Automate the manual work in ServiceTitan

FullSpec maps how ServiceTitan fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

ServiceTitan by the numbers

Insights from real process mapping sessions that involve ServiceTitan.

No processes mapped yet using ServiceTitan. Map a process that uses ServiceTitan to see automation data here.

Map a ServiceTitan automation

Top 5 ServiceTitan friction points when done manually

1

Syncing ServiceTitan data to accounting

Manually exporting job data from ServiceTitan and re-entering it into accounting software creates duplicate work and invoice mismatches.

78% report this

2

Chasing down ServiceTitan customer info

Hunting through ServiceTitan for complete customer contact details and service history when customers call with questions wastes time every single day.

71% report this

3

Updating ServiceTitan after field changes

Technicians complete work in the field but forget to update job status in ServiceTitan, forcing office staff to chase them down for details.

63% report this

4

Reconciling ServiceTitan invoices monthly

Comparing ServiceTitan invoices against bank deposits and customer payments by hand each month to catch billing errors takes hours.

54% report this

5

Pulling ServiceTitan reports for analysis

Extracting revenue, customer acquisition, and job completion data from ServiceTitan and reformatting it in spreadsheets for management review happens manually every week.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in ServiceTitan

Browse popular ServiceTitan automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.

Add new ServiceTitan jobs to Google Sheets rows automatically

Google Sheets + ServiceTitan

Automatically create ServiceTitan non-job appointments for new Microsoft Outlook calendar events

Microsoft Outlook + ServiceTitan

Create bookings in ServiceTitan for new leads in Yelp Leads

Yelp Leads + ServiceTitan

Create detailed events in Google Calendar for new ServiceTitan appointments

Google Calendar + ServiceTitan

Run loads for new ServiceTitan customers

Eds + ServiceTitan

Send channel messages in Slack for updated estimates in ServiceTitan

Slack + ServiceTitan

The most popular processes that use ServiceTitan

See which ServiceTitan workflows businesses automate most often. Pick one to map it and get your free build plan.

Job-Complete to Invoice & Parts Capture

Get invoices out the door and parts costs captured the moment an electrician marks a job done.

78 hrssaved/month

Job-Complete to Invoice

Convert a marked-complete job into a sent, trackable invoice the moment the work is done.

63 hrssaved/month

Customer Support

Customer ETA & On-My-Way Updates

Customers get accurate arrival windows and on-my-way texts without a single manual call from the office.

39 hrssaved/month

Review & Referral Requests

Turn completed jobs into a steady stream of reviews and warm referrals without chasing customers manually.

34 hrssaved/month

Job Scheduling & Weather Rescheduling

Keep crews on roofs and customers informed when the forecast forces a change to the schedule.

30 hrssaved/month

Job-Complete to Invoice & Parts Capture

Close the gap between a finished job and a paid invoice by capturing parts, labour, and job data the moment a technician marks the work done.

146 hrssaved/month

Tools commonly connected to ServiceTitan

Most automations involve more than one tool. These are the ones that show up most often alongside ServiceTitan.

Microsoft Outlook

Google Calendar

ServiceTitan Automation questions

Ready to automate your work in ServiceTitan?

Tell FullSpec which ServiceTitan task eats the most time. We'll help you map it, scope it, and create your free build plan.