Your ads sold the financed job. Wisetack never tells them.
Homeowners prequalify on Wisetack's own page and often confirm the loan from a text or email link days or weeks later, so Google Ads and Meta only ever see the first form fill. The roof, bathroom remodel or HVAC replacement that funded through Wisetack never gets credited to the ad that started it. We tie each Confirmed and Paid loan back to the original ad click, so bidding learns which campaigns bring jobs that fund.
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Wisetack · what breaks
What goes wrong when Wisetack closes the sale
- 01
"The financing button on my site shows zero conversions"
Your Prequal Link opens an application on wisetack.us, not your domain, so GA4, GTM and your Meta Pixel lose the visitor at the click. Every prequal from a Google ad looks like a bounce.
- 02
"Google keeps optimizing for tire-kickers"
The ad gets credit for the quote request. The loan the homeowner confirms from Wisetack's text or email reminder weeks later never reports back, so Smart Bidding keeps buying cheap form fills instead of leads that fund.
- 03
"Prequalified isn't a sale, but we were counting it"
A prequal only shows spending power and lapses after 14 days, and a locked offer still pays nothing until the customer taps Done - Release Payment. Counting either as revenue inflates return on ad spend.
- 04
"Our source tags say 'google' and nothing else"
Wisetack's source and content tags are free text you add to the Prequal Link. They tell you a prequal came from "google", but they carry no click ID, so Google Ads can't match the funded job to the campaign or keyword that paid for it.
Wisetack · the fix
What changes — Wisetack
Funded jobs credited to the right ad
Confirmed and Paid applications are matched to the click ID saved on the original lead and reported to Google Ads and Meta.
Bidding trained on money, not curiosity
Prequals stay as a secondary signal; only jobs that release payment count as the primary conversion, at the financed amount.
Declines and cancellations kept out
Expired, declined and canceled applications are excluded or retracted, so a dead loan never props up a campaign.
Wisetack · architecture
What Wisetack actually lets you hook into
Wisetack is built for contractors, dental offices and their software, not for ad platforms. Here's what its documentation describes, and what we confirm on your account.
- 1
Prequal Link with tags
A unique link under Account Settings, Merchant Information. Wisetack documents source, content and custom parameters, and shows the source tag in the prequalified email and the portal.
- 2
Merchant portal statuses and export
Prequals run Prequal Started to Prequalified; loans run Pending, Offer locked, Confirmed, Paid, or end Declined, Expired or Canceled. The Applications page exports the list.
- 3
Notification emails
Wisetack emails you when a customer prequalifies, gets approved, accepts terms, confirms, and when funds are on the way.
- 4
Your field service software
Housecall Pro puts Wisetack on every estimate and invoice, and Jobber, JobNimbus and FieldPulse are listed Wisetack partners. Wisetack describes APIs and webhook reporting for software partners, so we confirm which statuses your platform actually shows.
- 5
No ad platform connection
We found no documented Google Ads, GA4, GTM, Meta Pixel or Zapier connection, so funded jobs reach the ads only through a server-side or offline conversion upload we build.
Wisetack · diagnose
Where Wisetack tracking breaks, in diagnostic order
Start at the lead, because a funded job can only be credited to an ad if the click ID was saved weeks earlier.
- 01
Check that the click ID reaches the customer record
Submit one test lead from an ad-tagged URL and open the job in your field service software.
- 02
Click the Prequal Link on your site
Confirm an outbound event fires before the browser lands on wisetack.us, and that each placement carries its own tags.
- 03
Test whether custom parameters survive
Add a reference parameter to a test Prequal Link and confirm whether it shows on the application in the portal.
- 04
Find which status is being counted
If Prequalified or Offer locked is your conversion, reported revenue runs ahead of what funds.
- 05
Compare Paid applications with reported conversions
Job by job, over a closed month, including jobs paid partly in cash.
Wisetack · prove
The QA evidence — Wisetack
Run on a real lead from an ad-tagged URL through to a live Wisetack application, not a test record.
Source of truth
Wisetack merchant portal Applications list and its export, filtered to Confirmed and Paid loans and matched to the job in your field service software
- One test lead with gclid and fbclid confirmed on the customer record.
- One Prequal Link click from your site recorded, with its source tag showing on the prequal in the portal.
- A Confirmed or Paid application received by Google Ads and Meta exactly once, at the financed amount.
- A declined or canceled application confirmed absent, or retracted.
- Every Paid application in a closed month matched against each platform's conversions.
- Repeated 30 days later and after any change to your estimate templates or field service software.
Wisetack · free audit
What we check in the free audit
- Check that the click ID reaches the customer record
- Click the Prequal Link on your site
- Test whether custom parameters survive
- Find which status is being counted
- Compare Paid applications with reported conversions
Checked against
Wisetack merchant portal Applications list and its export, filtered to Confirmed and Paid loans and matched to the job in your field service software
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Wisetack · when not to buy
When you don't need this on Wisetack
It pays off when ads drive the jobs that get financed. Sometimes they don't.
- If Wisetack is offered mostly to repeat customers and referrals, there's no ad click to credit, and the portal export tells you enough.
- If only a handful of jobs a year fund through Wisetack, track the original lead well and leave financing out of bidding.
- If you don't run Google or Meta ads, Wisetack's own source tags are all the attribution you need.
- If your lead tracking itself is broken, fix that first. Financing data can't attach to a lead that was never captured.
Wisetack · what we deliver
The event map on Wisetack
Ad lead captured
Form or call from your site with gclid, fbclid and UTMs saved on the customer in Housecall Pro, Jobber or your CRM.
Prequal Link clicked
Outbound click from your site, with source and content tags set per page. Tracked, never optimized on.
Prequalified
From Wisetack's prequalified email or the portal, logged as a secondary qualified-lead signal.
Offer locked
Approved and signed; the job is effectively booked. Secondary, with the requested amount attached.
Confirmed or Paid
The primary conversion, valued at the financed amount and matched to the original click.
Declined, expired or canceled
Excluded at every destination, and retracted if it was already sent.
Written guarantee
95%+ tracking accuracy
Measured against Wisetack merchant portal Applications list and its export, filtered to Confirmed and Paid loans and matched to the job in your field service software. Miss it and we keep working at no cost.
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FAQ
Wisetack questions, answered
Not that we've found in Wisetack's documentation. Funded jobs reach Google Ads and Meta through an offline or server-side conversion upload keyed to the click ID saved on the original lead.
Yes. Wisetack's tagging guide covers source, content and custom parameters for it. The application runs on wisetack.us, though, so your site records the click but not the prequal result.
Only as a secondary signal. A prequal shows spending power and lapses after 14 days, so the primary conversion should be a Confirmed or Paid loan.
The financed amount from the application, plus any portion paid another way if your invoice shows it. Never the prequalified maximum, which is spending power rather than a sale.
No. Customers still apply on Wisetack's page and confirm from their text or email link. Everything we build sits on your site, your records and a server container.
Often, because the job and the Wisetack offer sit in one system, so a click ID saved on that customer matches directly. We confirm which Wisetack statuses your software shows and use the most reliable one.
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