--- title: "Follow up on opportunities with Re-Engage in Field Pro" slug: "follow-up-on-opportunities-with-re-engage-in-field-pro" updated: 2026-10-15T04:08:50Z published: 2026-10-15T04:08:50Z canonical: "help.servicetitan.com/follow-up-on-opportunities-with-re-engage-in-field-pro" --- > ## 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. # Follow up on opportunities with Re-Engage in Field Pro ## Overview Re-Engage, formerly called *Rehash*, in Field Pro lists all open opportunities, ranks them by likelihood to close, and provides quick context with a ready-to-send email, helping you recover more revenue. Find high-potential opportunities, send the AI-drafted follow-up based on the technician's recording and job details, and convert previously unsold estimates. --- ### #### Who uses this feature - Administrators, business owners, and sales managers - Primarily for Residential Service and Replacement business types #### Feature configuration - To get started with Field Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro/field), or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM). - If you're an existing Sales Pro customer and want to migrate to Field Pro, please fill out [this form](https://docs.google.com/forms/d/e/1FAIpQLSfY2uK9Z6iwhIVvKZtxYbBXPmdDT-Bdzqbgut9SlnYcl4hCJQ/viewform). - Account configuration is required to use this feature. Please contact your Pro Product Specialist (PPS) for details. ## Things to know - If the system is uncertain about the opportunity's potential, it gives a lower score so you can focus on higher-value opportunities. - Re-Engage can identify opportunities mentioned during a call even when no estimate exists. - Re-Engage doesn't integrate with [Follow-ups](/roofing/docs/use-the-follow-up-screen) or other ServiceTitan features, so it doesn't trigger automated outreach or workflows. - Scores are based only on the call transcript. ## Best practices - Re-Engage works well for many roles but is particularly effective for inside sales representatives. Equip your sales representatives with Re-Engage to ensure timely follow-up on opportunities discussed during calls. ## Use Re-Engage in Field Pro 1. Go to the navigation bar and click **Field Pro**. 2. Click **Re-Engage**. ![Field Pro menu showing options including Re-Engage, highlighted for user selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-opportunities-with-re-engage-in-field-pro-image-03tv48vn.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A48%3A01Z&se=2026-11-01T19%3A48%3A01Z&sr=c&sp=r&sig=hgA9egcbKolYKGlxjcZcL4xQYqi3vM5FZtUb4RdB6%2Fk%3D) 3. On the *Re-Engage* screen that opens, review opportunities by status. The tabs include: ![Job management interface showing task status and details for a furnace replacement project.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-opportunities-with-re-engage-in-field-pro-image-lm5fjcvk.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A48%3A01Z&se=2026-11-01T19%3A48%3A01Z&sr=c&sp=r&sig=hgA9egcbKolYKGlxjcZcL4xQYqi3vM5FZtUb4RdB6%2Fk%3D) 1. **To Do:** Shows all open opportunities that still need action. 2. **In Progress**: Opportunities where you've started outreach or scheduled next steps. 3. **Completed:** Follow-up is finished; the record remains for reference. 4. **Favorited:** Opportunities you've starred for quick access. 5. **All:** Every opportunity, regardless of status. 4. Use the following filters to quickly find a specific opportunity: ![Interface showing job details with filters for Technician, Team, and Score categories.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-opportunities-with-re-engage-in-field-pro-image-636wtxg3.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A48%3A01Z&se=2026-11-01T19%3A48%3A01Z&sr=c&sp=r&sig=hgA9egcbKolYKGlxjcZcL4xQYqi3vM5FZtUb4RdB6%2Fk%3D) 1. **Technician**: The technician assigned to the job. 2. **Team**: The team the technician belongs to. 3. **Date**: The date the job took place and the recording was made. 4. **Score**: The opportunity score based on follow-up potential. ## Manage opportunities in Re-Engage Re-Engage turns open jobs into actionable cards. On each status tab, each card has the following information: ![Job summary detailing customer needs for electrical upgrades and follow-up actions required.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-opportunities-with-re-engage-in-field-pro-image-sah9grji.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A48%3A01Z&se=2026-11-01T19%3A48%3A01Z&sr=c&sp=r&sig=hgA9egcbKolYKGlxjcZcL4xQYqi3vM5FZtUb4RdB6%2Fk%3D) - **Job name**: The recording or job title. Click to open the Re-Engagement Summary and full recording details. - **Score**: AI-generated indicator of the opportunity's potential. To learn more on Re-engage scores, see [Understand Re-Engage scores](https://help.servicetitan.com/#understand-rehash-scores). - **Technician:** Technician name who worked on the job - **Team:** The technician's team. - **Date**: The date of the job. - **Recap**: A short summary of the visit so you don't have to re-listen. - **Next step**: The AI-suggested action to take based on this opportunity. *Example: Follow up as soon as possible, after the customer reviews the proposal with their partner, to finalize the sale and lock in installation timing.* ### Use quick actions on a card ![User interface showing task management options and notification icons for organization.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-opportunities-with-re-engage-in-field-pro-image-mpaz6crx.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A48%3A01Z&se=2026-11-01T19%3A48%3A01Z&sr=c&sp=r&sig=hgA9egcbKolYKGlxjcZcL4xQYqi3vM5FZtUb4RdB6%2Fk%3D) - **Update status.** Open the *Status* menu and select **To Do**, **In Progress**, or **Completed**. The opportunity moves to the corresponding tab immediately. ![A task management interface showing options for task status: To Do, In Progress, Completed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-opportunities-with-re-engage-in-field-pro-image-s476t9lb.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A48%3A01Z&se=2026-11-01T19%3A48%3A01Z&sr=c&sp=r&sig=hgA9egcbKolYKGlxjcZcL4xQYqi3vM5FZtUb4RdB6%2Fk%3D) - Click **Favorite** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-opportunities-with-re-engage-in-field-pro-image-d16pbeg9.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A48%3A01Z&se=2026-11-01T19%3A48%3A01Z&sr=c&sp=r&sig=hgA9egcbKolYKGlxjcZcL4xQYqi3vM5FZtUb4RdB6%2Fk%3D)to save the opportunity to *Favorites* tab for quick access. - Click **Notify Technician ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-opportunities-with-re-engage-in-field-pro-image-4ru0smjm.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A48%3A01Z&se=2026-11-01T19%3A48%3A01Z&sr=c&sp=r&sig=hgA9egcbKolYKGlxjcZcL4xQYqi3vM5FZtUb4RdB6%2Fk%3D)**: - In the pop-up, add a comment. *For example, include context from Next steps and Recap.* - Click **Comment** to notify the assigned technician. ![Comment box for notifying technician about proposal review and required uploads.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-opportunities-with-re-engage-in-field-pro-image-ds4s4x75.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A48%3A01Z&se=2026-11-01T19%3A48%3A01Z&sr=c&sp=r&sig=hgA9egcbKolYKGlxjcZcL4xQYqi3vM5FZtUb4RdB6%2Fk%3D) - **Copy [svg not supported]** : Copy the AI-suggested message to send to the customer and follow up on this opportunity. ## Understand Re-Engage scores Each opportunity in Re-Engage has a score showing how urgent and promising it is. Higher scores mean stronger interest and fewer obstacles; lower scores mean more objections or low urgency. **How scores are generated:** Scores are based only on the call transcript. Re-Engage uses AI prompted with clear guidelines and examples to generate each score. **Score Levels:** 1. **Very High Potential**: Very likely to close quickly; minor concerns only. Example: Customer wants a quick install and trusts your company. 2. **High Potential**: Likely to close soon; one small issue left. Example: Customer needs the project soon and is comparing quotes. 3. **Medium Potential**: Open to moving forward, but urgency is low. Example: Customer wants more quotes and has moderate price concerns. 4. **Low Potential**: Mixed signals, higher effort needed. Example: Customer wants a lower price and has no set timeline. 5. **Very Low Potential**: Low interest or major objections. Example: Customer only wants the cheapest option and declines follow-up. ## Follow up with Re-Engagement summary 1. In *Re-Engage*, click the opportunity's name to open the *Re-Engagement summary* in the recording details view. 2. Review the **Suggested Follow-Up Message,** an AI-generated email ready to send to the customer based on the recorded conversation. > [!TIP] > **Tip:** Click **Show** **more** to open the whole message. 3. Click **Copy Message**, paste it into your email or preferred channel, and personalize as needed. ![Follow-up message regarding ceiling fan installation and upcoming estimate appointment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-opportunities-with-re-engage-in-field-pro-image-zbh7yn0j.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A48%3A01Z&se=2026-11-01T19%3A48%3A01Z&sr=c&sp=r&sig=hgA9egcbKolYKGlxjcZcL4xQYqi3vM5FZtUb4RdB6%2Fk%3D) 4. Use the details below the *Suggested Follow-Up Message* to tailor your note before sending: ![Summary of customer engagement regarding garage electrical upgrades and pricing options discussed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-opportunities-with-re-engage-in-field-pro-image-y9uie622.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A48%3A01Z&se=2026-11-01T19%3A48%3A01Z&sr=c&sp=r&sig=hgA9egcbKolYKGlxjcZcL4xQYqi3vM5FZtUb4RdB6%2Fk%3D) 1. **Pricing Options:** A summary of products or service options discussed with the customer, including upgrades and pricing. 2. **Financing**: Available payment plans or financing offers, including monthly amounts, interest rates, and approval details. 3. **Commitment**: The customer's interest level and readiness to move forward, including agreed-upon actions or next steps. 4. **Main Objection**: The main reason for hesitation or delay. 5. **Emotional Tie**: Personal or emotional factors influencing the customer's decision. 5. For more context, [review the recording details](/roofing/docs/review-recordings-in-field-pro), and reference the transcript and scorecard for exact phrasing or figures. 6. Send the follow-up email, and click **Mark as Complete**. ![Suggested follow-up message for a ceiling fan installation with completion option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-opportunities-with-re-engage-in-field-pro-image-rm3o3azj.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A48%3A01Z&se=2026-11-01T19%3A48%3A01Z&sr=c&sp=r&sig=hgA9egcbKolYKGlxjcZcL4xQYqi3vM5FZtUb4RdB6%2Fk%3D) 7. On the pop-up, add your follow-up notes, and click **Complete** to set the status to *Completed.* ## Want to learn more? - See [Field Pro](/roofing/docs/field-pro-home) Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs. **What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront. **Also called:** Customer financing, Payment plans **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Customer Financing