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How To Get Started in Service Titan

Follow the Setup Guide here: https://help.servicetitan.com/how-to/set-up-adaptive-capacity. Below is a short overview of info in the link.
1
Contact account admin to get access to required permissions for following features:
  • Edit Adaptive Capacity Settings
  • Edit Adaptive Capacity Rules
  • Access Get Adaptive Availability Filters
2
Make sure Technician Profiles are activated and configured.
3
Make sure your Arrival Windows are properly set up.
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Configure AdCap Settings. Go to Settings (Gear icon in top right) > Adaptive Capacity > Settings:c. Availability Threshold - set buffer time between jobs (only affects calculation)b. Calculation Defaults - set how capacity gets calculatedc. Strategic Rules - add any specific rules needed for your team
6
How to actually use AdCap now:a. For viewing & adjusting schedule: Go to Schedule > Capacity Reportingb .For booking a job based on availability: Go to Calls > Manual Job > Get Adaptive Availability button

Migration Recommendations

  • During the transition period, ServiceTitan recommends that majority of the business continues to use ACP while one or two CSRs test out Adaptive Capacity and familiarize themselves with it. After they’re comfortable with Adaptive Capacity, you can train the rest of your team, fully transition over to Adaptive Capacity, and turn off ACP.

Additional Set Up Guides

How To Get Started in Avoca

We do not have a direct integration with ServiceTitan’s Adaptive Capacity because they do not expose those API endpoints. However, we’ve developed an internal version that operates the same way as ServiceTitan’s functionality, and it is managed through the Avoca platform.

Full Video Tutorial

Capacity

This is the main tab where you can view the available capacity out of total capacity for the business units and arrival windows. You can filter by Job Type, Service area, etc and display in your Timezone.
If you click on one of the capacity blocks, you can see a full breakdown of how the capacity was calculated and the technician breakdown.
You can manually increase or decrease the capacity directly in the capacity block.

Business Unit Groups

You can group business units together and configure a base capacity for the group.

Rulesets

This behaves similarly to the **Adaptive Capacity Configuration > Strategic Rules in your ServiceTitan.
All you need to do here is duplicate the same rules** as in your ServiceTitan.
When adding a ruleset, first add the Name and Description. Then you can apply the rule to whatever combination of the following conditions you’d like:
  • Arrival Windows
  • Weekdays
  • Business Units
  • Job Types
  • Technicians
Note: We don’t have Skills conditions yet (see limitations below).
Lastly, set the capacity multiplier for this rule. Below are a few examples. Example Ruleset 1 - Zero Capacity for Maintenance: This is a constant rule for zeroing the capacity for all maintenance business units for the busy season.
Example Ruleset 2 - Increased Capacity (Overbooking) for Priority Calls: This is a constant rule for increasing capacity for high priority jobs like HVAC demand jobs.

Settings

This behaves similarly to the Adaptive Capacity Configuration > Settings in your ServiceTitan.
All you need to do here is duplicate the same settings as in your ServiceTitan.

Service Areas

You can associate Service Titan Zones with your Service Areas. When getting the capacity for service at a certain address, this will allow us to filter by which technicians are configured to work at that address.

Skills

You can use technician skills to determine which technicians are eligible to contribute capacity to a given job type. We can sync the skills you have set up in your ServiceTitan on a daily basis.

Notifications

You can receive capacity reminder emails multiple times a day. Set the times you’d like here.

Current Limitations in Avoca Capacity

Last UpdatedLimitationDescriptionWorkaroundPlan Forward in Avoca Roadmap
7/24/25Not Compatible with Business HoursWe’re only compatible with arrival windows right now, not business hoursCreate an arrival window that replicates your business hoursETA TBD.
7/24/25Syncing RulesetsThere isn’t a good way to sync the capacity rules from ServiceTitan because those API endpoints aren’t exposed.Set them up manually in the Rulesets section.Blocked by ServiceTitan.

AdCap Best Practices

[Work in Progress]

General FAQs

  • Adjustable Capacity (legacy) allows you to manually adjust how many jobs could be book per day by Business Groups only. It focused on day-of planning and only offered static adjustments.
  • Adaptive Capacity is a more flexible and real-time solution that provides additional options for filtering, manual and rule-based adjustments, and more.
On our side, we can configure whether we will look at ACP or Avoca Capacity.Avoca can read from ACP until it is deactivated on you ServiceTitan account. Once you migrate to AdCap on ServiceTitan, the Capacity Planning (Avoca Capacity) feature must be configured for us to see capacity.
Capacity will be calculated via either Natural Calculation or Strategic Calculation. Natural is the basic calculation that should work with your existing setup. Strategic Calculation is a more advanced calculation that considers custom rules and manual adjustments. Docs: https://help.servicetitan.com/how-to/adaptive-capacity-overview#how-adaptive-capacity-calculation-works
  1. Natural Calculation
  1. Strategic Calculation
  • Default to include Non-Managed Technicians’ Capacity in Availability Calculation
    • Do you want non-managed techs availability to be accounted for by AdCap and be displayed as bookable? If yes, enable.
  • Default to include On Call Technician Shifts in Availability Calculation
    • Do you want on call shifts to be displayed as bookable by AdCap? If yes, enable. If yes, make sure the on call shifts are created and maintained.
  • Default to include Zones in Availability Calculation
    • Do you dispatch techs based on where they’re geographically located and which areas/zones they are assigned to? If yes, enable. If yes, make sure the zones are created and assigned to techs.
  • Default to include Business Units in Availability Calculation
    • Can techs only work within the BU they are assigned to and not for other BUs? If yes, enable. If yes, ensure BUs are properly assigned to techs and job types.
  • Default to honor Business Unit Groups over Business Units
It will always take the most restrictive rule as higher priority. For example, it will reflect the 50% capacity multiplier over the 80% one.

Troubleshooting

Last modified on February 19, 2026