Projects/Peak Credit Checker

Automation · 2025

Peak Credit Checker

Internal automation for Peak Heating & Cooling that checks customer credit data to determine financing or promotion eligibility.

Node.jsAutomationServiceTitan
Peak Credit Checker

What I did

  • 01Automated the credit lookup process, reducing manual steps for the operations team
  • 02Pulled customer data from ServiceTitan and cross-referenced against qualification criteria
  • 03Returned eligibility results with clear pass/fail output for CSRs