View leads (Schedule Engine)

Overview

The Leads feature allows you to view partially completed sessions from the scheduler where customers didn't finish their booking experience.

Note: This feature applies only to the legacy Schedule Engine. ServiceTitan customers are encouraged to transition to Scheduling Pro, an upgraded tool designed to replace Schedule Engine on your website and provide a seamless booking experience.

Track and convert scheduler sessions into jobs

The Leads page on the Jobs tab of the dashboard allows you to review a table of all sessions where your customers did not finish booking through the scheduler, but progressed far enough to provide contact information that you can use to follow up and book.

There are a few useful features on the Leads page to help you learn more about your customers’ experience in the scheduler:

• Just like on the Appointments and Chats and Calls pages, you can click the records in the Leads table to view additional details about the lead. 

• Your lead data can be exported to a spreadsheet using the Export Data button.

• The Reviewed option allows you to keep track of leads that you have already checked and/or followed up on where appropriate.

• Even if customers don’t make it all the way to the final confirmation page of the scheduler, Schedule Engine displays all partial sessions, as long as they’ve provided some contact info. In fact, if you start to see many leads all missing data in a similar area, this can provide insight on how to optimize your scheduler. 

For example, if many leads have empty Date Selected fields, it may be beneficial to offer more available appointment slots on your calendar to improve your conversion.