---
title: "Push, lock, and update TitanExchange templates in Enterprise Hub"
slug: "push-lock-and-update-titanexchange-templates-in-eh"
updated: 2026-07-21T19:57:18Z
published: 2026-07-25T12:00:00Z
canonical: "help.servicetitan.com/push-lock-and-update-titanexchange-templates-in-eh"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Push, lock, and update TitanExchange templates in Enterprise Hub

## Overview

With TitanExchange, you can push templates from one tenant to another. Lock and update templates to ensure data security and a seamless user experience.

---

### 

#### Who uses this feature

- Owners, general managers, administrators, and centralized call center representatives (CSRs)
- Applies to all business types

#### Feature configuration

- This feature requires an Enterprise Hub network. Contact your Customer Success Manager to request a network or contact [technical support](https://go.servicetitan.com/#/ask) for details.

## Things to know

- To learn about how to set up and access TitanExchange, see [Manage TitanExchange templates in Enterprise Hub](/v1/docs/manage-titanexchange-templates-in-enterprise-hub-1).
- You can filter only the networks and their template tenants assigned to you. When you select a template to push from one tenant to another, you have access to the networks that your user is assigned to with their tenants.
- You can push reports from the template tenant to other tenants as needed. However, this feature is applicable only to individual tenants and does not extend to Rollup Reporting.

## Push templates

You can push templates from one tenant to another. For example, if the form works well for one tenant, you can push it to another tenant who can benefit from that template.

To push a form:

1. In TitanExchange, click the form to select it. ![User interface displaying library templates with highlighted forms section and checklist options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/push-lock-and-update-titanexchange-templates-in-enterprise-hub-image-zgejm757.png)

> [!NOTE]
> **Note:** You can select multiple forms. When you select at least one form, the **Push** button becomes available. To select all forms, click **All**. To clear all selected forms, click **None**.
2. Click **Push**.![User interface displaying checklists with options to select and push actions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/push-lock-and-update-titanexchange-templates-in-enterprise-hub-image-zhtkfyy5.png)
3. In the pop-up that opens, select a network or select single tenants to push the form to them.
4. Click the arrow to open the network's tenants and select a specific tenant.
5. When you select the network or tenant, click **Push**. ![Select tenants to push templates with highlighted options and action button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/push-lock-and-update-titanexchange-templates-in-enterprise-hub-image-0z701i8r.png)
6. Click **Confirm**. The form is pushed to the selected tenant.

> [!NOTE]
> **Note:** Pushed forms automatically appear in tenants' individual accounts in ServiceTitan.

## Search for tenants

1. In TitanExchange, click the form to select it.
2. Click **Push**.
3. In the *Push* window, enter the tenant name you are looking for.![Interface for selecting tenants to push templates with a search bar highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/push-lock-and-update-titanexchange-templates-in-enterprise-hub-image-wh5v2n3c.png)
4. Click **Search ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/push-lock-and-update-titanexchange-templates-in-enterprise-hub-image-rorcgxb0.png)** to search for results. TitanExchange displays all search results.

## Delete search results

You can delete search results:

Click **Delete ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/push-lock-and-update-titanexchange-templates-in-enterprise-hub-image-wthm7vki.png)** next to the search item.

![Select tenants to push templates with highlighted instructions and input field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/push-lock-and-update-titanexchange-templates-in-enterprise-hub-image-9xxnzxmz.png)

## Select all networks

You can select all networks at once by clicking **All**.

![User interface for selecting tenants to push templates with highlighted options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/push-lock-and-update-titanexchange-templates-in-enterprise-hub-image-qprs4y9c.png)

## Clear all selected networks

In the *Push* window, clear all selected networks by clicking **None**.

![Interface for selecting tenants to push templates with options for all or none.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/push-lock-and-update-titanexchange-templates-in-enterprise-hub-image-4rbq7le5.png)

> [!NOTE]
> **Note:** Each form displays the number of templates pushed to another tenant.

## Check library templates in ServiceTitan

When the template is pushed to the tenant, the tenant can see it in the list of templates in ServiceTitan.

1. To check forms, go to **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) **> Operations > Forms.**
2. To check tags, go to **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) **> Operations > Tag Types.**
3. To check payroll profiles, go to **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) **> Operations > Payroll.**
4. To check reports, go to the navigation panel and click **Reports**.
5. To check dashboards, go to the navigation panel and click **Dashboard**.
6. To check job types, go to **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) **> Operations > Job Types.**
7. To check business units, go to **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) **> Operations > Business Units.**
8. To check roles, go to **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) **> People > Role Permissions.**
9. To check payment terms, go to **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)> Invoicing > Payment Terms.
10. To check email templates, go to **Marketing > Marketing Pro > Campaigns > Email Templates**.
11. To check job cancel and hold reasons, go to **Operations > Cancel and Hold Reasons.**
12. To check custom fields, go to **Operations > Custom Fields.**
13. To check content portal, go to **Operations > Content Portal.**
14. To check technician skills, go to **Operations > Skills**.

You can see the list of templates pushed from TitanExchange or the previously created templates.

## Lock templates

To prevent unauthorized changes and maintain compliance with best practices, you can lock all templates, except *Payroll* in TitanExchange.

> [!NOTE]
> **Note:** If the template you pulled in ServiceTitan TitanExchange is locked in Enterprise Hub TitanExchange, you won't be able to save the changes to the template.

To lock a template:

1. In TitanExchange, select the template you want to lock. ![User interface displaying reports with highlighted 'Hold reasons report' option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/push-lock-and-update-titanexchange-templates-in-enterprise-hub-image-khfhmkev.png)
2. In the template window that opens, enable the *Lock Template* toggle.
3. Add a description, attachments, and cover photo. ![Service Manager Dashboard displaying lock template settings and average rating information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/push-lock-and-update-titanexchange-templates-in-enterprise-hub-image-mp64l1xg.png)
4. When finished, click **Save**.

## Update templates

To keep your templates up-to-date, you can update all templates, except *Payroll* and *Forms* in TitanExchange.

To update a template:

1. In the *Library Templates* section, click **Updates**. ![User interface showing updates, forms, and tags sections in a library template.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/push-lock-and-update-titanexchange-templates-in-enterprise-hub-image-5iksjprj.png)
2. Click the **Update Templates** button that appears. ![Library templates section showing updates and tags for document management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/push-lock-and-update-titanexchange-templates-in-enterprise-hub-image-kn1e0ojs.png)
3. In the pop-up that opens, select tenants to update templates.
4. When finished, click **Update**. ![Select tenants to update templates with options for network and tenant names.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/push-lock-and-update-titanexchange-templates-in-enterprise-hub-image-mq0is5o2.png)

If you want to cancel updates, click **Dismiss All Updates**.

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [Enterprise Hub Basics](https://servicetitan.docebosaas.com/academy/learn/courses/263/enterprise-hub-basics)
- See [Manage TitanExchange templates in Enterprise Hub](/v1/docs/manage-titanexchange-templates-in-enterprise-hub-1)

ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns.

**What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue.

**Also called:** ST Marketing, Marketing automation

**Tags:** Marketing Pro

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)