Our new 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. You have the ability to track your leads on customers, jobs, and estimates.

Set up your lead sources so that you can add them to customers, estimates, and jobs.

Note: We add system lead sources to your list of lead sources by default. For more information on those lead sources, please go to Auto-Tagging with System Lead Sources.

Follow the steps above to navigate to your lead sources.

Note: Editing the lead source name will change all leads with the current name to the new changed name. Additionally, deleting a lead source means you will no longer be able to add the lead source to your customers or jobs. All past jobs and customers will still have that lead source associated with it.

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

When creating a job or estimate, you will see a field on the left list to add the lead source. The lead source field should be directly above the “Attachments” field.

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

All of the selected customers should now have the updated lead source.

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:

All of the selected jobs or estimates should now have the updated lead source.

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:

Note: These system lead sources will be added to the list of lead sources by default. These lead sources cannot be deleted because we use them to auto-tag on customers, jobs, and estimates.

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.

Start by clicking + Create Report:

Once in the report click on the filters button and use the lead source menu to select your lead source filters:

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You can drill into the job details by clicking on "view all jobs" button or on a row in the table:

Select the "Lead Source" column using the button on the top right of the table to add into the table:

Export the job details using the export button in the top right of the table:

Having trouble finding what you need?

Use the blue bubble to reach out to our chat team for live customer support. If you’d prefer to talk it out over the phone, call our support number at 858-842-5746.