Partnership overview
Who is ServiceTitan?
ServiceTitan is the leading business management platform for the trades, serving Commercial, Residential, and Construction contractors. It centralizes service and construction operations to help businesses win more work, improve cash flow, and boost productivity. Through integration with suppliers’ robust product catalogs and real-time pricing, ServiceTitan helps contractors streamline procurement, ensure accurate job quoting, and submit purchase orders seamlessly.
What does ServiceTitan offer?
ServiceTitan delivers a comprehensive, all-in-one solution for managing operations, including:
Lead and pipeline management
Proposal and contract creation
Scheduling and dispatch
Inventory and field operations
Real-time job costing and analytics
Payroll, billing, and accounting integrations
How does ServiceTitan benefit my customers?
ServiceTitan empowers contractors to implement best practices that drive sales and increased revenue to transform their businesses. ServiceTitan Key Value Propositions:
Improve Your Bottom Line: Maximize profits on every visit and every project with real-time costing and predictive insights across every phase of work.
Optimize Cash Flow: Improve cash flow with powerful accounting capabilities that automate your billing processes and reduce overhead costs.
Increase Workforce Productivity & Safety: Drive productivity with system and process automation that motivates your people and promotes safety.
Maximize Lifetime Customer Value: Retain customers with proactive service and execute high-quality work on time.
Win More Business: Generate more revenue by proactively monitoring pipeline and responding faster to incoming work orders.
How does the Full Procurement Integration benefit your sales teams?
Full Procurement Integration optimizes your sales team workflows by:
Reducing manual work: Eliminate the need to share price sheets manually.
Enhancing sales opportunities: Improve live sales interactions with detailed supplier content.
Ensuring accurate POs: Direct purchase order submissions into ERP systems.
Improving communication: Reduce back-and-forth by keeping customers updated on PO statuses.
Accelerating cash collection: Speed up reconciliation and improve efficiency.
Boosting sales and customer retention: Increase purchasing ease for existing and new ServiceTitan customers.
What are the key benefits of the ServiceTitan Supply Chain Integrations?
There are two types of supply chain integrations in ServiceTitan - Catalog Integration and Full Procurement Integration.
Catalog Integration: This allows you to subscribe to specific supplier catalogs and add items to your pricebook for immediate use in the field and other business areas.
Full Procurement Integration: This offers an integrated workflow for accessing real-time product information, contractor-specific pricing (vendor cost), and managing electronic purchase orders, invoices, accounts payable reconciliation, and payments within ServiceTitan. This allows you to create purchase orders with real-time pricing and availability checks across different locations and send them directly to the supplier’s system from your ServiceTitan account.
For more information about Supply Chain in ServiceTitan, see Available supply chain integrations.
General
What is the Full Procurement Integration in ServiceTitan?
The Full Procurement Integration (formerly Procure-to-Pay) is a seamless, end-to-end supply chain workflow within ServiceTitan.
With ServiceTitan’s Full Procurement Integration you can:
Keep your pricebook up to date: Improve and automate visibility of product and supplier cost data.
Streamline in-app procurement: Deliver a more end-to-end workflow through in-app submission of POs.
Access Real-Time Pricing and Availability: With real-time pricing and availability directly from the supplier's branch locations, you can provide more accurate delivery times and improved scheduling.
Simplify Reconciliation: Easily identify discrepancies across POs, receipts, and bills in one system.
Consolidate AP: Save time and minimize manual entry by managing bills faster and in-app.
Increase Profitability: Effectively protect margins with real-time access to fluctuating costs.
Enhance End-Customer Satisfaction: Achieve effective sales proposals and accurate delivery timelines.
When will the integration be available to our customers?
It becomes available during General Availability, announced at ServiceTitan’s user conference, Pantheon. You can also monitor our Upcoming Release Notes for the public announcements.
How much does the integration cost?
This is free to all ServiceTitan customers. There is no additional cost outside of their core subscription fees.
Referrals
Who can I refer to ServiceTitan?
ServiceTitan supports a wide range of dealers, from smaller shops to mega-enterprises, private equity-owned shops with multiple brands under a single umbrella. ServiceTitan typically requires that a dealer has at least one full-time office employee, and at least three technicians/trucks to get the most value.
What if I have an existing ServiceTitan customer interested in the Full Procurement Integration? How do I refer a dealer to ServiceTitan?
You can submit a referral through:
Sales Teams Landing Page
Directing dealers to your integration’s landing page in ServiceTitan Marketplace
Why should I refer dealers to ServiceTitan?
Encouraging more dealers to use ServiceTitan to manage their businesses benefits both the dealers and the supplier:
Dealer benefits: Improved supply chain efficiency, increased sales, and higher customer satisfaction.
Supplier benefits: More equipment sales, increased brand loyalty, and streamlined purchasing.
Supply chain integration capabilities
What is Customer/Account Lookup?
Customers input account details to verify with the vendor’s API. If validated, ServiceTitan receives:
Confirmation of authentication.
List of applicable accounts.
Default branch address (if needed).
What are Bulk Price/Cost Updates?
After ServiceTitan customers add net new items to their pricebook or match/map existing items from their pricebook to the vendor’s catalog, they are expecting to receive subsequent cost updates for these specific products. Distributors can provide customer-specific pricing files. ServiceTitan pulls these daily to keep customer pricing accurate. If any customer-specific costs have been updated in the vendor’s system, then these costs will appear in ServiceTitan for the customers to manually or automatically accept into their pricebook.
What is Real-Time Pricing & Availability?
Before submitting a purchase order, customers can retrieve:
Real-time product pricing.
Inventory levels. This prevents order discrepancies and ensures accurate purchasing.
What is Branch-Based Purchasing?
Branch-based purchasing allows ServiceTitan customers to choose a branch (location) other than their primary branch on the purchase order in ServiceTitan. Customers can choose alternate distributor branches when ordering based on:
Product availability.
Proximity to job sites.
Urgency. This supports flexible sourcing while keeping invoicing unified.
What are Electronic Purchase Orders?
Electronic purchase orders allow a ServiceTitan customer to send a purchase order from ServiceTitan to the vendor’s system. The vendor then receives and reviews the PO and sends back a status (approved/rejected) through the API.
Supplier integration setup and management
What is the Supply Chain Integration setup process for suppliers?
The integration is rolled out in two phases.
Phase 1: Enables Account Pairing and integrates the supplier’s product catalog and customer-specific pricing information within ServiceTitan, and is rolled out on a limited basis to select early adopters.
Phase 2: Enables Branch-Based Purchasing, Real-Time Pricing and Availability, and the ability to send Electronic Purchase Orders to the supplier through ServiceTitan. The integration will then reach General Availability (GA) and be accessible to all customers.
How do I classify products in the terminology of ServiceTitan as Equipment (serialized items) and Materials (unserialized items)?
Materials:
Product is active
Product is non-serialized
Product listed on e-commerce site
Product can be purchased by the dealer
Product can be sold to a consumer (think about DOE regulations)
Product has been sold in the last 2 years
Product has been newly introduced to the market in the last 2 years
Product has an existing price in your ERP system
Product doesn't have to be installed
Equipment:
Product is active
Product is serialized
Product is listed on e-commerce site
Product can be purchased by the dealer
Product can be sold to a consumer (think about DOE regulations)
Product has been sold in the last 2 years
Product has been newly introduced to the market in the last 2 years
Product has an existing price in your ERP system
Product needs to be installed
Can I change a product classification from Material to Equipment or vice versa?
You can change an item from material to equipment or vice versa, but this can impact customers. For example, a ServiceTitan customer may add an item as equipment, but if it later becomes a material, they would need to remap it in their system. This change could also affect specific workflows for equipment and materials.
Customer integration setup and management
What are the steps to enable Full Procurement Integration for the customer?
The integration process includes the following steps:
The customer visits the supplier’s Marketplace Listing and submits a request for activation.
After the integration is enabled, ServiceTitan customers activate the integration within their ServiceTitan settings.
To learn more about the customer journey after the integration is enabled for their account, see Quick start guide: Full Procurement Integration for ServiceTitan customers.
What if a customer is unable to validate their credentials to access the integration?
Customers can reach back out to the supplier to validate their account credentials.
What if a customer mentions items are missing from the catalog?
Customers can send an email to their supplier sales rep about the missing items they would like to see in their catalog.
What if a customer mentions that their pricing is incorrect?
Customers should confirm that account credentials are accurate and then send an email to their supplier branch rep.
What if a customer has questions about their procurement workflows?
Customers are supported by their Customer Success Manager (CSM) for any workflow-related questions. They can also email ServiceTitan support at support@servicetitan.com.