Mark an estimate as Dismissed for a Job in ServiceTitan when an eBid is Declined in PEP Cloud

When an eBid is declined by the customer in PEP Cloud, find the associated job in ServiceTitan and then set the correlated estimate to a status of “Dismissed”.

Created by Workload Team


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How to use this workflow (3 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