---
title: "Convert a lead to a job"
slug: "convert-a-lead-to-a-job"
updated: 2026-03-31T13:29:58Z
published: 2026-03-31T13:29:58Z
---

> ## 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.

# Convert a lead to a job

## Overview

After you’ve captured a lead, followed up on it, and determined the customer is ready to book a job, you’re ready to convert it. Before you begin this process, make sure a [customer and location record are created](/v1/docs/create-a-customer-record) so you can book the job.

[Book a job from a lead Video](https://fast.wistia.net/embed/iframe/t18l31tym2?web_component=true&seo=true&videoFoam=false)

[Book a job from a lead (Commercial) Video](https://fast.wistia.net/embed/iframe/ftnfdevv8z?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- CSRs
- Applies to all business types

#### Feature configurations

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Things to know

- If you cancel a job that has been booked through a lead, make sure to change that lead's status back to *Open*, if applicable. Canceling a job that has been booked through a lead doesn’t automatically change that lead's status back to *Open*.
- Dismissed leads can be manually converted back to *Open* status by going to **Search > Lead**. After you open the dismissed lead, click **Restore Lead**.

## Best practices

- To prevent leads that have actually been converted to a job from remaining open, be sure to book the related job through the lead record.
- While it’s not required to capture leads, we recommend that you [set recall, warranty, and lead job booking guides](/v1/docs/set-recall-warranty-and-lead-job-booking-guides) so you’re prepared for different workflows.

## Convert a lead to a job

1. [Find and open the lead record](/v1/docs/use-the-follow-up-screen-to-find-and-view-captured-leads).
2. Click **Convert Lead** at top of the lead.
3. On the *Convert Lead?*pop-up that opens, you can choose to copy any existing notes from the lead over to the customer or location record. ![UI of the Convert Lead? pop-up](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/convert-a-lead-to-a-job-image-9p4ellst.png)
4. Click **Continue**. The *Calls* screen opens.
  1. If the lead was attached to a customer and location record when it was captured, those records will automatically populate and the location will be pre-selected for you. ![Location record automatically populates](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/convert-a-lead-to-a-job-image-6ar7h57r.png)
  2. If the lead was not attached to a customer or location record, any details captured in the *Call Summary* section of the lead will automatically populate. If you haven’t yet [created a customer and location record](/v1/docs/create-a-customer-record), do so now. ![If the lead was not attached to a customer or location record, any details captured in the Call Summary section of the lead will automatically populate](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/convert-a-lead-to-a-job-image-lqj31izw.png)
5. Finish [booking the job](/v1/docs/book-a-job).

> **Note:****When you book the job, make sure to use the **Customer** tab (not the **Lead** tab) in the Search for customer section on the Calls screen. You can’t book a job from the Leads tab.

After you convert a lead to a job, the lead disappears from the *Follow Up* screen. To view converted leads, go to **Search > Lead**.

## Want to learn more?

- Visit ServiceTitan Academy to enroll in [Job Booking Basics](https://servicetitan.docebosaas.com/learn/courses/376/job-booking-basics)
- See [Capture a lead from an incoming call](/v1/docs/capture-a-lead-from-an-incoming-call)
- See [Capture a lead from a booking](/v1/docs/capture-a-lead-from-a-booking)
- See [Use the Follow Up screen to find and view captured leads](/v1/docs/use-the-follow-up-screen-to-find-and-view-captured-leads)
- See [Convert a lead to a job](/v1/docs/convert-a-lead-to-a-job)