1.Monitors completed jobs
Integrate ServiceTitan and scheduling tools to find jobs where status is Completed and return the job reference and summary.
Create balance task for completed install jobs to billing
Automatically find install jobs with completed status across ServiceTitan. Create billing follow-up tasks when invoices have a balance greater than zero, so you can collect payment, confirm completion, and route work without manual follow-up.
How this automation protects billing follow-up
When completed install jobs have unpaid or partially paid invoices, delays can stall cash collection. This automation searches invoices, filters for balance greater than zero, and creates billing follow-up tasksβso your team can confirm completion and collect payment.
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2.Searches related invoices
Integrate ServiceTitan and invoice lookup tools to search invoices for each job and return invoice status and balance.
3.Filters by unpaid balance
Integrate Zapier and conditional logic tools to continue only when invoice balance is greater than zero.
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4.Creates billing task
Integrate ServiceTitan and task management tools to create and assign a billing follow-up task with priority set to urgency.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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