AI-Powered Analytics for Contractors
See lead sources, speed-to-lead, booking and quote conversion, and cash flow in one dashboard. Start free with basic reports from your lead capture widget. Upgrade to Pro for UTM ROI, cohort trends, AR aging, and alerts that trigger SMS automation and invoice reminders.
What is contractor analytics?
Contractor analytics brings together your leads, calls, bookings, quotes, invoices, and reviews so you can see what’s working and fix what isn’t. Instead of guessing, you’ll know which channels drive jobs, how fast your team responds, and where money gets stuck.
- Track UTM campaigns from first click to paid invoice.
- Measure speed-to-lead and response rates by source and timeframe.
- See booking, quote acceptance, and collection trends.
Pair with AI Intake Agent and financing to boost conversions end-to-end.
How BuildFolio analytics works
Events & sources
BuildFolio captures events from your lead forms, missed calls, bookings, quotes, and invoices. UTMs and referrers are stored for ROI.
- Web, SMS, and phone events unified
- Source attribution with UTMs
Dashboards & cohorts
See trends by week/month, compare sources, and evaluate cohorts (first-touch month vs. revenue later). Spot bottlenecks—slow replies, no-shows, or low quote acceptance.
- Speed-to-lead & booking rate
- Quote acceptance & average deal size
Alerts & automations
Turn insights into action: trigger SMS follow-ups, send invoice reminders, or prompt the team when SLAs slip. Export CSVs or share read-only links.
- Threshold alerts by metric
- Weekly email snapshots
Free vs Pro: reporting levels
Free — essential visibility
- Leads & source breakdown
- Speed-to-lead (median)
- Booking & quote acceptance (basic)
Great for solo operators to watch top-of-funnel health.
Pro — deep insights
- UTM ROI & cohort reports
- SLA alerts for slow responses
- AR aging & DSO trends
- Team & service line performance
Flip it on when ad spend or team scale make precision matter.
Dashboards & KPIs included
Everything you need to improve throughput—from first click to final payment.
Speed-to-Lead
Median & 90th percentile response time; alerts when SLAs slip.
Missed-call text-back →Quote Conversion
Acceptance rate, average deal size, and Good/Better/Best tests.
AI Photo-to-Quote →Reviews & Reputation
Review velocity after closed jobs with automated requests.
Review SMS templates →Set up analytics in 5 steps
- Install widgets. Add the lead capture or hosted intake page with UTM params.
- Connect booking. Embed the calendar widget and enable confirmations.
- Turn on Pro. Enable SLA alerts, cohort views, and AR aging in settings.
- Add automations. Tie alerts to SMS follow-ups or invoice reminders.
- Share & export. Send weekly snapshots to owners and export CSVs for your CPA.
Accounting nerds: connect QuickBooks Online to tie quotes and collections to real revenue.
FAQ: analytics & reporting
Do I need to set up Google Analytics?
No. BuildFolio tracks leads, bookings, quotes, and invoices natively. GA/Ads UTMs are optional if you want campaign ROI.
Can I see performance by tech or service?
Yes on Pro—filter by team member, service type, or trade to spot coaching opportunities.
Will this replace my spreadsheets?
You can export any report to CSV, but most teams stop maintaining separate spreadsheets once dashboards are live.
Does it help me act on the data?
Yes—set thresholds to trigger SMS follow-ups, review requests, or invoice reminders automatically.
Turn data into booked jobs and faster payments.
Install the widgets, track the funnel, and automate follow-ups where you’re leaking revenue.