Automate Form Data Processing

Set up Zapier automation triggered by ServiceTitan form submissions to format data into clean, AI-processed notes.

Enhance Job Note Clarity

Customize prompts to correct grammar, apply bullet formatting, and highlight action items for technician-friendly notes.

Improve Efficiency

Save time by automatically uploading final notes back to the job or project in ServiceTitan.

About the Course

This course teaches you how to transform raw ServiceTitan form submissions into clean, technician & office-friendly job notes using Zapier and AI. You’ll learn how to set up an automation that triggers when a form is submitted, sends the data to ChatGPT to fix grammar, apply formatting, and highlight action items, then automatically adds the polished note back into the job or project in ServiceTitan. Whether you're a CSR, manager, or operations lead, this course will help you streamline documentation, improve note clarity, and eliminate the need to dig through cluttered PDFs.

Meet Your Instructor, Bill Brown

Join me on this journey to revolutionize how you handle form data in ServiceTitan. Learn from my experience and expertise as we dive into the world of automation and AI to make your job notes shine. My goal is to help you save time, streamline your processes, and ensure every note is polished and technician-friendly.

Course Curriculum

6 Chapters · 19 Lessons

  1. 1

    Overview & Setup

    1. (Included in full purchase)

      What This Automation Does (And Why It Matters)

    2. (Included in full purchase)

      Tools You’ll Need: ServiceTitan, Zapier, OpenAI

    3. (Included in full purchase)

      Understanding ServiceTitan Form Limitations

  2. 2

    Preparing Your ServiceTitan Form

    1. (Included in full purchase)

      Choosing the Right Form for This

    2. (Included in full purchase)

      How to Submit a Fully Completed Test Form

    3. (Included in full purchase)

      Why You Must Fill In Every Field (Including Conditionals)

  3. 3

    Building the Zap in Zapier

    1. (Included in full purchase)

      Setting the Trigger: New Form Submission in ServiceTitan

    2. (Included in full purchase)

      Pulling in Form Data (and Why You Need a Complete Sample)

    3. (Included in full purchase)

      Structuring the Data for AI (Units Name + Value Format)

    4. (Included in full purchase)

      Download the Zap Template

  4. 4

    Integrating ChatGPT for Cleanup

    1. (Included in full purchase)

      Setting Up the ChatGPT Step in Zapier

    2. (Included in full purchase)

      Writing the Prompt to Format Notes, Fix Grammar, and Add Highlights

    3. (Included in full purchase)

      Using the GPT-4o (Mini) Model for Fast, Smart Formatting

  5. 5

    Sending the Note Back to ServiceTitan

    1. (Included in full purchase)

      Creating the Job or Project Note

    2. (Included in full purchase)

      Mapping the Formatted Output Back into ServiceTitan

    3. (Included in full purchase)

      Testing the Workflow from End to End

  6. 6

    Optimization & Best Practices

    1. (Included in full purchase)

      Making Notes Easy to Scan and Search

    2. (Included in full purchase)

      Troubleshooting Common Issues

    3. (Included in full purchase)

      Pro Tips for Expanding This Automation to Other Forms

Ready to Transform Your ServiceTitan Workflow?

Enroll now to automate your form data processing, enhance job note clarity, and improve efficiency.

$49.00

Enroll Now