1.Monitor new completed jobs
Integrate ServiceTitan and field service operations tools to output job identifiers and job context for delivery evaluation.
Create recurring filter delivery jobs from invoice lines
Automatically watch new completed jobs and capture customer and location context across ServiceTitan. Create and update when qualifying invoice lines match configured SKUs or service descriptorsβso you can evaluate invoice lines, normalize recurrence, and create recurring delivery jobs without manual scheduling.
How this automation creates filter delivery jobs
When completed jobs arrive without a consistent invoice-to-recurring delivery process, dispatch planning stalls and invoice review becomes repetitive. This automation finds invoice line items, filters qualifying lines, normalizes recurrence, and creates recurring delivery jobsβso your team can schedule routes faster.
ServiceTitanor swap with your favorite app
2.Find invoices for job
Integrate ServiceTitan and invoice data tools to look up invoices for each triggered job and return line items.
3.Filter qualifying invoice lines
Integrate Filter by Zapier and text matching tools to continue only when invoice line text matches target SKU or descriptor.
Filter by Zapieror swap with your favorite app
4.Normalize recurrence interval
Integrate Formatter by Zapier and recurrence mapping tools to convert returned recurrence values into days or weeks.
Formatter by Zapieror swap with your favorite app
5.Create recurring delivery job
Integrate ServiceTitan and scheduling tools to create a recurring job with delivery descriptor and start and arrival window.
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Explore all work order dispatching automations
Accelerate work order dispatching with automated job routing, technician alerts, and schedule updates
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