Lead Sources

Lead sources tell you where each customer came from. Every estimate in CleanEstimate Pro requires a lead source. Over time, this data shows you which marketing channels bring in the most revenue and which ones waste money.

Navigate to Admin > Lead Sources to manage your list.

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 salesperson creates an estimate, they select a lead source from a dropdown on the estimator. This field is required. The source stays attached to the estimate, the client, and any resulting job or invoice.

When a lead comes in through an integration (Angi, web form, and similar sources), the system assigns the source automatically.

Managing Your Sources

Adding a Source

1. Click Add Source on the Lead Sources page.
2. Enter the source name.
3. Choose whether it is Company-generated or Self-generated.
4. Set the Commission Rate percentage for that source.
5. Set the Sort Order if you want this source to appear earlier or later in estimator dropdowns.
6. Click Save.

The new source appears in the dropdown on every estimator form immediately.

Editing a Source

Click the edit icon next to any source. You can update the label, category, commission rate, sort order, and active status at any time.

The system keeps the source's internal value stable after creation, so edits are safe for reporting and existing linked records.

Removing a Source

Deleting a source from the admin route is a soft delete. The source is marked inactive so historical estimates and reporting stay intact. In the UI, inactive sources stay visible on the Lead Sources page when you load the full list, but they no longer appear in the normal active-only source list used by estimator flows.

Company-Generated vs Self-Generated

Lead sources fall into two categories that affect sales commission calculations:

• 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.

Self-generated leads typically earn a higher commission rate because the salesperson invested their own time and effort.

Configure which sources count as company-generated or self-generated in Admin > Settings > Commissions.

Measuring Lead Source Performance

The real value of lead sources shows up in analytics. Navigate to Analytics > Lead Source ROI to see:

• Number of leads per source
• Conversion rate per source
• Revenue per source
• Revenue per lead
• Upsell revenue
• Rep attribution

Use this data to double down on your best-performing channels and cut spending on underperformers.

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 monthly. Shift your marketing budget toward sources with the best ROI.
• Ask every new customer how they found you. Even with digital tracking, a quick question confirms the source.