1.Searches appointments in two days
Integrate ServiceTitan and appointment lookup tools to monitor appointments starting in two days and map job details for the workflow.
Send PO missing alerts and update invoices for upcoming jobs
Automatically monitor appointments starting in two days across ServiceTitan and accounting workflows. Create and update when customer PO value is missing, invoice summaries lack PO, or jobs are activeβso you can notify accounting, update invoice summaries, and keep billing on schedule without manual paperwork.
How this automation keeps billing on schedule
When upcoming jobs are missing purchase orders, billing can slip and manual follow-ups pile up. This automation searches appointments, formats dates, filters qualifying jobs, notifies accounting, and updates invoice summariesβso your team can proceed with billing on time.
ServiceTitanor swap with your favorite app
2.Formats the job start date
Integrate Formatter by Zapier and date processing tools to derive the day of week and format the job start date.
Formatter by Zapieror swap with your favorite app
3.Filters to qualifying active jobs
Integrate Filter by Zapier and rules engines to continue only for configured business units, qualifying tags, and active job status.
Filter by Zapieror swap with your favorite app
4.Routes based on PO and invoice
Integrate Paths by Zapier and workflow branching tools to send alerts when PO is empty or move to invoice lookup when PO exists.
Paths by Zapieror swap with your favorite app
5.Notifies accounting to obtain PO
Integrate Email by Zapier and notification tools to alert the accounting group for missing customer PO and request it.
Email by Zapieror swap with your favorite app
6.Updates invoice summary with PO
Integrate ServiceTitan and invoice record tools to update the invoice summary with customer PO when it is not already included.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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