--- title: "Use a sold threshold for job types" slug: "what-s-a-sold-threshold" updated: 2026-10-15T00:52:01Z published: 2026-10-15T00:52:01Z 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 job types ## ## Overview A Sold threshold is a job type setting that determines the dollar amount subtotal when a job is considered closed or converted. This helps you run reports on how effective your team is selling and performing jobs 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 jobs. It helps you focus on the jobs that help you stay profitable and not just any job with a positive invoice subtotal. The sold threshold allows you to set the dollar value for when you consider a job 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 job is considered an *opportunity*, but only jobs that meet or exceed the sold threshold are considered *converted opportunities*. You assign different sold thresholds based on job 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 jobs. By setting sold thresholds for all your different job 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 ## Job terms **Sold threshold:** A job type setting where you set the dollar amount that you consider a job is sold or converted. ![Editing job type details for a clogged drain in plumbing services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/whats-a-sold-threshold-image-vsnkzgc7.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A36Z&se=2026-10-31T01%3A42%3A36Z&sr=c&sp=r&sig=3SmFc%2BPmXlMHrpYQlIgJf6%2BdxjJy%2FibWjd8Oz8jlMCU%3D) **Sold job:** A sales job where the sum of all Sold estimates meets the sold threshold. Sold jobs are also referred to as closed jobs. **Converted job:** A service, maintenance, or install job where the invoice subtotal meets the sold threshold. **No Charge/Unconvertible by default:** A job type setting that, when enabled, marks jobs as *No Charge*. Typically, this includes recall and warranty job types. > **Note:** You can add invoice items to No charge jobs. If the total of sold estimates or invoice subtotal meets the sold threshold, the job 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=2026-10-31T00%3A42%3A36Z&se=2026-10-31T01%3A42%3A36Z&sr=c&sp=r&sig=3SmFc%2BPmXlMHrpYQlIgJf6%2BdxjJy%2FibWjd8Oz8jlMCU%3D) ## Sales jobs metrics A sales job is any job where estimates are created and presented to customers. **Sales opportunity:** A job that has the potential to become a closed opportunity. Basically, a job that is not No charge or Unconvertible. **Closed opportunity:** A completed job 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 jobs metrics **Job opportunity:** A job that has the potential to be converted. Basically, a job that is not *No charge* or *Unconvertible*. Also known as a demand call. **Converted opportunity:** A completed job 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 job opportunities. - conversion rate = [count of converted opportunities] / [count of job opportunities] * 100% ## Set your sold threshold to at least $1 If your sold threshold for a job type is $0, all completed jobs—including *No Charge* jobs—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* jobs 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 Job Average* KPI shows the average invoice subtotal of job opportunities. When you set sold thresholds greater than $0, the KPI calculation removes *No Charge* jobs and you can expect opportunity job averages to increase. ## Run reports on opportunities Sold thresholds are used to run reports based on the [Business Unit Performance](/construction/docs/business-unit-performance-report-template) or [Technician Performance](/construction/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 jobs 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 job 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 job should have a subtotal that at least exceeds your dispatch fee. If you’re unsure or the job type does not include a dispatch fee, set the sold threshold to $1 so your opportunity reports do not include *No Charge* and *Uncovertible* jobs. ## Sales job 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 job types A technician is dispatched for a service job; 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 job types Recall jobs, also known as callback jobs, are booked to fix a problem caused by an earlier job. No upsell is expected and the job 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) - See [Book a job](/construction/docs/book-a-job) 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 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) 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) A job assigned to a technician that could result in a sale; the tech is expected to make the most of it. **It arises two ways:** - A sales tech sold an estimate and the office books the job, assigning a tech to perform the work. - A CSR books an incoming call and assigns a maintenance, install, or service tech directly (no sales tech dispatched). In both cases the opportunity belongs to the tech performing the work. [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)