Learn Before
Unsold Estimate Queue for Dispatch Follow-Up
When a technician presents repair or upgrade options and the customer declines, those unsold estimates should be captured during closeout and queued for follow-up. The dispatcher or a dedicated follow-up role reviews the queue, typically within a few business days, to re-contact the customer while the recommendation is still fresh. ServiceTitan's Adaptive Capacity and follow-up screens support this workflow by surfacing unsold estimates automatically, turning declined work into a future revenue pipeline.
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Electrician Business Operations
Running an Electrical Contracting Business Course
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Technician Time Entry Verification at Closeout
Unsold Estimate Queue for Dispatch Follow-Up
Carry-Over Job Parts Readiness Check
At the end of each workday, every job on the dispatch board must be tagged with a final status before you leave. Match each job status to the correct dispatcher action.
An electrician leaves a job site at 4:30 PM because they need a specialty breaker to finish a panel upgrade, and they plan to return tomorrow. As the dispatcher performing the daily closeout, what is the appropriate final status to assign this job on the dispatch board, and what accompanying action is required?
An electrician is scheduled for a two-day house rewiring project. At 5:00 PM on the first day, the dispatcher confirms the electrician is leaving the site and will return the next morning. Since the project is ongoing, the dispatcher should leave today's dispatch ticket untagged on the board until the entire job is completely finished tomorrow.
You are conducting a root-cause analysis on why a specific repair job fell through the cracks overnight and was lost by the office. Upon auditing the job file, you confirm that the electrician finished the physical work, uploaded the required field notes and photos, and staged the customer's invoice. By analyzing this workflow breakdown, you deduce that the systemic failure occurred because the dispatcher forgot to assign the ____________ status before leaving the board.
You are an operations manager evaluating the end-of-day dispatch board and notice an untagged job ticket for a circuit repair that the electrician paused until tomorrow. To properly enforce the daily closeout reconciliation protocol and prevent this job from falling through the cracks, arrange the required corrective actions in the correct sequence.
Learn After
When a customer declines a repair or upgrade option that your technician presented on a service call, what should happen to that unsold estimate?
Arrange the following steps in the correct sequence for processing an unsold estimate to ensure declined work remains a potential revenue pipeline.
After a technician completes a minor repair, they present a recommended service panel upgrade that the customer declines. Since the customer explicitly declined the work on-site, your dispatcher should permanently close out the estimate to keep the team focused entirely on new incoming service calls.
Analyze the unsold estimate follow-up workflow. Match each operational action with the specific business problem it solves to convert declined work into future revenue.
An electrical service manager evaluates the company's daily closeout procedures and discovers that dispatchers are permanently archiving service tickets whenever a customer declines a recommended system upgrade on-site. The manager immediately mandates that these tickets must instead be placed in a dedicated follow-up queue. They justify this operational change by arguing that failing to systematically re-contact these customers within a few days effectively abandons a crucial future ____ pipeline.