---
title: "Set recall, warranty, and lead job booking guides"
slug: "set-recall-warranty-and-lead-job-booking-guides"
updated: 2026-07-10T22:59:04Z
published: 2026-07-10T22:59:04Z
canonical: "help.servicetitan.com/set-recall-warranty-and-lead-job-booking-guides"
---

> ## 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.

# Set recall, warranty, and lead job booking guides

## Overview

You can allow your Customer Service Representatives (CSRs) to book recall, warranty, and Technician-Generated Lead jobs, as well as provide guides on when they should do so. When configured, this feature allows your CSRs to see prior jobs completed for the customer, select which job caused the issue or generated the lead, and then book a new recall, warranty, or lead job. Once the job is booked, it’s automatically linked to the original job.

If you’re not using guides, your CSRs can still book recall or warranty jobs from the original job. For more, see [Book a recall or warranty job](/v1/docs/book-a-recall-or-warranty-job).

[Set up recall, warranty, and lead job booking guides Video](https://fast.wistia.net/embed/iframe/r95zy5sht3?web_component=true&seo=true&videoFoam=false)

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#### Who uses this feature

- Administrators
- Applies to all business types
- Applies to all trades

## Things to know

- After selecting a Customer Record who you previously completed a job for, your CSRs can click **Learn More** to see guidance on how and when to book recall, warranty, or lead jobs. For example, you can add helpful information that states your service calls have a 30-day recall period, but your installations have a 90-day recall period. ![Information about recall periods and HVAC warranty details for service and installation jobs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-recall-warranty-and-lead-job-booking-guides-image-o3sumjx4.png)

## Set recall, warranty, and leads guides

1. Go to the top toolbar and click **Settings ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**.
2. In the side panel, go to **Operations** **>** **Job Booking**.
3. On the *Job Booking* screen that opens, scroll down to the *Recall/Warranty/Leads Instruction* section and ensure the toggle is turned on for **Enable linking Recalls, Warranties, and Leads from the Calls page**.

> **Note:** By default, the toggle for **Enable linking Recalls, Warranties, and Leads from the Calls page** is turned on.

![Instructions for linking recalls, warranties, and leads from the calls page.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-recall-warranty-and-lead-job-booking-guides-image-tbqi382g.png)
4. Enter your policies for when and why to book recall, warranty, and lead jobs.
5. When finished, click **Save**.

![Instructions for linking recalls, warranties, and leads in a service management system.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-recall-warranty-and-lead-job-booking-guides-image-an1oki9h.png)

> **Note:** When you enable the **Customer PO #** option, your CSRs can add the customer’s purchase order number during the job booking process.

![Configuration options for adding Customer PO # field in job booking screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-recall-warranty-and-lead-job-booking-guides-image-5am1qydc.png)

## Want to learn more?

- See [Call Booking](/v1/docs/call-booking)
- See [Book a recall or warranty job](/v1/docs/book-a-recall-or-warranty-job)
- See [Book a job from an employee lead](/v1/docs/book-a-technician-generated-lead-job-from-an-existing-job)

A Technician-Generated Lead is when a technician convinces a customer to schedule another job or request an estimate for additional services. For example, if a technician on a service call convinces a customer to get an estimate to replace aging equipment, you set a Technician-Generated Lead on the job record.

[Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** TGL, tech-generated lead

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)