TitanExchange in Enterprise HubLast updated on 02/28/2023

• When you create a new user, they will get an email invitation to create a username and password.

• Default permissions are permissions given to the user that are applied to all networks and tenants assigned to the user. You can customize permissions by the tenant or network. To learn more about networks, see Browse and use content through TitanExchange.

• You can filter only the networks and their template tenants that are 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.

• Best practice or premium content is created and shared through Template Tenants.

• ServiceTitan Admin determines the Template Tenant.

• Template Tenant is marked with the icon.

1. Enter the Enterprise Hub URL into a web browser.

2. Enter your username and password.

Manage library templates, such as forms,  tags, reports, dashboards, and payroll profiles through TitanExchange. You can also push efficient templates from one tenant to another.

Access forms

To access forms, click Forms in the side menu.

Note: When you add a Template Tenant to the network, forms are automatically added to the library.

In the Forms template, you can:

• Search for a form

• Filter networks or Template Tenants

• Push forms to single tenants or networks

Search forms

In TitanExchange, you can search for forms by title. The search uses filters to narrow down information.

1. Go to Forms and enter the title of the form or tag you are looking for.

2. Click the Search icon to search for results.

TitanExchange displays all search results.

To delete search results, click the Delete icon next to the search item.

Filter networks or tenants

You can search for specific networks or tenants and apply filters to narrow your results:

1. Click Filters.

2. You can see the list of networks in the dropdown list.

3. Select the network you want.

4. Click the arrow to open Template Tenants assigned to the network.

5. Select a Template Tenant. The Template Tenant is selected.

To delete the filter, click the Delete icon next to the Template Tenant or network.

Push forms

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

To push a form:

1. Click the form to select it. Note: You see select multiple forms. When you select at least one form, the Push button becomes available.

2. Click Push.

3. To select all forms, click All. A pop-up opens.  Note: To clear all selected forms, click None.

4. Select a network or select single tenants to push the form to them. 

5. Click the arrow to open the network’s tenants and select a specific tenant.

6. When you select the network or tenant, click Push.

7. Click Confirm. The form is pushed to the selected tenant. Note: Pushed forms automatically appear in tenants’ individual accounts in ServiceTitan.

Search for tenants

You can search for tenants:

1. In the Push window, enter the name of the tenant you are looking for.

2. Click the Search icon to search for results.

TitanExchange displays all search results.

Delete search results

You can delete search results:

1. Click the Delete icon next to the search item.

Select all networks

You can select all networks at once by clicking All.

Clear all selected networks

You can clear all selected networks by clicking None.

Note: Each form displays the number of templates that were pushed to another tenant.

Check forms in ServiceTitan

When the form is pushed to the tenant, the tenant can see it in the list of forms.

To check forms:

1. Go to the navigation bar and click Settings .

2. In the side menu, click Operations >  Forms.

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

Access tags

The Library feature allows you to search for tags, push tags to tenants or networks, and filter them.

To access tags, click Tags in the side menu.

In the Tags template, you can:

• Search for a tag

• Filter networks and tenants

• Push tags to single tenants or networks

Please refer to the Forms template to perform the above-mentioned actions.

Check tags in ServiceTitan

When the tag is pushed to the tenant, the tenant can see it in the list of tags in ServiceTitan:

1. Go to the navigation bar and click Settings .

2. In the side menu, click Operations >  Tag Types.

Access payroll profile

The Library feature allows you to search for payroll profiles, push payroll profiles to tenants or networks, and filter them.

To access payroll profiles, click Payroll Profile in the side menu.

In the Payroll Profile template, you can:

• Search for a payroll profile

• Filter networks and tenants

• Push payroll profile to single tenants or networks

Please refer to the Forms template to perform the above-mentioned actions.

Access reports

The Library feature allows you to search for reports, push reports to tenants or networks, and filter them.

To access reports, click Reports in the side menu.

In the Reports template, you can:

• Search for a report

• Filter networks and tenants

• Push reports to single tenants or networks

Please refer to the Forms template to perform the above-mentioned actions.

Access dashboards

The Library feature allows you to search for dashboards, push dashboards to tenants or networks, and filter them. To access dashboards, click Dashboards in the side menu.

In the Dashboards template, you can:

• Search for a dashboard

• Filter networks and tenants

• Push dashboards to single tenants or networks

Please refer to the Forms template to perform the above-mentioned actions.

• See Manage users in Enterprise Hub

• See Manage Tenants in Enterprise Hub

• See Centralized Call Center

• See Rollup Reporting