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Para Shop-Ware

A thousand-dollar ticket that was mostly parts is not a thousand-dollar ticket.

Export repair orders from Shop-Ware, upload the leads behind them, and rank channels on gross profit — shop by shop.

Sem chave de API Nada para instalar no Shop-WareNada para instalar Sem cartão de créditoSem cartão

CloseRev reads a Shop-Ware export of repair orders — the customer's phone or email, the sale and its cost, and the date — and matches it against the calls, ads and listings that produced the first visit. Repair groups running several shops need two things a single-shop report never gives them: an answer per location, and a ranking on what the work was worth after parts, not on what it was billed at. Revenue with no traceable lead is reported as Direct / Unknown.

Verificado pela última vez na documentação do próprio Shop-Ware em 25 de setembro de 2026.

A lacuna

Every location reports sales. The owner's real question is which channels produce profitable work at which shops.

O Shop-Ware 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, which is what joins every later visit back to the first one.

  2. Obrigatória

    Sale and cost of the repair order

    What was billed and what the parts cost. Their difference is what the channel actually earned the business.

  3. Obrigatória

    Order date

    When the order was closed. Keep the date of any declined work too, if the export has it.

  4. Opcional

    Shop and labour hours

    Which location, and how much technician time the job took. Both change the ranking.

Passo a passo

Como tirar o arquivo do Shop-Ware.

Escrito para quem está com o Shop-Ware 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 with cost

    One row per order with a customer contact detail, sale, cost of parts and the date.

  2. Keep the shop on every row

    A group-wide ranking describes no single location, and marketing is usually local.

  3. Export your lead sources, by shop where possible

    Tracked numbers per location, search campaigns per location, map listings, fleet programmes.

  4. Take a year

    Declined work that comes back months later needs time to arrive before it can be credited.

  5. Upload both

    The join runs on the phone and the email, normalised, with results per shop and for the group.

O que você recebe

A página que o Shop-Ware 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 Shop-Ware.

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.

A group average describes no shop

Repair groups buy marketing centrally and deliver it into several local markets, each with its own competitors and its own mix of customers.

A channel that fills bays at one location can do nothing at another a few miles away, and a group-wide figure sits between them and describes neither.

Splitting every figure by shop turns one ambiguous number into a set of local decisions, which is how a group actually allocates.

It also shows which locations are carrying a channel's group-wide result, which is usually two or three of them.

Those are the shops where changing the spend changes something.

Gross profit, not sales, is what a channel earned

Two orders with the same total can be mostly labour or mostly parts, and the business keeps very different amounts from each.

Channels do not bring the same mix. A source producing heavy parts jobs can top a sales ranking and sit near the bottom of a profit one.

Where the export carries the cost of the order, the report ranks on the difference, which is the number the owner cares about.

Where it does not, the report ranks on sales and says so, rather than implying a precision the file does not contain.

Deferred work belongs to the channel that brought the car in

A customer declines a recommendation today and comes back for it three months later. The second order often looks like a return visit with no marketing behind it.

It was produced by the first visit — and so by whatever brought the customer in the first time.

Summing by customer across a year, rather than judging each order alone, keeps that work attached to the channel that earned it.

It is also a measure of the shop: a channel whose customers come back for deferred work is producing customers who trust the shop, which is worth more than its first-visit figure suggests.

Technician hours are the constraint

A shop can only sell the hours its technicians have. A channel bringing long, low-margin diagnostic work can fill the week and leave little behind it.

Where the export carries labour hours, the report shows gross profit per labour hour by channel, which is the fairest comparison for a shop at capacity.

For a shop with idle bays the ranking that matters is different, and the report shows both so the owner can choose.

Neither figure is visible in an advertising platform, which sees clicks and calls and never sees the bay.

For a group, the per-shop version of this is the useful one. A location running at capacity should be bought different work from a location with empty bays, and a single group-wide channel budget cannot do that.

Perguntas justas

“O Shop-Ware já faz isso.” Não exatamente.

Eles dizem

“Shop-Ware already reports sales by shop.”

Nós dizemos

It does. It has no record of what produced each customer, because that predates the first repair order.

Eles dizem

“We only track sales.”

Nós dizemos

Then the report ranks on sales and says so. Adding the cost of the order is what turns it into a ranking on profit.

Eles dizem

“Our marketing is bought for the whole group.”

Nós dizemos

Which is why the shop split matters: the same spend lands in several different local markets.

Perguntas

Shop-Ware, especificamente.

Outra dúvida? Pergunte e uma pessoa responde.

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

Shop-Ware 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 Shop-Ware, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.