This is a new feature that automates the process of comparing purchase orders, receipts, and vendor bills to flag mismatches.
What's changing with Payables 3-Way Match?
Before, teams had to manually compare purchase orders (POs), receipts, and vendor bills line-by-line. This often took hours and was prone to errors. Now, ServiceTitan does this automatically. After you receive a PO and create a bill, ServiceTitan checks for differences and shows them clearly, like missing items, extra charges, or wrong quantities. You can adjust how strict the checks are by changing settings in 3-Way Match Settings under Accounting.
Before and After
Before (Current)
Create a purchase order for materials.
Receive the delivery and create a receipt.
Manually compare the PO, receipt, and bill for each line.
Flag any discrepancies by hand.
Adjust bills or reach out to vendors if needed.
Impact: This manual process takes time and is prone to mistakes.
Try the current workflow in your account.
After
Create a purchase order.
Receive the materials and create a receipt.
Create a bill linked to the PO.
ServiceTitan compares all three documents automatically.
See flagged differences and decide what to do.
Impact: Saves time and helps prevent overpayments or billing errors.
Test the changes in the NEXT environment.
Who uses this feature
All business types
Administrators, accountants, bookkeepers
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A technician installs a new water heater. After delivery and billing, ServiceTitan compares the PO, receipt, and bill and highlights an extra part billed by the vendor.
The office sees a mismatch where the tax charged differs from the receipt and can act before payment.
You set a tight custom threshold so even a few cents of mismatch are flagged, ensuring close review on all residential jobs.
Commercial Service and Replacement
You order 50 filters for a multi-site job. The vendor bills for 55. 3-Way Match highlights the overage, and your team adjusts the bill before approving it.
A shipping fee not included on the PO shows up on the bill. ServiceTitan flags it so the bookkeeper can investigate.
You enable relaxed custom thresholds for bulk orders, catching major mismatches without blocking every small one.
Residential Construction
Your team orders materials for a new home build. The bill arrives missing two high-cost items. 3-Way Match flags the missing lines so you don't overpay.
You receive the correct quantity, but the bill shows higher unit costs. The mismatch is flagged in red.
You set relaxed custom thresholds on tax and shipping amount but strict matching on item costs and quantities.
Commercial Construction
A vendor sends a bill for multiple deliveries on one PO. Some items weren't received. 3-Way Match shows missing receipts.
One PO covers several job sites. The bill mixes quantities. ServiceTitan flags the mismatches before it affects your project costing.
You turn on strict matching for subtotal amount discrepancies to improve cost tracking and vendor accountability.
How to Prepare
Have an administrator reach out to fintechsales@servicetitan.com if you're interested in using this feature. It is part of a larger AP automation feature that requires purchase.
Have an administrator update the 3-Way Match settings at Settings > Accounting > 3-Way Match Settings.
Confirm your team creates POs, receipts, and bills in ServiceTitan for every purchase.
Identify the mismatch types that matter most—cost, quantity, shipping, tax.
Train your accounting staff to review flagged mismatches before approving bills.
Align with your vendors on what documents they should send and when.