Overview
If you’ve set recall, warranty, and lead guides, you can book a new job as a Lead, automatically giving the technician responsible for generating the Lead credit. If the lead was generated by a service technician while on a job, the new job is automatically linked to the original service job.
Who uses this feature
CSRs
Things to know
If you’ve set recall, warranty, and lead guides, you can book a new job as a Technician-Generated Lead (TGL).
If you haven’t set recall, warranty, and lead guides, you can book a recall or warranty job from an existing job.
You can award TGL bonuses by creating payroll adjustments or, if you use Configurable Payroll, you can create pay rules to award bonuses for setting a TGL or if a TGL results in a completed job.
Run reports on TGL-related key performance indicators (KPIs) with these templates:
Book a technician-generated lead job from an incoming call
Answer the customer call as normal, and click the location for the job.
After you click the location record, you see information about the last time a technician visited that location.
Click Lead.
Create a Lead opens.Tip: Click Learn More to learn more about how and when to select Lead jobs.
Select the job that generated the lead then click Next.
Select the employee who should receive credit for the lead.
Click Save.
Note: The employee who generated the lead should receive credit for the lead. This employee may be different from the technician who completed the job.
Finish booking the job.
The job opens, and is automatically set as a Lead in the Job Summary.
Assign, dispatch, and complete the job as normal.Tip: Click the Lead indicator in the Job Summary to see the original job.
Want to learn more?
Visit ServiceTitan Academy to enroll in Booking a Lead Into a Sales Job
See Book a Technician-Generated Lead job from an existing job
See Leads