--- title: "Mark work orders as no charge or non-opportunity by default" slug: "mark-jobs-as-no-charge-or-non-opportunity-by-default" tags: ["Area - Jobs, Appts, Projects", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin"] updated: 2026-11-04T19:16:41Z published: 2026-11-04T19:16:41Z canonical: "help.servicetitan.com/mark-jobs-as-no-charge-or-non-opportunity-by-default" --- > ## 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. # Mark work orders as no charge or non-opportunity by default ## ## Overview You can set a customer, location, business unit, or work order type where no sales are expected as *No Charge/Non-Opportunity* by default. This helps to streamline the work order creation process, create more accurate accounting records, and ensure accurate technician and CSR sales reporting. --- ### #### Who uses this feature - Administrators and managers - Applies to all business types - Applies to all trades ## Things to know - A no charge work order is where the customer isn't charged for the service (e.g., recall and warranty work orders). It doesn't affect technician conversion rates. Income items can be added to the invoice; if the subtotal is at or above the sold threshold, the work order counts as converted. - When a technician is on a work order and sells an estimate to be done on another work order, the original work order is automatically marked as **No Charge/Non-Opportunity**. This excludes the initial work order, where no payment is expected, from certain work order performance KPIs and makes sure that the technician’s metrics are not negatively impacted. > [!NOTE] > **Note:** The initial work order is still marked automatically as **No Charge/Non-Opportunity** if a technician adds tasks (not services or materials) on an invoice and the invoice subtotal for that initial work order is below the work order Sold threshold for that work order type. For more, see [Use a sold threshold for work order types](/commercial/docs/what-s-a-sold-threshold) - If the invoice subtotal of a work order marked as no charge / non-opportunity is equal to or above the work order sold threshold, the work order will no longer be considered non-convertible and will be counted as a Convertible work order in all reporting and KPIs. - When marking business units as no charge / non-opportunity by default, you can further specify whether work orders for residential or commercial customers should be marked as no charge / non-opportunity by default. ## Use cases - Technicians are not expected to make sales at certain work orders, like recall work orders, warranty work orders, and other complimentary services. Those work order types can be marked as no charge / non-opportunity by default. - If you want to separate your work order records and accounting for no charge work orders from the rest of your work orders, you can set up a business unit exclusively for those work orders. - You can mark the Customer Record for an insurance company as no charge / non-opportunity by default because you don't need to count conversions for work orders for them. - If one of your Location Records is for someone who isn't going to be charged, like a relative of the company owner, you can mark that location as no charge / non-opportunity by default. - The business unit for install teams can be marked as no charge / non-opportunity by default since conversion isn't typically a factor in install work orders. ## Set a customer or location as no charge by default After you set a customer as no charge / non-opportunity by default, any work order created for this customer will be a no charge / non-opportunity work order. This setting will apply to all of the service locations associated with the customer record as well. > [!NOTE] > **Note:** For locations, only work orders for that location will be marked as no charge / non-opportunity by default. Other locations also associated with the customer will be marked normally. 1. On the customer or location record, 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%3A20Z&se=2026-11-09T12%3A21%3A20Z&sr=c&sp=r&sig=HyMAI%2BVdmNOk3nevjv35gnwn2raZzCVIzx3djNUWDeU%3D) next to the customer or location name. ![Customer summary for ACE Properties showing billing address and balance due information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/mark-jobs-as-no-charge-or-non-opportunity-by-default-image-q7hdf9eb.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A20Z&se=2026-11-09T12%3A21%3A20Z&sr=c&sp=r&sig=HyMAI%2BVdmNOk3nevjv35gnwn2raZzCVIzx3djNUWDeU%3D) 2. On the *Edit* screen that opens, select **No Charge/Unconvertible by default**. 3. When finished, click **Save**. ## Set a business unit as no charge by default 1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A20Z&se=2026-11-09T12%3A21%3A20Z&sr=c&sp=r&sig=HyMAI%2BVdmNOk3nevjv35gnwn2raZzCVIzx3djNUWDeU%3D). 2. In the side panel, go to **Operations >** **Business Units**. 3. Click **Edit** next to the business unit you would like to mark as no charge / non-opportunity by default. ![Business units management interface showing options to add, activate, and edit entries.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/mark-jobs-as-no-charge-or-non-opportunity-by-default-image-lddbcpsg.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A20Z&se=2026-11-09T12%3A21%3A20Z&sr=c&sp=r&sig=HyMAI%2BVdmNOk3nevjv35gnwn2raZzCVIzx3djNUWDeU%3D) 4. Select at least one of the options for marking the business unit as no charge / non-opportunity by default. - **Mark** **work orders** **from this business unit as No Charge / Unconvertible by default:** Any work order created within this business unit will be automatically set as a No Charge work order. - **Mark** **work orders** **for Residential customers from this business unit as No Charge / Unconvertible by default:** Within this business unit, only residential customers will not be charged. - **Mark** **work orders** **for Commercial customers from this business unit as No Charge / Unconvertible by default:** Within this business unit, only commercial customers will not be charged. 5. When finished, click **Save**. ## Set a work order type as no charge by default Setting up work order types as no charge ensures that any work order created under this work order type is marked as no charge / non-opportunity by default. 1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A20Z&se=2026-11-09T12%3A21%3A20Z&sr=c&sp=r&sig=HyMAI%2BVdmNOk3nevjv35gnwn2raZzCVIzx3djNUWDeU%3D). 2. In the side panel, go to **Operations >** **Work Order Types**. 3. Click **Edit** next to the work order type you would like to mark as no charge / non-opportunity by default. 4. Select the **No Charge/Unconvertible by default** checkbox. ![Form fields for HVAC maintenance job details including priority, duration, and invoice signatures.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/mark-jobs-as-no-charge-or-non-opportunity-by-default-image-lzb445we.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A20Z&se=2026-11-09T12%3A21%3A20Z&sr=c&sp=r&sig=HyMAI%2BVdmNOk3nevjv35gnwn2raZzCVIzx3djNUWDeU%3D) 5. When finished, click **Save**. ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Managing Job Type Settings](https://servicetitan.docebosaas.com/academy/learn/courses/341/Managing-Job-Type-Settings) - See [Manage customer and service location records](/commercial/docs/customer-and-location-records-overview) - See [Add and edit business units](/commercial/docs/add-and-edit-business-units) - See [Set up and use work order types](/commercial/docs/set-up-and-use-job-types) The minimum subtotal dollar amount when you consider a job or estimate to be converted. When an invoice subtotal on completed job meets the sold threshold, it's considered a converted job. When an estimate meets the sold threshold, it's considered a closed estimate. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)