Service Titan Knowledge Base

Procure-to-Pay (P2P)

Here you’ll find information about Procure-to-Pay (P2P) which simplifies the supply chain and eases supplier interactions, delivering everything you need to maximize operational excellence and drive impactful business results.

Note: This feature is available to select suppliers and is subject to change. For more information, contact your success manager or implementation specialist to see if the feature is in closed beta.

What is Procure-to-Pay (P2P)

Procure-to-Pay (P2P) is a seamless, integrated end-to-end workflow, which provides access to real-time product information and contractor-specific pricing, the ability to electronically send and receive purchase orders and invoices, accounts payable reconciliation, and simple electronic payments without ever leaving the ServiceTitan platform.

Additionally, Procure-to-Pay connects contractors to the suppliers they use every day and takes the friction out of the procurement process by bringing the purchasing and payables process directly into ServiceTitan, ultimately streamlining the experience for both parties. This integrated workflow leverages multiple ServiceTitan components:

  • Manage Pricebook content simply with integrated, up-to-date product information and contractor-specific costs

  • Create purchase orders with live supplier inventory checks and send them directly to a supplier’s system

Get started

If you’re new to the P2P experience in ServiceTitan, see the workflows to learn the processes and how they work.

Before you start, be sure to set up Procure-to-Pay to work with these ServiceTitan features:

PricebookPurchasing moduleProcure-to-Pay (P2P) glossary

Procure-to-Pay (P2P) Workflows

Use these workflows to help you manage Procure-to-Pay processes.

Available Procure-to-Pay (P2P) suppliersAvailable Johnstone Supply Procure-to-Pay (P2P) DistributorsSet up your account for Procure-to-Pay (P2P)Add provider catalog items to your pricebook with Pricebook ConnectMap provider catalogs to your pricebook with Pricebook ConnectDownload vendor costs from provider catalogs Update your pricebook with Pricebook ConnectCreate purchase ordersSend a purchase order electronically

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.