Automation · 2025
Peak Credit Checker
Internal automation for Peak Heating & Cooling that checks customer credit data to determine financing or promotion eligibility.
Node.jsAutomationServiceTitan
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