Every new customer now carries a note of where they came from. Most of the time you don't have to do anything: Mucka knows when a customer came in through your AI receptionist, a recorded call you answered yourself, your online booking page, a Checkatrade lead, your website form or an import from your old system.
When you add a customer yourself
On New client there's a How did they find you? box. Pick one if you know:
- Recommended by someone
- Already a customer
- Saw the van
- Checkatrade
- any you've saved yourself (see below)
- Other, with a box to say where (for example the parish newsletter)
It's optional. Leave it and the customer is marked Added by you.
When you pick Other and say where, Save to your list for next time is ticked, so next time it's in the list as its own answer. Untick it for a one-off.
Telling Mucka works too: "Add Jane Example, she found us on Google."
Where you see it
Open the customer and look for Came from. It shows the source, or Not recorded for an older customer where Mucka couldn't tell.
Your own list
Open Settings → Customers → Where customers come from to manage the list:
- Your sources. Add your own, like a local paper or a directory, rename them, or hide one you've stopped using. A hidden source is left off the list, but customers already on it keep it.
- Mucka's sources. Switch off any you never use, like Facebook, and they're left off the list. Your receptionist, recorded calls, booking page, Checkatrade emails and imports aren't here, because Mucka records those itself.
A source you saved shows by its own name everywhere, for example Came from: Yell.
From your other apps
- Go High Level. A contact Go High Level sends over keeps its source where it plainly names one of Mucka's, so a Facebook lead form comes in as Facebook and Google Ads as Google. Anything else is filed as Website form.
- Mailchimp. Customers sent to your Mailchimp audience carry a Came from field, so you can build a segment like everyone Checkatrade brought you (how).
Changing it
Edit the customer and pick a different answer in How did they find you?. If the customer came in through your receptionist or booking page, the box shows that as it's recorded, and it stays that way unless you pick something else. Editing a phone number or an address never changes it.
Common gotchas
- It's where they first came from. A Checkatrade customer who later rings your receptionist is still a Checkatrade customer. That's what lets you see what Checkatrade is really worth to you.
- Older customers. Customers from before October 2026 show a source only where the record proves it, such as an import or a booking the receptionist took. The rest say Not recorded rather than a guess.
- Suppliers don't have one. It's about the customers who bring you work.