---
title: "How can I track referrals in the call screen, such as when a new customer mentions they were referred by an existing customer?"
slug: "track-referrals-in-call-screen-when-new-customer-referred"
updated: 2026-10-15T02:52:22Z
published: 2026-10-15T02:52:22Z
canonical: "help.servicetitan.com/track-referrals-in-call-screen-when-new-customer-referred"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How can I track referrals in the call screen, such as when a new customer mentions they were referred by an existing customer?

## Problem

There is no automatic way to populate a specific message in the *Summary* section during the call booking process.

## Solution

### Use tags in ServiceTitan

[Tags](/v1/docs/manage-tags) can be applied to *Customer* and *Location* records. When you select a customer or location during the booking process, you can see the tags in the pop-up. These tags can then be used to signal specific information about the customer that is relevant to the job.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-can-we-capture-customer-specific-information-so-our-csrs-can-provide-the-information-for-our-technicians-on-jobs-image-765cydbd.png?sv=2026-02-06&spr=https&st=2026-10-17T18%3A17%3A31Z&se=2026-10-17T19%3A17%3A31Z&sr=c&sp=r&sig=GtwCy2bs0NloXsQiFxtxQlJHbCCDk%2B5Hff6yxu0Z2hw%3D)

### Manually add customer-specific information during the booking process

Type any desired information in the *Summary* field during the [job booking process](/v1/docs/book-a-job). This information then translates onto the booked job for technicians to see.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-can-we-capture-customer-specific-information-so-our-csrs-can-provide-the-information-for-our-technicians-on-jobs-image-myxmml3c.png?sv=2026-02-06&spr=https&st=2026-10-17T18%3A17%3A31Z&se=2026-10-17T19%3A17%3A31Z&sr=c&sp=r&sig=GtwCy2bs0NloXsQiFxtxQlJHbCCDk%2B5Hff6yxu0Z2hw%3D)