1.Find scheduled jobs
Integrate ServiceTitan and scheduling tools to detect scheduled jobs for qualifying invoice fee coverage.
Add assessment fee to scheduled job invoices by business unit
Automatically monitor scheduled jobs across ServiceTitan for invoice fee coverage. Create and update invoice fee lines when scheduled jobs detected, job type qualifies, or scheduled status matches—so you can add assessment fees, confirm price sources, and update invoices without manual invoice edits.
How this automation adds assessment fees to invoices
When scheduled jobs run without fee lines captured, invoice revenue is missed and billing runs behind. This automation filters qualifying jobs and authorizes business units, then looks up pricing, finds the invoice, and patches invoice items—so your team can invoice with confidence.
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2.Continues only for qualifying jobs
Integrate Filter by Zapier and invoice rules to continue only for configured job types and scheduled status.
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3.Authorizes business unit and tags
Integrate Code by Zapier and mapping logic to validate BU mapping and extract the fee SKU and service name.
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4.Gets service and price by SKU
Integrate ServiceTitan and pricebook lookup tools to map SKU price and display name into item fields.
5.Finds invoice by job ID
Integrate ServiceTitan and invoice lookup tools to locate the matching invoice using the job identifier.
6.Patches invoice with fee line
Integrate ServiceTitan and billing tools to add a diagnostic fee line and update the existing invoice.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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