Onboarding Guide: Lennox Catalog and Pricing Integration for ServiceTitan customers

Overview

Connect with your Lennox supplier, configure your pricebook, and streamline procurement with efficient supply chain workflows.

Step 1: Map your ServiceTitan account with your supplier account

After requesting an integration with Lennox and having the integration configured for your account, sign in to ServiceTitan to activate the integration.

1. Go to the navigation bar and click Settings .

2. In the side panel, go to Integrations > Vendor Integrations > Full Procurement.

3. On the Full Procurement screen that opens, click Lennox. 

4. Select Connect via SSO Login.

5. On the SSO screen that opens, enter your Lennox admin account details and click Sign In. This redirects you back to your ServiceTitan account for integration setup.        

   Caution: Ensure you sign in using a Lennox admin account with the appropriate access permissions. If you use an account without the required access, the integration will fail.

   

6. Follow the steps on the Integration Setup screen:        

   1. Link Vendors: Select and link Replenishment vendor for integration. For more, see Set up vendors.

   2. Verify Lennox Account Number: Select a Lennox account number from the options provided.

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

7. When finished, click Activate.

Step 2: Set up your pricebook

After activation, add Lennox catalog items to your ServiceTitan Pricebook to view costs, add to estimates, and create purchase orders (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 the Lennox catalog 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 but you can add and map items manually as well. For more, see Map provider catalogs to your pricebook.

Note: High Match occurs when most key fields—Code, Name, Description, Vendor Part Number, or Model Number for equipment—align between the pricebook and vendor catalog, or when there's an exact Vendor Part Number match. This ensures accurate item mapping.

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 the Lennox catalog 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.

4. When finished, click Add to Pricebook.

Step 3: Manage your pricebook

After items are mapped or added from Lennox catalog to your pricebook, vendor cost pricing flows through Pricebook > Pricebook Connect > Updates for you to apply. Prices are updated 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. Select Auto Update for fields you want to update automatically, then click Save to apply changes.        

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

You can view automatic and manual updates or dismissals in the History Log. For more, see Update your pricebook with Pricebook Connect.

Step 4: Manage your purchase orders (POs)

After mapping your catalog and tracking updates, you can create POs and take full advantage of supply chain workflows.

Caution: Ensure the ServiceTitan admin user and LennoxPros.com admin user are active. If not, you'll see a Lennox Disconnected flag show on the Purchase Order and Accounts screens because the user is no longer linked to the account. You'll then need to remap accounts before returning to the Purchase Order screen.

Lennox Procurement Integration supports the following purchasing processes:

Create and send POs

1. Go to the Inventory or Purchasing tab, click Purchase Orders, then click Create New.

2. Complete all required fields in the Order Details section.

3. Select Lennox as the Vendor.

4. From the Ship To dropdown, select Vendor Counter Pickup.

5. After the Supplier Branch dropdown appears, click it and search for your supplier branch using the Postal code.

6. (Optional) If you don't plan to pick up the products from the vendor's location, change the Ship To field to a Supplier Address instead.

7. Set the Date Created date.        

   Note: This date copies over to the Required By date.

8. In the Item List section, click Select an item to add items to your PO.        

   1. (Optional) Apply Contractual Discounted Quantity (CDQ) Pricing.                

      1. Click Edit in the Custom Fields column.

      2. Manually apply CDQ pricing, if applicable.                        

         Note: CDQ pricing provides discounted rates for select items based on quantity thresholds.

         

9. When you're finished adding information and items to the PO, do one of the following:        

   1. Click Create to create the PO in pending status.                

      Note: If the PO type is auto-receive, the PO moves to received status. The corresponding bill and receipt are generated for the PO.

   2. From the Arrow dropdown menu, select the format you want to use to send the PO to the vendor.

   3. From the Arrow dropdown menu, select Create as Sent to update the PO status to Sent without sending it to the vendor. 

Tip: You can also send the PO to a specific vendor recipient. For more, see Create purchase orders.

Add items from Catalog to PO

Add catalog items directly to POs and optionally map or save them to your pricebook.

Note: The Add vendor catalog items to pricebook from purchase order and Search vendor catalog items in purchase order permissions are required to use this feature. Enable the template pricebook item feature to allow template items added with the Vendor Catalog toggle in POs.

1. On the Create Purchase Order screen, select Lennox as the Vendor and add line items with supplier part numbers.

2. In the Item List table, click Select an item > Vendor Catalog. 

3. Click the arrow next to the item you selected from the Vendor Catalog.

4. On the Item Details screen, click Add to Purchase Order.

5. When finished, click Save.        

   Caution: This pulls the real-time pricing which is based on standard cost. If you've already applied CDQ pricing, do not reapply standard cost, as it will override the discount.

   Note: When adding a catalog item to your PO, you can also add it to your pricebook or map it to an existing pricebook item. For more, see Search and add vendor catalog items directly to your PO.

Check real-time availability and pricing of PO items

1. On the Create Purchase Order screen, select Lennox as the Vendor 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, see Check real-time availability and pricing of PO items.

Additional resources

• Use ServiceTitan Help Center or contact Technical Support for assistance