1.Find jobs by status
Integrate ServiceTitan and job lookup tools to find scheduled system installation jobs, and to map job references to job IDs and customer references.
Create installation task cards and schedule technician appointments
Automatically find scheduled system installation jobs across ServiceTitan. Create and update appointments and operation cards when install jobs booked, job status updates, or system installation job changesβso you can confirm technician scheduling, capture payment and yard sign flags, and organize task cards without manual dispatching.
How this automation books installs faster
When scheduled system installation jobs are booked but not dispatched, appointment confirmations and task cards get delayed. This automation finds jobs, checks appointments, parses custom fields, creates appointment records, and builds operations board cardsβso your team can dispatch at the right time.
ServiceTitanor swap with your favorite app
2.Find appointments for jobs
Integrate ServiceTitan and scheduling tools to look up any existing appointment and to map arrival windows to start and end times.
3.Parse custom fields
Integrate Code by Zapier and data parsing tools to parse the job custom field blob and extract payment type and yard sign indicators.
Code by Zapieror swap with your favorite app
4.Create appointment and assign tech
Integrate ServiceTitan and technician assignment tools to create or update an appointment using arrival window times and a chosen technician.
5.Create operations board card
Integrate Trello and operations board tools to create a card in booked installs, set due dates, and record payment and yard sign flags.
Trelloor swap with your favorite app
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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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