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Para AutoLeap

Most of this month's cars were already yours.

Export invoices from AutoLeap, upload the leads behind them, and separate the customers marketing won from the ones your reminders brought back.

Sem chave de API Nada para instalar no AutoLeapNada para instalar Sem cartão de créditoSem cartão

CloseRev reads an AutoLeap export of invoices — the customer's phone or email, the amount and the date — and matches it against the calls, ads and listings that produced the first visit. A shop system that also sends reminders and follow-ups is constantly bringing back existing customers, and none of that is acquisition, so the first job of the report is to find the visit that actually won each customer. Revenue with no traceable lead is reported as Direct / Unknown.

Verificado pela última vez na documentação do próprio AutoLeap em 25 de setembro de 2026.

A lacuna

The bays are full and the marketing report takes credit for all of it, including the customers who came back because of a text you sent.

O AutoLeap vê

O que foi vendido, para quem e por quanto.

nenhuma linha em comum
Sua conta de anúncios vê

O clique, a palavra-chave, a ligação e quanto cada um custou.

O arquivo

O que a exportação precisa ter.

Três coisas sustentam a correspondência: quem, quanto e quando. O resto é opcional e só muda como o relatório pode ser detalhado.

  1. Obrigatória

    Customer phone or email

    On the customer record. Where invoices are sent and paid by text, the phone on file is unusually reliable.

  2. Obrigatória

    Invoice total

    Closed repair orders, parts and labour together.

  3. Obrigatória

    Invoice date and customer created date

    Both. The created date is how a first visit is told apart from a return, once it is known to be trustworthy.

  4. Opcional

    Vehicle count per customer

    Customers with several vehicles are worth more and behave differently.

Passo a passo

Como tirar o arquivo do AutoLeap.

Escrito para quem está com o AutoLeap aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.

  1. Export closed repair orders

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

  2. Check when your customer records were created

    If the shop moved to AutoLeap from another system, every imported customer carries the migration date as their created date and looks new.

  3. Export your lead sources

    Tracked numbers, search ads, map listings, coupons and any fleet or warranty programme.

  4. Take a year

    Long enough to tell a first visit from a return, and for a new customer's second visit to happen.

  5. Upload both

    The join runs on the phone and the email, normalised, with first visits and returns reported apart.

O que você recebe

A página que o AutoLeap não consegue mostrar.

Receita por canal, a quantidade de vendas por trás de cada número e uma categoria honesta para as que ninguém conseguiu rastrear. Números de exemplo, do caso prático da página Oficinas mecânicas — não de uma conta do AutoLeap.

Atribuída a um canal$203,00058% de $350,000
Vendas com correspondência406 de 695só alta confiança
Ticket médio$492por venda paga
CanalParcelaVendasReceita
Google Ads203$101,500
Anúncios de serviços locais142$77,000
Meta Ads61$24,500
Direto / Desconhecido289$147,000

Vendas sem correspondência ficam em Direto / Desconhecido. Nunca são distribuídas entre os canais pagos para melhorar o total.

O argumento

O que muda quando cada repair order e o anúncio ficam na mesma linha.

Reminders are retention, and they wear a marketing label

A shop system that sends service reminders, follow-ups and declined-work nudges is doing valuable work. Almost all of it is aimed at customers the shop already has.

Counted in a marketing report, every car those messages bring back looks like marketing working, and the shop's acquisition spend gets credit for its retention.

The honest split is simple: a customer's first visit is acquisition; everything after it is retention, whatever message prompted it.

Reported apart, both numbers become useful. The acquisition figure tells you what the advertising bought, and the retention figure tells you what the reminders are worth.

Neither is inflated by the other, which is what makes either of them worth reading.

A migration makes every customer look new

A shop that moved to AutoLeap from another system usually imported its customer list, and every imported record carries the date of the move as its created date.

Read naively, the month of the migration shows hundreds of new customers and every marketing channel that was running looks extraordinary.

The fix is to find each customer's genuine first invoice rather than trusting the created date, which a year of invoice history makes possible.

Where the history does not go back far enough, the report says so and treats customers first seen in that period as of unknown origin rather than as new.

This one correction changes more shop reports than any other on this page.

Car count and revenue per car move separately

A channel can bring more cars at a lower ticket, or fewer cars at a higher one, and both show up as the same monthly total.

Which matters depends on the shop: a shop with empty bays wants cars; a shop at capacity wants bigger tickets on the cars it can fit.

Reporting new customers and first-visit revenue per customer separately, by channel, lets the shop choose which channel suits where it is.

It also exposes the channel that fills the lot with inspections and oil changes the bays had no room for.

Text-to-pay makes the phone number the strongest key

Where invoices are delivered and paid by text message, the phone number on the customer record has been used and confirmed at least once.

That makes the match against a lead file unusually reliable compared with systems where a number is typed in at the counter and never checked.

Normalisation still runs on both sides, and anything that does not join is reported rather than dropped.

The practical effect is that less revenue ends up in Direct / Unknown for want of a usable key, which makes the channel ranking more complete.

Perguntas justas

“O AutoLeap já faz isso.” Não exatamente.

Eles dizem

“AutoLeap already reports on our marketing.”

Nós dizemos

On what it sends and what it can see. The customers your reminders brought back are not evidence that the ads worked.

Eles dizem

“We just moved to AutoLeap.”

Nós dizemos

Then the created dates are the migration date, and the report has to find each customer's real first visit before it can call anyone new.

Eles dizem

“All our cars are return customers.”

Nós dizemos

Then the acquisition figure will be small and honest, and the retention figure will show what that loyalty is worth.

Perguntas

AutoLeap, especificamente.

Outra dúvida? Pergunte e uma pessoa responde.

No. It reads a file you exported, so your repair orders, inspections and messages stay where they are.

AutoLeap e os demais nomes de produtos e logotipos desta página pertencem aos seus donos e aparecem para identificar o software de onde vem um arquivo. A CloseRev não é afiliada a eles nem endossada por eles, e não se conecta a nenhum: ela lê um arquivo que você exporta.

Comece hoje

Duas exportações, e você vai saber.

Nada para instalar no AutoLeap, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.