This improvement maps ServiceTitan to Robertson Heating Supply so your team can keep Pricebook costs current and send purchase orders (POs) with real-time branch pricing and availability from one place.
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What's changing?
Before, your team had to manage Robertson Heating Supply items by hand in Pricebook, call or log in to check branch pricing and stock, and send POs by email or phone. Now, you connect ServiceTitan directly to Robertson Heating Supply, pull items into your Pricebook with nightly cost refreshes, see live branch pricing and availability, and send electronic POs straight from ServiceTitan.
Resources
Before and After
Before (Current)
Export or look up Robertson Heating Supply catalog data outside ServiceTitan.
Hand-enter or import items into Pricebook and change costs when someone notices a difference.
Call branches or log in to the supplier site to check current pricing and stock.
Build POs in ServiceTitan or on a form, then send them by email or phone.
Fix price or item errors later when supplier invoices do not match your PO.
Impact: More data entry, more pricing mistakes, and slower purchasing across locations.
After
Search the Robertson Heating Supply catalog from ServiceTitan and map or add items directly into Pricebook with nightly cost refresh.
Create POs in ServiceTitan, see branch pricing and availability in real time, and send POs electronically to Robertson Heating Supply.
Receive goods and match supplier invoices against accurate POs with fewer cost changes.
Impact: Less manual data work, more accurate costs in Pricebook, and faster, cleaner purchasing from Robertson Heating Supply.
Who uses this feature
All business types
Administrators, Managers, Accountants, Bookkeepers, CSRs, Dispatchers
Region availability: USA (primary regions: Ohio, Michigan, Western Pennsylvania, Indiana, West Virginia, Northern Kentucky)
How it works for your industry
Residential Service and Replacement
Keep furnace and air conditioner part costs current so CSRs and technicians can quote work with up to date material pricing.
Build POs for common maintenance and repair parts across branches without calling the counter to confirm stock.
Use accurate cost data from Robertson Heating Supply to protect margins on flat rate pricing.
Commercial Service and Replacement
Pull rooftop unit and control parts straight from the supplier catalog into Pricebook for complex service jobs.
Check branch stock before you promise same day or next day repairs to property managers.
Create POs from quoted jobs so purchasing, warehouse, and field crews stay in sync on what is ordered and where it ships.
Residential Construction
Map common rough-in, trim, and fixture items from Robertson Heating Supply into job templates for new builds.
Use nightly cost refresh to keep material budgets aligned with current supplier pricing during long projects.
Group POs by subdivision or builder so you can track spend with Robertson Heating Supply across multiple sites.
Commercial Construction
Load project-specific items from the supplier catalog into Pricebook for large build or retrofit bids.
See live branch availability for big orders so you can plan delivery and staging by floor or phase.
Send electronic POs tied to phases or cost codes to simplify change orders and billing.
How to Prepare?
Have an administrator reach out to Support to have Robertson Heating Supply procurement integration configurations enabled.
Confirm you have active Robertson Heating Supply account numbers for each branch you plan to connect.
Identify which business units should map to which supplier accounts and who in your office owns purchasing.
Train Administrators, CSRs, Dispatchers, and purchasing staff on how to search the supplier catalog, add items to Pricebook, manage content and cost updates and create and send electronic POs from ServiceTitan.
Align your process for Pricebook maintenance, including who reviews new items and who checks content and costs updates after the integration is turned on.