Overview
With the Scheduling Pro integration, each job scheduled through Scheduling Pro gets assigned to a specific marketing campaign. These campaigns are assigned using the same logic as ServiceTitan DNI. This lets you see how many jobs come from each marketing channel, helping you determine your return on investment (ROI).
Who uses this feature
Marketing managers, business owners, and other marketers on your team
Primarily benefits Commercial Service and Replacement business types and Residential Service and Replacement business types
Applies to all trades
Feature configuration
To get started with Marketing Pro Ads, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager.
To use this feature, please contact Scheduling Pro Technical Support.
Things to know
Jobs scheduled through Scheduling Pro are considered Web Booking leads. You can see your Web Booking leads on the Marketing Pro Ads Analytics dashboard. For more, see Use Marketing Pro Ads Analytics.
The Scheduling Pro tag is assigned to all jobs scheduled through Scheduling Pro. You can use this tag to generate reports for your Scheduling Pro jobs.
Scheduling Pro Jobs originating from a Google Ad click are sent as conversions into Google Ads under the 'ServiceTitan Booked Job - Originated from Website' conversion action.
How does the Scheduling Pro integration work
Scheduling Pro automatically feeds the attribution system that powers Marketing Pro Ads measurement, assigning Scheduling Pro job campaigns based on what brought the customer to your website.
For example, a customer comes to your website from an organic search on Google. If they use Scheduling Pro to book a job, ServiceTitan assigns that job to the Google Organic campaign. If the web visit originates from a Google Ad instead, the Scheduling Pro job will automatically have the correct Google Ad campaign assigned to it.
Because campaigns are assigned based on the actual marketing source, campaign reports and dashboards in ServiceTitan do not have a Scheduling Pro campaign. Because of this, you cannot track your Scheduling Pro jobs based on the campaign alone. Instead, you can use the Scheduling Pro tag assigned to all Scheduling Pro jobs to generate reports. These jobs are also classified as Web Booking leads in the Lead Quality section of the Marketing Analytics dashboard.
View the assigned campaign on the job profile
On the job profile, you can view the campaign assigned to a job scheduled through Scheduling Pro. You can also see the Scheduling Pro tag.
Track Scheduling Pro jobs
You can track your Scheduling Pro jobs using reports and the Lead Quality section of the Marketing Analytics dashboard.
Create a report for Scheduling Pro jobs
All Scheduling Pro jobs have the Scheduling Pro tag, which you can use to generate reports. To create a report for jobs with the Scheduling Pro tag:
Go to the navigation bar and click Reports.
Click Create Report.
In the New Report builder that opens, select the Jobs report type then the Jobs report template.
A list of columns available for the Jobs template displays. Select the Tags column along with any other columns you want to be displayed in the report.
When ready, click Next.
Enter your report Name and select the Category where you want your report to be listed.
(Optional) Enter a Description for your report.
You can set sharing settings for your report. Or, if you're done, click Save.
From the Filter by dropdown, select how you want to filter the report.
Click the From - To field to set date filters.
From the Business Unit dropdown, select the job business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories.
Select Include Adjustment Invoices to include any invoice adjustments in your report results.
When you're done setting your filters, click Run Report.
Click Filter
next to the Tags column name.In the filter menu, select Contains and enter 'Scheduling Pro' in the next field.
Click Filter.
Tip: Click Edit Columns to add and remove columns. For further customization, you can also arrange report columns and apply filters.
Track Scheduling Pro submissions using the Lead Quality Metrics
In the Lead Quality Metrics section of the Marketing Overview, you can filter by your preferred date range to see the number of Scheduling Pro submissions you received during that time.
Go to the navigation bar and click Marketing.
In the side panel, click Marketing Overview. The Marketing Overview screen opens.
Click the date field at the top of the dashboard. From there, you can select a date range to view the number of Scheduling Pro submissions received during that time.
Go to the Lead Quality Metrics section of the dashboard. The number of Web Booking leads is the number of Scheduling Pro submissions you received.
