Create a Technician-Generated Lead work order from an existing work order

Overview

If a technician on a work order convinces a customer to book additional services, they can be credited for a Technician-Generated Lead (TGL) on the new work order record. You can track TGLs in reports and set up bonuses to incentivize your technicians to generate new business.

Things to know

If you’ve set recall, warranty, and lead guides, you can create a new work order as a Technician-Generated Lead (TGL).

• If you haven’t set recall, warranty, and lead guides, you can create them from an existing work order.

• You can award TGL bonuses by creating payroll adjustments or, if you use Configurable Payroll, you can create pay rules to award bonuses for setting a TGL or if a TGL results in a completed work order.

• Run reports on TGL-related key performance indicators (KPIs) with these templates:

  • Technician Performance report template

  • Business Unit Performance report template

  • Work orders report template

  • Estimates report template

Create a Technician-Generated Lead work order from an existing work order

Create a Technician-Generated Lead (TGL) from an existing work order. When you create the TGL, you create a new work order that credits the technician assigned to the existing work order with the TGL.

1. Search for and open the work order record you want to create a lead from.

2. Click the Work Order Actions dropdown and select Lead.
   

3. Add details for the new work order.

   Note: The new work order uses customer and service location details from the existing work order.

   

4. Use the Lead-Setting Employee dropdown to select the technician who generated the lead.

5. When you’re finished, click Book.

6. The work order opens, and is automatically set as a Lead in the Work Order Summary.

   

7. Assign, dispatch, and complete the work order as normal.

   Tip: Click the Lead indicator in the Work Order Summary to see the original work order.

Mark an existing work order as a Technician-Generated Lead

If a technician was not credited for a Technician-Generated Lead (TGL) on a work order, you can edit the work order to credit them:

1. Search for and open the work order record.

2. Click Edit .
   

3. Select Lead from another work order.

4. In the Lead Generated From field, enter the work order number for the work order where the technician generated the lead.

5. Click the Lead generated by dropdown and select the technician who generated the lead.

6. When finished, click Save.

FAQ

Want to learn more?

• Visit ServiceTitan Academy to enroll in Booking a Lead Into a Sales Job

• See Create a Technician-Generated Lead work order from an incoming call

• See Leads

• See Mark work orders as no charge or non-opportunity by default