--- title: "Leads without customers and locations" slug: "leads-without-customers-and-locations" updated: 2026-03-31T11:33:34Z published: 2026-03-31T11:33:34Z --- > ## 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. # Leads without customers and locations ## Overview There may be situations where you need to capture a lead without a customer and location record. For example, you don’t have enough details to create a full customer record, but it’s a legitimate inquiry and you want to follow up later. Learn how to capture a lead without a customer and location record and how to identify captured leads that aren't attached to customer and location records. --- ### #### 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 - Before getting started, make sure an administrator on your team has created *Lead* call reasons. You can only capture leads by selecting a call reason that is classified as a *Lead*. For more, see [Set up call reasons](/v1/docs/set-up-call-reasons). - When you close a call without selecting a location, the *Call Reasons* screen may remind you that you haven’t selected a location, but you can still close out. ## Best practices - 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. ## Use cases - You aren’t able to convince a potential customer who calls you to book a job because they want an exact price quote over the phone. They’re still interested and are a valid lead, but you don’t know the location for the potential job. - A potential customer wants a call back but they don’t want to give out their address. - A lead comes in through email or chat with only partial information, but is a potential job. ## Capture a lead without a customer or location record If you’re not able to gather the information needed to [create a customer and location record](/v1/docs/create-a-customer-record), you can capture the details you do have in the contact fields and *Summary* section of the lead. > **Note:**Make sure you have [Leads Integrations](/v1/docs/leads-integrations-overview) and [Lead call reasons](/v1/docs/set-up-call-reasons) set up so you can capture leads on the [Calls](/v1/docs/capture-a-lead-from-an-incoming-call) and [Bookings](/v1/docs/capture-a-lead-from-a-booking) screens. ![Log a follow up box in Call Booking](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-without-customers-and-locations-image-k74x6ga8.png) Try to at least capture a name, phone number, and city when possible, so you know how to reach the lead again. After you **Submit & Close** the lead, you might see a confirmation message asking if you want to proceed without selecting a location record. Location records aren't required for capturing leads. You can proceed without selecting a location record. ![Confirmation message asking if you want to proceed without selecting a location record](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-without-customers-and-locations-image-2azu2f7q.png) Keep in mind that while a customer and location record isn't required to capture a lead in ServiceTitan, it is required when you [convert the lead to a job](/v1/docs/convert-a-lead-to-a-job). ## Identify leads that aren’t attached to customer or location records You can quickly identify when a lead isn’t attached to a customer or location record. While [viewing a lead](/v1/docs/use-the-follow-up-screen-to-find-and-view-captured-leads), you see *Lead* listed above any details that were captured when the lead was created. ![Lead details in the Lead overview page](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/leads-without-customers-and-locations-image-2dji9gsf.png) ## 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 [Capture a lead manually](/v1/docs/capture-a-lead-manually) - 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)