Understanding ServiceTitan Vocabulary: SalesLast updated on 03/22/2022
Understanding ServiceTitan Vocabulary: Sales
When is this term used?
What this triggers in ServiceTitan
A CSR books a job, and a sales technician is dispatched. The sales technician is assigned a marketing lead.
A service technician is at a job site, and convinces the customer to get estimates to replace an old furnace.
A technician-generated lead is set, and a sales technician is dispatched to offer estimates. The sales technician has been assigned a technician-generated lead.
A sales technician is dispatched to a marketing lead or technician-generated lead—these are sales opportunities.
When the sales technician creates one or more estimates for the customer, the opportunity appears Follow Ups. The opportunity includes all estimates created for that job. The opportunity remains open in Follow Ups until an estimate is sold.
Estimates have been created for a customer, but nothing has been sold or converted. The opportunity status is Open.
Use the Opportunities screen in Follow Ups to view open estimates and follow up with those customers. Click an opportunity to reach the Opportunity Follow-Up (where you can log follow-up activity).
At least one of the estimates created fro a customer is sold with a subtotal greater than or equal to the sold threshold. The opportunity status is Won. If the subtotal is below the sold threshold, the opportunity status changes to Dismissed.
When an estimate is sold, it appears in Follow Ups on the Sold Estimates screen. You can use the Sold Estimates screen to follow up with customers to schedule the job and assign a technician to perform the work.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.