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Create a new estimate for a job in ServiceTitan when an eBid is created in PEP Cloud


Workload Team

May 24, 2023

Create a new estimate for a job in ServiceTitan when an eBid is created in PEP Cloud

When a new eBid is created for a job in PEP Cloud, find the corresponding job in ServiceTitan and create an estimate for that job using the data provided in the eBid from PEP Cloud.

Created by Workload Team


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How to use this workflow (5 minutes)
Additional Resources:
{
  "JobInfo": {
    "Fax": "",
    "Cell": "",
    "City": "Franklin",
    "Email": "test4@workload.co",
    "JobId": "679318",
    "JobNo": "",
    "Notes": "",
    "Phone": "3177368217",
    "State": "IN",
    "Status": "New",
    "SyncId": "",
    "Country": "United States",
    "InitRqd": "",
    "JobName": "3116733 - Residential Interior",
    "JobType": "Residential Interior",
    "Zipcode": "46131",
    "Address1": "543 Home Street",
    "Address2": "",
    "ClientId": "521297",
    "JobDescr": "Call customer before arrival.",
    "ClientUUID": "",
    "CreateDate": "2022-11-04T18:21:20.38Z",
    "FinishDate": "",
    "HourlyRate": "",
    "DiscountMat": "0",
    "DscntLbrPct": "",
    "DscntMatPct": "",
    "ExtAppJobId": "",
    "HoursAccess": "8",
    "JobAreaList": [
      {
        "M4": "",
        "IsOpt": "false",
        "AreaName": "Project",
        "IsAChOrd": "false",
        "UseTempl": "",
        "JobAreaId": "3012382",
        "AreaPicURL": "",
        "AreaCalcType": ""
      }
    ],
    "LocalStatus": "",
    "ContractDate": "",
    "ProposalDate": "",
    "TaxRateLabor": "0",
    "UpgLvlSelect": "",
    "AbstractJobId": "c13c7400-ee9b-4a2b-a099-b4550591c968",
    "DiscountLabor": "0",
    "HoursBillable": "8",
    "WorkStartDate": "",
    "CrewAssignment": "_UNASSIGNED",
    "ExtraMaterials": "0",
    "OverheadMarkup": "0",
    "SyncDeletedUtc": "",
    "UseDscntLbrPct": "",
    "UseDscntMatPct": "",
    "ExtAppCompanyId": "",
    "RoundUpMaterial": "false",
    "AbstractClientId": "",
    "NewJobHourlyRate": "",
    "TaxRateMaterials": "0",
    "WorkStartDateStr": "",
    "ProfitMarkupLabor": "0",
    "UserNameOfCreator": "",
    "ChangeJobHourlyRate": "",
    "ChargeForLeftOverMat": "false",
    "DefaultNumberOfSteps": "",
    "ProfitMarkupMaterials": "0.2",
    "SyncSrvLastUpdatedUtc": "2022-11-09T19:07:33.44Z",
    "ExtraMaterialsIsMarkup": "",
    "TaxRateMaterialsToCust": "0"
  },
  "ClientInfo": {
    "Fax": "",
    "Cell": "",
    "City": "Franklin",
    "Email": "test4@workload.co",
    "Notes": "created by workload.co",
    "Phone": "3174568832",
    "State": "IN",
    "SyncId": "",
    "Country": "United States",
    "IsALead": "false",
    "JobList": "",
    "Zipcode": "46131",
    "Address1": "543 Main Street",
    "Address2": "",
    "ClientId": "521297",
    "GoogleId": "",
    "LastName": "Deisel",
    "CompanyId": "15419",
    "FirstName": "Bobby",
    "SMSOptOut": "",
    "CreateDate": "2022-08-31T19:25:12.34Z",
    "CrtsyTitle": "",
    "GoogleETag": "",
    "LeadSource": "",
    "CompanyName": "BD Inc.",
    "EmailOptOut": "",
    "GQProfileId": "",
    "LastUpdated": "2022-09-01T20:11:44.533Z",
    "QBExprtDate": "",
    "ColorDotColor": "orange",
    "CompanyUserId": "",
    "GoogleUpdated": "",
    "ExtAppClientId": "",
    "LeadSourceType": "",
    "SyncDeletedUtc": "",
    "EmailOptOutDate": "",
    "ExtAppCompanyId": "",
    "AbstractClientId": "339bfb79-7c4c-4a59-94c9-58e93ece12c4",
    "DoNotSndToRfrlia": "",
    "SMSOptOutDateUtc": "",
    "SyncSrvLastUpdatedUtc": "2022-09-01T20:11:44.533Z"
  },
  "ReasonLost": "",
  "JobCostInfo": {
    "JobId": "679318",
    "Labor": {
      "wcTaxLabor": "0",
      "wcLaborTotal": "1344.08",
      "wcLaborProfit": "0",
      "overheadMarkup": "0",
      "wcLaborWithTax": "1344.08",
      "wcDiscountLabor": "0",
      "wcLaborOverhead": "0",
      "profitMarkupLabor": "0",
      "wcLaborAfterDiscount": "1344.08",
      "wcLaborWithoutProfit": "1344.08",
      "wcTotalLaborOverride": "0",
      "wcTotalLaborFixedRateItems": "0",
      "wcLaborWithoutProfitOrOverhead": "1344.08",
      "laborProfitPercentAfterDiscount": "0"
    },
    "JobType": "Residential Interior",
    "Material": {
      "wcDiscountMat": "0",
      "wcMaterialTax": "0",
      "wcMaterialWithTax": "0",
      "wcMaterialsProfit": "0",
      "wcMatAfterDiscount": "0",
      "wcTotalMaterialPrice": "0",
      "profitMarkupMaterials": "0.2",
      "wcTotalMaterialOverride": "0",
      "wcMaterialsWithoutProfit": "0",
      "wcTotalMaterialFixedPrice": "0",
      "materialProfitPercentAfterDiscount": "0"
    },
    "DspMatTax": "$0.00",
    "GrandTotal": "1344.08",
    "DiscountMat": "0",
    "DscntLbrPct": "",
    "DscntMatPct": "",
    "DspLaborTax": "$0.00",
    "MatSubtotal": "0",
    "DspMatProfit": "$0.00",
    "TaxRateLabor": "0",
    "DiscountLabor": "0",
    "DspGrandTotal": "$1,344.08",
    "LaborSubtotal": "1344.08",
    "DspLaborProfit": "$0.00",
    "DspMatDiscount": "$0.00",
    "DspMatSubtotal": "$0.00",
    "OverheadMarkup": "0",
    "UseDscntLbrPct": "",
    "UseDscntMatPct": "",
    "DspLaborDiscount": "$0.00",
    "DspLaborOverhead": "$0.00",
    "DspLaborSubtotal": "$1,344.08",
    "DspTotalRawLabor": "$1,344.08",
    "RemainingBalance": "1344.08",
    "TaxRateMaterials": "0",
    "ProfitMarkupLabor": "0",
    "DspTotalLaborHours": "9h 4m",
    "DspRemainingBalance": "$1,344.08",
    "DspTotalGrossProfit": "$0.00",
    "DspTotalRawMaterial": "$0.00",
    "DspEffLaborHourlyRate": "$148.19",
    "ProfitMarkupMaterials": "0.2",
    "DspTotalGrossProfitPct": "0.0",
    "TaxRateMaterialsToCust": "0",
    "DspMatProfitPctAftDscnt": "0.0",
    "DspLaborProfitPctAftDscnt": "0.0",
    "DspCombinedLaborAndMatProfit": "$0.00",
    "DspCombinedLaborAndMatDiscount": "$0.00"
  },
  "ExtAppCompanyId": ""
}
Trusted by companies of all sizes

This workflow connects the following 2 apps

PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.

ServiceTitan
ServiceTitan is a popular field service management (FSM) solution used by over 4,400 service businesses and over 100,000 contractors.

Other ways to integrate PEP Cloud with ServiceTitan

View the other ways you can connect PEP Cloud and ServiceTitan using the Workload platform

Tags
pep-cloudservicetitan
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