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Referral Reasons - Set Up and Reports
Referral Reasons - Set Up and Reports

This article covers how to setup your Referral Reasons.

Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Would you like to know and keep track of who refers business to you?

Referral Reasons is a control that can be added to your order form, which allows you the ability to add what those referral reasons are. Using the correct Referral Reasons control within your order form will also allow you to run a Referral Reasons report!

First, you need to add the Referral Reason control to your order form.
Navigate to Settings -- Office Settings 

Then, click Customize Order Form

Once you open up your Order Form, you will need to decide which section/tab you want to place the Referral Reason control in. For this example we will insert the control into the Property tab. Next, you'll click the Controls button

Then click on the green '+Add a Control' button:

The page below will appear and you will need to click on the drop down menu and select: Referral Reasons: A Drop Down filled with Referral Reasons. Click on that control, and add 'Referral Reason' to the Name, Description, and Text Value fields, then you'll click on the blue Add Control button.

 Next, you'll want to create your referral reasons.
Go to Settings -- Office Settings -- Inspection and Fee Settings -- Referral Reasons

On this page you can click Add Referral Reason to create a new one, or click the pencil icon to edit an existing one. To delete a current referral reason, select the x icon.

If you would like to create a Referral Report, this can be accomplished by navigating to Reports -- Referral Reports

If you have any questions about this process please let us know! You can reach us by chat, email at, or phone at (800) 700-8112.

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