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In this article, you will learn how to use call tracking to monitor and identify the advertisements that are performing the best for your business.

In order to remain competitive in the current market, service businesses have to invest lots of money on advertising. But it doesn’t just end there — successful businesses must also evaluate where their money's going the furthest. Workiz makes that easy for you with call tracking.

What is call tracking?

Call tracking in Workiz allows you to see exactly which ads are generating the most revenue for your business. Workiz’s intuitive Call Tracking Report lets you focus on the topics that really matter: total jobs booked and conversion rate (the percentage of calls that were converted to jobs).

Call tracking requires you to assign a unique phone number for each of your ad groups. Meaning, if you advertise on (1) Google, (2) Yelp, and (3) Facebook, you would need to assign a unique phone number for each of the three ad groups.

As calls are made to each unique phone number, the data associated with that call (e.g., jobs booked, conversion rate, revenue, etc.) will automatically be synced to the relevant ad source. For example, if you receive a call on the phone number you listed on Google, and then book a job from that call, Workiz will automatically store that data under Google in your Call Tracking Report.

This will ultimately enable you to make smarter decisions about where you should be spending your advertising budget.

Setting up call tracking

Updating your ad groups

Before setting up call tracking, you’ll first need to verify that your ad groups are up to date in Workiz. By default, your Workiz account will include these four ad groups:

  • Google

  • Yelp

  • Facebook

  • Home Advisor

You may or may not be using all of these ad groups. You may also have other ad groups that aren’t on this list. To learn more about updating your ad groups, please see this article.

Assigning Workiz Phone numbers to ad groups

Now that you’ve updated your list of ad groups, it’s time to make sure you have enough Workiz Phone numbers to support the number of ad groups you are using.

  1. From then navigation bar, select Settings > Settings

  2. Under Calls & Texts, select Numbers

  3. Determine if you have enough available Workiz Phone numbers to match your number of ad groups


    Tip: If you advertise on (1) Google, (2) Yelp, and (3) Facebook, you would need three available Workiz Phone numbers.


    1. (Optional) If necessary, select Get a Number to purchase an extra Workiz Phone number


      Tip: To learn more about getting an additional Workiz Phone number, please see this article.


    2. (Optional) If necessary, repeat Step 2a until you have the necessary amount of Workiz Phone numbers to match your total number of ad groups

  4. Next to your first available phone number, select the Assign Ad Group dropdown menu and choose one of your ad groups

  5. Repeat Step 4 until you have assigned a unique phone number to all of your ad groups

Assigning Workiz Phone numbers to a call flow

Once you've updated your ad groups, you'll need to assign them to the same call flow.

  1. Next to your first phone number, select the Assign a Flow dropdown menu and choose your main call flow


    Tip: When signing up with Workiz, your account will automatically come equipped with a Workiz Phone number and a primary call flow that forwards calls from your Workiz Phone number to your actual phone number.

    To learn more about creating a basic call flow, please see this article.


  2. Repeat Step 1 until you have assigned all of your phone numbers to your main call flow

Advertising your Workiz Phone numbers

Before you can start reviewing your Call Tracking Report, you’ll need to advertise the phone numbers you assigned to the corresponding ad groups.

If you purchased a unique Workiz Phone number for (1) Google, (2) Yelp, and (3) Facebook, be sure to list those numbers on the correct web pages. Because you are listing a unique phone number on each of those web pages, Workiz will automatically sync your data to those ad groups to highlight where your jobs are coming from.

Using call tracking

Now that you’ve created your call tracking and listed the phone numbers accordingly, it’s time to get a sense of how they’re performing.

  1. From the sidebar menu, select Reports

  2. Select Call Tracking

  3. Select the dropdown menu at the top of the report and choose By Phone Number

You can now review the Call Tracking Report to make smarter decisions about how to spend your advertising dollars.


Note: Because the numbers you assigned may be fairly new, it may take some time for the Call Tracking Report to offer any meaningful data.


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