If you run a field service business that lives in Jobber, you probably have the same problem this client did: plenty of leads coming in, but no real clarity on where they actually came from.
Jobber has a built-in "Where did you hear about us?" field on the request form, and on paper that should be enough. In practice, it isn't. Customers either skip it or write something generic like "online" or "Google." And that data doesn’t actually go anywhere useful, so you can’t use it to run reports on what your best lead sources are.
If you’re investing money in ads, yard signs, door hangers, billboards, or any other marketing, you need to know whether you’re spending your money wisely.
Our client was ready to stop guessing and asked us to help them set up tracking and a dashboard showing revenue by lead source.
Step 1: Get the source data into Jobber automatically
The first job was to stop losing data at the front door. They had a Jobber form embedded on their site with a “How did you hear about us?” question. What they didn’t know: Jobber allows you to automatically mark a lead source if their link is tagged with a utm_source matching a lead source name in Jobber.
We audited their lead sources and cleaned them up to match what they were actually doing.
We also cleaned up the "Where did you hear about us?" picklist itself. Instead of a free text field that produces dozens of one-off variants, we narrowed it to a defined list that maps cleanly to the channels they actually run: Referral, Existing Client, Google (organic), Google (paid), Facebook, Yard Sign, Flyer, Door Hanger, In-Person Cold Call, and Other. The same values flow back through the form automation, so what comes in from the website lines up with what gets logged manually for phone calls and walk-ins.
Then, we set up an automation to ensure that even if the lead wasn’t automatically tied back to a lead source, their answer to the “How did you hear about us?” question would become their lead source.
Step 2: Turn Jobber data into a real attribution dashboard
Once the source data was reliable, the next step was making it visible. Jobber's native lead source report gives you some high-level info, but it’s not very in-depth.
We pulled the relevant Jobber data through their GraphQL API into a database, and built a Looker Studio dashboard on top of it. Looker Studio gave the client an interactive, shareable view they could pull up on a phone or office TV, with date ranges they could slice on the fly.
The headline view shows monthly revenue stacked by lead source over the last year-plus, alongside an overall share-of-revenue pie.
A few things jumped out the moment the dashboard went live. Referral and existing client work were dominating revenue, with Facebook and Google rounding out the top of the chart. A handful of channels the team had been actively spending on were producing volume but very little actual revenue.
Going deeper: revenue by source within each service line
An aggregate view is useful but hides important detail. A lead source that's great at producing recurring lawn maintenance can be a poor fit for higher-ticket landscape enhancements, and vice versa. The same channel can look very different depending on which service line you're evaluating it for.
We added a second tier of breakdowns to the dashboard: share of revenue by lead source, sliced by each of the client's main service lines.
These views surface the kind of insight that changes how a marketing budget gets allocated.
The result
The client now has end-to-end visibility from a click on a Google Ad or a scan of a yard sign QR code, through the request landing in Jobber, all the way to the revenue that request eventually produced. They can answer questions like "is the door hanger campaign worth running again?" or "is Facebook still pulling its weight on enhancement work?" with data instead of opinions.
More importantly, the system is hands-off. New form submissions flow into Jobber automatically with the right source attached, and the dashboard refreshes from the same data without anyone exporting a CSV.
If you're running a field service business on Jobber and your marketing reporting still relies on guesswork, your data is probably already there. It just needs to be captured properly at the door, cleaned up where it's already messy, and put somewhere you can actually look at it. Reach out if you want help building the same kind of system for your business.