See which channel actually pays for itself
Revenue by lead source.
Part of reporting & analytics in Gaffer, which replaces waiting for the year-end accounts.
Know which jobs make money before the year-end accounts tell you.
Revenue, profit per job, win rate, cash-flow forecast and customer acquisition — built-in reports plus a report builder for the question nobody thought to ask.
Price the next job on what the last one actually cost.
Customer acquisition report is one of the 7 things in reporting & analytics. See the rest →
- New customers over a date range, grouped by where they came from
- Revenue invoiced against each source, not just a count of customers
- Anything with no recorded source shows as direct rather than disappearing
- Answers which channel is actually paying for itself
Step 06 of the job: paid
The customer pays by card, Apple Pay or Direct Debit. Xero or QuickBooks are updated. A review request goes out. And eleven months later, the annual service reminder books the next job.
Reporting & Analytics is where customer acquisition report sits, and that is the step it shows up in most. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What is customer acquisition report for?
New customers over a date range, grouped by where they came from Revenue invoiced against each source, not just a count of customers
How accurate is profit per job?
As accurate as what goes in: labour from recorded time, materials from what was actually added, expenses and subcontractor cost against the job. It will not guess at overheads you have not told it about.
Can I get the numbers out?
Every report exports to CSV, and the report builder lets you pick your own fields and filters. Your accountant gets a file, not a screenshot.
Which plan is it on?
Every paid plan. Customer acquisition report is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
The rest of Reporting & Analytics
All 7 →- See what is coming in before you spend it
- Answer the question nobody built a screen for
- Compare every job against what you quoted
- See which jobs, engineers and trades actually pay
- Two years of revenue, by month and by trade
- Find out whether it is leads, pricing or follow-up
Put customer acquisition report to work.
Full platform, 14 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.