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ServiceTitan ACP Setup & Optimization for Broccoli

This article will help offices using ServiceTitan set up Adjustable Capacity Planning.

Sean Gilman avatar
Written by Sean Gilman
Updated over 6 months ago

Note: ServiceTitan has not released the integration for Adaptive Capacity Planning and Broccoli will not see it.

1. Enabling ACP & Technician Shifts

  • In ServiceTitan, navigate to a job booking screen and ensure you can see the "Get Availability" button.

  • Also check Technician shifts by going to Schedule and ensure “Technician Shifts” is an option on the top

  • If either of these are not there, you will need to reach out to ServiceTitan to activate it. This does require ServiceTitan’s involvement, the following script can be used to send to your CSM:

Hi Team, 
Can we please turn on Adjustable Capacity Planning (ACP) and access to Technician Shifts.
Thank you

2. Add Technician Shifts

  • Navigate to Schedule > Technician Shifts.

  • Make sure each technician has assigned shifts aligned with business units and reflect accurate working hours.

  • ServiceTitan on-call shifts are not used in Broccoli, they are managed directly within the Broccoli Dashboard.

For vacation or time off:

  • Go to the Schedule > Technician Shifts > Create Shift. Toggle to “Time Off”

  • Block off unavailable days — this syncs with ACP.

4. Capacity Planning Settings

  • Navigate to Settings > Capacity Planning

  • You can combine multiple business units (BUs) into a business unit group to make it easier to apply settings and changes across multiple BUs at once. For example, plumbing companies often group their service and maintenance departments together, since technicians from service can work maintenance and vice versa.

Note: A BU can only belong to one business unit group. If a BU is currently assigned to a business unit group and you want to use it in a different group, remove it from the current group first.

Configuration

  • Real-Time Availability

    • ACP syncs real-time when jobs are booked.

    • This allows availability to be most up to date.

  • Capacity Enhancements

    • If you select Manual adjustment, it triggers calculations that include any manual adjustments you have made.

    • If you select Skills, all manual adjustments are discarded and calculations are based on the skills capacity of available technicians.

6. Avoiding Base Capacity Confusion

  • Important: Base Capacity should not be used unless you are layering capacity across multiple offices.

  • Default Base Capacity is 0. Adding any number can skew availability and lead to overbooking.

10. Final Troubleshooting

If availability isn't showing:

  1. Check BU and job type mapping

  2. Confirm tech shifts and skill tags

  3. Confirm base capacity is 0.

A great way to troubleshoot is to click on “Get Availability" on the Call tab. This is what Broccoli will see when offering calls. If you hover a spot, click the “i” to troubleshoot why there is no availability.

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