Sources per channel
Create a source for each real acquisition channel: Google Ads, Meta, referral, yard sign, Yelp. Each has a category and funnel stage.
No more guessing where the Saturday bookings came from.
Sources, tokens, UTM parameters, and spend — all in one place. Every lead knows where it came from. Every month ends with a ranking of what worked and what didn't.
Each capability below is a real, shipping piece of the product — with the reason it matters in a working shop, not just what it does.
Create a source for each real acquisition channel: Google Ads, Meta, referral, yard sign, Yelp. Each has a category and funnel stage.
No more guessing where the Saturday bookings came from.
Every source gets a token. Share a link or QR, and inbound leads auto-tag to that source.
Attribution without manual entry at the point of a call or form fill.
Leads landing from paid traffic log UTM params (source, medium, campaign, content, term), plus GCLID for Google and FBCLID for Meta.
Platform-level tracking matches what your ads dashboards show — no translation required.
Record monthly ad spend per source. Track category totals.
Knowing you spent $400 on Meta matters when you see $0 of revenue from it.
Per source and per category: revenue in, spend out, net. Rankings.
The reason you cut the Meta ad budget is on one screen.
Track which sources bring one-and-done customers vs. lifetime members.
The yard sign that brings loyal customers may beat the ad that brings tire-kickers — even at lower volume.
Group sources into campaigns (a seasonal push, a grand opening). Report at campaign level.
The full picture of a launch, not just a pile of sources.
The modules that touch this one most directly. They share records and push data back and forth so you don’t have to.
A public booking page + a lead pipeline that auto-matches customers and vehicles.
Revenue, materials, subcontractor cost, gross profit, memberships, leads, and marketing ROI — from one source of truth.
One relationship record, plus a self-service customer portal for signatures, payments, and history.