Overview
Use this resource library to access training and support materials that help streamline your procurement workflows and improve your integration experience with ServiceTitan. Whether you're just getting started, training new team members, or part of a partner business or development team seeking to understand the customer experience and workflow, this collection of videos, courses, and articles is designed to help you work more efficiently and confidently.
Note: Depending on your account's configuration, you might see one or more of the following:
Items and Pricing instead of Pricebook.
Customer instead of Homeowner.
Procurement instead of Inventory.
The names are different, but everything works the same way. For more, see Commercial Personalization Platform - FAQ.
Who uses this feature
Supply Chain partners, vendors, suppliers
Applies to all business types
Workflow videos
These short, focused workflow videos will help you learn how common procurement tasks are completed in ServiceTitan. Use these videos to understand the sequence of actions, avoid common mistakes.
Account Pairing / Customer (Vendor Integration Settings Workflow)
Bulk Costs (i.e. Customer-Specific Pricing) (Cost Update Workflow)
Real-time pricing & Availability (Check Vendor Inventory Workflow) w/ Branch-based purchasing
Academy courses
Build a deeper understanding with structured video courses to get a more complete view of procurement features and processes.
Pricebook Course: Using ServiceTitan Pricebook Connect
Full Procurement Integration Course: Procure-to-Pay (P2P)
Knowledge Base articles
Search the knowledge base for articles that break down tasks into clear, step-by-step instructions. Use the documentation to answer common questions, or get clarification on specific features.
Supply Chain Integrations Landing Page: Full Procurement Integration
Customer Onboarding Guide: Full Procurement Integration for ServiceTitan customers