Marketing performance
See what the ads cost. See what the work produced.
Connect each business to its own Google Ads and GA4 properties, choose the conversions that matter, and compare spend with reported leads and value.
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Marketing performance
Built for the real workday
Give owners a useful marketing view without turning Fieldiz into an ad platform.
Give every teammate the context and next action they need without adding software clutter.
Spend and efficiency
Review spend, clicks, selected conversions, cost per conversion, and ROAS.
Conversion selection
Choose existing Google Ads and GA4 events separately for each business.
Business context
Compare marketing data with Fieldiz lead source and booked value.
Clear by default
A practical ROAS dashboard for service-business decisions.
Fieldiz reports connected-platform values and clearly labels attribution limits. It helps owners compare channels and campaigns without pretending every booking has perfect attribution.
- Separate Google connections for each company or business
- Google Ads customer and GA4 property selection
- Campaign, conversion, CPA, and reported ROAS summaries
A practical Fieldiz guide
A closer look at field service marketing reporting
Use this guide to evaluate the daily workflow, setup decisions, team access, integrations, and reporting that matter to owners and marketing managers.
What field service marketing reporting should solve
A useful field service marketing reporting workflow starts with the people doing the work, not with a long settings list. For owners and marketing managers, the important question is whether the system makes today’s next action easier to see and complete. Fieldiz is designed around Google Ads spend, GA4 events, selected conversions, lead source, booked jobs, collected value, cost per conversion, and reported ROAS.
The records are connected through the same company boundary and domain API. That means a customer or lead does not lose context when the work becomes a job, an appointment changes, a document is issued, a payment arrives, or an automation runs. The result is a practical answer to which marketing activity is producing valuable work.
When evaluating this workflow, follow one realistic record from beginning to end. Confirm what the first user sees, which fields are required, who owns the next step, what happens when information is incomplete, and how the team can recover from a mistake. Then check whether the same source, customer, service location, conversation, and status remain understandable after the record changes shape. This practical test reveals more than a feature checklist because it shows whether field service marketing reporting actually reduces handoffs for owners and marketing managers.
- Keep the company, customer, service location, job, and activity history connected
- Use American English, sentence-case labels, and specific actions that explain what happens next
- Give office and field users focused views without hiding the operational trail from authorized managers
Set up the workflow around the company
Every Fieldiz company is a separate tenant with its own services, statuses, team, roles, forms, automations, integrations, document settings, numbering, tax rate, and notification preferences. That flexibility matters because owners and marketing managers may follow similar stages while using different names, territories, responsibilities, and customer promises.
Fieldiz begins with sensible trade and role defaults, then lets the company adjust the parts that genuinely differ. Action permissions are combined with assigned, team, or all-record scopes. Sensitive platform administration remains separate from company administration. This keeps customization useful without turning company setup into a security shortcut or an unstructured collection of switches.
Configuration should also have a clear lifecycle. Services, roles, expense names, forms, and automations may need to be archived after they have history, while document numbering and other accounting-sensitive settings should become protected after use. Fieldiz favors readable defaults, explicit save actions, and activity records for important changes. The company can grow its setup without silently rewriting older jobs, documents, messages, or reports that depended on the previous configuration.
- Start with trade-specific services instead of importing every industry’s catalog
- Configure company details, logo, time zone, tax, numbering, roles, and communication preferences once
- Preserve server-side tenant and permission checks even when a client sends a record or company identifier
Keep the office, field, and customer in sync
Field-service work changes during the day. A customer calls back, a technician finishes early, an urgent job arrives, a part delays a return visit, or an estimate becomes approved work. The system should make those changes visible without forcing the team to repeat the entire story in a group chat.
Fieldiz keeps schedules, map context, job statuses, communication, documents, expenses, and activity connected. Technicians can work from responsive and native-ready flows, while managers can review the wider pipeline and logs. Email and SMS events can follow company, role, and user preferences, with delivery state recorded so a failed or skipped message is diagnosable rather than mysterious.
Communication deserves the same care as scheduling and status. A new lead alert, appointment reminder, on-the-way message, estimate delivery, invoice notice, payment receipt, or internal failure alert may need a different recipient and channel. Company policy establishes what is allowed; role and user preferences refine who receives it. Consent and opt-out rules apply to customer SMS, verification protects account access, and safe logs help support teams diagnose delivery without revealing credentials or unrelated customer data.
- Use one customer and service-location history across leads, jobs, appointments, documents, and payments
- Show technicians the work and actions relevant to their assignment and permission scope
- Record operational, delivery, integration, payment, and sensitive administrator events safely
Measure outcomes without separating them from the work
Reporting is more trustworthy when it comes from the same records used to operate the day. Fieldiz connects Google Ads spend, GA4 events, selected conversions, lead source, booked jobs, collected value, cost per conversion, and reported ROAS, allowing authorized users to review counts, timing, value, costs, status, and source with the operational context still attached. The goal is not a dashboard full of numbers; it is a short list of decisions the owner or manager can act on.
Marketing reporting can combine Google Ads cost and selected GA4 conversion events with Fieldiz lead, booking, invoice, and collected-value data. Financial workflows can compare services, expenses, document totals, payments, and job context. Automation and delivery logs explain what ran and what failed. Together, those views help the company move toward a practical answer to which marketing activity is producing valuable work.
A useful review should end with an action. An open-lead count should lead to the correct owner and response history. A busy schedule should lead to the jobs, technicians, service areas, and conflicts involved. A marketing number should lead to the connected account, selected conversion, campaign cost, source, and Fieldiz outcome. A margin concern should lead to services, expenses, invoice value, payments, and job history. Fieldiz is designed so authorized users can move from summary to evidence and then make the next operational change.
- Review today’s appointments, open leads, overdue invoices, jobs to schedule, and recent activity
- Connect source and campaign data to selected conversions, booked work, and reported revenue outcomes
- Use stable IDs, explicit time zones, predictable errors, and retry-safe mutations across web and mobile clients
A connected implementation
Put field service marketing reporting into practice
Start with the smallest useful workflow, confirm ownership and notifications, then expand connections and automation after the operating trail is clear.
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1
Configure the company
Choose the trade, company details, services, statuses, roles, numbering, tax, branding, and notification defaults.
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2
Connect the intake
Set up the relevant sources and workflows for Google Ads spend, GA4 events, selected conversions, lead source, booked jobs, collected value, cost per conversion, and reported ROAS, then test the path with safe demo data before relying on live traffic.
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3
Assign clear ownership
Use roles and record scopes so the person responsible can act while other company data stays appropriately limited.
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4
Run the daily workflow
Keep the customer, service location, schedule, job, communication, document, expense, and activity trail connected.
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5
Review and improve
Use operational, financial, marketing, automation, and delivery data to work toward a practical answer to which marketing activity is producing valuable work.
Good to know
Questions, answered clearly.
Who is Fieldiz field service marketing reporting built for?
It is designed for owners and marketing managers in U.S. home-service companies, including garage door, locksmith, HVAC, plumbing, electrical, and appliance repair businesses. Companies can use trade-specific defaults and then adapt their own services, statuses, permissions, and workflow. Authorized company users can review the related configuration and activity without crossing another company’s tenant boundary.
Does every company keep its own data and settings?
Yes. Each Fieldiz company is a separate tenant. Company-owned records are scoped on the server, and access requires both an allowed action and the appropriate assigned, team, or all-record scope. Authorized company users can review the related configuration and activity without crossing another company’s tenant boundary.
Can Fieldiz support both office and technician workflows?
Yes. Office users can work across leads, schedules, customers, money, reporting, and administration, while technicians can receive focused Today, Schedule, Jobs, Map, and job-detail workflows based on their role and assignment. Authorized company users can review the related configuration and activity without crossing another company’s tenant boundary.
Can we customize services, statuses, roles, and automations?
Yes. Fieldiz provides practical defaults and lets each company create, rename, reorder, or archive its own operational setup. Stable internal behavior remains in the domain API so web and mobile clients follow the same rules. Authorized company users can review the related configuration and activity without crossing another company’s tenant boundary.
Does Fieldiz support email and SMS notifications?
Yes. Transactional email is designed for a managed SMTP provider, and customer SMS uses Twilio with company sender registration, consent, opt-out behavior, usage handling, preferences, retries, and delivery logs. Authorized company users can review the related configuration and activity without crossing another company’s tenant boundary.
Can Fieldiz connect to Google, Facebook, Stripe, and websites?
Yes. The platform includes company-level integration patterns for Google marketing data, Facebook leads, Stripe Connect customer payments, hosted or embedded forms, and a versioned API. Provider keys still need to be configured before live traffic is enabled. Authorized company users can review the related configuration and activity without crossing another company’s tenant boundary.
Is Fieldiz available on mobile?
Fieldiz includes a responsive web application and a native Expo foundation for iOS and Android. Mobile contracts use the same versioned API and include cached reads plus safely retryable non-payment mutations for intermittent field connectivity. Authorized company users can review the related configuration and activity without crossing another company’s tenant boundary.
Can we try paid capabilities before adding a card?
Yes. Paid plans begin with a 14-day Pro trial and no credit card is required at sign-up. The company selects an available plan and adds billing before paid access continues after the trial. Authorized company users can review the related configuration and activity without crossing another company’s tenant boundary.
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