Customer Intake & CRM
Lead source attribution and ROI
Know which marketing channels actually book jobs, not just calls.
Overview
Housecall Pro tracks lead source on calls and jobs. Thorbis captures some attribution but lacks channel ROI dashboards.
What we're building
You spend on ads, yard signs, referrals, and online listings, but at month's end you can't say which ones turned into paying jobs, only which ones rang the phone. That makes the marketing budget a guess.
Thorbis is building lead source attribution that tags where each customer and job came from, ties tracking phone numbers and campaigns back to their channel, and rolls it up into revenue and job counts per source. Import your ad spend and it shows cost per booked job, so you can put money where the work actually comes from. For owners and office managers deciding where the marketing budget goes.
What you'll be able to do
- Lead source on customer and job creation
- Campaign and phone number attribution
- Revenue and job count by channel
- Cost-per-booked-job when ad spend imported
- Compare marketing channels side by side
- See which sources book jobs, not just generate calls
Rollout plan
- 01
Capture
In progressRecord lead source on every customer and job at intake.
- 02
Channel rollup
In progressAttribute campaigns and tracking numbers, then report revenue and job count by channel.
- 03
ROI
In progressImport ad spend to calculate cost per booked job and compare channel return.
Milestones
- Not started:
Source capture at intake
Add lead source fields to customer and job creation.
- Not started:
Number and campaign mapping
Link tracking phone numbers and campaigns to their channels.
- Not started:
Channel dashboard
Build revenue and job-count reporting grouped by source.
- Not started:
Spend import
Allow ad spend import to compute cost per booked job.
More in Customer Intake & CRM
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.