Jobs and revenue by lead source
Leads from your CRM or field-service software lined up against booked jobs and revenue, so Google, LSA, referrals, and lead vendors are judged on paid work.
Open it in the live demo →
HVAC demand follows the thermometer. We line campaigns up with heat advisories and cold snaps, push tune-ups and maintenance plans in the shoulder seasons, and keep $10,000 system replacements apart from $89 service calls so each one gets the budget it deserves.
No-cool and AC repair campaigns drafted for the area under a heat advisory or excessive heat warning.
No-heat and furnace repair ads ready when the first hard freeze is forecast.
Tune-up and maintenance-plan pushes in spring and fall, when crews have room on the board.
Replacement and financing campaigns aimed at the neighborhoods where systems are 12–15 years old.
Weather triggers run on National Weather Service alerts for your service area. Campaigns are drafted automatically and only go live when you approve them.
Managed weekly, with bad leads disputed for credit.
Separate campaigns, budgets, and landing pages for repair calls and system replacements.
Replacement ads that lead with monthly payments, tracked through to approved financing.
Campaigns that sell plans in the slow months to keep techs busy year-round.
Seasonal offers and replacement financing on Facebook and Instagram.
Review requests after every visit, with drafted replies for your approval.
Leads, booked jobs, and cost per lead are split by the work you actually sell, so the budget goes to the jobs that pay.
Shown with Magnolia Crest Roofing & Restoration, the fictional roofing company in our live demo. Every trade gets the same screens, set up around its own service lines.
Leads from your CRM or field-service software lined up against booked jobs and revenue, so Google, LSA, referrals, and lead vendors are judged on paid work.
Open it in the live demo →
Ad spend, cost per lead, and jobs by the parish or county your customers live in. Cut the zip codes that call but never book.
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Charged LSA leads, disputes, and credits back, plus every tracked call by source with a summary of what the caller needed.
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Finished jobs trigger review requests. New reviews land with a drafted reply waiting for your approval.
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Every channel and vendor on one page: what you spent, what it produced, and whether the month is on pace.
Open it in the live demo →
The demo is Magnolia Crest Roofing & Restoration, a fictional roofer with example numbers. A hvac company gets the same screens, set up around its own service lines.
20-minute intro call. We'll tell you what we'd build first.