Pull a list of inactive or overdue customers out of ServiceTitan, clean it down to name, address, and phone, and import it into PostKnock to mail a postcard reactivation campaign.
Start Free — No Credit CardHeads up — no ServiceTitan integration. PostKnock does not connect to, sync with, or read from ServiceTitan. This is a manual export-then-import workflow: you export a CSV from your own ServiceTitan account, then upload that file to PostKnock. “ServiceTitan” is referenced here only to describe the software you may be exporting from — it is a third-party product, a trademark of its owner, and not affiliated with PostKnock.
In ServiceTitan, open the Reports section and choose a customer report — an inactive-customer or customer list report works well for reactivation. You can also build a list straight from the Customers screen using its filters. The goal is a list of customers by their last service date or membership status, not one customer at a time.
Exact report names and menu locations vary by ServiceTitan account configuration and the report categories your office has enabled.
Set the filters so you only capture customers whose last completed job or service was 12+ months ago. A 12–24 month window is a common starting point. Exclude anyone with an upcoming appointment booked or an active maintenance membership, and consider excluding accounts marked inactive or do-not-contact if those flags are reliable in your system.
Tip: start narrow (e.g. 12–18 months) for your first mailer, then widen the window on later waves.
Use the export option to save the report or customer list to a spreadsheet-friendly format — CSV or Excel. Most ServiceTitan reports and list views include an export-to-spreadsheet button. If a particular view doesn’t, copy the rows into Excel or Google Sheets and save as CSV. The goal is a table with one row per customer.
Open the CSV in a spreadsheet and trim it to what a mailer actually needs:
Then tidy it up: remove duplicate rows, drop anyone with a blank or obviously invalid mailing address, and delete job, balance, equipment, or membership columns you don’t need on a postcard. If you have separate billing and service addresses, pick the one you actually want to mail.
In PostKnock, create a new contact list and upload your cleaned CSV. The import wizard auto-maps your name, address, and phone columns — you confirm the mapping and you’re done. There is no ServiceTitan login, API key, or sync step: it’s a one-time file upload that you can repeat whenever you pull a fresh list.
Choose a multi-touch reactivation playbook (up to 5 waves), set your offer, and customize the card in the in-app Design Studio — available in 4×6, 6×9, and 6×11 sizes with optional QR-code tracking. Postcards print and mail via USPS First-Class. On Pro, a phone-call follow-up Call Queue populates for your office a few days after delivery, so non-responders get a warm call.
Once your list is in, you design a reactivation card like this and mail it as the first wave. Same offer, optional call follow-up — just pick the look that fits your business.
Your Home Services Co.
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Illustrative mockup. You set the offer, copy, and design in the Studio.
A worked example using round, illustrative numbers — your results will vary:
Figures above are illustrative industry ranges, not a PostKnock performance guarantee. Actual response depends on your offer, list quality, and timing.
Learn how a multi-wave reactivation campaign comes together, then import your cleaned CSV and launch.
No. PostKnock has no ServiceTitan integration, API connection, or sync. The supported flow is to export a CSV from ServiceTitan yourself and import that file into PostKnock, where the wizard auto-maps your name, address, and phone columns. ServiceTitan is a third-party product and trademark of its owner, referenced here only to describe the export step.
A customer report that lets you filter by last service date works best — commonly an inactive-customer or customer-list report in the Reports section, or a filtered view of the Customers screen. Filter to customers whose last completed job was 12+ months ago, with no upcoming appointment and no active membership. Exact report names vary by ServiceTitan account setup.
Most ServiceTitan reports and list views include an export-to-spreadsheet button that produces a CSV or Excel file. If a particular view doesn’t export directly, copy the rows into Excel or Google Sheets and save as CSV. As long as you end up with one row per customer and columns for name, address, and phone, PostKnock can import it.
For mailing: first and last name (or full name), street address, city, state, and ZIP. Add a phone column if you want to do call follow-up on Pro. You can delete job, balance, equipment, and membership columns — keeping the file lean makes the import cleaner. If you have separate billing and service addresses, keep the one you want to mail.
PostKnock doesn’t place automated calls. On the Pro plan it builds a Call Queue for your own office to work — a daily list of non-responders with per-wave call scripts, populated a few days after a postcard lands. Your team makes the calls; PostKnock just organizes who to call and what to say. There is no phone or dialer integration with ServiceTitan.
Importing a list and designing a card is free. You only pay per postcard when you send: about $1.05 per 4×6 card on the Free plan and about $0.79 on Pro ($99/mo or $799/yr). Per-piece pricing includes printing and USPS First-Class postage. No setup fees, no minimums, no contracts.
Yes. The same export-then-import workflow applies to any field service or CRM tool that can produce a customer list as CSV, including Housecall Pro, Jobber, and others. The menu names differ, but the steps are the same: filter by last service date, export to CSV, clean to name/address/phone, and import into PostKnock.
Import your cleaned CSV, pick a reactivation playbook, and mail your first wave — free to start.
Start Free — No Credit Card1 Direct-mail response-rate ranges are drawn from industry benchmarks such as the ANA (Association of National Advertisers) Response Rate Report, the body formerly known as the DMA. Ranges are illustrative; results vary by list, offer, and timing.
ServiceTitan, Housecall Pro, and Jobber are products and trademarks of their respective owners and are referenced here descriptively. PostKnock is not affiliated with, endorsed by, or integrated with these products.