Onboarding guide: Full Procurement Integration for ServiceTitan customers

Overview

Activate your supplier integration, set up your pricebook, and optimize purchase order management through efficient supply chain workflows.

Step 1: Map your ServiceTitan account with your supplier accounts

After requesting an integration with one of our procurement suppliers and having it configured for your account, log in to ServiceTitan to activate the integration. 

1. Go to the navigation bar and click Settings > Integrations > Vendor Integrations.

2. In the Vendor Integrations screen that opens, click Full Procurement. 

3. Select your ServiceTitan supplier and follow the steps on the Integration Setup screen:        

   1. Link Vendors: Select and link Replenishment vendors for integration. For more details on how to create a replenishment vendor, see Set up vendors. 

   2. Verify Supplier Account Number: Enter your supplier credentials or, if applicable, select your preferred supplier account.

   3. Map Account: Map supplier account(s) to Business Units or Trucks & Warehouses. Select a Primary subaccount.

4. When finished, click Activate.

Note: If you have multiple accounts depending on your supplier, you may be able to complete account mapping for multiple accounts. Please check out the Multiple Accounts article for more information.

Step 2: Set up your pricebook

After activation, add vendor catalog items to your ServiceTitan Pricebook to view costs, add to estimates, and create POs. This is important as it allows you to view costs, add items to estimates on mobile, and create POs. There are several ways you can set up your Pricebook:

Option 1: Upload Purchase History

1. Go to Pricebook > Pricebook Connect > Catalogs.

2. Select a provider and click Upload Purchase History.

3. Follow the Import Purchase History steps.  

Option 2: Map to provider

1. Go to Pricebook > Pricebook Connect > Catalogs and click More > Map to provider. ServiceTitan matches items based on fields like name, model number, and part number.

2. Review matched items page by page and bulk-map them to your Pricebook. By default, only High Matches are shown—adjust filters to see more matches. For more, see Map provider catalogs to your pricebook.         

   Note: You can unmap incorrectly mapped items and remap them to the correct ones.

Option 3: Add net new items

1. Go to Pricebook > Pricebook Connect > Catalogs, select a catalog to browse, and view categories (Services/Equipment or Materials).

2. Select items or categories. Hover over categories for subcategory items, and click Show Details for more information.

3. Click Select All to choose all items, or manually select specific items. When done, click Add to Pricebook. 

Step 3: Manage your pricebook

After items are mapped or added from the vendor catalog to your pricebook, vendor cost pricing flows through Pricebook > Pricebook Connect > Updates for you to apply. Prices update nightly and won't be immediately available.

You can Manually update items or enable Auto updates in Pricebook Connect > Updates section. 

1. On the Updates screen, click the Provider dropdown and select the catalog you want to view updates for.

2. Click Auto to manage update settings.

3. Choose Auto Update for fields you want to update automatically and click Save to apply changes.        

   Tip: We recommend turning on Auto Update for costs to ensure accurate and up-to-date information. This automatically updates costs for both equipment and materials.

   You can view automatic and manual updates/dismissals in the History Log. See Update your pricebook with Pricebook Connect for more information.

Step 4: Manage your purchase orders (POs)

After mapping your catalog and tracking updates, you can create purchase orders and take full advantage of supply chain workflows. Full Procurement Integration supports the following purchasing processes:

Create and send POs electronically

1. Go to the Inventory or Purchasing tab > Purchase Orders.

2. Click Create New, complete all required fields and add items.

3. Click Send as Electronic Delivery. 

ServiceTitan verifies quantity and cost with the vendor's stock and price. You can then click Review Stock Levels to see the stock level reported by the vendor. See Create and send POs electronically for more information.

Check real-time availability and pricing of PO items

1. On the Create Purchase Order screen, select a Vendor with Full Procurement Integration and add line items with supplier part numbers.

2. Click Check Vendor Inventory to verify stock levels and pricing. If quantity and pricing match, you'll receive a confirmation.

3. Click Review Stock Levels if needed. 

For more information, see Check real-time availability and pricing of PO items.

Tip: Add catalog items directly to purchase orders and optionally map or save them to your pricebook. For more, see Search and add vendor catalog items directly to your PO.

Select a vendor branch to check availability

1. On the Create Purchase Order screen, select a Vendor with Full Procurement Integration and the Supplier Branch.

2. Complete the required fields and click Check Vendor Inventory to verify stock levels.

3. Click View and Resolve to check for discrepancies, review branch card details, and make necessary adjustments. 

See Branch-based purchasing for more details.

Additional resources

• Use ServiceTitan Help Center or contact Technical Support for assistance