Track Lead Source in Servicem8? Or, Have Some Way for a Job to Auto Assign a Tag When Sending Invoices to Quickbooks?

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I've currently got no way of tracking lead sources in Servicem8, to then look at ad spend vs revenue for each platform. If there was a way to have a badge on the job automatically become a tag when the invoice is bounced out from Servicem8 to Quickbooks, that would be fine as we could do the report from within QBO.

Servicem8 is perfect for our needs outside of this oversight, so we would not be changing CRM.

submitted by /u/Tobric
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