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What your monthly report tracks
Monthly site visits
Visitor volume and trends so you can see peak engagement periods and seasonality.
Leads captured
Forms, bookings and inquiries collected, so you know what your visibility produced.
Estimates and invoices sent
The quotes and invoices issued through the platform, a clear view of transactional activity.
Money collected
Revenue collected from clients through the platform for cash-flow tracking.
Messages sent and received
Total conversations with customers and prospects, a measure of responsiveness.
Appointments scheduled
Bookings set through your site and calendar, to plan capacity and staffing.
Search rankings and listings, too
- Keyword rankings for the searches that bring jobs
- Google Business Profile views, calls and direction requests
- Directory listing accuracy and performance
- Review count and rating over time
Reporting questions
Where do I see the report?
It is emailed to you each month and available any time when you sign in to your platform.
Can someone explain the numbers?
Yes. Your relationship manager will review the report with you and recommend next steps.
Is my data shared?
No. Your reporting and customer data belong to your business.
Is there a long-term contract?
No. Monthly reporting is month to month. We work to earn your business every month rather than locking you in.
Who do I talk to when I have a question?
A US-based support team and a dedicated relationship manager who knows your account. Call (210) 480-6345, Monday to Friday, 9am to 5pm Central, or message us from inside your platform.
How do I see what it is doing for me?
Every month you receive a report covering site visits, leads captured, estimates and invoices sent, money collected, messages and appointments. You can also sign in to your platform at any time.
