Eles dizem
“FieldPulse already reports revenue.”
Nós dizemos
It does. It cannot say which advert produced the customer, because that happened before the customer existed.
Para 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.
Sem chave de API Nada para instalar no FieldPulseNada para instalar Sem cartão de créditoSem cartão
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.
Verificado pela última vez na documentação do próprio FieldPulse em 24 de setembro de 2026.
A lacuna
Two channels deliver the same number of appointments and one of them produces half the revenue. Nothing you currently run would show that.
O FieldPulse 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
Customer phone or email
On the customer record. The phone number is the reliable key in the trades.
- Obrigatória
Invoice total
Billed and collected, not the estimate total. Estimates measure quoting.
- Obrigatória
Invoice date
When the work was billed. Use it consistently for every row.
- Opcional
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.
Passo a passo
Como tirar o arquivo do FieldPulse.
Escrito para quem está com o FieldPulse aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
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.
O que você recebe
A página que o FieldPulse 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 Encanadores — não de uma conta do FieldPulse.
Atribuída a um canal$208,00065% de $320,000
Vendas com correspondência131 de 219só alta confiança
Ticket médio$1,450por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 96 | $163,200 | |
| Meta Ads | 21 | $25,600 | |
| E‑mail marketing | 14 | $19,200 | |
| Direto / Desconhecido | 88 | $112,000 |
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 job e o anúncio ficam na mesma linha.
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.
Perguntas justas
“O FieldPulse já faz isso.” Não exatamente.
Eles dizem
“We judge channels on booked appointments.”
Nós dizemos
Then you are judging them on a stage where they look similar, and ignoring the stage where they do not.
Eles dizem
“Exporting estimates is extra work.”
Nós dizemos
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.
Por setor
Setores que usam o FieldPulse.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- EncanadoresQuais anúncios geraram serviços que valem a pena?
- Empresas de climatização (HVAC)Quais anúncios venderam sistemas, e não visitas técnicas?
- EletricistasQuais canais geraram serviços elétricos agendados?
- Serviços residenciaisQuais anúncios geraram serviços, e não só ligações?
- Portas de garagemQuais canais geraram serviços de portas agendados?
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 Workiz Locksmiths, garage doors, junk removal and small trades Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas Kickserv Small trade contractors Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas Service Fusion Multi-trade field service companies Arquivo de vendas fechadas O que exportar
Todos os 97 sistemas 
FieldPulse 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 FieldPulse, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.