A job was booked without converting it from a lead, can this be fixed?

Problem

There is no direct way to link a job to a lead in ServiceTitan. This can occur when a booking agent doesn't see an existing lead and creates a new job instead.

Solution

Choose the method that best aligns with your reporting needs. Both options have trade-offs in accuracy and metrics.

Option 1: Cancel and rebook the job correctly

1. Go to the incorrectly booked job.

2. Cancel the job.

3. Find the original lead in Follow Up > Leads.

4. Convert the lead to a job.

Note: This option will:

• Inflate the cancellation rate

• Show two jobs booked and one canceled

• Report two calls when only one occurred

Option 2: Update the campaign and dismiss the lead

1. Go to the booked job.

2. Update the job's marketing campaign to match the lead.

3. Find the original lead in Follow Up > Leads.

4. Dismiss the lead.

Note: This option will:

• Show one job booked

• Show the lead as dismissed in reports

• Have no record of the job being booked from the lead