Understanding ServiceTitan Vocabulary: JobsLast updated on 03/22/2022
This helps to understand the vocabulary used in Jobs in ServiceTitan
Vocabulary used in Jobs in ServiceTitan
When is this term used?
What this triggers in ServiceTitan
(A sales tech sold an estimate - tech is assigned to perform the work)
A sales tech has sold an estimate. Someone in the office sees the sold estimate on the Follow Up screen, and books the job.
The opportunity now belongs to the tech assigned to perform the work. It's up to tech to make the most of the opportunity.
Once the job is completed by the service, maintenance, or install tech, the job will show up on the dashboard. If it was an install job, it will appear in the tech’s # Completed; if it was a maintenance or service job, it will show up in the tech’s # Opps.
(CSR assigns the tech - no sales tech is dispatched)
A CSR takes an incoming call, books a job, and assigns a maintenance, install, or service tech (no sales tech is dispatched).
The opportunity belongs to the tech performing the work. It's up to tech to make the most of the opportunity.
Same as above.
Tech generated lead (technician sets a lead)
A service or maintenance tech is at a job site and convinces the customer to have their furnace looked at for replacement.
A Tech generated lead is set, and a sales tech is dispatched to provide estimates for the install.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.