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, etc.), 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. 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. Change the name and save. Existing records that used the old name update automatically.

Removing a Source

Click the delete icon next to a source. You can only remove sources that have no linked estimates. If a source is in use, archive it instead.

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 (Google Ads, Facebook Ads, Direct Mail). The company paid to acquire these leads.
• Self-generated — Leads that a salesperson sourced on their own (Referral, Door Knock, Networking). 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
• Cost per acquisition (if you enter your ad spend)
• Return on investment per source

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 "Google Search," "Google Ads," and "Google Business Profile" as separate sources.
• Train your team to select the correct source. Bad data leads to bad decisions. Make lead source selection part of your sales process.
• 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.