Gravity Forms
+ Servicetitan Integration Add-on

STREAMLINE FIELD SERVICE DISPATCH DIRECTLY INTO SERVICETITAN

For HVAC, plumbing, electrical, and home services contractors, booking speed determines revenue. The Gravity Forms ServiceTitan Integration Add-on automates the intake of website service requests, emergency calls, and maintenance bookings, pushing structured job and customer records directly into ServiceTitan in real time.

Eliminate Costly Webhook Middleware & Accelerate Response Times

Call centers and dispatcher teams cannot afford 15-minute webhook batch delays when a homeowner has a burst pipe or broken air conditioner. Third-party automation platforms like Zapier charge expensive monthly fees while introducing multi-point failure risks. Our native add-on communicates directly with the ServiceTitan REST API v2, booking jobs within sub-second latency with zero ongoing middleware taxes.

Customer & Location Matching with Address Geocoding

ServiceTitan enforces strict relational hierarchy: Customers own Locations, and Locations host Jobs. The add-on intelligently deduplicates incoming submissions by customer phone, email, and service address. If an existing customer is recognized, the new service request is attached to their existing location record—preventing fragmented customer histories and billing confusion.

Granular Business Unit & Campaign Tracking

Ensure jobs are routed to the appropriate dispatch board and technician team. Map form selections to dedicated ServiceTitan Business Units (e.g., Residential HVAC, Commercial Plumbing), Job Types, and Marketing Campaigns. Every lead attribution source is preserved, empowering contractors with accurate ROI reporting on advertising spend.

1. ServiceTitan OAuth 2.0 Handshake: Authenticates securely with ServiceTitan API v2 using Client ID, Client Secret, and App Key.
2. Customer & Location Identification: Intercepts form submission and checks ServiceTitan for matching customer and location records.
3. Customer/Location Upsert: Creates or updates customer profiles and establishes verified service location records.
4. Job Creation & Dispatch Routing: Generates a new job assigned to designated Business Unit, Job Type, priority level, and time window.
5. Audit Logging & Entry Reference: Stores the generated ServiceTitan Job ID and Customer ID in Gravity Forms entry metadata.