Set up the Reserve with Google Integration

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Overview

Complete the following steps to ensure the Reserve with Google Integration is properly set up for all accounts and locations with your ServiceTitan account.


Who uses this feature

  • Administrators, marketing managers, operations managers, project managers, CSRs, and anyone who receives leads from Reserve with Google

  • Primarily benefits Residential Service & Replacement business types

For additional support:

  • If you don't have a Google Business Profile, you can create, claim, and verify your profile here.

  • If you have questions about configuring the Reserve with Google Integration in your ServiceTitan account, please contact integrations@servicetitan.com.

Things to know

  • The Reserve with Google integration in ServiceTitan is managed through WorkConnect. For more, see WorkConnect overview.

  • If you don't already have a Google Business Profile, you need to create one before you can begin working with the Reserve with Google integration in ServiceTitan.

  • Only Administrator or Owner roles in ServiceTitan can accept the data agreement and set up the integration.

  • After you set up the integration, ServiceTitan automatically creates and associates a Reserve with Google marketing campaign.

  • Scheduling Pro customers can leverage their widget for an enhanced booking experience.

  • When someone requests a job through Reserve with Google, they can select an SMS consent box after entering their phone number. If they consent, they'll receive SMS updates about their request and any job appointments. If they don't consent, their notification preferences are turned off in ServiceTitan to comply with telecom regulations and respect their communication preferences.

  • For further consideration as it pertains to Google Local Services Ads (GLSA), please see the Things to know section in Reserve with Google Booking Integration.

Step 1: Review and accept the authorization form

Note: Only Administrators and Owners can accept the authorization form.

  1. Go to the top toolbar and click Settings  .

  2. In the side panel, go to Integrations > Marketing Integrations.

  3. On the Marketing Integrations screen that opens, click Configure next to the Reserve with Google integration. Marketing integrations section showing Google Local Services and Reserve with Google options.

  4. On the setup screen that opens, read through the terms.

  5. Go to the API Data Authorization section and read through the authorization form. When finished, select that you've read the terms, then click AgreeInstructions for API Data Authorization with an 'Agree' button highlighted.

  6. When finished, click Close.

Step 2: Connect your accounts

After you accept the authorization form, connect your Google Business Profile accounts to ServiceTitan. You're prompted to sign in and permit the connection from the Reserve with the Google integration screen.

To authorize the Reserve with Google integration:

  1. In the Account Matching section, click Add LocationInstructions for adding a location in Google Business Profiles with a highlighted button.

  2. On the location screen that opens, provide your location that matches the details of your Google Business Profile exactly, such as capitalization, spelling, punctuation, and more:        

    1. Enter the Business name for this location.

    2. Select the Country then indicate the location's full Address.

    3. Enter the Phone Number for the location.

    4. When finished, click SaveForm for editing account details including business name, address, and phone number.                

      Note: After saving your location, it's updated with a Pending status. It may take 24-48 hours for the location to be verified by Google.

       Account matching interface showing locations for Google Business Profiles with pending status.            

  3. When finished, click Next.

Step 3: Set default Job Type Matching

After adding your Google Business Profiles, configure the integration by setting the default Job Type Matching. This helps you save time when you begin using the integration. Additionally, matching job types helps us receive and post the leads correctly for you on the Call Booking screen and Dispatch Board.

  1. Go to the Job Type Matching section and click StartUser interface displaying job type matching with a highlighted start button.

  2. On the Job Type Matching screen that opens, select your trades then click NextUser selects trades for a booking widget, highlighting electrical and plumbing options.

  3. On the Step 2 Match Job Types screen, click Start to match job types to the trade.

  4. Under each trade that applies to your business—such as HVAC, Plumbing, Electrical, and more—match your job type to ServiceTitan standard job type. Then, apply the business unit (BU) that services this job type. Interface for matching job types with electrical services and business units.

  5. Select your active ServiceTitan standard job type.

  6. When finished, click Finish.

After this step is completed, the integration launches and you begin receiving leads from your Reserve with Google account.

Note: This Job Type Matching is independent of other integrations. This means that this Job Type Matching will not impact any matching you've done for other integrations.

Step 4: Set availability

  1. Select how you would like to make appointment windows available for your customers:        

    1. Select Adjustable Capacity Planning to automatically calculate availability.                

      Note: Adjustable Capacity Planning must already be set up for you to leverage this feature. For more, see Set up Adjustable Capacity Planning (ACP).

    2. Select Business Hours to create time slots for your widget which show availability to customers. You can add multiple time slots for each day of the week. Settings for appointment availability, including time slots and business hours options.

  2. Select where you'd like booked appointments to appear. By default, booked appointments show up under Bookings on the Calls screen in ServiceTitan.        

    Note: To send jobs directly to the Dispatch Board, select Automatically create a job on the Dispatch Board. To notify CSRs, create a Booked Job alert linked to the Reserve with Google marketing campaign.

  3. When finished, click Save.

Step 5: Set your service area

Select the cities and zip codes where you'd like to offer services through the integration:

  1. All zones are selected by default. Select the Include Zones dropdown and deselect the zones or ZIP codes you don't want to service through this integration. User selects service zones and zip codes in a dropdown menu interface.

  2. When finished, click Complete Setup.

Your Reserve with Google integration is set up and ready to receive booking requests in ServiceTitan.

Note: It may take 1-2 business days for the integration to fully activate.

Tip: If needed, you can disable the Reserve with Google integration temporarily by turning off the Active toggle. You can resume configuration at any stage by clicking Finish Editing next to the Reserve with Google integration.

Want to learn more?

See Reserve with Google Booking Integration