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"Provided a much needed service at a great price & is always great to work with. Extremely knowledgable & capable!"
Workiz Reporting & Marketing AttributionKnow which channels actually pay for themselves
I connect your Workiz data to Google Ads, Facebook and everywhere else you spend, so you can see cost per booked job and return by channel in one place - and stop guessing.
The problem with the numbers you have now
Most Workiz shops end up in the same spreadsheet
Somebody exports the jobs report and the leads report each month, pastes them into a spreadsheet, types in ad spend from four different tabs, and builds a picture that's out of date before it's finished.
Then the numbers stop agreeing with each other.
- Leads and jobs counted twice, because a converted lead lives on both sides of the export
- Cancelled work counted as revenue, so ROAS looks better than it is
- "Website" absorbing every channel, an ad click, a search result and a repeat customer all land in the same bucket
- Repeat customers treated as a marketing source, showing infinite return and making every paid channel look worse
- Source names split three ways, so one channel reports as three
- Ad spend that never meets the revenue it produced, because it lives in a platform and the revenue lives in your CRM
None of it is anyone's fault. It's what happens when a spreadsheet built for one month gets used for two years - and when the CRM and the ad platforms were never designed to talk to each other.
What I build
Spend and revenue, on the same dates, against the same sources
One place where spend meets revenue
Workiz jobs and leads sync automatically every night. Google Ads and Local Services spend pulls in on its own. Facebook, Thumbtack, Angi and anything else gets added alongside. All of it lands against the same source names, on the same dates, in the same table.
That's the part nobody does by hand well, and it's the part that makes everything below possible.
Attribution you can act on
- Cost per lead and booked job - by channel
- ROAS on collected revenue - not work later cancelled
- Full funnel by source - opportunities through closed
- Drop-off by channel - lead quality vs closing
- Repeat business credited - back to the original channel
A dashboard, not a spreadsheet
Any date range. Month over month. A shareable link that works on a phone. No exports, no pasting, no rebuilding.
Numbers that hold up
Every status mapped to a funnel stage you've signed off on. Cancelled work excluded from revenue. Spam and duplicates filtered. Source names standardized and locked to internal IDs, so renaming something in Workiz never splits your history. Anything the system doesn't recognise gets flagged rather than silently dropped.
How it works
Audit. Build. Ongoing.
Fixed-scope review first. Then automated sync, connected ad spend, and a dashboard you can trust. Optional monthly management to keep it accurate.
Audit
1 of 3We look at your account and tell you what's actually there.
- Lead source review - set, applied, and drifting
- Unattributed work - how much, and where it is credited
- Ad platform check - what can connect
- Funnel by channel - real data, with drop-off
- Reporting gaps - where return is over- or under-stated
- Fixed fee - credited against a build
In practice
Written findings with your numbers, and a clear yes or no on a build.
Build
2 of 3Spend and revenue land in the same table, every night.
- Nightly Workiz sync
- Ad spend connected
- Shareable dashboard - any date range
- Findings document
- Reconciliation - against a period you already reported
Field service
Ads & marketplaces
Two weeks. We walk through every difference from your old numbers first.
Ongoing
3 of 3Reporting setups do not stay accurate on their own.
- Sync monitoring - failures fixed before they hit a report
- Mappings kept current - as statuses and sources change
- Platform changes - Workiz or Google
- Accuracy checks
- Dashboard updates
- Direct access - no new project quote for questions
In practice
APIs, statuses, and source names keep moving. This keeps the numbers trustworthy.
Pricing
Start with the audit, or go straight to the full build. Audit fee is credited if you continue.
Workiz Marketing Audit
Find out what your numbers are actually telling you
$800
One-time · credited against a build if you continue
Know what is fixable before you commit to a build.
- Lead source review - set, applied, and drifting
- Cost per booked job - real return by channel
- Funnel by source - opportunities through closed, plus drop-off
- Unattributed work - how much, and where it is credited
- Ad platform check - what can connect
- Written findings - recommendations you can use without us
- Walkthrough call
Turnaround: About one week
Most popular
Reporting & Attribution Build
Spend and revenue in one place, updating on its own
$1,800
One-time · includes the audit
See which channels deserve more budget next month.
- Everything in the audit
- Nightly Workiz sync - no CSV exports
- Ad spend connected - Google Ads, LSA, and other channels
- Cost per job and ROAS - on money actually collected
- Shareable dashboard - any date range, works on a phone
- Status and source mapping - locked so renaming does not split history
- Handover and 14 days of support
Turnaround: Two weeks from kickoff
Ongoing Management
Keep it accurate as everything around it changes
The numbers stay right without you owning a developer for it.
Get in touch
Monthly · no commitment, cancel any time
- Sync monitoring - failures fixed before they hit a report
- Mappings kept current
- Platform changes - Workiz or Google
- Accuracy checks
- Dashboard updates
- Direct access - no new project quote for questions
Also available
Layer on what the reporting needs next
Quoted on request, during or after a build.
Weekly automated delivery
The report in your inbox every Monday.
Lifetime channel attribution
Credit repeat jobs back to the channel that originally won the customer.
Intake attribution
Call tracking and form capture, so source does not depend on whoever answers.
Offline conversion import
Send booked and closed jobs back to Google Ads.
Engagement standards
Read-only against your Workiz dataCredentials stored encryptedBuilt in your Google WorkspaceYou own it - nothing breaks if we part waysNo password sharingNo additional paid seatsUS-based, no subcontractors, no offshoreMSA and SOW on every engagement
What clients say
★★★★★
“Tomas at SmartMetrics has been fantastic to work with. He consistently delivers high-quality work quickly, communicates clearly and proactively, and makes even complex implementations feel straightforward.”
Gray Digital Group
5.0 on Google · All reviews★★★★★
“A huge difference to the business, and we know where the next dollar goes.”
Blitzy★★★★★
“We can scale spend now without guessing what is actually working.”
PermitFlow★★★★★
“Extremely knowledgable & capable!”
Dj Haer Jr
Work with Tomas
Founder, San Diego, CA
20 years in marketing, CRO, CRM, and analytics. Now building the systems AI runs on.
You work with me directly, from scope to delivery. No account managers.
Straight answers
Still deciding
What's the difference between the audit and the build?
The audit tells you what your numbers actually say and what's fixable. The build makes it happen automatically and keeps it that way. If you take the build, the audit is included - you're not paying twice.
Do I need the Workiz Developer add-on?
Yes, for both the audit and the build. It's what allows me to read your data directly rather than working from exports. You enable it in Settings → Integrations → Developer and generate a key - takes about a minute.
Will my numbers change?
Almost certainly. Once double-counting is removed and cancelled work is excluded from revenue, some channels look better than you thought and some look worse. We document every difference and walk you through it before you see the new report cold.
Can all my ad spend be automated?
Google Ads and Local Services, yes. Facebook needs a paid data connector, usually $20-40 a month. Some lead marketplaces have no API at all and will always be entered by hand. We tell you which is which before you buy anything.
Who owns it at the end?
You do. Everything is built inside your own Google account. No password sharing, no extra paid seats, and nothing stops working if we part ways.