Jobs
Agave Sync allows you to export ServiceTitan Jobs to Foundation Jobs.
Visual Mapping
Common Errors
Job Type Mismatch
You may encounter an error saying "type must be one of ...". This error is from your ServiceTitan Job Types not matching your default Foundation Job Types.
To fix this issue:
- In Foundation, go to Job Costing-->Maintenance-->Project Classes:
- In parallel, in ServiceTitan, go to Settings-->Job Types:
- Add your ServiceTitan Job Types to the list of Foundation Project Classes. Note, these must match on the Name field in ServiceTitan must match to the Description field in Foundation.
Can I exclude certain Projects (Jobs) from syncing to my PM System?
Yes. If you prefer not to sync specific Jobs to your PM System, Agave Sync allows you to apply filters to exclude them.
Common examples of Projects that you might want to exclude include:
- Inactive Jobs
- Specific Job Categories (e.g. Service Jobs)
- Older Jobs
- Certain Job Numbers (e.g. Jobs that start with "XX")
Let your Agave Account Manager about the filters you’d like to apply, and they will update your sync configuration accordingly.
Error: Project with Code "#" Already Exists
Agave uses Foundation's built-in "Next Number" feature when creating projects in Foundation. If you receive the error Foundation: A Job with code "X" already exists, it is from the "Next Number" already being in use in Foundation.
To reset the "Next Number" in Foundation:
- Navigate to Main Menu > Tools > System > Other and select Next Number:
- Select the relevant data type (Customer in this example) and reset its number:
Error: Unable to create the Project because the setting “Force Department in Job” is enabled in Control → J/C.
This error is from the setting “Force Department in Job” is enabled in the J/C Control file. Force Department in Job
For context, when defining jobs, you can choose to indicate a department that should be used in Payroll. If you want the Payroll Department field on the Job "Payroll" tab to be required, you can enable this checkbox. If this checkbox is disabled, the Department will not be required on the job, but you may choose to enter one.
To fix this error:
- In Foundation, navigate to Controls --> J/C.
- Disable this setting Force Department in Job.
