--- title: "Mark jobs as no charge or non-opportunity by default" slug: "mark-jobs-as-no-charge-or-non-opportunity-by-default" updated: 2026-10-15T00:51:56Z published: 2026-10-15T00:51:56Z 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 jobs as no charge or non-opportunity by default ## ## Overview You can set a customer, location, business unit, or job type where no sales are expected as *No Charge/Non-Opportunity* by default. This helps to streamline the booking process, create more accurate accounting records, and ensure accurate technician and CSR sales reporting. For more, see [No charge job](/v1/docs/servicetitan-glossary-commonly-used-servicetitan-terms#no-charge-job). --- ### #### Who uses this feature - Administrators and managers - Applies to all business types - Applies to all trades ## Things to know - When a technician is on a job and sells an estimate to be done on another job, the original job is automatically marked as **No Charge/Non-Opportunity**. This excludes the initial job, where no payment is expected, from certain job performance KPIs and makes sure that the technician’s metrics are not negatively impacted. > **Note:** The initial job 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 job is below the job sold threshold for that job type. For more, see [Use a Sold threshold for job types](/construction/docs/what-s-a-sold-threshold). - If the invoice subtotal of a job marked as no charge / non-opportunity is equal to or above the job sold threshold, the job will no longer be considered non-convertible and will be counted as a Convertible job in all reporting and KPIs. - When marking business units as no charge / non-opportunity by default, you can further specify whether jobs 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 jobs, like recall jobs, warranty jobs, and other complimentary services. Those job types can be marked as no charge / non-opportunity by default. - If you want to separate your job records and accounting for no charge jobs from the rest of your jobs, you can set up a business unit exclusively for those jobs. - 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 jobs 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 jobs. ## Set a customer or location as no charge by default After you set a customer as no charge / non-opportunity by default, any job booked for this customer will be a no charge / non-opportunity job. This setting will apply to all of the service locations associated with the customer record as well. > **Note:** For locations, only jobs 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=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D)** next to the customer or location name. *Edit Customer* or *Edit Location* opens. ![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=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) 2. Check **No Charge / Unconvertible by default**. ![Settings for invoice delivery and customer notifications with highlighted options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/mark-jobs-as-no-charge-or-non-opportunity-by-default-image-518cnwdv.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) 3. When you're finished, click **Save**. ## Set a business unit as no charge by default 1. Go to the navigation bar and click the **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=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D). 2. In the side panel, click **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=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) 4. Select at least one of the options for marking the business unit as no charge / non-opportunity by default. - **Mark jobs from this business unit as No Charge / Unconvertible by default:** Any job booked within this business unit will be automatically set as a No Charge job. - **Mark jobs 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 jobs for Commercial customers from this business unit as No Charge / Unconvertible by default:** Within this business unit, only commercial customers will not be charged. ![Checkbox options for marking jobs as No Charge/Unconvertible for different customer types.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/mark-jobs-as-no-charge-or-non-opportunity-by-default-image-cecr63ni.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) 5. Once you have selected the option(s) you want, click **Save**. ## Set a job type as no charge by default Setting up job types as no charge ensures that any job booked under this job type is marked as no charge / non-opportunity by default. 1. Go to the navigation bar and click the **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=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D). 2. In the side panel, click **Operations >** **Job Types**. 3. Click **Edit** next to the job type you would like to mark as no charge / non-opportunity by default. ![Table displaying various job types, their priorities, durations, and action options for management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/mark-jobs-as-no-charge-or-non-opportunity-by-default-image-aaq5ri5g.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) 4. Check 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=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) 5. When you're 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](/construction/docs/customer-and-location-records-overview) - See [Add and edit business units](/construction/docs/add-and-edit-business-units-3) - See [Set up and use job types](/construction/docs/set-up-and-use-job-types) A job where the customer isn’t charged for the service (e.g., recall and warranty jobs). 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 job counts as converted. **a.k.a.** Non-convertible job, Unconvertible job [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) See Sold threshold. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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 Opportunity. [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)