They say
“FieldPulse already reports revenue.”
We say
It does. It cannot say which advert produced the customer, because that happened before the customer existed.
For FieldPulse
A booked appointment is not a sale, and the difference is not evenly spread.
Export invoices from FieldPulse, upload the leads behind them, and see which channels produce work that closes.
No API key Nothing to install in FieldPulseNothing to install No card requiredNo card
CloseRev reads a FieldPulse export of invoices — the customer's phone or email, the amount and the date — and matches it against the calls, forms and ads that produced the job. FieldPulse tracks the whole path from estimate to payment, which makes it unusually good at answering where each stage leaked once a lead source is joined to it. Invoices with no traceable lead are reported as Direct / Unknown.
Last checked against FieldPulse's own documentation on September 24, 2026.
The gap
Two channels deliver the same number of appointments and one of them produces half the revenue. Nothing you currently run would show that.
FieldPulse sees
What was sold, to whom, and for how much.
no shared row
Your ad account sees
The click, the keyword, the call, and what each one cost.
The file
What the export needs in it.
Three things carry the match: who, how much, and when. Anything else is optional and only changes how the report can be sliced.
- Needed
Customer phone or email
On the customer record. The phone number is the reliable key in the trades.
- Needed
Invoice total
Billed and collected, not the estimate total. Estimates measure quoting.
- Needed
Invoice date
When the work was billed. Use it consistently for every row.
- Optional
Estimate status and job type
Whether an estimate was won or lost, and what kind of work it was. Together they show where each channel leaks.
Step by step
Getting the file out of FieldPulse.
Written for somebody with FieldPulse open in the next tab. Report names vary by edition, so each step says what to look for.
-
Export invoices
One row per invoice with a customer contact detail, the total and a date.
-
Export estimates too, if you can
Won and lost together. The close rate per channel is the most actionable number this report produces.
-
Take six months or more
Trade revenue is lumpy. One large install in a short file decides the ranking on its own.
-
Export your lead sources
Call tracking, web forms, search ads, map listings and marketplaces. Contact detail plus the source.
-
Upload both
The join runs on the phone and the email, normalised, and unmatched rows stay visible.
What comes back
The page FieldPulse cannot show you.
Revenue by channel, the count of sales behind each figure, and an honest bucket for the ones nobody could trace. Sample figures, from the worked example on the Plumbers page — not from a FieldPulse account.
Traced to a channel$208,00065% of $320,000
Sales matched131 of 219high confidence only
Average sale$1,450per paid sale
| Channel | Share | Sales | Revenue |
|---|---|---|---|
| Google Ads | 96 | $163,200 | |
| Meta Ads | 21 | $25,600 | |
| Email marketing | 14 | $19,200 | |
| Direct / Unknown | 88 | $112,000 |
Unmatched sales stay in Direct / Unknown. They are never spread across the paid channels to make the total look better.
The argument
What changes when the job and the ad share a row.
Close rate is where channels really differ
Two sources can deliver identical appointment counts and utterly different revenue, because the people they send are not equally ready to buy.
Marketplace leads shopping three contractors close at one rate. A caller from a map result with an emergency closes at another. Neither is visible in a cost-per-lead report.
With estimates exported alongside invoices, the report gives close rate and average won value per channel, which is enough to change a budget with confidence.
It also separates two very different problems: a channel that sends poor leads and a channel that sends good leads your team is slow to call back. The first is a buying decision and the second is a scheduling one, and they are routinely mistaken for each other.
The estimate total is not the invoice total and the gap is informative
Work changes on site. Some jobs grow, some shrink, and a few are abandoned after the estimate was written.
Ranking channels on estimate values rewards whichever one produced the most optimistic quotes, which is a measure of your salespeople rather than your marketing.
The report uses invoices as the revenue side throughout. Where both are present it shows the gap per channel, which occasionally reveals that one source's jobs systematically shrink on contact with reality.
That is worth knowing before a channel is cut for producing small jobs it did not actually produce.
Change orders and multi-visit work need summing by customer
A single project can produce several invoices — a deposit, progress billing, a change order, a final. Counted individually, one customer looks like four wins.
Summed by customer, the project is one decision with one value, which is the unit a marketing decision is made in.
The report sums by customer across the window and keeps the first job separate from later ones, so a repeat customer is not silently credited to the original advert.
For contractors with maintenance agreements, that separation is also how the recurring revenue becomes visible instead of being averaged away. An agreement signed on a first visit is worth several years of small invoices, and a channel that produces them is worth paying more for at the front end.
Untracked calls are the limiting factor, not the software
Trade enquiries arrive by phone from vehicle wraps, yard signs, map results and referrals, and none of those produce a row in any lead file by default.
A report built only on web forms describes the minority of your enquiries and will underrate every offline channel you have.
Tracked numbers on the website, the trucks and each paid listing fix this in a week, and every report afterwards is worth reading. It is the single cheapest improvement available to a contractor measuring marketing, and it usually pays for itself on the first budget decision it changes.
Until then, the size of the Direct / Unknown bucket is stated plainly rather than being distributed across whichever channels happen to have data.
Fair questions
“FieldPulse already does that.” Not quite.
They say
“We judge channels on booked appointments.”
We say
Then you are judging them on a stage where they look similar, and ignoring the stage where they do not.
They say
“Exporting estimates is extra work.”
We say
It is one more file and it buys the close rate per channel, which is usually the number that changes the budget.
No. It reads files you exported; your schedule, crews and customer records are not reachable from here.
Invoices with a customer contact detail, the total and a date. Estimates as a second file if you can.
Close rate and average won value per channel, which is where two similar-looking sources usually separate.
Six months at minimum, a year if you sell large installs.
Summed by customer, so a project is one decision rather than four wins.
They are reported separately, so the decision stays yours.
Yes, where the export carries one, and it removes most of the distortion from a lumpy file.
Summed across the window as recurring revenue rather than judged on the first visit.
The invoice is used. Where both exist the report shows the gap per channel, which is occasionally the finding.
Anything with no traceable lead, which in the trades is usually untracked phone calls.
A contact detail, an amount and a date, plus a job type if you include one. No addresses required, no notes, no card data. Encrypted in transit and at rest and deleted with the import.
Revenue per acquired customer by source, close rate where estimates are included, first and repeat work apart, and everything unmatched kept visible.
By trade
Trades that run FieldPulse.
What the report looks like once the export is in, written for each one.
Other systems
Also worth reading.
Running more than one system, or comparing? The method is the same and the columns are not.
Closed-sales file Workiz Locksmiths, garage doors, junk removal and small trades Closed-sales file What to export Closed-sales file Kickserv Small trade contractors Closed-sales file What to export Closed-sales file Service Fusion Multi-trade field service companies Closed-sales file What to export
All 68 systems 
FieldPulse and the other product names and logos on this page belong to their owners and are shown to identify the software a file comes from. CloseRev is not affiliated with or endorsed by them, and connects to none of them: it reads a file you export.
Start today
Two exports, and you will know.
Nothing to install in FieldPulse, no API key, and no need to have been tracking anything until now. Last year works as well as this month.