00. ServiceTitan integration

EzzyBills is fully integrated with ServiceTitan. We automate supplier bill processing, allowing you to seamlessly match bills with existing Purchase Orders (POs) in ServiceTitan or export expenses directly to a specific job.

We continually develop new features based on customer feedback. Please feel free to email your feature requests to support@ezzydoc.com.

Automate Your ServiceTian AP with EzzyBills

Get started:

• Set up EzzyBills trial and connect to ServiceTitan

Two Standard Workflows for ServiceTitan Users

EzzyBills workflows are a powerful tool to handle different document and different processing tasks. For ServiceTitan users, two standard workflows are available:

1. ServiceTitan PO Check Workflow: Default workflow, processes supplier bills by matching them against existing POs
2. ServieTitan Job Cost workflow: Processes expenses directly onto a specific job in ServiceTitan without requiring a PO.

ServiceTitan Export Settings

For both workflows, the final task is “ServiceTitan Export.” You can customize this task by adjusting its configuration settings:

1. Go to Workflows.
2. Click the workflow you wish to edit.
3. Click the Settings (gear) icon on the “ServiceTitan Export” task to view and edit.

The settings require JSON-formatted text. Please use the provided examples as a starting point, and review the guide before updating any setting names or values.

One particularly important setting is AddAdditionalLinesAsCharge, which controls how extra lines on a bill (that are not on the original PO) are handled. Find more: ServiceTitan Export Settings