A work order was created without converting it from a lead, can this be fixed?

Problem

There is no direct way to link a work order to a lead in ServiceTitan. This can occur when a booking agent doesn't see an existing lead and creates a new work order instead.

Solution

Choose the method that best aligns with your reporting needs. Both options have trade-offs in accuracy and metrics.

Option 1: Cancel and re-create the work order correctly

1. Go to the incorrectly created work order.

2. Cancel the work order.

3. Find the original lead in Follow Up > Leads.

4. Convert the lead to a work order.

Note: This option will:

• Inflate the cancellation rate

• Show two work orders created and one canceled

• Report two calls when only one occurred

Option 2: Update the campaign and dismiss the lead

1. Go to the created work order.

2. Update the work order's marketing campaign to match the lead.

3. Find the original lead in Follow Up > Leads.

4. Dismiss the lead.

Note: This option will:

• Show one work order created

• Show the lead as dismissed in reports

• Have no record of the work order being created from the lead