exists, the report states the size of the untracked bucket rather than spreading it across the channels that happen to be measurable.
Preguntas justas
«Shopmonkey ya hace eso». No exactamente.
Ellos dicen
«Our coupons obviously work.»
Nosotros decimos
They fill bays. Whether they produce customers worth keeping is a different question and the file answers it.
Ellos dicen
«We do not track calls.»
Nosotros decimos
Then most of this trade's enquiries have no source, and tracked numbers are the first fix rather than a different report.
No. It reads a file you exported, so your orders, inventory and customer records are not reachable from here.
Closed repair orders with a customer contact detail, the total and a date.
A year at minimum, because the value of a repair customer is measured in visits, not in one ticket.
They are reported separately, so the decision stays yours rather than being made silently.
Yes, where the export carries a service type, and it usually reorders the ranking.
Read separately from retail. One fleet win otherwise makes a channel look extraordinary on a result that will not repeat.
Summed by customer. The vehicle count is useful context but the relationship is the unit.
Yes, on annual revenue per acquired customer, which is where discount channels usually lose their advantage.
Anything with no traceable lead — mostly untracked calls and passing trade, and its size is worth knowing.
Yes. Two exports is the whole exercise.
A contact detail, an amount and a date, plus a service type or vehicle class if you include them. No VINs required, no notes, no card data. Encrypted in transit and at rest and deleted with the import.
Annual revenue per acquired customer by source, first and return visits apart, retail and fleet separated, and everything unmatched kept visible.
Por sector
Sectores que usan Shopmonkey.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Talleres mecánicos¿Qué canales generaron órdenes de reparación pagadas?
- Talleres de carrocería¿Qué canales generaron trabajos de carrocería pagados?
- Tiendas de neumáticos y rines¿Qué canales generaron tickets de neumáticos pagados?
- Ventas de flotas comerciales¿Qué canales generaron pedidos de flota?
- Concesionarios de motos y vehículos recreativos¿Qué canales generaron unidades vendidas y margen bruto?
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 Workiz Locksmiths, garage doors, junk removal and small trades Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas Kickserv Small trade contractors Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas FieldPulse Trade contractors Archivo de ventas cerradas Qué exportar
Los 68 sistemas 
Shopmonkey 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 Shopmonkey, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.