ServiceTitan is the strongest platform in the trades. It can handle scheduling, job flow, invoicing, membership, reporting, and marketing. So if you run on ServiceTitan, you’re already ahead of the curve.

But while ServiceTitan is a powerful system, many day-to-day tasks still fall on your team:

• the follow-ups nobody has time to do

• the exceptions nobody catches until Friday

• the data cleanup that makes reports reliable

• the reputation tasks that slip because the phones won’t stop ringing

The Graphite Lab is a ServiceTitan Official Partner. We know our way around, having delivered 1,400+ automations for trades teams (and we’re always developing more). 

We don’t replace your stack. 

We inject AI and automation into it—like adding a quiet, reliable crew member who handles the repetitive work exactly the same way every time.

We call those building blocks tools, and when we stack them into a workflow, we call it an assembly.

Here are five gaps we’ve seen frequently in ServiceTitan operations—and how we’ve solved them with automation.

Where billing slows down: “Done” isn’t the same as “ready to invoice”

ServiceTitan certainly supports clean billing workflows. But breakdowns occur when:

• a job is effectively finished, but it isn’t closed out correctly

• required fields aren’t filled out

• the right job type or business unit isn’t selected

• customer contact info is incomplete

• someone is waiting on “one small thing” from a technician that turns into three days

So billing becomes a game of chasing instead of a process.

We automate the handoff between “field work happened” and “billing can happen.”

For example:

• If a dispatch is completed but the job isn’t marked complete, the technician gets a simple reminder.

• When an estimate is created, we generate a standardized estimate summary so the office (and customer) aren’t decoding notes.

• If a job is created but contact info is missing, we fill gaps by looking across the customer and location record.

Simply put, billing moves faster when you don’t need your staff to remember the housekeeping steps every time.

Where payroll gets painful: timesheets are easy until they aren’t

Timesheets get off track when:

• techs forget to clock out

• jobs run long

• drive time is inconsistent

• approvals get stuck

• managers find issues too late and have to spend Friday fixing them

ServiceTitan has payroll and timesheet functionality. The Graphite Lab adds a guardrail system that catches issues before they become payday emergencies.

We automate “exception detection” and “clean approvals.”

Our automations immediately alert:

• the appropriate manager if a technician is late to dispatch beyond a certain amount of time

• the appropriate manager If a technician exceeds expected job duration

• the tech if a dispatch is completed but the job isn’t closed

As a result, you can cut payroll task time by roughly 50%—not because payroll disappears, but because you stop doing the same corrections every single week.

Where reporting falls apart: the data is there, but you don’t trust it

You don’t need more reports; you need reports with data you can trust. If your business units aren’t consistent, your reporting won’t be. 

And the biggest report killers are usually small errors:

• job types used inconsistently

• business units mapped incorrectly

• campaigns not selected right on calls

• calls classified wrong (booked, abandoned, sales or service)

• calls assigned to the wrong employee

ServiceTitan even publishes best practices about business units because they directly affect reporting accuracy. 

This is your #1 target for automation

Fixing data after the fact is slow and expensive. Fixing it at the point of entry is faster and more cost-efficient. With The Graphite Lab, our automations will: 

• validate a job when it’s booked with the correct business unit, based on the call and job details

• when a job is booked, validate and correct the job type (or tag it for review).

• when a call is analyzed, correctly classify the call in ServiceTitan.

• flag the job if the wrong campaign was used, so attribution doesn’t get corrupted.

Result: more trustworthy data. 

Where dispatch breaks down: the board shows the day, but doesn’t protect the day

Dispatch starts out fine at 7:30 AM—then the exceptions kick in. 

• a tech is late

• a job runs long

• a customer changes the scope of a job

• a “quick” call turns into a more elaborate repair

• the next appointment is now in jeopardy

ServiceTitan gives you a strong dispatch board and dispatch tooling. What we add is automation that alerts you the moment something goes sideways. Our automations:

• Alert a manager when a technician is late to dispatch (and before an angry customer calls).

• Notify a manager when a job runs past the expected time.

• Provide technicians with a customer history at dispatch, so the tech doesn’t waste time asking questions that have already been asked.

These automations keep surprises from turning into cancellations and damaging your reputation.

Where reviews slip: reputation management is always urgent, but never scheduled

Reviews matter. They can drive trust, or ruin a reputation. But as important as they are, most teams only handle them if and when they can get around to it.

ServiceTitan does offer reputation tooling, depending on your package. The main issue, though, is follow-through:

• getting the review request out consistently

• routing happy customers to Google

• linking the review back to the right job so you have context

• alerting a manager fast when something negative hits

• responding in a way that sounds like your business, not an AI template

At The Graphite Lab, we’ve built assemblies that meet those needs.

When a job is completed, the customer automatically receives an internal review link.

If the internal review is positive, the customer is prompted to post on Google.

Once a Google review is posted, it’s matched to the correct job in ServiceTitan and the rating and text are stored.

If a negative review hits, a manager immediately receives an automatic notice, with a short summary supplying context.

You can also design a tailored review response that matches the appropriate sentiment.

It’s a solution that enables you to build a stronger online presence without having an employee babysit platforms all day.

The upshot: ServiceTitan doesn’t need more features. We can enhance it for you.

If you’re already paying for ServiceTitan, you don’t need another system that competes with it. And you don’t need to disrupt the software you’re running now.

To see how The Graphite Lab can take ServiceTitan to the next level, start by asking which of your tasks wastes the most time and effort. Odds are, we’ll have a proven, prebuilt assembly that can help. (Or if not, we can build one for you.)