Service Titan Knowledge Base

An agent is not getting credit for booking a manual jobLast updated on 05/12/2023

The article helps to troubleshoot when an agent is not getting credit for booking a manual job as it does not appear in the Manual tab of their Agent Scorecard.


Problem

An agent is not getting credit for a manual job they booked. This occurs when another agent accidentally linked an unrelated call to the job in question.


Solution

To solve the issue, detach the incorrect call from the job.


Detach incorrect calls from the job

  1. In ServiceTitan, go to the navigation bar and click Search.

  2. From the Search dropdown select Job.

  3. Type the job number in question in the filter.

  4. Run search.

  5. Click the job number.


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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.