Service Titan

ServiceTitan for Workflows: Powering Automation for Trades & Field Service Businesses

ServiceTitan for Workflows helps home service and trade businesses streamline operations by automating job creation, customer management, appointments, and billing. Whether you’re handling leads, creating invoices, or tracking payments, this integration ensures your team stays organized, efficient, and focused on delivering exceptional service.

Available Triggers

• Job Created – Trigger workflows whenever a new job is scheduled.

• New Customer – Kick off automations when a new customer record is added.

• New Appointment – Launch workflows when an appointment is scheduled.

• New Lead – Automate lead nurturing when new leads enter your system.

• New Booking – Trigger follow-ups or notifications when new bookings are made.

• New Estimate – Start workflows when an estimate is created for a customer.

• New Invoice – Automate processes upon generating a new invoice.

• New Form Submission – Capture form submissions and send data seamlessly into your workflows.

• New Payment – Trigger workflows when a payment is recorded.

• New Purchase Orders – Automate follow-up tasks when new POs are generated.

Available Actions

• Create Customer – Add a new customer to your ServiceTitan account.

• Create Job – Instantly create jobs with customer and service details.

• Create Appointment – Schedule appointments directly through your workflows.

• Create Booking – Book services quickly to improve scheduling efficiency.

• Create Lead – Add leads into your pipeline automatically for streamlined sales.

• Get Customer – Retrieve customer details for personalized interactions.

• Get Job – Fetch job details to keep teams updated.

• Get Appointment – Access appointment information in real-time.

• Get Invoice – Pull invoice details for tracking, reporting, or follow-up actions.

Why Use ServiceTitan for Workflows?

• Automated Scheduling & Jobs – No more manual entry; create and track jobs automatically.

• Customer Lifecycle Automation – From lead to payment, keep every step connected.

• Seamless Invoicing & Payments – Sync financial data into workflows for real-time visibility.

• End-to-End Efficiency – Reduce errors, save time, and keep field service teams aligned.

Perfect For

• Home service agencies (HVAC, Plumbing, Electrical, Roofing, Cleaning)

• Operations teams managing multiple field service crews

• Agencies supporting service-based businesses with automation and lead management

Support & Training

We provide dedicated support and resources to help you maximize ServiceTitan for Workflows:

• Step-by-Step Tutorials – Learn how to set up job scheduling, invoicing, and customer automation.

• Video Walkthroughs – Master advanced use cases with our expert-led guides.

• Dedicated Support Team – Access fast, reliable assistance for setup and troubleshooting.