Lead Sources

Lead sources tell you where an opportunity came from. Current V2 stores the selected source on the lead and carries the lead into its estimates and later work. The field is available on lead intake but is not required.

Open Settings > Lead Sources to manage the current V2 list. Creating, renaming, reordering, archiving, restoring, or changing reporting settings on a source requires Manage pipelines permission.

What Are Lead Sources?

A lead source is a label that records how a customer found your business. Common examples:

• Google Search
• Google Ads
• Facebook
• Instagram
• Referral
• Door Hanger
• Yard Sign
• Repeat Customer
• Angi
• Thumbtack
• Direct Mail

You define your own list. Add as many sources as you need to match your marketing channels.

How Lead Sources Get Assigned

When a teammate creates or edits a lead, they can select an active source from the Job source dropdown. The source stays attached to that lead. Estimate lists can filter by the linked lead's source.

Current V2 customer service requests create leads with the managed Customer portal source when it exists, or a system-owned Customer portal label when it does not. Broader source assignment from Angi, generic web forms, and similar integrations remains integration work rather than a current built-in flow.

Managing Your Sources

Adding a Source

1. Click Add source.
2. Enter the source name.
3. Enter a permanent prefix using 2–10 uppercase letters or digits, such as

GOOG or YARD.

1. Choose Company generated or Self generated. Self-generated sources

start at the V1 default of 10%; company-generated sources start at 5%.

1. Enter the Commission rate (%) used for accepted work from this source.
2. Turn on Brand source when accepted revenue should be included in the

brand-funded total.

1. Click Create source. Use the up and down controls to place it in the

desired dropdown order.

The new source appears in the dropdown on every estimator form immediately. Sources created at nearly the same time are assigned separate positions, so their displayed order remains predictable and the move controls continue to work normally.

Editing a Source

Select Edit to open the source editor. Change the name, category, Commission rate (%), Brand source, or sort order, then choose Save changes. Choose Cancel to discard the draft. The prefix is the source's permanent back-end identity and cannot be edited after creation. A source change is submitted as one saved action rather than saving individual fields when they lose focus.

If the browser cannot confirm a save, the submitted values stay frozen. Use Reload latest to reconcile the saved list before starting a new edit. This avoids replaying an order-changing action against stale rows and keeps a newer draft from being overwritten by an older response. Archive and restore remain separate row actions, and archived sources stay visible in Settings for historical records.

The saved rate and brand flag are used by Lead Source Performance, including when you select an earlier date range. The report's commission is modeled from the current/default source rate applied to accepted work; it is not a payment or payroll ledger. The report has no marketing-spend input and cannot calculate ROI or cost per lead. Accepted estimate prices remain frozen, and payroll, payment, and existing commission-ledger entries follow their own records.

Each move swaps both source positions together, so an interrupted request cannot leave two sources competing for the same place.

Removing a Source

Select Archive to retire a source without erasing historical lead data. Archived sources remain visible in Settings and can be restored, but they no longer appear for new lead selection.

Company-Generated vs Self-Generated

The Lead Sources table on Settings > Lead Sources now has a Category column: Company generated or Self generated. This is the same classification V1 used for sales commission:

• Company-generated - Leads that came from company marketing efforts. The company paid to acquire these leads.
• Self-generated - Leads that a salesperson sourced on their own. The rep did the work to find these leads.

Setting a source's category here is what decides which of the assigned rep's two commission rates applies when an estimate tied to that source is accepted — see Commission Rates in Commissions. Self-generated leads typically earn a higher commission rate because the salesperson invested their own time and effort.

Measuring Lead Source Performance

Open Lead Source Performance from Business > Reports to compare source performance by date, location, and module. The report uses the source category, rate, and brand flag saved here. Accepted revenue is attributed by the acceptance date; lead and sent counts use the lead-created cohort. Modeled Commission is the current/default source rate applied to accepted work, not a payout or cash ledger. Export includes category, Brand Source (Yes/No), upsell revenue, modeled commission, and top-rep revenue for each source. The API also provides the aggregate brand-funded total; the CSV keeps the V1 per-source Brand Source flag alongside Revenue.

The report separates accepted-work revenue from the lead-created funnel cohort, so an older lead can contribute revenue in a later reporting period.

Tips

• Be specific with your sources. "Google" is too vague. Use separate entries for search, ads, and business profile traffic.
• Train your team to select the correct source. Bad data leads to bad decisions. Make lead source selection part of your sales process.
• Use sort order deliberately. Put the most common sources near the top so reps can select them quickly in the estimator.
• Review lead source performance after updating the source's category and rate.
• Ask every new customer how they found you. Even with digital tracking, a quick question confirms the source.