--- title: "Technician Close Rate by Job Type Legacy Report" slug: "technician-close-rate-by-job-type-legacy-report" updated: 2026-10-15T01:21:48Z published: 2026-10-15T01:21:48Z canonical: "help.servicetitan.com/technician-close-rate-by-job-type-legacy-report" --- > ## 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. # Technician Close Rate by Job Type Legacy Report ## Overview This report provides an overview of technician sales performance / close rate. This report is designed for technicians who perform maintenance, service, or install jobs (not for sales technicians who are dispatched to provide estimates). Data is based on job completion dates. Common uses for this report: - This report will show you how many jobs the technician was able to convert (this is the technician’s close rate). In ServiceTitan, a job is converted when the invoice subtotal is above the job sold threshold. - Use this report to see the average invoice subtotal for jobs the technician was able to convert. - Use this report to see how much revenue each technician is bringing in. ## --- ### #### Who uses this feature - Administrators and managers ## Things to know - In order to use this report, you must enter the job Sold threshold for all of your job types (Settings > Job Types > Sold Threshold). ## How to find this report Click **Reports** > Search *Technician Close Rate by Job Type* > Click the report name. Then you will be able to set filters and run the report. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-close-rate-by-job-type-report-guide-image-04zs6lvm.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A07Z&se=2026-10-31T02%3A47%3A07Z&sr=c&sp=r&sig=V5tIMSudO%2Bpt%2FaMUNHXFAe2BFrZZJqG8JaZA9n4EQx0%3D) ## > [!TIP] > **Tip:** You can also schedule the report by clicking **Schedule** next to the report name ## Report filters ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-close-rate-by-job-type-report-guide-image-8p4p7vjv.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A07Z&se=2026-10-31T02%3A47%3A07Z&sr=c&sp=r&sig=V5tIMSudO%2Bpt%2FaMUNHXFAe2BFrZZJqG8JaZA9n4EQx0%3D) ### Date Range Filter by date range. Use the *From* and *To* fields to set a custom date range. ## View or download the report Click **Build** to view the report. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-close-rate-by-job-type-report-guide-image-yvsp3bzp.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A07Z&se=2026-10-31T02%3A47%3A07Z&sr=c&sp=r&sig=V5tIMSudO%2Bpt%2FaMUNHXFAe2BFrZZJqG8JaZA9n4EQx0%3D) The report can be downloaded in two different formats: - **Export to Excel (*.xlsx)** (click the dropdown arrow next to **Download PDF**) - **Export to Comma separated (*.csv)** (click the dropdown arrow next to **Download PDF**) ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-close-rate-by-job-type-report-guide-image-tia4pepg.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A07Z&se=2026-10-31T02%3A47%3A07Z&sr=c&sp=r&sig=V5tIMSudO%2Bpt%2FaMUNHXFAe2BFrZZJqG8JaZA9n4EQx0%3D) ## Explanation of report columns ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/technician-close-rate-by-job-type-report-guide-image-3v6z8pjj.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A07Z&se=2026-10-31T02%3A47%3A07Z&sr=c&sp=r&sig=V5tIMSudO%2Bpt%2FaMUNHXFAe2BFrZZJqG8JaZA9n4EQx0%3D) At the top of the report, you will see that data is organized by job type. At the far right of the report, you will see totals for each technician. | **Job Types** | This report breaks down each technician’s jobs by job type. **How to Configure - Job Types:** Go to Settings > Job Types | | --- | --- | | **Total** | To the far right of the report, you will see totals for each technician. **Calculation - Total:**[Number of total sales] / [Number of total Opps] | The report includes the following columns: | **Technician** | Technician name. | | --- | --- | | **# Opps** | Total number of completed jobs that were convertible. Convertible jobs are jobs where the technician is expected to make a sale. Convertible jobs do not include jobs that are marked as Recall, Warranty, or No Charge. **Calculation - # Opps:** [Number of completed, convertible jobs] x [Technician splits]. Trigger: Job completed. - If a non-convertible job had a dollar amount greater than zero on the invoice subtotal, include the job as an opportunity. | | **Close Rate** | The technician’s close rate. The close rate is calculated by taking the total number of jobs with an invoice subtotal greater than the job sold threshold out of the total number of completed jobs that had the opportunity to be converted **Calculation - Close Rate:** [# Sales] / [# Opps]. Trigger: Job completed, Job converted (invoice subtotal above the job sold threshold). | | **Revenue** | Total revenue for completed jobs, based on invoice subtotals. **Calculation - Revenue:** [Sum of the invoice subtotals for completed jobs, based on job type] x [Technician splits] | | **Average Ticket** | Job average for completed, converted jobs, based on invoice subtotals. **Calculation - Average Ticket:** ([Revenue] x [Technician splits]) / [# Opps] | 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)