--- title: "Book a Technician-Generated Lead job from an existing job" slug: "book-a-technician-generated-lead-job-from-an-existing-job-1" updated: 2026-10-15T00:52:38Z published: 2026-10-15T00:52:38Z 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. # Book a Technician-Generated Lead job from an existing job ## Overview If a technician on a job convinces a customer to book additional services, they can be credited for a *Technician-Generated Lead* (TGL) on the new job 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](/construction/docs/set-recall-warranty-and-lead-job-booking-guides), you can book a new job as a Technician-Generated Lead (TGL). - If you haven’t set recall, warranty, and lead guides, you can [book a recall or warranty job from an existing job](/construction/docs/book-a-recall-job-from-an-existing-job). - You can award TGL bonuses by [creating payroll adjustments](/construction/docs/create-payroll-adjustments) or, if you use Configurable Payroll, you can [create pay rules](/construction/docs/set-up-and-manage-payroll-profiles) to award bonuses for setting a TGL or if a TGL results in a completed job. - Run reports on TGL-related key performance indicators (KPIs) with these templates: - [Technician Performance report template](/construction/docs/technician-performance-report-template) - [Business Unit Performance report template](/construction/docs/business-unit-performance-report-template) - [Jobs report template](/construction/docs/jobs-report-template) - [Estimates report template](/construction/docs/estimates-report-template) ## Book a Technician-Generated Lead job from an existing job Create a Technician-Generated Lead (TGL) from an existing job. When you create the TGL, you book a new job that credits the technician assigned to the existing job with the TGL. 1. [Search for](/construction/docs/use-search-in-servicetitan#search-for-records) and open the job record you want to create a lead from. 2. Click the **Job Actions** dropdown and select **Lead**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/book-a-technician-generated-lead-job-from-an-existing-job-image-g678uyer.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A17Z&se=2026-10-31T02%3A50%3A17Z&sr=c&sp=r&sig=WLgBeHKNSbr2hrZR9nhmY8Mwnh7H9qHh1UtUUh7r7Pc%3D)*Create Lead* opens. 3. Add details for the new job. > **Note:** The new job uses customer and service location details from the existing job. 4. Use the **Lead-Setting Employee** dropdown to select the technician who generated the lead. 5. When you’re finished, click **Book**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/book-a-technician-generated-lead-job-from-an-existing-job-image-yf9s9amx.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A17Z&se=2026-10-31T02%3A50%3A17Z&sr=c&sp=r&sig=WLgBeHKNSbr2hrZR9nhmY8Mwnh7H9qHh1UtUUh7r7Pc%3D) 6. The job opens, and is automatically set as a *Lead* in the *Job Summary*. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/book-a-technician-generated-lead-job-from-an-existing-job-image-9gafoaih.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A17Z&se=2026-10-31T02%3A50%3A17Z&sr=c&sp=r&sig=WLgBeHKNSbr2hrZR9nhmY8Mwnh7H9qHh1UtUUh7r7Pc%3D)Assign, dispatch, and complete the job as normal. > **Tip:** Click the **Lead** indicator in the Job Summary to see the original job. ## Mark an existing job as a Technician-Generated Lead If a technician was not credited for a Technician-Generated Lead (TGL) on a job, you can edit the job to credit them: 1. [Search for](/construction/docs/use-search-in-servicetitan#search-for-records) and open the job 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=2026-10-31T01%3A50%3A17Z&se=2026-10-31T02%3A50%3A17Z&sr=c&sp=r&sig=WLgBeHKNSbr2hrZR9nhmY8Mwnh7H9qHh1UtUUh7r7Pc%3D) . ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/book-a-technician-generated-lead-job-from-an-existing-job-image-p9por8rg.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A17Z&se=2026-10-31T02%3A50%3A17Z&sr=c&sp=r&sig=WLgBeHKNSbr2hrZR9nhmY8Mwnh7H9qHh1UtUUh7r7Pc%3D)*Edit Job* opens. 3. Select **Lead from another job**. 4. In the **Lead Generated From** field, enter the job number for the job 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**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/book-a-technician-generated-lead-job-from-an-existing-job-image-8jefrlqa.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A17Z&se=2026-10-31T02%3A50%3A17Z&sr=c&sp=r&sig=WLgBeHKNSbr2hrZR9nhmY8Mwnh7H9qHh1UtUUh7r7Pc%3D) ## ## FAQ --- ### #### How do you measure your technician's performance in generating leads? [Book](/construction/docs/book-a-job) a separate job for each lead that is generated. Credit the technician who generated the lead on each of those jobs. 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 [Book a Technician-Generated Lead job from an incoming call](/construction/docs/book-a-technician-generated-lead-job-from-an-incoming-call) - See [Leads](/construction/docs/leads-home) - See [Mark jobs as no charge or non-opportunity by default](/construction/docs/mark-jobs-as-no-charge-or-non-opportunity-by-default)