1.Detect new sold estimate
Integrate ServiceTitan and dispatch task templates to start work creation when an estimate becomes Sold.
Create installation and order tasks from sold estimates
Automatically monitor new sold estimates across ServiceTitan and dispatch setup tools. Send weekend and high priority task notifications, so operations can prepare installation work, procurement orders, and technician subtask ownership without manual follow-up.
How this automation prioritizes installation and order work
When a new estimate is marked sold, manual dispatching can delay installation and procurement setup. This automation creates installation tasks and procurement tasks, adds technician ownership, evaluates scheduling context, and sends priority notificationsβso teams can prepare same-day work with fewer handoffs.
ServiceTitanor swap with your favorite app
2.Creates primary installation task
Integrate ServiceTitan and scheduling tools to map estimate fields into an installation task with priority and dispatch owner assignment.
3.Creates procurement and order task
Integrate ServiceTitan and procurement tools to create a parts and order task and set the due date to today when urgent.
4.Finds employee and adds subtask
Integrate ServiceTitan and employee records to search by technician name and create a subtask assigned to the first matching technician.
5.Evaluates scheduling context
Integrate AI by Zapier and scheduling notes to detect weekend or special staging needs and return a simple flag.
AI by Zapieror swap with your favorite app
6.Sends summary notification email
Integrate Email by Zapier and operations inboxes to send an estimate summary and task links when weekend or high priority is present.
Email by Zapieror swap with your favorite app
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Accelerate work order dispatching with automated job routing, technician alerts, and schedule updates
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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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