Mark an estimate as Sold for a job in ServiceTitan when an eBid is Accepted in PEP Cloud
When an eBid is accepted by the customer in PEP Cloud, find the associated job in ServiceTitan and then set the correlated estimate to a status of “Sold”.
Created by Workload Team
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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.