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For ServiceM8

You know what you earned. You do not know which advert earned it.

Export invoices from ServiceM8, upload the leads behind them, and find out which marketing paid for itself.

No API key Nothing to install in ServiceM8Nothing to install No card requiredNo card

CloseRev reads a ServiceM8 export of invoices — the client's phone or email, the amount and the date — and matches it against the calls, forms and ads that produced the job. ServiceM8 is built for very small operations, which means the owner is usually the one buying the marketing and the one doing the work, and nobody has ever had a spare afternoon to join the two files. Invoices with no traceable lead are reported as Direct / Unknown.

Last checked against ServiceM8's own documentation on September 24, 2026.

The gap

The job history is complete and accurate, and it has no column for where the customer came from.

ServiceM8 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.

  1. Needed

    Client phone or email

    On the client record. In a one-van business the mobile number is almost always the working key.

  2. Needed

    Invoice total

    What was billed for completed work. Quotes are not revenue in any trade.

  3. Needed

    Invoice date

    When the job was billed. Use it consistently on every row.

  4. Optional

    Job category

    Where you use categories or badges. A callout and an installation are different businesses sharing a van.

Step by step

Getting the file out of ServiceM8.

Written for somebody with ServiceM8 open in the next tab. Report names vary by edition, so each step says what to look for.

  1. Export invoices

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

  2. Take six months or more

    A single-van business has lumpy months, and one big installation in a short file decides the ranking on its own.

  3. Export your lead sources

    A tracked number on the website and the van, the website form, search ads and any directory you pay for.

  4. Do not leave out word of mouth

    Record it as a source when you take the call. It is usually the biggest line and the one nobody ever measures.

  5. Upload both

    The join runs on the phone and the email, normalised, with first and repeat jobs reported apart.

What comes back

The page ServiceM8 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 ServiceM8 account.

Traced to a channel$208,00065% of $320,000
Sales matched131 of 219high confidence only
Average sale$1,450per paid sale
ChannelShareSalesRevenue
Google Ads96$163,200
Meta Ads21$25,600
Email marketing14$19,200
Direct / Unknown88$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.

At this size one wrong channel is most of the marketing budget

A business with one or two vans is not spending a fraction of its turnover on advertising the way a fifty-van operation does; it is spending a number the owner feels every month.

That makes the stakes of a wrong answer higher rather than lower, and it is the reason 'we are too small for attribution' gets the logic backwards.

Two exports and an afternoon produce the number, and at this scale the number usually points at one channel that should stop and one that should get more.

Nothing about the method needs a marketing department. It needs a file of invoices and a file of leads with a phone number on each, and it is the same method a company with fifty vans would use on the same two files.

Word of mouth is the largest channel in most small trades and it is never in a report

Ask any established one-van operator where the work comes from and the answer is recommendations. Ask for the proportion and nobody has it.

Because no invoice arrives for a referral, it sits outside every advertising report, which makes the paid channels look like a larger share of the business than they are.

Recording it as a source when the call is taken — one question, one field — puts it into the same comparison on the same money.

The result usually changes what the owner does next: a business that is eighty per cent referral has a retention problem to solve, not an advertising one.

Repeat customers in the trades hide inside a single-source report

A householder who liked the work calls the same tradesperson again, sometimes for years, and every one of those jobs is revenue that no advert produced.

Credited to the original channel it makes that channel look extraordinary; credited to nothing it disappears into Direct / Unknown and makes every channel look weak.

The report separates first jobs from later ones and leaves the judgement to you, with both numbers visible.

For a small operator this split is usually the most useful thing in the file, because it puts a value on doing the work well rather than on buying more leads.

The van and the yard sign need a number of their own

A wrap on the van and a board outside the job are real advertising, and both produce calls that arrive identically to every other call.

One tracked number on the van, different from the one on the website, separates them for a few pounds a month, and that is the whole apparatus required.

Without it the report is honest but blunt: it will show a large Direct / Unknown bucket and say so rather than distributing it across whatever else was running.

With it, a small operator can finally compare a wrap against a directory listing against a search advert on money rather than on impression.

The same logic applies to a board left outside a finished job. It is the cheapest advertising in the trade and the only one that reaches the neighbours of somebody who already chose you, which is a better audience than any targeting option you can buy.

Fair questions

“ServiceM8 already does that.” Not quite.

They say

“ServiceM8 already shows my income.”

We say

It does, accurately. It has no idea which advert produced the client, because that happened before the client existed.

They say

“We are far too small for this.”

We say

Small is the case for it. One misjudged channel is a much larger share of a small budget.

They say

“All our work is word of mouth.”

We say

Then the report will show that plainly, and the size of it is worth knowing before you spend anything.

Questions

ServiceM8, specifically.

Something else? Ask us and a person answers.

No. It reads an exported file, so your jobs, photographs and client records stay where they are.

ServiceM8 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 ServiceM8, no API key, and no need to have been tracking anything until now. Last year works as well as this month.