Set technician-generated leadsLast updated on 03/22/2022
If a technician on a job convinces a customer to book additional services, they can be credited with setting a technician-generated lead(TGL) on the new job record. You can track TGLs in reports and set up bonuses to incentivize your technicians to generate new business.
Things to know
Run reports on TGL-related key performance indicators (KPIs) with these templates:
Create a technician-generated lead from a job
Create a TGL from an existing job. When you create the lead, you book a new job that credits the technician assigned to the existing job with the TGL.
Search for and open the job record you want to create a lead from.
Click the Job Actions dropdown and select Lead.
Create Lead opens.
Add details for the new job. Note: The new job uses customer and service location details from the existing job.
Use the Lead-Setting Employee dropdown to select the technician who generated the lead.
When you’re finished, click Book.
Add a technician-generated lead to a job
If a technician was not credited for setting a TGL on a job, you can add them by editing the job.
Search for and open the job record you want to add a lead to.
Click Edit .
Edit Job opens.
Select Lead from another job.
In the Lead Generated From field, enter the job number of the job where the technician set the lead.
Click the Lead generated by dropdown and select the technician who set the lead.
When you’re finished, click Save.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.