1.Pull sold estimates in ServiceTitan
Integrate ServiceTitan and scheduling tools to pull sold estimate details and map estimate reference, location, and appointment payloads to workflow fields.
Create service jobs from sold estimates for dispatch
Automatically monitor sold estimate events across ServiceTitan and Dispatch. Create and update jobs and appointments when scheduled search finds sold estimates or new sold estimate events or daily query returns estimatesβso you can extract emails, create customers, and schedule dispatch without manual data entry.
How this automation accelerates same-day dispatch
When sold estimate events arrive, delays can leave dispatch scrambling for customer and scheduling details. This automation pulls sold estimates, extracts the primary customer email, and creates customers and scheduled jobs and appointmentsβso your team can dispatch faster.
ServiceTitanor swap with your favorite app
2.Extract primary customer email
Integrate AI by Zapier and data processing tools to extract the primary customer email from the customer contacts payload for lookups.
AI by Zapieror swap with your favorite app
3.Find or create customer by email
Integrate Dispatch and customer directory tools to search by email and create a customer record with mapped name, phone, and address.
Dispatchor swap with your favorite app
4.Format appointment start time
Integrate Formatter by Zapier and time formatting tools to normalize start and end values into a scheduling-friendly start time string.
Formatter by Zapieror swap with your favorite app
5.Create job and appointment
Integrate Dispatch and work order tools to create the scheduled job and appointment, attach the estimate external id, and map service and address.
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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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