Run ServiceTitan’s Customer List report, export it to Excel with Last Job Completed, and import the customers you have not served in a year into PostKnock.
Start FreeHeads up: no ServiceTitan integration. PostKnock does not connect to, sync with, or read from ServiceTitan. This is a manual export-then-import workflow. ServiceTitan is a third-party product and is not affiliated with PostKnock.
How we checked these steps. These steps come from ServiceTitan’s own public Knowledge Base (help.servicetitan.com). Steps we could not confirm there are marked. Last checked September 2026. Software menus change between versions; if yours looks different, the sources below link to the vendor’s own help pages.
Select Reports in the navigation, then Customer List (you can also type part of the name into the report search).
Source: ServiceTitan Knowledge Base, Customer List report.
The report includes Name, Phone Number, Email, Full Address (the customer’s billing address), Do Not Mail, Do Not Service, Tags, and Last Job Completed (the date of the last completed job). By default it shows active customers only; leave Show Inactive Customers unchecked.
Source: ServiceTitan Knowledge Base, Customer List report.
Run the report, open the Export dropdown, and select Export to XLSX.
Sources: ServiceTitan Knowledge Base, Customer List report and Run a report.
In Excel, sort or filter the Last Job Completed column and keep rows older than 12 months. Delete rows marked Do Not Mail or Do Not Service.
We could not confirm from ServiceTitan’s documentation whether the report’s date range filters on Last Job Completed, so this guide does the lapsed filter in the spreadsheet.
In PostKnock, go to Contacts › Import and upload the file as it came out (CSV or Excel both work). Confirm the column mapping, then read the review screen: it tells you how many rows are mailable and why any are not, before anything is saved.
Keep only what a postcard and a follow-up call need:
PostKnock needs a name (or a company name) and a complete U.S. mailing address on every row. Phone is what your team uses for call follow-up on Pro. Everything else is optional, so leave clinical, balance, and notes columns out of the file.
No. There is no ServiceTitan integration or sync. You export an Excel file from ServiceTitan and import it into PostKnock.
Reports › Customer List. It has name, phone, email, billing address, Do Not Mail, and Last Job Completed, and exports to XLSX.
Export the Customer List and filter the Last Job Completed column in Excel to dates older than 12 months.
For a tune-up or maintenance reminder, usually the service location. The Customer List gives the billing address. ServiceTitan’s Locations report template has one row per active location, but we could not confirm from its documentation which address column it carries, so check a few rows before relying on it.
No. PostKnock imports Excel and CSV files.
Import your file, pick a playbook, and mail your first wave. Free to start.
Start FreeNot ready to sign up? We’ll mail you a real postcard → no account, no credit card.
Sources (vendor documentation, checked September 2026)
ServiceTitan is a trademark of its respective owner. PostKnock is not affiliated with or endorsed by these companies.