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Feature

Know where every booking comes from

Tie each order back to the channel that produced it, and report on it by any date range.

Marketer reviewing ad performance on a dashboard

Every lead is tagged with its source at capture and that tag follows it through to a booked, completed job. So your reporting answers the question that actually matters: which channels produce revenue, not just clicks.

  • Google Ads website bookings 34%
  • Google call bookings 16%
  • Meta 13%
  • Email campaigns 9%
  • Organic 12%
  • AI-assisted bookings 7%
  • Manual / direct bookings 9%

Source reporting by date range, exportable for your ad-spend reviews.

Source captured at first touch

Website, Google Ads, Google call, Meta, email, organic, AI-assisted, or manual - set when the lead is created.

UTM and click IDs

Campaign parameters and click IDs from your ads are captured with the enquiry.

Follows the job to revenue

The source stays attached from lead to quote to booked, completed job.

Report by any date range

Bookings and revenue per channel for this week, last month, or a custom range.

Export for ad reviews

Download the rows to reconcile against ad spend.

Manual and referral bookings counted

Word-of-mouth and repeat customers are tracked too, not lost as "direct".

FAQ

Common questions

Does this need our website changed?
Usually a small snippet on the enquiry form to carry the source and UTMs. We cover it in onboarding.
Can it track phone calls?
With a call-tracking number, call bookings carry a source like any web lead.

See The Cleaner CRM with your operation in mind

A 30-minute walkthrough of the lead pipeline, scheduling, and reporting - then we talk pricing and migration.

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