Can I track where my leads come from?

Yes. Open the Customers section. When you create a new customer, there's a "How did you hear about us?" field — pick the one source that applies. When you edit an existing customer, there's a "Lead sources" checklist where you can select as many channels as apply.

Tag whatever actually brought that customer in:

• Website
• Social media
• Referral
• Walk-in
• Ad campaign
• Any other channel you want to track

The list isn't locked to a fixed set forever — if a channel you need isn't already there, reach out and a new lead source category can be added for your account.

Because lead source lives on the same customer profile as their conversations, bookings, jobs, invoices, and payments, it's part of the one record you already keep for that customer, not a separate list to maintain.

The idea: tag customers as they come in, and after a few months you can see which channels are actually turning into customers, not just which ones are producing traffic.