Recover more jobs with Instant Lead Capture on Scheduling Pro

This improvement to an existing feature captures abandoned scheduler leads faster so you can follow up in less than a minute.

Settings for abandoned sessions and SMS follow-up in the scheduler interface.

What's changing?

When someone closes the online scheduler without booking, ServiceTitan now marks the lead as abandoned right away. You receive the contact information in Booking or Lead in less than a minute instead of waiting up to five minutes. You can follow up manually or trigger an automatic short message service (SMS) with a booking link. This helps you reach out while the lead is still active.

Resources

Scheduling Pro Onboarding Part 1: Set up quick settings

Before and After

Before (Current)

A visitor enters contact details in the online scheduler.
The visitor closes the scheduler without booking.
Wait up to five minutes for the lead to appear in ServiceTitan.
Contact the lead after the delay.

Impact: Delays can reduce your chance of booking the job.

After

A visitor enters contact details in the online scheduler.
The visitor closes the scheduler without booking.
See the abandoned lead in Booking or Lead depending on your setup in less than a minute.
Call the lead right away or send an automatic SMS with a booking link.

Impact: Faster follow-up helps you recover more abandoned leads and book more jobs.

Who uses this feature

All Business Types
Administrators, Office employees
Region availability: All regions.

How it works for your industry

Residential Service and Replacement

A homeowner starts booking a repair through the online scheduler but closes the window. The lead appears in less than a minute so your team can call back right away.
Set up an automatic SMS with a booking link to re-engage the homeowner.
An office employee can see the new lead quickly in Booking depending on the setup and assign follow-up tasks.

Commercial Service and Replacement

A property manager enters details for a service request but exits before selecting a time. The contact record appears almost immediately for follow-up.
Send an SMS with a direct booking link to secure the job.
Track abandoned leads and respond before competitors reach out.

Residential Construction

A homeowner requests an estimate through the scheduler but does not finish booking. The lead shows up in ServiceTitan in less than a minute.
Call the homeowner while the project is still top of mind.
Trigger an automatic SMS to prompt the homeowner to complete scheduling.

Commercial Construction

A facilities contact begins scheduling a site visit but closes the scheduler. The abandoned lead appears right away for your team.
Reach out quickly to confirm scope and timeline.
Use automated SMS to guide the contact back to the booking page.

How to Prepare?

In Scheduler Details, under the Abandoned Sessions section, enable the Scheduler Drop-off toggle.
In Scheduler Details, under the Sync to ServiceTitan section, update the Send abandoned session to me in ST dropdown to Customer closes scheduler.
In Scheduler Details, under the Follow-Up SMS section, update the Send message after dropdown to Customer closes scheduler.