Eles dizem
“We would have to export from several places.”
Nós dizemos
Two files. Jobs from Service Fusion, leads from wherever they arrive. That is the whole input.
Para Service Fusion
Service Fusion holds the invoice. Your ad platform holds the click. Nothing holds both.
Export invoiced jobs, upload your calls and leads beside them, and get revenue by channel — split by the trade that earned it.
Sem chave de API Nada para instalar no Service FusionNada para instalar Sem cartão de créditoSem cartão
CloseRev reads a Service Fusion export of invoiced jobs — the customer's phone or email, the amount and the date — and matches it against the calls and leads recorded outside it. It answers which marketing produced the work you billed for a company running several trades at once, where one blended cost per lead hides that a channel works for one trade and not another. Jobs that match nothing are reported as Direct / Unknown.
Verificado pela última vez na documentação do próprio Service Fusion em 24 de setembro de 2026.
A lacuna
You run several trades off one phone number and one budget. The report you need is which channel works for which trade, and no system you own can produce it.
O Service Fusion 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 the job belongs to. Both are worth including — commercial customers give an email and residential ones give a phone.
- Obrigatória
Invoice total
What was billed for the job, after any change on site. Estimates are a different number and answer a different question.
- Obrigatória
Invoice or completion date
When the work was billed or finished. On commercial work the gap from the lead can be considerable.
- Opcional
Job category or trade
Whichever field separates your lines of work. It is the split that makes a multi-trade report worth reading rather than an average of unlike things.
Passo a passo
Como tirar o arquivo do Service Fusion.
Escrito para quem está com o Service Fusion aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
Export invoiced jobs
One row per job with a customer contact detail, the invoice total and a date. Look for the export that lists jobs with what they billed.
-
Bring the trade or category with it
If your account separates trades, that column is the most valuable optional field in this whole file. Without it a multi-trade business gets one average that describes none of its trades.
-
Export your calls and leads
Call tracking, web forms, marketplace leads. Contact detail plus the source, campaign or keyword.
-
Cover a longer window on the job side
Commercial and replacement work lags the enquiry by weeks or months, and that is where the large invoices are.
-
Upload both
The match runs on the phone and the email, normalised, and reports what it could not place rather than spreading it.
O que você recebe
A página que o Service Fusion 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 Empresas de climatização (HVAC) — não de uma conta do Service Fusion.
Atribuída a um canal$349,20068% de $513,500
Vendas com correspondência81 de 144só alta confiança
Ticket médio$3,620por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 38 | $241,400 | |
| Meta Ads | 24 | $61,600 | |
| E‑mail marketing | 19 | $46,200 | |
| Direto / Desconhecido | 63 | $164,300 |
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.
A multi-trade business gets an average that is true of nothing
One phone number, one website, one budget, and three or four genuinely different businesses underneath: service plumbing behaves nothing like commercial HVAC, which behaves nothing like a remodel.
Every metric that reaches the owner is blended across all of them. A cost per lead of sixty dollars might be twenty in one trade and two hundred in another, and the decision that follows — spend more, spend less — is wrong for at least one of them.
Splitting invoiced revenue by trade and by channel is the report this business actually needs. It exists nowhere today because the trade is in the job system and the channel is in the ad platform.
Residential and commercial are different timescales in one file
Residential work converts in days and bills once. Commercial work goes through a walkthrough, a proposal and a purchase order, bills in stages, and can take a quarter.
Reported together over one month, the residential side looks efficient and the commercial side looks like it produces nothing. Extend the window and the ranking inverts, because the commercial jobs are larger.
The way through is a wide window and a split by customer type where the file carries one. A single number over a single month will mislead a multi-trade business more reliably than it informs it.
Estimates are a decision point and not revenue
Service Fusion holds estimates as well as jobs, and it is tempting to attribute on them because they are closer in time to the marketing and there are more of them.
An estimate is a hypothesis. Half of them or fewer become work, the half that converts is not a random sample, and channels differ in which half they produce — one fills the pipeline with price shoppers and another with people who have already decided.
So the match runs on invoices. Where you want the estimate-to-invoice rate per channel, that is a second and genuinely useful report, and it is the ratio that separates a lead-generating channel from a customer-generating one.
What the technician adds on site belongs to the channel too
Work booked as one thing frequently invoices as another and larger thing: a repair becomes a replacement, an inspection finds three problems, a single unit becomes the whole system.
Attributing the booked value rather than the invoiced value systematically understates the channels that produce homes and buildings with real problems, and flatters the ones producing cheap curiosity.
Matching on the invoice total is the correction, and it is usually worth several percentage points of apparent channel performance.
Perguntas justas
“O Service Fusion já faz isso.” Não exatamente.
Eles dizem
“Our trades share a phone number.”
Nós dizemos
Then the trade column in the job export is doing the separating, which is exactly what it is for.
Eles dizem
“Our commercial work takes months.”
Nós dizemos
That is the case this is built for. Widen the job file's window and the revenue the ad platform never saw appears.
No. It reads a file you exported; nothing holds a credential and nothing writes back.
Invoiced jobs with a customer contact detail, the invoice total and a date.
Invoices. An estimate is a hypothesis, and the channels that produce estimates are not the channels that produce paid work.
Yes, where the export carries a customer type or trade. For a multi-trade business it is the most valuable column in the file.
On the phone and the email, normalised on both sides rather than compared as strings.
Yes, if you upload both. It is the ratio that separates a channel producing leads from one producing customers.
Further than the lead file, and generously if you do commercial work — a quarter is not unusual there.
It counts, because the match reads the invoice rather than the booking. That is often several points of channel performance.
Direct / Unknown, and they stay there rather than being distributed.
It helps a great deal in a phone-led trade, but any lead file with a contact detail and a source works.
A contact detail, an amount and a date, plus a trade if you include one. No job notes, no photos, no payment methods. Encrypted in transit and at rest and deleted with the import.
Revenue by channel and by trade, the share matched, and everything unmatched reported as unmatched.
Por setor
Setores que usam o Service Fusion.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Empresas de climatização (HVAC)Quais anúncios venderam sistemas, e não visitas técnicas?
- EncanadoresQuais anúncios geraram serviços que valem a pena?
- EletricistasQuais canais geraram serviços elétricos agendados?
- Construção comercialQuais canais geraram as obras que você ganhou?
- Facilities managementQuais canais geraram contratos de facilities assinados?
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 FieldEdge HVAC, plumbing and electrical contractors Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas Workiz Locksmiths, garage doors, junk removal and small trades Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas ServiceTitan empresas de climatização, hidráulica, elétrica e telhados Arquivo de vendas fechadas O que exportar
Todos os 68 sistemas 
Service Fusion 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 Service Fusion, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.