1.Detect new virtual job
Integrate ServiceTitan and job scheduling tools to start from each new job record to centralize job reference data.
Create virtual appointment and assign tech for new jobs
Automatically monitor new jobs for a configured virtual job type across ServiceTitan. Create an appointment window, qualify the job, and assign an available technicianβso you can prevent missed visits, reduce scheduling back-and-forth, and plan pre-visit tasks without manual scheduling.
How this automation schedules follow-ups automatically
When a new job for a configured virtual job type is created, manual follow-up planning can cause scheduling delays and missed pre-visit tasks. This automation monitors new jobs and derives appointment windows and times, then filters qualifying jobs and creates appointments while assigning techniciansβso your team can keep installs on track.
ServiceTitanor swap with your favorite app
2.Adds follow-up start date
Integrate Formatter by Zapier and date/time transformation tools to map the job creation timestamp to a follow-up appointment start.
Formatter by Zapieror swap with your favorite app
3.Adds appointment end time
Integrate Formatter by Zapier and scheduling window tools to map appointment start into a 60 minute end time.
4.Filters qualifying jobs
Integrate Filter by Zapier and automation rules to continue only when no existing appointment is found for the job.
Filter by Zapieror swap with your favorite app
5.Creates appointment and assigns tech
Integrate ServiceTitan and technician scheduling tools to create the appointment with arrival window and special instructions, then assign an available technician.
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Explore all technician scheduling automations
Optimize technician coverage with automated job assignments, calendar updates, and dispatch alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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