Drag from SharePoint to ServiceTitan
Need to move documents from SharePoint to ServiceTitan? Magic Dragin lets you drag them directly to browser tabs and native apps without downloading first.
ServiceTitan workflow
SharePoint
Upload files
Drop target in ServiceTitan
Quote.pdf
attachment
Drag documents from SharePoint to ServiceTitan.
Workflow detail
Get field-service paperwork into ServiceTitan quickly
Dispatch, office, and field teams trade estimates, photos, invoices, permits, and customer documents all day. Magic Dragin helps those files move into ServiceTitan without the save-and-browse routine.
See field and back-office operations workflows →Common upload flows
- Attach customer documents and photos to jobs.
- Move permits, estimates, and signed forms from email or chat.
- Drop vendor invoices and inspection files into the right workflow.
Files teams usually move
ServiceTitan drag and drop FAQ
Can office teams use this with ServiceTitan?
Yes. It is useful anywhere staff repeatedly move customer or job files from communication apps into ServiceTitan upload areas.
Does it sync with ServiceTitan?
No. It does not sync data. It helps complete the local drag-and-drop upload the user is already performing.
Try SharePoint with ServiceTitan in seconds
Install the trial, drag and drop any document from SharePoint, and see it work immediately. No signup, credit card, or extra configuration needed.
Drag from the apps your team already uses
