Overview
After you set up the Thumbtack Leads Integration and begin receiving requests on the Booking screen, you can start converting those Thumbtack Leads into work orders.
Who uses this feature
Administrators, Customer Service Representatives (CSRs), Marketing Managers, Operations Managers, Project Managers, and anyone who receives Leads from Thumbtack.
Primarily for Residential Service & Replacement business types.
Feature configuration
If you don't see the Thumbtack Leads Integration in your ServiceTitan account, you can request it at https://marketplace.servicetitan.com/partner/thumbtack.
If you have questions about configuring the Thumbtack Leads Integration in your ServiceTitan account, please contact integrations@servicetitan.com.
If you need help accessing your Thumbtack account, go to Thumbtack.com/pro and enter your email address and password. If you still can't access your account, reset your password or go to How to log in for further support.
If you have questions about the Leads you receive as a Thumbtack Pro, visit Thumbtack's Help Center and What are direct leads, claimable jobs, and opportunities?. For further support, please contact Thumbtack at https://help.thumbtack.com/contact-thumbtack.
Things to know
After you set up the integration, Thumbtack Leads flow in with your other online bookings on the ServiceTitan Booking screen.
Direct Leads: These Leads perfectly match your Thumbtack targeting preferences. They come from customers who searched for a pro, saw your profile, and reached out to you. You pay for direct Leads automatically. You can find these in the Direct Leads section of your Leads tab.
Note: Thumbtack doesn't currently collect the full address for customers who send Direct Leads, only for customers using the Thumbtack Instant Book feature. You'll need to contact customers to collect their full address and confirm their booking request before completing the workflow.
Depending on your account configuration, you might see different types of requests on the Bookings screen in addition to Thumbtack Leads. For more, see the Understand the different booking types section of Manage bookings.
Pros are what Thumbtack calls contractors. For ServiceTitan customers interested in becoming Thumbtack pros, visit the Thumbtack partnership landing page to sign up for Thumbtack.
Only Administrator or Owner roles in ServiceTitan can accept the data agreement and set up the integration.
If a standard work order type has multiple custom work order types or business unit mappings, the work order type and business units won't pre-populate in the Lead.
Setup for this leads integration is not available in Enterprise Hub accounts.
Create a work order from a Thumbtack Lead
Go to the navigation bar and click Calls
.In the side menu, click Bookings.
On the Bookings screen that opens, select the Thumbtack Lead you want to accept as a work order.
Note: On the Thumbtack Lead, you can view the customer's contact information, Leads submitted and scheduled dates, extra details provided by Thumbtack, and the Leads Integration and logo.
Review the details, then click Accept.
Enter the work order details and finish creating the work order. The Thumbtack marketing campaign is selected by default.
Note: Thumbtack doesn't currently collect the full address for customers who send Direct Leads. You'll need to contact customers to collect their full address and confirm their booking before completing the workflow.