Tracking where your enquiries come from
Add “Where did you hear about us?” to your booking form and read the Referral Sources card on your dashboard.
Most removalists have a theory about where their work comes from. Very few have a number. The booking form can ask, and your dashboard adds it up.
Turning the question on
The field is Where did you hear about us? and it is per form — you can ask it on your main booking form and skip it on a quick-quote CTA.
Settings > Booking Forms, scroll to the Where did you hear about us? card. It starts with Google, Facebook, Instagram, Word of mouth and Repeat customer. Add, rename or remove options with the pencil and × on each pill, and the Add option box below.
Other is always on the end and can't be removed. Selecting it gives the customer a free-text box — which is where you find the sources you never thought to list.
In each form's editor, under Step 1: Your Details, turn the field on and decide whether it's required.
Keep the list short — five or six options. A long list gets skimmed and mis-clicked, and the answers stop meaning anything. If you want to know which of three Facebook campaigns worked, that is a job for campaign links, not for a dropdown on a form.
Renaming or removing an option does not change past submissions. An enquiry that said Yellow Pages still says Yellow Pages after you delete the option — and still shows on the dashboard, so your history isn't rewritten by a tidy-up.
Reading the answers
On the enquiry — the answer shows on the booking's detail sheet, alongside everything else the customer told you.
In messages — the {{BookingHeardAboutUs}} template variable renders what they said, with Other – … and their own words when they picked Other.
On the dashboard — the Referral Sources card.
The Referral Sources card
A bar per source, ordered by volume, with a period selector: This month, Last month, Last 3 months, All time.
Above the bars: "38 enquiries answered · 12 didn't say". Below them, the free-text answers people typed into Other, most common first.
Hover a bar and you get the number that actually matters: how many of those enquiries became jobs. Volume and conversion are different questions — a source that sends you forty tyre-kickers is worth less than one that sends you eight signed moves.
Every option you have configured is listed even at zero, so you can see what isn't working, not just what is. Sources with no enquiries this period sit at the bottom with an empty bar.
Tutorial: deciding whether to renew a directory listing
The listing is up for renewal at $1,200 a year and nobody knows if it works.
If the directory isn't in your options list, customers who came from it are picking Other or Google, and you have no data. Add it at Settings > Booking Forms and give it a couple of months before you judge anything.
An optional question gets skipped. The "didn't say" count on the dashboard tells you how bad that is — if it's a third of your enquiries, your data isn't good enough to spend $1,200 on.
All time tells you the historical shape; Last 3 months tells you whether it's still true. A source that was strong two years ago and is flat now is the exact thing this card exists to catch.
Hover the directory's bar. Twenty enquiries with two conversions is a worse story than six enquiries with five, whatever the bars look like.
Read the "Other" answers list. If half of them name something you don't have as an option, your top sources are wrong and the decision should wait until the list is fixed.