Understand different types of leadsLast updated on 05/23/2023
There are several different types of leads in ServiceTitan. Marketing leads come from marketing campaigns, abandoned call leads are calls that were over sixty seconds long where the customer service representative (CSR) didn’t click the green incoming call bubble, and job-generated leads are leads that are generated from the job itself. Since job-generated leads are most often created by technicians, these leads are sometimes called technician-generated leads.
Things to know
Even if the initial estimate visit is free for the customer, you should still book a job for the work so that an invoice is generated. Having a job with an invoice for all the work you do ensures that you have an accurate audit trail of your company activities and maintains clean accounting. To learn more, see Generate an invoice.
A marketing lead is one whose source is any of your marketing campaigns.
Marketing leads can come in through several different ways:
incoming calls from new customers
word-of-mouth or customer referrals
repeat business or returning customer
For more, see Use customer leads.
Abandoned call leads
On the dashboard, you see the Leads tab. That tab shows you abandoned calls. To learn more, see Find and manage abandoned and unbooked calls.
Job-generated leads are where someone, most often a technician, generates new business for the company through an existing job. This usually happens when the technician is working on the job and convinces the customer to get an estimate for additional services or a new installation.
For more, see Book a technician-generated lead job from an incoming call and Book a technician-generated lead job from an existing job.
Want to learn more?
Visit ServiceTitan Academy to enroll in Booking a Lead Into a Sales Job
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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.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.