ServiceTitan Reconciliation & Automation Setup

Budget: $250 - $750

We run a busy field-service company on ServiceTitan and need our financial workflows tightened so data flows in real time from first purchase order to executive scorecard.

Scope of work • Build a repeatable process inside ServiceTitan that instantly matches incoming vendor invoices (including credit-card charges) to the originating purchase orders, flags any price or quantity variance, and monitors payment status until cleared. • Layer in AI-based guardrails so the purchasing cycle—order creation, approval routing, supplier record updates and basic inventory adjustments—happens automatically with exception alerts rather than manual touchpoints. • Configure daily payroll checks that verify employee hours and attendance, confirm pay-rate tables, and ensure deductions and benefits are applied correctly before the payroll file is released. • Make sure job-costing data is posted to each project without delay and push a concise scorecard to the president every morning. -Use AI/Zapier to automate inventory and purchasing, automatch invoices -Use AI/Zapier/GHL to automate marketing channels including building estimates and follow-up

Acceptance criteria

• 100 % of invoices auto-matched or routed to an exception queue within 15 minutes of import.
• Purchasing automation reduces manual approvals by at least 80 %.
• Payroll discrepancies reported the same day, with an audit trail visible in ServiceTitan.
• Job-cost and KPI scorecard email delivered by 8 a.m. daily.

You’ll have API access, admin credentials in ServiceTitan, and direct Slack/Teams channels with our accounting and ops staff. Once the workflows are live and tested, hand over clear SOP documentation so our team can maintain the system.