Lead sources, call tracking and ad accounts

Knowing where each lead came from, and what it cost, shows you which marketing pays off. Three settings pages handle this. Owners and admins can change them.

#Lead sources

Go to Settings → Lead sources & pipeline.

1. Click Add lead source.
2. Enter a Name, like "Google Local Services".
3. Pick a Channel: Phone, Web form, Booking widget, Text, Google, Yelp, Angi, Referral, Email, Chat or Manual / other.
4. Enter the Monthly cost ($) you spend on it. This feeds cost per lead and ROI.
5. Optionally add a Tracking number.
6. Click Add source.

Your team picks these on new leads and customers. Click Edit to change one, or Deactivate to retire it. Deactivated sources stay on past records and in reports.

Pipeline stages shows how many leads sit in each stage: New, Contacted, Booked and Lost. The stages are fixed so reports compare cleanly.

#Call tracking

Go to Settings → Call tracking. Each lead source has a row. Type a phone number and click Save to give it its own tracking number. Calls to that number are logged against that source. Click See calls to view them.

Phone lines shows where tracked calls ring. If you don't have one, click Get a number for a Homeforce number, or Connect phone system for Quo, RingCentral, Dialpad and others.

#Ad accounts

Go to Settings → Ad accounts to connect ad platforms so leads arrive on their own and every lead has a cost:

• Meta (Facebook & Instagram): lead forms arrive as leads instantly, and daily ad spend feeds cost per lead.
• Google Ads & Local Services: calls, messages and bookings from Google Guaranteed become leads.

Click Connect to set one up, or Manage for one that's connected. The page shows spend and leads for the last 30 days.

#Already use Google Local Services?

Under Local Services customer ID, enter your customer ID and click Connect. Homeforce pulls new leads every 15 minutes. Click Pull now to check right away.