Service Titan Knowledge Base

Mark a Job as No Charge/Non-OpportunityLast updated on 05/12/2023

This guide provides step-by-step instructions on how to mark a job as No Charge/Non- Opportunity in ServiceTitan.

LEGAL DISCLAIMER: This article was created from a ticket used to solve a specific tenant issue, and has not been verified by an SME. Nothing stated in this article should be construed to be legal advice. The content in this article is provided “as is” and no representations are made that it is error-free. ServiceTitan disclaims all liability for any problem that might arise from using this article to troubleshoot an issue within your environment.


Problem

When a job is marked as a lead and another job is booked from that same job, the first job is not marked as No Charge/Non-Opportunity by default. This can cause confusion and inaccuracies in revenue reporting.


Solution

  1. In ServiceTitan,  locate the job that needs to be marked as No Charge/Non-Opportunity.

  2. Select the job you want to mark.

  3. On the job record, at the top right of the page, click Edit.

  4. On the Edit Job page that opens, select No Charge/Non-Opportunity.

  5. Click Save to update the job.

If you are booking an estimate from the office side, the original job will be marked as No Charge/Non-Opportunity automatically. To do this, add an estimate to the original job and book the estimate as a new job.

Note: If a tech was working on a job and found an opportunity to upsell, another job can be scheduled from that job. In this case, the first job should not be marked as No Charge/Non-Opportunity because it generated revenue.


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.