Overview
You can set a customer, location, business unit, or job type where no sales are expected as no charge / non-opportunity by default. This helps to streamline the booking process, create more accurate accounting records, and ensure accurate technician and CSR sales reporting. For more on no charge or non-opportunity jobs, see What is a No charge job?
Who uses this feature
Administrators and managers
Applies to all business types
Applies to all trades
Things to know
When a technician is on a job and sells an estimate to be done on another job, the original job is automatically marked as No Charge/Non-Opportunity. This excludes the initial job, where no payment is expected, from certain job performance KPIs and makes sure that the technician’s metrics are not negatively impacted.
Note: The initial job is still marked automatically as No Charge/Non-Opportunity if a technician adds tasks (not services or materials) on an invoice and the invoice subtotal for that initial job is below the job sold threshold for that job type. For more on sold threshold, see What’s a sold threshold?
If the invoice subtotal of a job marked as no charge / non-opportunity is equal to or above the job sold threshold, the job will no longer be considered non-convertible and will be counted as a convertible job in all reporting and KPIs.
When marking business units as no charge / non-opportunity by default, you can further specify whether jobs for residential or commercial customers should be marked as no charge / non-opportunity by default.
Use cases
Technicians are not expected to make sales at certain jobs, like recall jobs, warranty jobs, and other complimentary services. Those job types can be marked as no charge / non-opportunity by default.
If you want to separate your job records and accounting for no charge jobs from the rest of your jobs, you can set up a business unit exclusively for those jobs.
You can mark the customer record for an insurance company as no charge / non-opportunity by default because you don't need to count conversions for jobs for them.
If one of your location records is for someone who isn't going to be charged, like a relative of the company owner, you can mark that location as no charge / non-opportunity by default.
The business unit for install teams can be marked as no charge / non-opportunity by default since conversion isn't typically a factor in install jobs.
Set a customer or location as no charge by default
After you set a customer as no charge / non-opportunity by default, any job booked for this customer will be a no charge / non-opportunity job. This setting will apply to all of the service locations associated with the customer record as well.
Note: For locations, only jobs for that location will be marked as no charge / non-opportunity by default. Other locations also associated with the customer will be marked normally.
On the customer or location record, click Edit
next to the customer or location name.
Edit Customer or Edit Location opens.
Check No Charge / Unconvertible by default.
When you're finished, click Save.
Set a business unit as no charge by default
Go to the navigation bar and click the Settings
.In the side panel, click Operations > Business Units.
Click Edit next to the business unit you would like to mark as no charge / non-opportunity by default.
Select at least one of the options for marking the business unit as no charge / non-opportunity by default.
Mark jobs from this business unit as No Charge / Unconvertible by default: Any job booked within this business unit will be automatically set as a No Charge job.
Mark jobs for Residential customers from this business unit as No Charge / Unconvertible by default: Within this business unit, only residential customers will not be charged.
Mark jobs for Commercial customers from this business unit as No Charge / Unconvertible by default: Within this business unit, only commercial customers will not be charged.
Once you have selected the option(s) you want, click Save.
Set a job type as no charge by default
Setting up job types as no charge ensures that any job booked under this job type is marked as no charge / non-opportunity by default.
Go to the navigation bar and click the Settings
.In the side panel, click Operations > Job Types.
Click Edit next to the job type you would like to mark as no charge / non-opportunity by default.
Check the No Charge/Unconvertible by default checkbox.
When you're finished, click Save.
Want to learn more?
Visit ServiceTitan Academy to enroll in Managing Job Type Settings