Where did the call come from?
Identify the source before judging whether the marketing worked.
You should not need a marketing degree to understand whether your month worked. The Dispatch Board connects the first ring to the booked appointment.
Interface shown for illustration. Your board reflects your own call and booking data.
Identify the source before judging whether the marketing worked.
Know whether the opportunity reached a live or automated answer.
Connect the call to an appointment outcome.
Measure acquisition efficiency using booked work rather than clicks.
If your reporting cannot answer all four, you are looking at marketing activity rather than operating performance.
The acquisition cost of an appointment added to the dispatch board, by source.
The percentage of inbound calls answered rather than sent to voicemail or abandoned.
How quickly an inbound opportunity receives an answer.
The percentage of answered opportunities that become scheduled appointments.
Jobs captured at night, on weekends, and during periods the office was previously unavailable.
Live appointment volume from tracked marketing and call sources.
Calls received, calls missed, calls recovered, jobs booked, and opportunities needing human attention.
Jobs added, after-hours appointments, no-shows, reschedules, and channel performance.
Cost per booked job, answer rate, booking rate, source efficiency, and optimization priorities.
The goal is not to make TradeFlow's dashboard look impressive. The goal is to make your business easier to understand.
Your tracked account history, recordings, customer data, and owned assets remain with your plumbing company.
Bring your existing marketing report.
We'll show you what it does — and does not — tell you.