Every customer record has a Source field that records where they came from. Use it well and you'll know which channels actually book jobs.
What the source field is
It's a free-text field on the customer — type any string up to 50 characters. No fixed dropdown. This gives you flexibility but also means:
- Spelling matters for reporting ("Google Local" and "google local" are different).
- Conventions matter (agree on the format).
Suggested values surface in the UI as autocomplete, but you can type whatever.
How sources get set
| Entry point | What gets stamped |
|---|---|
| Public booking form | source: "website". |
| AI Receptionist | Whatever you configured for that phone line (e.g. "Google Ads - Service"). |
| Manual customer creation | Office types whatever's right. |
Suggested taxonomy (pick what fits)
| Pattern | Example |
|---|---|
| Channel only | website, google-ads, facebook-ads, referral |
| Channel + campaign | google-ads-summer-tune-up, facebook-ads-2026q2 |
| Specific person | referral - smith, truck signage - 71 |
Whatever you pick, be consistent. Decide on caps, separators, and stick to them.
Reporting on sources
source is groupable in the Jobs report, the Memberships report, and the Payments report. You'll get:
| Metric | What it shows |
|---|---|
| Jobs per source | Volume from each channel. |
| Revenue per source | Dollars earned per channel. |
| Average ticket per source | Ticket size by channel. |
| Customers acquired per source | New accounts per channel. |
Filtering by source on the kanban
Above the customer kanban, the Source filter lets you scope to a substring. "google" matches "google-ads", "google-local", etc.
Source vs Tags
| Field | Purpose |
|---|---|
| Source | Where this customer came from. One value, set once. |
| Tags | What kind of customer. Many tags, can change over time. |
Don't put marketing channels in tags or VIP designations in source. Keep them separate.
When to update source
Once a customer is set, you usually don't change it. Their source is a fact about how they entered. If a customer came in via Google but a tech rebooked them later, the source stays google-ads — that's the channel that earned the relationship.