SettingsCustomer Sources
Creating a Customer Source
How to create a new customer source, what the fields do, and why a tidy source list matters later.
From Settings > Customer Sources, click New Customer Source to open the create popup. Use this when you want a clean reusable label for where work came from, rather than typing free text differently each time. In multi-business setups, the popup opens on a Business tab first and then moves into Customer Source Information.
Customer Source Information
- Name: This is the source label staff will pick later on customer and quote flows. Good examples are Website, Referral, Google, or Leaflet.
- Color: The colour helps the source stand out in the list and related selectors. Work Planner expects a full hex colour such as #3B82F6.
- Business context: In multi-business setups, the source belongs to the business context you are currently working in, so make sure you are creating it in the right place.
Why the Fields Matter
- Name: Keeping source names consistent makes customer filtering, lead review, and import matching much cleaner later.
- Color: This is mostly there for quick recognition. Leave the default colour alone unless colour-coding genuinely helps your team scan sources faster.
What Happens After Save
- Back on the list: The new source appears in Settings > Customer Sources and can be opened for review or editing.
- Customer and quote forms: The new source can now be selected where Work Planner captures where work came from.
- Filters: Customer filtering and similar source-based views can start using it once records are linked to the new source.
Related articles
- Customer Sources List: Useful if you want the bigger picture of how the full list behaves.
- Editing a Customer Source: The next step when the source already exists and only needs adjusting.
- Creating a Customer: Shows where the source is chosen in the live customer flow.