ServiceTitan

Attach a named tag to a customer record so agents can segment and surface the right accounts instantly.

Attach one or more technicians to a job, replacing manual dispatcher decisions with skill- and proximity-matched assignments.

Link a standalone job record to an existing project or parent entity, keeping multi-phase work consolidated under one umbrella.

Mark a scheduled appointment as cancelled in ServiceTitan so dispatch boards and customer communications stay accurate.

Schedule a new appointment on a job, setting date, time, and arrival window so the dispatch board reflects the booking immediately.

Add a contact person to a booking record so technicians know exactly who to call or meet on arrival.

Generate a new booking request in ServiceTitan from any inbound channel — web form, call log, or CRM — without dispatcher intervention.

Add a new customer record to ServiceTitan with full contact details, so every subsequent interaction — jobs, invoices, communications — flows from a single source of truth.

Add an additional contact (alternate phone, email address, or secondary person) to an existing customer record for more precise technician communication.

Post a timestamped note to a customer record so every technician and dispatcher sees relevant context before the next interaction.

Add a new employee record to ServiceTitan so the person appears on dispatch boards, payroll, and scheduling from their first day.

Generate a formal cost estimate on a job or lead so customers receive itemized pricing before committing to service.

Log equipment installed at a customer's location — make, model, serial number, install date — so service history and warranty tracking are automatic from day one.

Apply a credit, discount, or correction to an existing invoice so the billed amount reflects the agreed final price without reissuing a new document.

Open a new job record in ServiceTitan with business unit, job type, and customer — the starting point for every field service dispatch.

Upload photos, documents, or permits to a job record so technicians and managers access supporting files directly from the service ticket.

Add a timestamped note to a job or project record so all stakeholders share the same running log of decisions, observations, and instructions.

Open a new lead record in ServiceTitan to track a prospective job from first contact through estimate and booking.

Record which booking originated from a specific marketing lead source so revenue can be attributed accurately to campaigns and channels.

Log an inbound call against a lead source so every phone conversion is matched to the campaign or channel that drove it.

Link a web form submission to its originating marketing source so online lead volume is attributed to the right campaign in the reporting layer.

Schedule a follow-up task on a lead so no unconverted prospect ages out without contact.

Generate a lead capture form record in ServiceTitan linked to a specific campaign or source for structured prospect intake.

Post a note to a lead record to capture qualification details, objections, or next-step decisions that sales needs in context.

Fires when a new project record is created in ServiceTitan, signalling that multi-job work is ready to be tracked, resourced, and communicated.

Fires when a new appointment is scheduled on a job, giving the agent immediate notice to prepare the technician, notify the customer, and confirm resources.

Fires when a new booking request enters ServiceTitan from any channel — web, call center, or partner — before it is converted to a full job.

Fires when a new business unit is created in ServiceTitan, indicating an operational expansion that requires system-wide configuration.

Fires when a call is logged in ServiceTitan, capturing every inbound contact as a trackable record for lead attribution and follow-up.

Fires when a new customer record is created, triggering onboarding workflows and ensuring the account is fully set up before the first job is dispatched.

Fires when a new employee record is added to ServiceTitan, initiating provisioning and onboarding steps across connected systems.

Fires when a new estimate is created on a lead or job, starting the approval-tracking and follow-up sequence immediately.

Fires when a customer or technician submits a ServiceTitan form — inspection checklist, satisfaction survey, or intake questionnaire — making the data available for downstream action.

Fires when a new invoice is generated on a completed job, initiating payment collection, accounting sync, and customer communication in one step.