Service Titan Knowledge Base

(Legacy) Job Completion Survey Didn’t SendLast updated on 05/12/2023

The article helps you troubleshoot when a job is not in the job completion Surveys list in the Follow Up section in ServiceTitan.


Problem

A job is not in the job completion Surveys list in Follow Up in ServiceTitan because the job is marked as No charge/non-Opportunity and/or the job doesn’t meet the Sold Threshold criteria in ServiceTitan.


Solution

If the job is not in the Surveys list of the Follow Up section in ServiceTitan. To check whether or not the job is convertible or meets the Sold Threshold criteria, follow the workflows. Click each possible reason to access the workflows:

  1. Check the job convertibility

  2. Check the Sold Threshold Criteria

Note: Follow Up only lists the completed job surveys and doesn’t list the job surveys that come through third-party management companies, such as PulseM, Podium, ReviewBuzz.


Check the job convertibility

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

  2. In the Search dropdown, select Job.

  3. Click the job you want to make changes. The job screen opens.

  4. From the Job screen, click the Edit icon.

  5. In the Edit Job screen, check whether or not the No Charge/Non-opportunity option is marked.


Check the Sold Threshold Criteria

  1. In ServiceTitan, go to the navigation bar and click Settings > Job Types.

  2. In Job Types, select the job and click Edit.

  3. Check the amount in the Sold Threshold field.

  4. Follow the steps in the Check the job convertibility workflow to go to the job screen.

  5. Check and compare the amount in the Completed field with the amount in the Sold Threshold field.

    Note: If the job invoice balance is equal to or higher than the amount in the Sold Threshold field, then it meets the Sold Threshold. So it will appear in the Surveys list.


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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.