1.Poll appointments
Integrate ServiceTitan and scheduling tools to detect new or updated technician appointments to capture appointment times and notes.
When technician appointments are added or updated, missed details can delay dispatch. This automation polls ServiceTitan appointments and looks up job details, then creates Microsoft Outlook eventsβso your team can schedule faster with accurate job context.
Integrate ServiceTitan and scheduling tools to detect new or updated technician appointments to capture appointment times and notes.
Integrate ServiceTitan and job tracking systems to search the job record by appointment reference to map summaries and special instructions.
Integrate Microsoft Outlook and calendar scheduling tools to create events from mapped appointment times and job details to schedule dispatch work.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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