How do I set up a referral tracking system in ServiceTitan?

Problem

Tracking referrals and identifying referrers in ServiceTitan can be challenging. This is especially true for companies with referral programs.

Solution

1. Consult your Customer Success Manager: Contact your Customer Success Manager (CSM) for personalized advice. They can help create a workflow that fits your business needs.

2. Implement a referral code system: Create unique codes for each customer. Use these codes to track referrals in ServiceTitan.

3. Use custom fields: Create a custom field in ServiceTitan to track referral information. In the custom field, add specific fields for referrer name, referral date, referral code, and assign the custom fields to customer records. For more, see Use custom fields.

4. Set up a referral tracking report: Create a custom report in ServiceTitan to monitor referral activity. Include referrer names, referral dates, and conversion rates. For more, see Create custom reports.

5. Train your team: Educate your staff on how to input referral information correctly. This ensures accurate tracking in ServiceTitan.

6. Review and adjust your process: Regularly review your referral tracking system. Make adjustments as needed to improve accuracy and efficiency.