Full Procurement Integration Home

The Full Procurement Integration (formerly Procure-to-Pay) is a seamless, end-to-end supply chain workflow within ServiceTitan. It offers real-time product information, contractor-specific pricing (vendor cost), electronic purchase orders, and streamlined Pricebook management with up-to-date details and inventory checks. This enhances transparency and bridges the gap between your business and suppliers.

Release notes

• Summer 2025 Supply Chain Release

• Spring 2025 Supply Chain Release

• Winter 2025 Supply Chain Release

• Fall 2024 Supply Chain Release

• Summer 2024 Supply Chain Release

Setup for customers

How to use it for your business

With the Full Procurement Integration you can:

• Map provider catalogs to your ServiceTitan Pricebook.

• Access and download current vendor pricing directly from provider catalogs.

• Get up-to-date information on the availability and pricing of items in your purchase orders.

• Create Assemblies to group materials and/or equipment for easy additions to purchase orders.

• Send purchase orders electronically.

• Search and add catalog items to purchase orders without adding them to your ServiceTitan pricebook first.

What you need to get started

To ensure optimal setup and performance, have these requirements in place:

Pricebook setup

Ensure your Pricebook includes services, materials, and equipment. While a fully set-up Pricebook is beneficial, it is not essential. You can add missing items through the supplier catalog if needed. For more, see Pricebook.

• Import and export your pricebook

• Add and edit items with the Pricebook Excel template

• Set up and manage pricebook categories and subcategories

• Add services to your pricebook

• Add materials to your pricebook

• Add equipment to your pricebook

Vendors setup

Ensure your Full Procurement Integration vendors are set up and enabled as replenishment vendors.

• Set up vendors

• Create vendor list for inventory items and designate primary vendor

• Available supply chain integrations

• Available Johnstone Supply Full Procurement Integration (P2P) distributors

• Available Winsupply Full Procurement Integration (P2P) Local Companies

Purchasing module setup

Enable the Purchasing module to track all POs associated with your business, improve the procurement process, and ensure transparency and accountability.

• Purchasing and Inventory permissions for office employees and technicians

• Set up inventory locations (trucks and warehouses) (Optional, Inventory module)

• Set up purchase order types

• Return Types (Optional)

• Understand costing precision

Onboarding guide

Once the Full Procurement Integration is configured for your account, use this step-by-step guide to enable supplier integration, configure your pricebook, and optimize purchase order management in ServiceTitan.

Key workflows for customers

Account mapping

Integrate vendor catalogs, configure your account, and add multiple account integrations to streamline your operations.

• Add vendor catalogs to vendor settings

• Set up your account for the Full Procurement Integration

• Set up multiple account integrations in a single vendor's system

Pricebook management

Upload your previous purchasing history, update your pricebook, and manage provider catalogs for accurate pricing and efficient cost control.

• Upload purchasing history from vendor

• Update your pricebook with Pricebook Connect

• Pricebook Pro Onboarding Part 3: Add provider catalog items to your pricebook with Pricebook Connect

• Map provider catalogs to your pricebook with Pricebook Connect

• Unmap provider catalogs from your pricebook

• View vendor costs from provider catalogs

Purchase order management

Create and send purchase orders electronically, check real-time item availability and pricing, add catalog items easily, and manage assemblies for optimized procurement.

• Create purchase orders

• Send a purchase order electronically

• Check real-time availability and pricing of PO items

• Search and add catalog items to your purchase orders

• Link pricebook items to a vendor's catalog when creating purchase orders

• Branch-based purchasing

• Create, edit and manage Assemblies in ServiceTitan

Integration documentation for suppliers

What you need to get started

Before getting started, ensure you have the following prerequisites ready:

• Login Credentials: Reach out to your ServiceTitan representative to get access to the ServiceTitan Integration API Portal.

• Postman Setup: Create an account on the Postman site and download the ServiceTitan Postman collection to test API requests and configurations.

• Architecture Overview: Familiarize yourself with ServiceTitan's architecture, generic endpoints and the supply chain system to understand how it works for your customers.

• Product Overview: Explore the Full Procurement Integration landing page to learn more about the supply chain workflows in ServiceTitan.

Integration process overview

Familiarize yourself with the basics of supplier integration workflows for a seamless onboarding experience with ServiceTitan.

• Full Procurement Integration connects contractors with suppliers through endpoints for Account authentication, Branch selection, Real-time pricing and availability, and Electronic purchase orders.

• We use Middleware to ensure compatibility by dynamically transforming data between ServiceTitan and supplier APIs, enabling seamless communication.

• The integration process involves two key configurations:        

  • Supplier/Endpoint Configuration to define authentication methods and set up endpoints.

  • Credentials Management to securely store and link authentication credentials to suppliers or endpoints.                

    Note: Authentication supports Basic, ApiKey, and OAuth2 methods, with configurations at the supplier level for convenience or endpoint level for precision.

Onboarding guide

This step-by-step guide will help you navigate the integration process, providing clear and actionable instructions to ensure you're set up for success on the ServiceTitan platform.

Key workflows

Learn how to get integrated with ServiceTitan using our endpoints, middleware, authentication, and CLI tool.

• Full Procurement Integration generic endpoints

• Full Procurement Integration request middleware

• Full Procurement Integration authentication process

• Full Procurement Integration CLI tool usage

• Validating catalog item prices as a supplier

• Full Procurement Integration: Partner library of resources

• Full Procurement Integration terminology

Troubleshooting and FAQ

Troubleshooting

Address procurement issues quickly and efficiently by exploring our troubleshooting articles, which detail the most frequent problems and their solutions.

• Technicians are unable to see supplier catalog items on ServiceTitan Mobile

• Why does my vendor integration say credentials are not recognized?

FAQ

Check out the most frequently asked questions for the Full Procurement Integration. For more, see Full Procurement Integration - FAQ.

How should I keep my Pricebook's content up to date?

Update the Pricebook Connect > Updates section to show which product attribute fields, such as name, code, and description will be dismissed, automatically updated, or manually updated. Use ServiceTitan’s Map to Provider feature to match items and choose which fields are overwritten or kept intact.
For more, see Update your pricebook with Pricebook Connect and Map provider catalogs to your pricebook with Pricebook Connect.

Do I have to run a job to update the Pricebook?

No,  update the Pricebook Connect > Updates section to show which product attribute fields, such as name, code, and description will be dismissed, automatically updated, or manually updated. As the items are being updated by the vendor in the vendor’s product catalog, you will be able to use the Pricebook Connect Update section to review the added or mapped item updates.

For more detailed instructions, see Update your pricebook with Pricebook Connect.

Once I complete mapping my Pricebook items to the supplier catalog, how will I see pricing?

Costs are only displayed for the equipment or materials in the vendor’s catalog after the following has occurred:

• Full Procurement Integration is enabled with the vendor

• Items have been added directly from the vendor’s catalog or mapped from the vendor’s catalog to your pricebook

• ServiceTitan retrieves contractor-specific pricing from the vendor’s pricing API on the next business day for the items that have been added or mapped

Does ServiceTitan display the order status today?

When an electronic PO is submitted, the supplier sends back an acknowledgment to ServiceTitan to confirm the PO was sent successfully. If there are errors, the supplier sends back a negative acknowledgment with a memo to denote the error.

Can I select a different PO delivery method or address?

Yes, you can update the purchase order’s Ship To location to the vendor’s counter for pick up, your warehouse, direct shipment to a job location, or direct shipment to a technician’s home.

Are invoices transmitted back to ServiceTitan electronically?

No, ServiceTitan’s Full Procurement Integration does not include retrieving the vendor’s invoice.

How are returns and credits processed?

Currently, ServiceTitan’s Full Procurement Integration doesn’t have the capability to handle returns and credits directly with the use of the integration.

Check out our Full Procurement Integration - Partner FAQto gain insights into supply chain integration as a ServiceTitan partner.