Service Titan Knowledge Base

Browse and use content through TitanExchangeLast updated on 01/10/2023

With TitanExchange, you can browse premium, best practice content shared by other network members such as forms, tags, payrolls, reports, and dashboards. You can pull templates to your account to use for your own business.

Things to know

  • You can give access to TitanExchange by enabling the View Titan Exchange permission by company role or by office employee.

  • ServiceTitan subject matter experts review all content. If templates have proven to work well and produce good results, they are considered best practice or premium content and shared through TitanExchange.

  • TitanExchange networks can be public and private. Public networks are open for all accounts. Private networks are available by invitation.

Browse TitanExchange networks

  1. Go to the navigation bar and click Settings icon-settings.png.

  2. From the side menu, click TitanExchange > Networks. The Networks screen opens showing available networks. Tip: Use the search bar to search for a network by name. Use the dropdown to filter your search by private or public networks.

  3. To view templates available in a network, click the network name. The network’s available templates display in a grid.

  4. Click Subscribe to add a public network’s content to your library. If you’re subscribed to the network and want to remove their content from your library, click Unsubscribe. Note: You can subscribe to any public network. When you’re invited to join a private network, that network’s shared content is automatically available in your library.

Browse your TitanExchange library

Your TitanExchange library contains templates from your private networks and the public networks you subscribe to.

  1. Go to the navigation bar and click Settings icon-settings.png.

  2. From the side menu, click TitanExchange > Library. The TitanExchange Library screen opens.

  3. Under Library Templates, click Forms, Tags, Payroll, Reports, or Dashboards depending on the templates you’re looking for. Tip: Use the search bar to find a specific template by name. You can also use the Filters dropdown to search for content by network or members within a network.

  4. To view a template, click the template name.

The template opens showing a description and any attached images and videos.

Pull content to your account

You can pull templates from the TitanExchange library to use in your ServiceTitan account.

  1. In the TitanExchange library, select the templates you want to use in your account.

  2. Click Pull.

The selected templates are available for use in your account.

Preview reports

You can preview reports in the Configuration tab by clicking Preview Report.

You are directed to the report page where you can review the columns and what the report looks like with the sample data.

Rate templates
  1. In your library, click the name of the template you want to rate. The template details screen opens.

  2. Under Rate the Template, rate the template on a scale from one to five stars.

Note: If you already rated a template you can change your rating by clicking Edit icon-pencil.png.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.