They say
“Tradify already reports on quotes.”
We say
It does, inside the system. It has no record of which advert or directory produced the person who asked for one.
For Tradify
Everybody wants three quotes. Only some of them were ever going to accept one.
Export quotes and invoices from Tradify, upload the leads behind them, and see which channels produce work rather than price comparisons.
No API key Nothing to install in TradifyNothing to install No card requiredNo card
CloseRev reads a Tradify export of invoices — the customer's phone or email, the amount and the date — and matches it against the leads that produced the quote. Because Tradify records the quote as well as the invoice, the pair can answer a question most trades never get to ask: not just which channels produce enquiries, but which produce enquiries that accept a price. Invoices with no traceable lead are reported as Direct / Unknown.
Last checked against Tradify's own documentation on September 24, 2026.
The gap
You quote all week. Some channels send people who buy and some send people who are collecting numbers, and nothing tells them apart.
Tradify 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 mobile number carries most of the match in the trades.
- Needed
Invoice total
Billed work. The quote total belongs in the second file, not this one.
- Needed
Quote total and status
Accepted, declined, expired. This is the column that turns a ranking into a diagnosis.
- Needed
Invoice date
When the work was billed, applied the same way to every row.
Step by step
Getting the file out of Tradify.
Written for somebody with Tradify 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 quotes as a second file
Accepted and declined together. Without the declined ones there is no acceptance rate and half the finding is missing.
-
Export your lead sources
A tracked number, the website form, search ads, directories and any marketplace you pay for.
-
Use six months or more
Quote-to-acceptance takes weeks in most trades, and a short window cuts the tail off every channel equally badly.
-
Upload
The join runs on the phone and the email, normalised, and unmatched rows stay visible.
What comes back
The page Tradify 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 Tradify 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.
Acceptance rate separates channels that enquiry counts cannot
Two sources delivering the same number of enquiries can produce completely different books of work, because the people they send arrive with different intentions.
A marketplace that sells the same job to four trades produces price comparison. A tracked number on a van produces somebody who already decided who they wanted.
With quotes exported beside invoices, the report gives acceptance rate and average accepted value per channel, which is a far better basis for a budget than cost per enquiry.
It also distinguishes a channel sending poor enquiries from one whose quotes you are slow to send, and those are different problems with different fixes.
The quote total and the invoice total are rarely the same number
Work grows on site, variations get added, and occasionally a job shrinks when the customer sees the price of the full version.
Ranking channels on quoted value therefore measures optimism, which is a property of whoever wrote the quote rather than of the marketing.
The report uses invoices for revenue throughout and shows the gap per channel where both files are present.
A source whose jobs systematically shrink between quote and invoice is worth knowing about before it gets cut for producing small work it did not produce.
Declined quotes are the cost of a channel and belong in the file
Every quote costs time — a site visit, a measure-up, an evening writing it — and that cost lands whether or not the job is won.
Excluded from the file, a channel that generates ten quotes for one job looks identical to one that generates two, and the difference is a week of unpaid work.
Keeping the declines in makes the real cost per won job visible, which is the number a trade business actually spends.
It is also the finding that most often ends a marketplace subscription, because the cost per lead was never the cost. A source charging twenty pounds a lead at a one-in-ten acceptance rate is charging two hundred pounds a job, plus ten evenings of quoting nobody paid for.
Seasonal trades need a year before a ranking means anything
Heating, roofing and drainage work move with the weather, and their marketing does too.
A channel measured across one season is being measured against demand rather than against another channel, and the ranking will reverse when the season does.
A full year on both sides removes it, and the report groups revenue by when the lead arrived rather than by when the invoice was raised.
That grouping is what makes next season's budget decidable, which is the actual purpose of the exercise. Knowing a channel takes six weeks from enquiry to accepted quote also tells you when to start spending, which is a question no conversion rate answers, and it is the difference between a busy spring and an empty one. A channel with a short lag can be turned on late; one with a long lag cannot, and buying it late is the same as not buying it.
Fair questions
“Tradify already does that.” Not quite.
They say
“Everyone gets three quotes.”
We say
They do, and the channels differ sharply in how often you are the one accepted. That is exactly what this measures.
They say
“Exporting quotes is extra work.”
We say
One more file, and it buys acceptance rate per channel, which is usually the number that changes the spend.
No. It reads exported files; your jobs, schedules and customer records are untouched.
Invoices with a customer contact detail, the total and a date, plus quotes with their status as a second file.
They are the unpaid cost of a channel. Without them the cost per won job is understated for the worst sources.
Six months at minimum, a year for seasonal trades.
The invoice is used for revenue, and the gap is reported per channel where both files exist.
Yes, and it is usually where two similar-looking sources separate.
They land in the invoice total, which is why the invoice rather than the quote is the revenue side.
Yes, and for a seasonal trade that grouping is what makes next season's budget decidable.
Reported separately from first jobs, so the decision stays yours.
Anything with no traceable lead, which in the trades is usually untracked calls.
A contact detail, an amount and a date, plus a quote status if you include one. No addresses required, no site photographs, no card data. Encrypted in transit and at rest and deleted with the import.
Revenue per source with acceptance rate beside it, first and repeat work apart, and everything unmatched kept visible.
By trade
Trades that run Tradify.
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 ServiceM8 Small trade businesses Closed-sales file What to export Closed-sales file Kickserv Small trade contractors Closed-sales file What to export Closed-sales file FieldPulse Trade contractors Closed-sales file What to export
All 97 systems 
Tradify 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 Tradify, no API key, and no need to have been tracking anything until now. Last year works as well as this month.