1.Detect sold estimate in ServiceTitan
Integrate ServiceTitan and work tracker tools to detect sold estimate status and pull core estimate data and job reference.
Create installation tasks for sold service estimates immediately
Automatically detect sold estimate updates across ServiceTitan. Create and update installation tasks in Asana when sold estimates are detected, totals are formatted, and jobs qualifyβso you can schedule consistently without manual job entry.
How this automation accelerates your installation task creation
When sold estimates arrive without standardized job entries, scheduling prep slips and dispatch decisions stall. This automation monitors sold estimate detection, formats and filters records, and creates Asana tasksβso your team can dispatch with consistent work orders.
ServiceTitanor swap with your favorite app
2.Formats estimate totals to USD
Integrate Formatter by Zapier and reporting tools to format numeric totals into USD currency for human-readable task fields.
Formatter by Zapieror swap with your favorite app
3.Routes only qualifying estimates
Integrate Filter by Zapier and routing logic to route by business unit or estimate qualifiers and continue only for matches.
Filter by Zapieror swap with your favorite app
4.Creates Asana installation tasks
Integrate Asana and work tracking sections to create tasks and map job number, total, summary, and scheduled sold date.
Asanaor swap with your favorite app
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