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A new booking is created in ServiceTitan as soon as the referred person submits their information on the referral landing page — not when they book a job or estimate. This is controlled by the When lead joins campaign trigger on the Leads tab in your ServiceTitan integration settings.
How it works
When your integration is configured with Create New Booking In Service Titan selected on the Leads tab, Referral Factory will automatically create a new booking in ServiceTitan the moment a referred lead joins your campaign. The data mapped in your field mapping (such as Name, Email, Source, and Summary) is sent to ServiceTitan immediately.
How qualification works
The referral will not qualify until the qualification rules you have configured in your integration are met. There are three options:
- Do not qualify my referrals — no auto-qualification; you qualify manually
- Booking becomes a job — the referral qualifies as soon as the booking becomes a job in ServiceTitan
- Booking becomes a job and reached any status — the referral qualifies when the booking becomes a job and a specific property (such as Job status) reaches a specific value (such as "Completed")
Key distinction
This means your ServiceTitan team will see the referred lead right away as a new booking, but the referrer will not receive their reward until the qualification conditions are met.
For full details on configuring these settings, see How to Connect and Configure Your ServiceTitan Integration.
- Booking creation in ServiceTitan = happens immediately when the referred person fills out the referral form
- Referral qualification = happens later when the configured qualification event occurs in ServiceTitan