Automations & AI

The lead-to-revenue tracker every home service needs.

If you can’t see this, you’re flying blind.

What it tracks

Five numbers, end to end.

01
Source
Where the lead came from. Ads, GBP, organic, referral.
02
Lead status
New, contacted, quoted, booked, lost, won. Updated as it moves.
03
Quote amount
What you bid the job at.
04
Booked amount
What it actually paid out at.
05
Days from lead to revenue
How long the full cycle takes. Slow channels stack different from fast ones.

Why this beats most CRMs

You don’t need complexity. You need visibility.

A Google Sheet with these five columns beats most $200/month tools. The point isn’t the software. The point is knowing which lead source actually puts money in the bank, not just leads in the inbox.

What you do with the data

Three decisions you can finally make.

01
Double down on the channel that pays
If GBP leads close at 60% and ads close at 12%, you know where to spend next.
02
Cut the channel that doesn’t
A source with lots of leads and zero bookings is a leak, not a feature.
03
Forecast revenue, not just leads
If you average 30 leads at a 35% close rate at $1,800 a job, that’s $18,900. Now you have a number.

The takeaway

Track revenue per source, not leads per source.

A channel that produces 50 leads and 0 bookings is the channel that’s killing you, not helping.