Lead Source Overview

Our Lead Source field allows you to track where your customers found your business without having to use tags.

Lead source tracking enables better reporting so that you can make smart marketing decisions by investing in the sources that bring you good jobs. Leads can be tracked on customers, jobs, and estimates.

Create a Lead Source

For new users:

Click the gear icon in the top right corner of your HCP account to go to Settings.

Select Lead Sources from the left menu, under Tags & Tools.

If you're on the previous version of settings:

Click the gear icon in the top right corner of your HCP account to access your Account Settings.

Select Lead sources from the Settings menu on the left.

In your Lead Sources settings:

Click the + LEAD SOURCE button at the top of the page.

Enter the lead source name and click CREATE.

📌 Note: We add system lead sources to your list of lead sources by default.

🔎 For more information on those lead sources, please see Auto-Tagging with System Lead Sources.

Edit or Delete a Lead Source

For new users:

Click the gear icon in the top right corner of your HCP account to go to Settings.

Select Lead Sources from the left menu, under Tags & Tools.

If you're on the previous version of settings:

Click the gear icon in the top right corner of your HCP account to access your Account Settings.

Select Lead sources from the Settings menu on the left.

In your Lead Sources settings:

Select a Lead source from your list.

📌 Note: System Lead Sources cannot be edited or deleted.

To edit the lead source:
- Edit the lead source name.
- Click SAVE.

To delete the lead source:
- Click DELETE, and a confirmation window will appear.
- Click DELETE once more, and the lead source will be removed.

📌 Note: Editing a Lead Source name will update all existing Leads with that name. Deleting a Lead Source removes it from future use, but it will remain on past jobs and customers.

Adding Lead Sources

Lead sources can be assigned to customers, jobs, and estimates, allowing you to easily track where each lead originated.

Additionally, you have the flexibility to bulk-add lead sources, streamlining the process and ensuring that your lead data is efficiently categorized across multiple records at once.

Add a Lead Source to a Customer Profile

To add a Lead Source to a new Customer Profile:

When creating a new customer, you will see a field to add a lead source in the bottom right corner of the Notes section.

To add a lead source to an existing Customer Profile:

Open a Customer Profile and ensure that you're on the Profile tab.

Scroll down and click the Lead source option on the left.

Use the Lead source field to select a lead source from your list.

Add a Lead source to a New Job or Estimate

When creating a new Job or Estimate, the Lead source option is located on the left, toward the bottom of the page located under Attachments.

Add a Lead source to an existing Job or Estimate

Navigate to the Job or Estimate details Page.

Scroll down to the left-hand side and click the Lead source + button.

Type the lead source name, then select it from the matching options in your lead source list.

Bulk Add Lead Sources to Customers

On the Customers tab, you can select multiple customers and bulk-add lead sources to those customers:

Navigate to the Customers tab.

Select the customers to add a lead source to by using the checkboxes on the left.

Click the Bulk Actions button in the top right corner of the page.

Select "Add lead source" from the drop-down.

Click into the Lead source field and choose a lead source from your list.

Click Update, and all of the selected customers will now have the updated Lead source.

Bulk Add Lead Sources to Jobs & Estimates

On the Jobs & Estimates tab in a customer profile, you can select multiple jobs or estimates and bulk-add lead sources to those jobs or estimates:

Navigate to the Customers tab and select a Customer Profile.

Toggle to the Estimates or Jobs tabs.

Select the jobs or estimates to add a lead source to.

Click the Batch lead source icon on the right (you may need to scroll if the icon isn't visible).

Choose a Lead source from the dropdown.

Click Update.

Auto-Tagging with System Lead Sources

In some scenarios, we will automatically add the lead source if we know where they came from. In these cases, they will be added to a Customer, Job, and/or Estimate. These are known as system Lead sources. Here are the current system lead sources:

Lead Source Name	Customer	Job or Estimate
Google Reserve	✅	✅
My Website (Online Booking)		✅
Yelp		✅
HouseCall Marketplace		✅
HouseCall App (iOS/Android)		✅
ResponsiBid		✅
OnCallAir		✅
Hippo		✅
HomeServe		✅
HappyCo		✅
Latchel		✅
Lula		✅
Thumbtack		✅

📌 Note: System Lead sources are added by default and cannot be deleted. These are used to automatically tag Customers, Jobs, and Estimates within your account.

Reporting on Lead Sources

You can report on lead sources using the filter functionality on the reporting tab. After applying filters, you will be able to view summary metrics for any lead source(s) and drill into job details to see the lead source for each job.