---
title: "View leads (Schedule Engine)"
slug: "view-leads-schedule-engine"
tags: ["Area - Scheduling Pro", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Role - Technician", "Type - Residential"]
updated: 2026-10-16T03:17:21Z
published: 2026-10-16T03:17:21Z
canonical: "help.servicetitan.com/view-leads-schedule-engine"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# View leads (Schedule Engine)

## Overview

The Leads feature allows you to view partially completed sessions from the scheduler where customers didn't finish their booking experience.

> [!NOTE]
> **Note:** This feature applies only to the legacy Schedule Engine. ServiceTitan customers are encouraged to transition to [Scheduling Pro](/residential-s-r/docs/scheduling-pro-home), an upgraded tool designed to replace Schedule Engine on your website and provide a seamless booking experience.

## 

---

### 

#### Who uses this feature

- Administrators, Office Employees, Managers,, Customer Service Representatives (CSRs), Dispatchers
- Applies to all business types

## 

## Track and convert scheduler sessions into jobs

The *Leads* page on the *Jobs* tab of the dashboard allows you to review a table of all sessions where your customers did not finish booking through the scheduler, but progressed far enough to provide contact information that you can use to follow up and book.

![Table displaying lead management details, including contact information and job statuses.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-leads-schedule-engine-image-gvqgepcw.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A42%3A05Z&se=2026-11-09T12%3A42%3A05Z&sr=c&sp=r&sig=P1%2BQcYt%2BJVygop9rKQvwn3BUYS4GQ%2BzQ%2B2D5Jv7ObrU%3D)

There are a few useful features on the *Leads* page to help you learn more about your customers’ experience in the scheduler:

- Just like on the *Appointments* and *Chats and Calls* pages, you can click the records in the *Leads* table to view additional details about the lead.
- Your lead data can be exported to a spreadsheet using the **Export Data** button.
- The **Reviewed** option allows you to keep track of leads that you have already checked and/or followed up on where appropriate.
- Even if customers don’t make it all the way to the final confirmation page of the scheduler, Schedule Engine displays all partial sessions, as long as they’ve provided some contact info. In fact, if you start to see many leads all missing data in a similar area, this can provide insight on how to optimize your scheduler.

For example, if many leads have empty **Date Selected** fields, it may be beneficial to offer more available appointment slots on your calendar to improve your conversion.

ServiceTitan's advanced scheduling add-on that adds smart capacity management, technician skill matching, and zone-based booking rules.

**What it does:** Ensures the right technician is booked for the right job at the right time, maximizing daily revenue and reducing travel waste.

**Also called:** Advanced scheduling, Smart scheduling

**Tags:** Scheduling Pro

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)