1.Detect updated estimate as sold
Integrate ServiceTitan and permit tracking tools to detect sold estimate updates that kick off project mapping.
Create jobs and jurisdiction tasks from sold estimates
Automatically monitor sold estimate status updates across ServiceTitan and construction ops apps. Create field jobs, place permit holds, and generate jurisdiction-specific employee tasks when estimates are soldβso you can schedule crews and track permit steps without manual paperwork.
How this automation accelerates permit-ready job tasks
When updated estimates go to sold in ServiceTitan, delays can block permit scheduling and crew starts. This automation finds projects, updates job status, and creates field jobs and jurisdiction tasksβso your team can act on permit needs immediately.
ServiceTitanor swap with your favorite app
2.Find project by project ID
Integrate ServiceTitan and project mapping tools to look up the project metadata from the estimate project reference.
3.Updates project business unit and status
Integrate ServiceTitan and operations tracking tools to update the configured business unit and status and capture job IDs.
4.Creates field jobs and hold appointments
Integrate ServiceTitan and scheduling tools to create delivery and install jobs and place appointments on hold for permits.
5.Splits jurisdiction code for lookup
Integrate Formatter by Zapier and spreadsheet tools to split the location jurisdiction code for task template matching.
Formatter by Zapieror swap with your favorite app
6.Look up jurisdiction task templates
Integrate Google Sheets and reporting tools to return matching rows from the Jurisdiction worksheet and task templates.
Google Sheetsor swap with your favorite app
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Explore all permit & inspection tracking automations
Prevent project delays with automated status updates, inspection scheduling, and approval alerts
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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