Source Tracking

Source Tracking enables you to track and report on all sources of new business. It reports on the sources of new customers separately from the sources of each service visit, ensuring you always know exactly where your new and repeat business is coming from.

• Tracks sources of prospects and customers
• Organizes customer sources in to "source groups"
• Uses traditional Windows tree-view to allow quick identification of correct customer source
• Supports an unlimited number of customer source groups and customer sources
• Allows you to assign sources to new customers, and also to each invoice
• Tracks customer referrals by allowing any customer to be selected as a source
• Customer Source Report reports separately on sources of new customers and sources of each invoice
• Customer Source Report shows customer referrals separately from all other customer sources
• Configurable to require new customer source selection by user
• Separately configurable to require new customer source selection on invoices

The following screen shows how sources are selected during the creation of a new customer.

Note the "Customer Referral" button in the lower left corner. You would use this in the event that the new customer being created was responding to a referral from another customer, rather than from an advertising source. Clicking this "Customer Referral" button opens a customer browser, as shown below:

(The user must make a selection from one of the two windows shown above, not both.)

 The following screen shows how a source can be selected during the creation of a service order:

In this case, the "Summer Sizzler Promo" was selected as the individual ad source for this particular service visit.

To configure the source tracking module,  you to create an unlimited number of customer "source groups", underneath which you can create an unlimited number of "customer sources". Then, whenever you create a new customer, a new service order, a new estimate, or a new counter parts invoice, you are able to specify the customer source, or, alternatively, you can specify a customer or prospect who is already in the system as the source.

This is an example of the Customer Sources configuration screen, showing several source groups that have been configured in this particular system.

Configuration of customer source groups and sources is extremely easy, especially considering that you are provided with a sample "source tree" to use as a guide. Simply create the source groups, then create the sources "underneath them". Note that source groups cannot be selected as actual sources (the system will not allow it).

The following screen shows three Yellow Pages books that have been created as customer sources underneath the source group "Yellow Pages".

Also, it is possible to configure the system to require the user to select a source before a customer can be created, and it is also possible to separately configure the system to require that a source be selected before an invoice can be created. These settings are shown below. If either or both are checked, customer selection becomes mandatory for their respective areas of the system (customer creation and/or invoice creation).

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