Lead sources and attribution

A lead source is where the work came from: a yard sign, a referral, Google, a Meta ad. Tag every job with one and Reports can tell you which channel is actually paying for itself. Skip it and you're guessing about your marketing spend.

Sources live in Settings > Organization, in a card near the bottom described as "customize lead sources to track where your jobs and subscriptions come from".

1. Add Lead Source

Click Add at the top right of the card.

2. Name it and create

One field. Type the source name and create it.

Keep the list short and mutually exclusive. Six sources you actually use beat twenty that overlap. If you can't decide whether a job was "Google" or "Website", your categories are wrong.

A workable starting set: Direct, Referral, Yard Sign, Google, Meta, Repeat Customer.

Your source list

Sources appear in a table with a NAME column and an ACTIONS column. A new account already has Direct in the list.

3. Edit and delete

Each row has an edit button and a delete button. Renaming a source updates it everywhere, which is the safe way to tidy up. Deleting one that's already attached to jobs is not, because you lose the attribution on that history.

Where sources show up

Once you have sources, they appear as a field when creating jobs and subscriptions, and they drive the attribution breakdowns in Reports. The Jobs report groups your work by source, so you can see that yard signs produced eleven jobs last quarter and your paid ads produced two.

That's the entire point. Sources cost you two seconds per job and tell you where to spend money.

Tips and gotchas

• Set sources up before you start booking work. Backfilling attribution is miserable.
• Rename rather than delete. Deleting orphans the history.
• Make them mutually exclusive. If two options could both be right, you'll get inconsistent data from your team.
• "Direct" is the default catch-all. If most of your jobs are Direct, nobody is filling this in.

Next up: Converting a lead