--- title: "Use a sold threshold for work order types" slug: "what-s-a-sold-threshold" tags: ["Area - Jobs, Appts, Projects", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin"] updated: 2026-11-04T19:15:34Z published: 2026-11-04T19:15:34Z canonical: "help.servicetitan.com/what-s-a-sold-threshold" --- > ## 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. # Use a sold threshold for work order types ## ## Overview A Sold threshold is a work order type setting that determines the dollar amount subtotal when a work order is considered closed or converted. This helps you run reports on how effective your team is selling and performing work orders you consider to be valuable to your business. ## --- ### #### Who uses this feature - Administrators and office employees - Applies to all business types - Applies to all trades ## How sold thresholds work The sold threshold is a tool used to analyze completed work orders. It helps you focus on the work orders that help you stay profitable and not just any work order with a positive invoice subtotal. The sold threshold allows you to set the dollar value for when you consider a work order to be valuable. For example, if a $50 plumbing repair is worthwhile to your business, you can set the sold threshold to $50. A completed plumbing repair work order is considered an *opportunity*, but only work orders that meet or exceed the sold threshold are considered *converted opportunities*. You assign different sold thresholds based on work order type. For example, a $75 maintenance visit might be worthwhile, but a $75 HVAC install probably is not, so you would set a higher sold threshold for install work orders. By setting sold thresholds for all your different work order types, you can run reports to measure your sales team’s *close rates* and to measure your install, maintenance, and service teams’ *conversion rates*. ## Glossary ## Work order terms **Sold threshold:** A work order type setting where you set the dollar amount that you consider a work order is sold or converted. **Sold job (work order):** A sales work order where the sum of all Sold estimates meets the sold threshold. Sold work orders are also referred to as closed work orders. **Converted job (work order):** A service, maintenance, or install work order where the invoice subtotal meets the sold threshold. **No Charge/Unconvertible by default:** A work order type setting that, when enabled, marks work orders as *No Charge*. Typically, this includes recall and warranty work order types. > [!NOTE] > **Note:** You can add invoice items to No Charge work orders. If the total of sold estimates or invoice subtotal meets the sold threshold, the work order is considered a closed or converted opportunity and is included in close or conversion rate calculations. ![Form fields for job class, tags, skills, and summary with highlighted options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/whats-a-sold-threshold-image-jr2ko274.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A11Z&se=2026-11-09T12%3A17%3A11Z&sr=c&sp=r&sig=IAmathwY7zEu5qsNzE%2FI6QBEPv9V5cmtxzcwGOt02dU%3D) ## Sales work order metrics A sales work order is any work order where estimates are created and presented to customers. **Sales opportunity:** A work order that has the potential to become a closed opportunity. Basically, a work order that is not No charge or Unconvertible. **Closed opportunity:** A completed work order where the total of sold estimates meets the sold threshold. **Close rate:** Number of closed opportunities compared to the number of sales opportunities. - close rate = [count of closed opportunities] / [count of sales opportunities] * 100% ## Service, maintenance, and install work order metrics **Job (work order) opportunity:** A work order that has the potential to be converted. Basically, a work order that is not *No charge* or *Unconvertible*. Also known as a demand call. **Converted opportunity:** A completed work order where the invoice subtotal meets the sold threshold. Also known as a demand money call. **Conversion rate:** Number of converted opportunities compared to the number of work order opportunities. - conversion rate = [count of converted opportunities] / [count of work order opportunities] * 100% ## Set your sold threshold to at least $1 If your sold threshold for a work order type is $0, all completed work orders—including *No Charge* work orders—are considered to be converted, even if no work is performed. With a $0 sold threshold, conversion rates are always 100%. This eliminates the value of reporting on opportunities. By setting the sold threshold to at least $1, *No Charge* work orders that don’t meet the sold threshold are not included in opportunity reporting. This improves the accuracy of opportunity-related key performance indicators (KPIs). For example, the *Opportunity* *Work Order* *Average* KPI shows the average invoice subtotal of work order opportunities. When you set sold thresholds greater than $0, the KPI calculation removes *No Charge* work orders and you can expect opportunity work order averages to increase. ## Run reports on opportunities Sold thresholds are used to run reports based on the [Business Unit Performance](/commercial/docs/business-unit-performance-report-template) or [Technician Performance](/commercial/docs/technician-performance-report-template) templates to measure how well your teams are performing: - Close rates show how well your technicians are selling estimates that meet the sold threshold. - Conversion rates show how well your technicians are completing work orders with invoice subtotals that meet the sold threshold. ## Sold threshold strategies and examples You want to set sold thresholds so that you can report on opportunities that have value to your business. A good rule of thumb is to set the sold threshold for a work order type to a minimum of $1 over your dispatch fee. The idea is that your dispatch fee covers the cost of sending out a technician. Therefore a valued work order should have a subtotal that at least exceeds your dispatch fee. If you’re unsure or the work order type does not include a dispatch fee, set the sold threshold to $1 so your opportunity reports do not include *No Charge* and *Uncovertible* work orders. ## Sales work order types A sales technician is dispatched to build and present estimates to a customer. The technician is expected to sell estimates and there is no dispatch fee. - Set the sold threshold to $1 ## Service work order types A technician is dispatched for a service work order; for example, clearing a drain. The technician has the opportunity to upsell and there is a $49 dispatch fee. - Set the sold threshold to $50 ## Recall work order types Recall work orders, also known as callback work orders, are created to fix a problem caused by an earlier work order. No upsell is expected and the work order type is marked as *No Charge/Unconvertible*. - Set the sold threshold to $1 ## 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) 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) See Converted job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A job with an invoice subtotal greater than or equal to the sold threshold. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A sales technician is dispatched to a marketing lead or technician-generated lead—these are sales opportunities. What this triggers in ServiceTitan When the sales technician creates one or more estimates for the customer, the opportunity appears Follow Ups. The opportunity includes all estimates created for that job. [Learn more →](https://help.servicetitan.com/docs/understanding-sales-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)