Why Should I Use Xero's Tracking Categories in My Job Report?
When used with Burdi and ServiceM8, Tracking Categories can be used to track items such as Technicians, Lead Sources, Business Divisions, or any other reporting category you've configured in Xero.
Benefits of Using Tracking Categories
Track Where Your Work Is Coming From
By assigning a Lead Source Tracking Category to your jobs, you can identify which marketing channels generate the most revenue.
Examples include:
- Google Ads
- Referrals
- Website Enquiries
- Repeat Customers
This helps you understand which marketing efforts are delivering the best return on investment.
Measure Technician Performance
Assigning a Technician Tracking Category to your jobs allows you to analyse revenue and profitability by technician.
This can help you:
- Compare technician performance
- Identify top performers
- Track workload distribution
- Better understand labour efficiency
Gain Better Business Insights
Tracking Categories provide a more detailed breakdown of your financial data, allowing you to run reports in Xero based on the information that matters most to your business.
Reduce Manual Reporting
Instead of manually sorting data in spreadsheets, Tracking Categories automatically organise your transactions, making reporting faster and more accurate.
Example
A plumbing business wants to know which lead sources are generating the most revenue.
They create a Tracking Category called Lead Source with options such as:
- Referral
- Website
Each job is assigned the appropriate lead source in ServiceM8, and this information flows through to Xero via the Job Report.
At the end of the month, they can easily see which lead sources generated the most sales and make more informed marketing decisions.
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