Reporting for service businesses

Your best month can still be your worst month.

You know what you booked. You do not know what you kept. We turn your customer data and your ad spend into one plain report that shows which services and which ads are actually paying you, and which ones are quietly eating the difference.

Book a free margin review See pricing

Free 20 minutes. No pitch deck. We look at your numbers together.

Margin by service line Last 30 days
ServiceBookedKept
House soft wash $6,800 $3,400
Driveway washing $4,200 $640
Gutter brightening $1,900 $980
Roof cleaning $3,100 -$220
Meta Ads spend — -$1,450
What you booked $16,000
What you kept $3,350
Illustration only. Your report uses your own CRM and ad data.

The gap

You are not short on data. You are short on answers.

Your CRM tracks every job. Your ad account tracks every dollar of spend. Neither one tells you the thing you actually need to know at the end of the month.

01

Which service should you sell harder?

Revenue by service is easy. Margin by service, after drive time, chemical, and labor, is where the real answer lives, and almost nobody calculates it.

02

Which ads are buying real jobs?

Cost per lead is not cost per booked job. The campaign with the cheapest leads is often the one bringing you the tire kickers.

03

Which customers come back?

Repeat customers cost nothing to acquire. Most owners cannot say what percentage of their revenue is repeat business, or which service creates it.

How it works

Four steps. You do almost none of them.

Onboarding takes about an hour of your time. After that you get a report and a phone call, and that is the whole job on your end.

01

Connect

You give read-only access to your CRM and your ad accounts, or send exports if you would rather not share logins. Takes about 20 minutes, once.

02

Baseline

We map your services, crews, and campaigns, then set your starting numbers. Every month after gets measured against this, so you can see movement instead of guessing.

03

Report

Once a month you get a dashboard built for someone with a truck and a schedule, not a finance degree. Revenue, margin by service, cost per booked job, repeat rate.

04

Decide

Thirty minutes on the phone. We go through what changed, what it means, and hand you a clear recommendation with the steps to put it in place before next month. Then a short written recap.

Case studies

What this looks like in practice.

Real work, written up plainly. No jargon, no dashboards nobody opens.

Case study
Envision Exterior Cleaning — pressure washing

Same ad budget, two and a half times the jobs

The problem

$2,000 a month was going into Meta ads aimed broadly at every service. Leads came in around $30 each, and plenty of them never booked.

What we found

Tracing leads through to booked jobs showed nearly all closed work came from one service and one audience segment. The rest of the spend was buying clicks, not customers.

What changed

Creative and targeting rebuilt around that service and audience. Cost per lead fell from $30 to $12 on the same spend, and with booking rates holding, cost per booked job dropped 60%.

-60%
Cost per booked job, same spend
$30→$12
Cost per lead at $2k/mo ad spend
Case study
LeClercq's Landscaping — lawn & landscape

The service that was quietly losing money

The problem

A two-crew operation doing solid revenue, around $24k a month, but margins kept thinning and the owner could not see where.

What we found

Job-level costing showed the most-booked service was running below break-even on smaller properties once labor and drive time were counted. The biggest revenue line was the thinnest margin line.

What changed

Minimum job sizes set, pricing raised on the weak service, and the schedule tilted toward the strongest-margin work. Margin improved 13 points, worth $18,750 over the following six months.

+$18,750
Margin added in 6 months
+13%
Margin improvement
Case study
Across client businesses — service industry

Finding revenue in a slow season

The problem

Off seasons hit every service business, and most owners treat the drop as unavoidable — they just ride it out every year.

What we found

Customer histories showed a large group who had bought one service and never been offered another, plus clear windows when past customers were most likely to buy again.

What changed

Timed reactivation offers went out to those past customers in their buying windows, tracked in each CRM so results were measured, not guessed.

$39,000
Avg off-season revenue per business
61%
Of contacted customers rebooked

Pricing

Priced like a tool, not a consultant.

Month to month to start. No long contract before you have seen the work.

Tier one

Dashboard

One clear monthly picture of what is making money, and what to do about it.

$250/ month, starting at

One-time setup: $100

  • Monthly report built from your CRM and ad accounts
  • Revenue, expenses, profit, and profit margin
  • Your expenses checked against typical ranges
  • Profit margin broken out by service
  • Cost per lead and cost per booked job
  • Monthly call with a recommendation and the steps to act on it
  • Written recap after every call
Start here
Tier twoMost picked

Dashboard + Insights

For owners actively trying to grow, not just watch.

$450/ month, starting at

Setup fee waived

  • Everything in Dashboard
  • Two calls a month instead of one
  • Repeat versus new customer breakdown
  • Job size analysis, so small jobs stop hiding
  • Six-month trend tracking
  • Quarterly written strategy roadmap
  • An hour a month of questions between calls
Start here
Tier three

Fractional Analyst

Multi-crew operations that need someone in the numbers weekly.

$800/ month, starting at

Setup fee waived

  • Everything in Dashboard + Insights
  • Crew by crew performance comparison
  • Performance broken out by service area
  • Next quarter forecast from your own seasonal pattern
  • Interactive report you can filter yourself
  • Weekly access by text or Slack
  • Priority turnaround on requests
Start here
The first-report guarantee

If your first report does not surface at least one specific, actionable margin issue in your business, that month is free. The gap between booked and kept is almost always there — and if your numbers turn out to be genuinely airtight, you should not be paying us.

Every plan is month to month to start. Final pricing depends on how many services, crews, and campaigns you are running, which we sort out on the first call before you commit to anything.

Fit

Worth being straight about.

Good fit

This is built for you if

  • You run a growing service company
  • You track your jobs in a CRM
  • You spend real money on ads
  • You are making pricing and service decisions on instinct
  • You want an answer, not a login to another piece of software

Not our lane

We will point you elsewhere if

  • You want someone to run your ad campaigns day to day — we will tell you what is working, and can recommend a good agency for the rest
  • You need bookkeeping, taxes, or payroll — not our lane, but we are happy to refer you
  • You are pre-revenue or just landing your first customers
  • Your jobs live in a notebook instead of any system
  • You want a report you will file away and never act on

About Clear Margin Analytics

Built in the field, not in a boardroom.

Field customers serviced before CMA600+
CoverageNationwide, remote
CRM platformsAll major systems
Ad platformsMeta, Google, more

Clear Margin Analytics comes out of the service industry, not out of a consulting firm. Our roots are in building and running an exterior cleaning operation with six hundred plus customers. Our own CRM, our own ad budget, our own bad months.

We learned the hard way that revenue and profit are not the same thing, and that the numbers owners need are sitting in software they already pay for. Getting them out is the hard part, and nobody running jobs all day has time for it.

So that is the job now. Same industry, same software, same problems. The difference is that we have priced the work, chased the bad leads, and watched a slow season come, rather than reading about it from the outside.

Clear Margin Analytics works with service businesses nationwide, remotely.

Questions

The usual ones.

Do I have to give you my logins?
No. Read-only access is easiest and it is what most clients do, but if you would rather send exports each month that works fine. Either way you keep full control and can cut access at any time.
Is this the same as hiring a marketing agency?
No. An agency runs your ads and gets paid on your ad spend, which means they are grading their own homework. We do not run your campaigns and we do not take a cut of your budget. We tell you what the numbers say, including when the answer is to spend less.
My CRM already has reports. Why do I need this?
Built-in CRM reporting is solid for what it does, but it only sees the CRM. It cannot tell you what a booked job cost you in ad spend, or what your true margin is by service once labor and materials are in. Connecting those two sides is the whole point.
How long before I see anything useful?
Your first report lands about two weeks after onboarding. The first month is mostly setting a baseline, so the second and third months are where patterns start showing up and the recommendations get sharper.
What is the guarantee?
If your first report does not surface at least one specific, actionable margin issue in your business, that month is free. We can offer that because the gap between booked and kept is almost always there — and if your numbers turn out to be genuinely airtight, you should not be paying us anyway.
Am I locked into a contract?
Not to start. New clients are month to month. If it is not earning its keep you cancel, and we would rather you did that than pay for something you are not using.
What if my data is a mess?
It usually is, and that is normal. Cleaning it up is part of onboarding rather than something you need to do first. If your records are genuinely too thin to work with, we will tell you that on the free call instead of taking your money.

Free margin review

Twenty minutes on your actual numbers.

Twenty minutes on how your business is actually doing. Nothing to prepare. If you have last month's numbers handy we will go deeper, and if you do not we will work with what you know off the top of your head.

Book the call Email instead
Book a free margin review