ServiceTitan Export Settings

For both the ServiceTitan PO Check and ServiceTitan Job Cost workflows, the final task is “ServiceTitan Export.” You can customize this task using specific configuration settings.

To edit these settings:

1. Go to Workflows.
2. Click the workflow you wish to edit.
3. Click the Settings (gear) icon for the “ServiceTitan Export” task to view and edit its parameters.
4. Update the settings using JSON-formatted text (use the example below as a starting point).

Setting Detail:

• Setting Name: AddAdditionalLinesAsCharge
• Default Value: false
• Purpose: Controls how EzzyBills handles extra or unmatched bill lines that do not exist on the original Purchase Order (PO).

Behavior by Setting Value

Setting Value	Behavior	Result	Best For
true	Matching lines: Receipted normally against PO. Additional lines: Combined into a single extra charge line on the receipt.	• Only one receipt created. • No new PO created. • Extra costs recorded as a charge.	Fast processing, consolidated billing.
false (Default)	Matching lines: Receipted against original PO. Additional lines: Split out. EzzyBills creates a receipt for matching lines, a NEW PO for unmatched lines, and a receipt against the new PO.	• Multiple documents created. • Strict PO accuracy maintained.	Strict inventory tracking, Formal purchasing processes, Detailed accounting controls.

Example 1: Additional Charges Workflow

(AddAdditionalLinesAsCharge = true)

Step 1 — Configure Workflow

1. Navigate to EzzyBills > Workflows and select the active SERVICETITAN_POCHECK workflow.
2. Select and open the ServiceTitan Export task.
3. Scroll down, add "AddAdditionalLinesAsCharge": true, and save the settings.

Step 2 — Create a PO in ServiceTitan containing only one line item.

Step 3 — Upload the invoice to EzzyBills.

• The invoice contains:
  • 1 matching PO line
  • 1 or more additional lines (not listed on the PO)

Result.

Because AddAdditionalLinesAsCharge = true, EzzyBills will:

• Match the PO line
• Combine additional lines
• Add them as a single charge (e.g., Shipping Cost)
• Create ONE receipt

Example 2: Default Workflow

(AddAdditionalLinesAsCharge = false)

Scenario

• Setting remains at default: AddAdditionalLinesAsCharge = false
• The Purchase Order in ServiceTitan has a single line item.
• The uploaded invoice contains:
  • 1 matching line
  • 2 unmatched lines

Result.

Because AddAdditionalLinesAsCharge = false, EzzyBills will:

• Generate two links for the invoice.

• Creates a receipt for the matching line.

• Create a NEW PO for the unmatched lines
• Create a second receipt for the new PO

Outcome Summary

Setting	Behavior	Documents Created
true	Combine extra items into a single charge line	1 Receipt
false (Default)	Split extra items into a new PO	Multiple Receipts + New PO

How to test job cost workflow?

To upload document to this workflow and assign a job:

• Go to EzzyBills > Dashboard > Advanced Upload: choose this workflow and upload the file. Wait for a few minutes and then click the “Assign Job” link on this new document line.

This will open a new page and in Data Tab select Tracking/Job dropdown

This will show a list of Jobs present in your Service Titan. Select one then click Save, and the process will resume automatically.

• Download EzzyBills Mobile App to scan expense receipts or paper bills. When scanning, you should choose a job before or after scanning (or during review if you turn on the app setting “Review Receipts”).
• If “Review Receipts” is on, then in your App the following “Awaiting Review ” status will show

Click on this and open the details of the Invoice and scroll down , select the Job and click on Submit.

Also into your dashboard the Invoice will show the Status “Camera Approval”. Click on the docID which will open the detail page

Select Job and then Save or Approve the invoice