--- title: "Create a Technician-Generated Lead work order from an existing work order" slug: "book-a-technician-generated-lead-job-from-an-existing-job-1" tags: ["Area - Customer Notifications", "Area - Commercial", "Area - Call Booking", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch"] updated: 2026-11-04T21:00:38Z published: 2026-11-04T21:00:38Z canonical: "help.servicetitan.com/book-a-technician-generated-lead-job-from-an-existing-job-1" --- > ## 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. # 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. [Book a Technician-Generated Lead job from an existing job Video](https://fast.wistia.net/embed/iframe/78o68irb2t?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - CSRs ## ## Things to know If you’ve [set recall, warranty, and lead guides](/commercial/docs/set-recall-warranty-and-lead-job-booking-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](/commercial/docs/book-a-recall-job-from-an-existing-job). - You can award TGL bonuses by [creating payroll adjustments](/commercial/docs/create-payroll-adjustments) or, if you use Configurable Payroll, you can [create pay rules](/commercial/docs/set-up-and-manage-payroll-profiles) 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](/commercial/docs/technician-performance-report-template) - [Business Unit Performance report template](/commercial/docs/business-unit-performance-report-template) - [Work orders report template](/commercial/docs/jobs-report-template) - [Estimates report template](/commercial/docs/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](/commercial/docs/use-search-in-servicetitan#search-for-records) and open the work order record you want to create a lead from. 2. Click the **Work Order** **Actions** dropdown and select **Lead**. ![Work order actions menu highlights Lead while the work order remains scheduled with notifications enabled.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-04 at 3.51.32 PM.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) 3. Add details for the new work order. > [!NOTE] > **Note:** The new work order uses customer and service location details from the existing work order. > > ![Create Lead form schedules an electrical service inspection with date, time, employee, technician, and work order tag.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-04 at 3.53.38 PM.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) 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*. ![Work order summary section shows an empty summary field, with an option to add a summary.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-04 at 3.56.15 PM.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) 7. Assign, dispatch, and complete the work order as normal. > [!NOTE] > **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](/commercial/docs/use-search-in-servicetitan#search-for-records) and open the work order record. 2. Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) . ![Work Order Actions menu is open beside edit, comment, print, and email controls.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-04 at 3.51.32 PM(1).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A27Z&se=2026-11-09T12%3A21%3A27Z&sr=c&sp=r&sig=tAmIIkHAI4WSM7DcLa6p4T%2Fy2gy7eBd6K6syvZVwK4M%3D) 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 --- ### #### How do you measure your technician's performance in generating leads? [Create](/commercial/docs/create-a-work-order) a separate work order for each lead that is generated. Credit the technician who generated the lead on each of those work orders. You can't assign lead credit on appointments. ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Booking a Lead Into a Sales Job](https://servicetitan.docebosaas.com/academy/learn/courses/358/Booking-a-Lead-Into-a-Sales-Job) - See [Create a Technician-Generated Lead work order from an incoming call](/commercial/docs/book-a-technician-generated-lead-job-from-an-incoming-call) - See [Leads](/commercial/docs/leads-home) - See [Mark work orders as no charge or non-opportunity by default](/commercial/docs/mark-jobs-as-no-charge-or-non-opportunity-by-default)