Adding a referral source to Estimates
1.) In order to add a referral source to estimates, go to the estimates tab in the Service Fusion banner. Click on the estimates dashboard, and navigate to the estimate that needs the referral source attached.
2.) Click on the edit action icon adjacent to the desired estimate.
3.) In the edit estimate screen, on the right hand side under 'Sales Data', click on the Addt'l Info tab.
4.) The 'referral source' drop down is the second option down on the additional info screen.
A video tutorial is available for this here: