Overview
Marketing Pro Ad's automated logic for classifying manual work orders as leads provides you with clean, reliable data. It helps prevent inflated lead counts by accurately distinguishing between manual work orders and lead calls from the same customer. With more accurate lead metrics, you can confidently demonstrate the value of your marketing campaigns and make smarter, data driven decisions.
Who uses this feature
Marketing managers, business owners, and other marketers on your team
Primarily benefits Residential Service and Replacement business types and Commercial Service and Replacement business types
Applies to all trades
Feature configuration
To get started with Marketing Pro Ads, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
Understand manual work order lead logic
When an office employee creates a manual work order, ServiceTitan performs a quick check to determine if it should be counted as a new lead. See the table below for details on how this works.
Scenario | Conditions | What Happens |
|---|---|---|
No Prior Call | An office employee creates a manual work order with no smart attribution assignment or previous call. | The manual work order counts as a lead, and there is no lead call. |
Previous Non-Lead Call (Associated) | An office employee creates a manual work order, and there's a previous non-lead call within a seven-day window that's already associated with another work order. | The manual work order counts as a lead, and there is no lead call. |
Previous Non-Lead Call (Not Associated) | An office employee creates a manual work order, and there's a previous non-lead call within a seven-day window that is not associated with another work order. | The non-lead call is reclassified as a lead call, and the manual work order does not count as a lead. |
Previous Lead Event | An office employee creates a manual work order, and there's a previous lead or booking event within seven days that smart attribution used to set the work order's marketing campaign. | The previous lead event is already counted as a lead, so the manual work order does not count as a lead. |
Work Order Window Linking | The manual work order's attribution is set by a work order window linking. | The manual work order does not count as a lead. |