Your lead data knows things you don't know yet.

After 50 leads, your pipeline contains patterns you can't see manually. Which customers refer the most business. Why you're losing to competitors. Which bid situations you should walk away from. Which repeat customers generate the most lifetime revenue. This guide covers the advanced tracking features that surface those patterns.

40%average revenue from repeat customers — most contractors don't know theirs

15%close rate when 4+ bids are requested — vs 45% for 1–2 bids

6referrals in 2 years from one customer — invisible without tracking

Referral Sources

One customer sending 6 referrals is worth more than 50 cold leads.

Lead Score tracks who referred every lead. After 6 months, your referral leaderboard shows which customers are your best business development assets — so you can thank them deliberately, stay in contact, and earn more referrals from the people who are already sending you business.

How Lead Score compares

Lead Score vs No Tracking System

Feature	Lead Score	No Tracking System
Win/loss reason capture	✓ At moment of outcome, auto-prompted	✗ Forgotten or never recorded
Repeat customer recognition	✓ Auto-flag returning callers	✗ Manual memory only
Referral source leaderboard	✓ Top referrers with lead counts	✗ Not tracked
Bid count & close rate data	✓ Dashboard after 20+ leads	✗ Guesswork only
Time to first insight	✗ 20–30 leads — a few weeks	✓ Immediate — no setup needed
Pattern recognition	✓ Dashboard surfaces trends automatically	✗ Manual review of notes
Historical data portability	✓ CSV export anytime	✗ Lives in your head
Free to start	✓ First 3 leads free	✓ No cost — no tool needed

Win/Loss Intelligence

Every lost job teaches you something — if you record why.

Most contractors know vaguely that they lose on price, timeline, or competition — but they don't know the percentages. After 30 outcomes with reasons recorded, your dashboard shows exactly which factors are costing you jobs and which are winning them. That data changes how you price, how you pitch, and which leads you pursue.

In this Advanced Business Tracking guide

Everything covered in this guide

How to Track Win/Loss ReasonsCapturing why you won and lost every job — and using that data to improve your close rate.Read →Contractor Repeat Customer TrackingIdentifying returning customers, linking their history, and measuring repeat customer revenue.Read →How to Track Referral SourcesBuilding a referral leaderboard so your best referrers get the attention they deserve.Read →Contractor Bid Tracking AppTracking competitive bid situations and knowing when to pursue and when to walk.Read →

FAQ

Common questions about advanced business tracking

When should I start tracking win/loss reasons?×

From your first lead. The data is only useful after 20–30 outcomes, but you can't retroactively capture the reason — you need to record it at the moment of outcome. Start now and the dashboard becomes useful faster.

How do I handle repeat customers in Lead Score?+

When adding a new lead with the same phone number as a past lead, Lead Score suggests linking them. You can also manually mark any lead as a repeat customer and link it to previous jobs. The customer history section shows all linked jobs in chronological order.

What's a healthy repeat customer rate for contractors?+

It varies significantly by trade. Painting and cleaning contractors often see 30–50% repeat rates. Roofing and remodeling contractors may see 10–20% since job frequency is lower. The more important metric is repeat customer revenue as a percentage of total won revenue.

Should I quote jobs with 4+ competing bids?+

Depends on your historical data. If your close rate in 4+ bid situations is 10% and in 1–2 bid situations is 45%, the math favors being selective. Lead Score's bid tracking shows your actual numbers so the decision is data-driven, not gut feel.

How many referrals does a typical contractor get?+

Most contractors get 20–40% of their leads from referrals without actively tracking them. Contractors who track referral sources and follow up with top referrers typically increase referral volume by 30–50% within a year — because they know who to thank.

Competitive Bids

Know your odds before you commit to quoting.

When a homeowner tells you they're getting 5 bids, your close probability drops significantly. Lead Score's bid tracking shows your historical close rate by number of competing bids — so you can decide whether a 5-bid situation is worth your time or whether to invest that energy in a 1-bid referral instead.

Your lead data has answers. Start collecting them.

Score your first 3 leads free. The insights start after lead 20.

Download on theApp Store Get it onGoogle Play

Free tier · No account required · iOS & Android · Works offline