--- title: "Schedule a sales visit" slug: "schedule-a-sales-visit" updated: 2026-10-16T02:46:42Z published: 2026-10-16T02:46:42Z canonical: "help.servicetitan.com/schedule-a-sales-visit" --- > ## 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. # Schedule a sales visit ## Overview This guide covers the best practices for booking a sales visit for a roofing or exteriors project. --- ### #### Who uses this feature - Administrators, office employees, and customer service representatives (CSRs) - Primarily benefits Residential Roofing contractors ## Things to know - The suggestions in this guide are considered best practices; your CSM will advise you on modifications to suit the specific needs of your business. - This guide covers high-level workflow processes; specific step-by-step guides are linked within the guide. ## Schedule a roofing sales visit Quickly schedule a sales visit from an incoming call or email. 1. Go to the navigation bar and click **Calls** (or **Job Booking**). 2. If the call is coming in, click the incoming call bubble. Otherwise, click **Manual Call**. 3. If the customer is already in the system, their information automatically populates and you can select them on the *Customer* tab. ![Form for searching service locations with highlighted customer address and search button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/schedule-a-sales-visit-image-q83kc5fi.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A13Z&se=2026-11-01T20%3A50%3A13Z&sr=c&sp=r&sig=sH9vr%2FZudI15SMNkVUiTqSuu2LXpttUwyko27EQKPpQ%3D) Otherwise, [create a new customer](/roofing/docs/create-a-customer-record). 4. In the *Job Type* dropdown, select **Estimate** and in the *Business Unit* dropdown, select **Sales**. ![Dropdown menu for selecting job type, highlighting 'Estimate' option in job details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/schedule-a-sales-visit-image-jcp7sljc.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A13Z&se=2026-11-01T20%3A50%3A13Z&sr=c&sp=r&sig=sH9vr%2FZudI15SMNkVUiTqSuu2LXpttUwyko27EQKPpQ%3D) 5. Select the marketing campaign and the priority. 6. Open a new tab on your browser and in the ServiceTitan navigation bar, click **Dispatch**. 7. Click **Filter** and from the [Teams](/roofing/docs/manage-and-view-technician-teams) dropdown, select **Sales** and click **Apply**. ![Dropdown menu for selecting business units and teams in a scheduling interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/schedule-a-sales-visit-image-h10f5l0p.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A13Z&se=2026-11-01T20%3A50%3A13Z&sr=c&sp=r&sig=sH9vr%2FZudI15SMNkVUiTqSuu2LXpttUwyko27EQKPpQ%3D) > [!TIP] > **Tip:** Turn on the configuration for Color-code schedule board by Technician instead of Zone. 8. Review available appointment timeslots by a sales representative and agree on one with the customer. Use the date selector to check availability on other days. ![Calendar interface showing November 2024 with selected date and user assignments.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/schedule-a-sales-visit-image-j9vrl95a.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A13Z&se=2026-11-01T20%3A50%3A13Z&sr=c&sp=r&sig=sH9vr%2FZudI15SMNkVUiTqSuu2LXpttUwyko27EQKPpQ%3D) > [!NOTE] > **Note:** This process can be made easier by [creating shifts](/roofing/docs/use-technician-shifts) in two-hour blocks for your sales team. For example, creating shifts of 10 am - 12, 2 pm - 4 and 4 pm - 6 allows each sales team member up to three appointments per day, with time for travel. Setting up shifts also enables you to utilize [Adjustable Capacity Planning](/v1/docs/adjustable-capacity-planning-acp-overview). 9. Return to the call booking tab and fill in the agreed-upon *Start Date, Arrival Window*, and additional fields. 10. Select the sales associate who had the timeslot available from the *Technician* dropdown. 11. Fill in any [custom fields](/roofing/docs/use-custom-fields) you may have set up, add notes to the *Summary* section as needed. 12. When finished, click **Book Job**. ## Want to learn more? - See [Creating teams](/roofing/docs/manage-and-view-technician-teams) - See [Creating shifts](/roofing/docs/use-technician-shifts) - See [Adjustable capacity planning](/v1/docs/adjustable-capacity-planning-acp-overview) The legacy daily-cap booking tool that Adaptive Capacity replaces. Sunsetting. **What it does:** Allowed businesses to set manual daily booking limits per Business Unit. Now replaced by Adaptive Capacity. **Also called:** Legacy daily-booking-limit tool **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** ACP The time range communicated to a customer for when a technician will arrive. **What it does:** Sets customer expectations proactively, reducing 'where's my tech?' calls and improving satisfaction scores. **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)