Marketing spend
Open Reports → Lead Source → Spend in Thermal →
What it's for
Lists what you spent on each lead source, month by month, so cost per lead and return on spend have a spend figure to work from. Each row shows the month, the lead source, the branch it covers (or all branches) and the amount.
The route is /reports/lead-source/spend.
Tabs
Jobs and margin goes back to the lead source report. Spend is this screen.
Panels and controls
Add spend opens a sheet to enter the month, lead source, branch and amount. Each row's menu can Edit or Delete the entry. If you can only see one branch, the sheet has no branch field and your entries always cover that branch.
What it accepts
One amount per lead source and month, in dollars and cents, zero or more. The month can be this month or an earlier one, not a future month. The lead source is free text; the sheet suggests the sources already in use, and "Google LSA" and "google lsa" count as the same source. Entering the same lead source, branch and month again replaces the earlier amount instead of adding a second row.
How to configure it
Nothing in Settings changes how this screen behaves.
Who can see it
This screen sits behind the Reports area.
Owners, office managers and dispatchers can open it. Technicians cannot. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.