1.Find sold estimate alert email
Integrate Gmail and email alert tools to catch sold estimate emails and pass message details to create your job task.
Create job mobilization task from sold estimate email alert
Automatically detect sold estimate emails across Gmail and route them to ServiceTitan. Create job tasks and subtasks when sold estimate alerts arrive or customer matches fail or due times are setβso you can mobilize faster, assign crews, and capture details without manual dispatching.
How this automation creates mobilization tasks
When sold estimate alerts land in your inbox, delays can slow dispatch and leave crews without clear requirements. This automation catches new sold estimate emails, creates ServiceTitan tasks, and adds mobilization and compliance subtasksβso your team can mobilize by 4pm.
Gmailor swap with your favorite app
2.Create ServiceTitan job task
Integrate ServiceTitan and customer lookup tools to map email details into a high-priority task due by 4pm.
ServiceTitanor swap with your favorite app
3.Add mobilization checklist subtask
Integrate ServiceTitan and technician assignment workflows to create a mobilization checklist subtask and assign it to the right technician.
4.Add payments and permits subtask
Integrate ServiceTitan and compliance checklist tools to create deposit verification and permit checks due the same day.
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