Overview
Automations gives you a catalog of ready-to-use automation templates for your business. Preview what a template does, install it, and configure it with your own data. Then turn it on and watch its results yourself.
Who uses this feature
Administrators, or anyone with the Manage Automations permission
Feature configuration
The feature is currently in Early Access. It is subject to change.
This feature is currently available for Roofing and Exteriors customers only. Please let your CSM know if you are interested in trying this feature and not a Roofing and Exteriors customer.
The following permissions are required to use this feature. Please contact the account administrator on your team.
Manage Automations
View Automations
Things to know
You can install and configure any template ServiceTitan makes available. Building a fully custom automation from scratch is not available yet.
You need to configure a template from start to finish in one sitting. Saving a partial configuration to finish later isn't available yet.
Installing a template never turns it on automatically — it always starts off until you explicitly enable it.
You can test a template in a sandbox environment before enabling it in production, if your account supports it.
Best practices
Preview a template before installing it so you know what data it needs up front.
Review the plain-language description of each field before entering a value — templates only ask for what that specific template needs.
Check an automation's run history soon after enabling it to confirm it's behaving as expected.
Step 1: Preview a template
Navigate to the Automations tab from the navigation bar.
Note: Not every automation on this page opens the setup flow described here. Some open their own settings page instead — that's expected, and you'll manage that automation there.
Find a template you're interested in and click Try Now to open its preview.
Review its trigger, conditions, and action in plain language, along with what data it needs to function.
Note: Previewing a template makes no changes to your account.
Step 2: Configure and enable a template
From the template's preview, click Configure.
Fill in only the fields shown — each template only asks for what it needs.
Note: You will need to configure all required fields in one sitting — you can't save a partial configuration and return to it later.
For fields that reference your own ServiceTitan data (like a business unit or technician role), choose from the dropdown rather than typing a value.
Note: Inline validation flags anything entered incorrectly before you can move on.
When finished, click Activate.
You'll see confirmation that the automation is live.
Note: It only acts on new trigger events going forward — not on anything that happened before you turned it on.
Step 3: Disable an automation
To pause an automation without losing its setup, use the deactivate action. You can re-activate it later without reconfiguring it from scratch.
Step 4: View and diagnose run history
Navigate to the Runs tab in an installed automation.
Review each run's timestamp, trigger event, and status (success or failure).
For a failed run, open its detail to see, in plain language, which part — the trigger, a condition, or the action — failed and why.
To check overall health without opening individual runs, review the automation's aggregate performance on the right panel (success rate and run volume).
