Tracking customer referrals is important so you can see where you are getting the most business from. Learn how to customize referral sources.
First of all, go to Settings in your dashboard. Then click on Custom Referral Sources.
Now you can add or delete referral sources. Simply type in a referral source name, and click the Add button. You can rearrange the order by dragging the two little grey lines up and down. Then click Done when you are finished.
Now when you go to create a new inspection, you will see all your referral sources to choose from as shown in the picture below. If you use our scheduler on your website, clients will be able to choose a referral source.
Another great part of this feature is that when you go to Stats in your Dashboard, you will find a Referral Source button. If you click that, you can see a pie chart with your referral sources.
