EDS + ServiceTitan

Create ServiceTitan customers from new EDS loads

Whenever a new load in EDS is created, a corresponding Service Titan customer with the heating and cooling load data will be generated automatically.

Whenever a new load in EDS is created, a corresponding Service Titan customer with the heating and cooling load data will be generated automatically.

  1. When this happens...
    EDSEDS
    New Load

    Triggers when a new load is created and Push to Zapier button is clicked.

    TriggerInstant
  2. automatically do this!
    ServiceTitanServiceTitan
    Create Customer

    Creates a new customer

    ActionWrite
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Supported triggers and actions

    • Street AddressRequired

    • Zip CodeRequired

    • Home Square Footage

    • Number of Residents

    • Altitude of homeRequired

    • Average Ceiling Height

    • Attic/Ceiling Square Feet

    • Wall Square Feet

    • Glass U-Value

    • Wall R-Value

    • Floor R-Value

    • Attic/Ceiling R-Value

    • Perimeter Insulation R-Value

    • Floor Over Unconditioned Space R-Value

    • Glass Solar Heat Gain Factor (SHGF)

    • Floor Over Unconditioned Basement SQFT

    • Floor Over Unconditioned Space SQFT

    • Temperature of Unconditioned Space

    • Linear Feet of Slab Perimeter

    • % Conditioned Basement Wall Below Grade

    • Conditioned Basement SQFT

    • Conditioned Basement Walls R-Value

    • Duct Loss % (Heating)

    • Duct Gain % (Cooling)

    • Cooling Infiltration Rate (ENIR @ ACH50)

    • Heating Infiltration Rate (ENIR @ ACH50)

    • Winter Ventilation (CFM)

    • Summer Ventilation (CFM)

    • SQFT Windows Worst Case

    • SQFT Windows Left

    • SQFT Windows Right

    • SQFT Windows Opposite

    • Window Shading %

    • Glass DirectionRequired

    • Summer Indoor Design Temperature (°F)

    • Summer Outdoor Design Temperature

    • Winter Indoor Design Temperature (°F)

    • Winter Outdoor Design Temperature (°F)

    • Grains of Moisture Difference %

    • Customer NameRequired

    • Customer EmailRequired

    • Customer Phone Number

    Action
    Write
    • Appointments IDs (maximum 50)

    • Job Id

    • Project Id

    • Appointment Number

    • Appointment Status

    • Technician Id

    • Customer Id

    • Appointments starts on or after

    • Appointments starts before

    • Appointments modified before

    • Appointments modified on or after

    • Appointments created on or after

    • Appointments created before

    Trigger
    Polling
    Try It
    • Active

    • Modified On Or After

    • Modified Before

    Trigger
    Polling
    Try It
    • Customers IDs (maximum 50)

    • Created before

    • Created on or after

    • Modified before

    • Modified on or after

    • Name

    • Street

    • Unit

    • City

    • State

    • Zip

    • Country

    • Phone

    • Active

    • External data application Guid

    • External data key

    • External data values

    • Tag Types

    • Tag Type Match Condition

    Trigger
    Polling
    Try It
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About EDS

EDS is the quickest, easiest HVAC block load calculator and home performance auditor on the planet!

Related categories

  • Productivity
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servicetitan logo

About ServiceTitan

ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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