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
ℹ️ System lead sources are added to your list of lead sources by default.
To create a Lead Source:
Go to Settings ⚙️ > Lead Sources
Click the + Create lead source button at the top of the page
Name the lead source and click Create.
🔎 For more information on those lead sources, please see Auto-Tagging with System Lead Sources.
Edit a Lead Source
ℹ️ Editing a lead source will update all existing Leads with that name.
To edit a Lead Source:
Go to Settings ⚙️ > Lead Sources
Click the More button (⋮) to the right of the lead source
Select Edit
📌 Note: System Lead Sources cannot be edited or deleted.
Edit the lead source name
Click Save
Archive a Lead Source
ℹ️ Archiving a system lead source removes it from future use and will disable it from reporting, but it will remain on past jobs and customers.
To archive a lead source:
Go to Settings ⚙️ > Lead Sources
Click the More button (⋮) to the right of the lead source
Select Archive
Click Archive in the confirmation window
The lead source will remain in your Lead Sources list, and the status will update to Archived
ℹ️ Archived lead sources can be restored by going to the Archived tab in your Lead Sources settings.
Unarchive a Lead Source
To restore a system lead source:
Go to Settings ⚙️ > Lead Sources > Archived
Click the More button (⋮) to the right of the lead source
Select Unarchive
The lead source will be removed from the Archived list, and the status will update to Active
Delete a Lead Source
ℹ️ Deleting a custom lead source removes it from future use, but it will remain on past jobs and customers.
To delete a lead source:
Go to Settings ⚙️ > Lead Sources
Click the More button (⋮) to the right of the lead source
Select Delete
Press Delete in the confirmation window
Adding Lead Sources
Lead sources can be assigned to customers, jobs, and estimates, allowing you to easily track where each lead originated.
Add a Lead Source to a 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.
ℹ️ Learn more about creating a customer here
To add a lead source to an existing Customer Profile:
Open a Customer Profile
Select the Profile tab
Scroll down and click the Lead source field on the left
Select a lead source from your list or create a new one
Add a Lead source to a Job or Estimate
When creating a job or estimate:
Click the Lead source + button on the left side of the page
Select a lead source from your list or create a new one
To add a lead source to an existing job or estimate:
Open a job or an estimate
Scroll down and click the + Lead source button on the left side of the page
Select a lead source from your list or create a new one
Bulk Updating Lead Sources
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.
Bulk Update Customer Lead Sources
On the Customers tab, you can select multiple customers and bulk-add or update lead sources to those customers:
Go to Customers
Select the customers whose lead source you need to update
Click the Update lead source button above your Customers list
Select a lead source from your list or create a new one
Click Update
Bulk Update Job and Estimate Lead Sources
Go to your Jobs or Estimates list
Select the jobs or estimates to update
Click the Update lead source button at the top of the list
Select a lead source from your list or create a new one
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.
Report on Job Lead Sources
To report on Job lead sources:
Go to Reporting > Reports
Select Jobs at the top of the page
Under Type, select Job lead source
Report on Jobs by Customer Lead Source
To report on jobs by customer lead sources:
Go to Reporting > Reports
Select Jobs at the top of the page
Under Customer, select Customer lead source
Report on Estimate Lead Sources
To report on Estimate sources:
Go to Reporting > Reports
Select Estimates at the top of the page
Under Type, select Estimate conversion by estimate lead source
ℹ️ Learn more about creating and filtering reports here
Need help?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.