Eles dizem
“Contractor Foreman already reports revenue by project.”
Nós dizemos
It does, and it has no record of what produced the client, because that happened before the project existed.
Para Contractor Foreman
One client, one decision, eleven invoices across nine months.
Export invoices from Contractor Foreman, upload the leads behind them, and rank marketing on the project rather than on the deposit.
Sem chave de API Nada para instalar no Contractor ForemanNada para instalar Sem cartão de créditoSem cartão
CloseRev reads a Contractor Foreman export of invoices — the client's phone or email, the amount and the date — and matches it against the leads that produced the project. Construction bills in stages, so one decision by one client produces many invoices across many months, and a naive match counts one project as several wins. Invoices with no traceable lead are reported as Direct / Unknown.
Verificado pela última vez na documentação do próprio Contractor Foreman em 24 de setembro de 2026.
A lacuna
Progress billing turns one won project into a dozen rows, and every report built on rows is wrong.
O Contractor Foreman 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.
- Obrigatória
Client phone or email
On the client record rather than the invoice, so every progress bill joins to the same person.
- Obrigatória
Invoice total
Each billing, including change orders. The project's value is their sum, not the first one.
- Obrigatória
Invoice date
When each stage was billed. The spread across dates is what the report has to collapse.
- Opcional
Project name or number
The cleanest way to sum a project. Without it the client record does the same job slightly less precisely.
Passo a passo
Como tirar o arquivo do Contractor Foreman.
Escrito para quem está com o Contractor Foreman aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
Export invoices with the client and the project
One row per billing with a contact detail, the amount, the date, and the project reference where available.
-
Sum by project before comparing anything
Otherwise a large job looks like a dozen small wins spread across whatever marketing ran each month.
-
Export your lead sources
Referrals, architects and designers, search ads, the website form, tracked numbers and any directory you pay for.
-
Take eighteen months
A project signed this quarter finishes billing next year, and the lead that produced it arrived the quarter before.
-
Upload both
The join runs on the phone and the email, normalised, with the project's total reported against the lead that produced it.
O que você recebe
A página que o Contractor Foreman 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 Construção comercial — não de uma conta do Contractor Foreman.
Atribuída a um canal$1,520,00038% de $4,000,000
Vendas com correspondência13 de 30só alta confiança
Ticket médio$133,000por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 4 | $480,000 | |
| Eventos | 6 | $720,000 | |
| E‑mail marketing | 3 | $320,000 | |
| Direto / Desconhecido | 17 | $2,480,000 |
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 project e o anúncio ficam na mesma linha.
Progress billing breaks every naive attribution report
A project billed in stages produces invoices in months when no marketing produced anything, and none in the month the client actually decided.
Attributed by invoice date, a single kitchen build credits whatever was running in each of nine months, which is nine wrong answers rather than one.
Summing by project and attributing the total to the lead that produced it gives one answer, which is the only version a budget decision can use.
Change orders belong in that sum too: they are revenue from the same decision, and excluding them understates every channel that produces clients who expand scope.
That last effect is not evenly spread, which is precisely why it matters.
The lag is long enough that this year's report is about last year's marketing
A residential remodel is considered for months before a contractor is called, and the project bills for months after it starts.
Between the two, revenue arriving this quarter frequently traces to a lead from a year earlier, and any short window will attribute it to the wrong thing or to nothing.
Carrying the lead date through lets the report group by when the client arrived rather than when the money did, which is the grouping that answers what to buy next.
It also produces the lag per channel, which tells you how far ahead of a busy season you have to be spending.
For a contractor booking work six months out, that number is operationally more useful than the ranking itself.
Architects, designers and past clients are the trade's real channels
Most established general contractors get the majority of their work from people who already know them: a designer who specifies them, a past client, a neighbour of a past client.
None of those produce an invoice from an advertising platform, so they are absent from every paid-media report and the paid channels are judged as if they were the whole picture.
Recording the referral source at first contact — one field — puts them into the same comparison on the same project value.
The usual result is that the paid budget is carrying a much smaller share of the business than anyone assumed, which changes where the next effort goes.
It also identifies which relationships are actually producing work, as opposed to which ones are pleasant.
Project type matters more than channel in most contractors' books
A bathroom, a whole-house remodel and a commercial fit-out have different values, different durations and different buyers.
A source that mostly produces one will be ranked as though it produced the mix, which flatters some channels and buries others.
Where the export carries a project type, the report splits on it and the ranking becomes something a contractor can act on: this source for kitchens, that one for additions.
Without the split, a contractor running several project types is reading an average that corresponds to no decision they can make.
Perguntas justas
“O Contractor Foreman já faz isso.” Não exatamente.
Eles dizem
“Most of our work is referral.”
Nós dizemos
Then recording the referrer is the highest-value change available, and the report will show its true share.
Eles dizem
“Our projects take too long to measure.”
Nós dizemos
Which is why the window is eighteen months and the grouping is by when the lead arrived, not when the money did.
No. It reads an exported file, so your schedules, documents and project records stay where they are.
Invoices with a client contact detail, the amount, the date and a project reference where available.
Summed by project, so one decision is one win rather than a dozen spread across months.
Yes. They are revenue from the same decision, and leaving them out understates the channels that bring clients who expand scope.
Eighteen months, because the lead, the signature and the final billing can span more than a year.
Yes, where the lead date is exported, and that is the grouping a marketing decision needs.
Yes, recorded at first contact. In this trade they are usually the largest source and the least measured.
Yes, where the export carries one. A blended average across project types is rarely actionable.
Include them where you can. Estimating a large project is expensive, and a channel that produces many losses is costing more than its leads.
Any revenue with no traceable lead. Its size is reported rather than distributed across the measurable channels.
A contact detail, an amount and a date, plus a project reference or type if you include them. No plans, no documents, no site photographs. Encrypted in transit and at rest and deleted with the import.
Project value per source grouped by when the lead arrived, split by project type where available, and everything unmatched kept visible.
Por setor
Setores que usam o Contractor Foreman.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Construção comercialQuais canais geraram as obras que você ganhou?
- Reformas de cozinha e banheiroQuais canais geraram reformas fechadas?
- Construtoras e incorporadorasQuais canais geraram contratos assinados?
- Construtoras de casas sob medidaQuais canais geraram contratos de obra assinados?
- Serviços residenciaisQuais anúncios geraram serviços, e não só ligações?
Outros sistemas
Também vale a leitura.
Usa mais de um sistema ou está comparando? O método é o mesmo; as colunas, não.
Arquivo de vendas fechadas Tradify Trade businesses Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas Jobber Paisagismo, limpeza, controle de pragas e pequenos serviços Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas MarketSharp Home improvement remodelers Arquivo de vendas fechadas O que exportar
Todos os 97 sistemas 
Contractor Foreman 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 Contractor Foreman, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.