---
title: "Onboarding Guide: Lennox Catalog and Pricing Integration for ServiceTitan customers"
slug: "onboarding-guide-lennox-catalog-pricing-integration-servicetitan"
updated: 2026-10-16T16:28:18Z
published: 2026-10-16T16:28:18Z
canonical: "help.servicetitan.com/onboarding-guide-lennox-catalog-pricing-integration-servicetitan"
excludeFromSearch: true
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

---

### 

#### Who uses this feature

- Administrators
- This integration is available to Lennox dealers that have only one account on [LennoxPros.com](http://lennoxpros.com). You must also be an admin on [LennoxPros.com](http://lennoxpros.com).

## 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](/roofing/docs/set-up-your-account-for-the-lennox-integration).

1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A24Z&se=2026-11-01T21%3A57%3A24Z&sr=c&sp=r&sig=9T7ZSWSdHYf4cHyya8aLXMmKBaLA12MgR84HRZSH550%3D) **.**
2. In the side panel, go to **Integrations > Vendor Integrations > Full Procurement**.
3. On the *Full Procurement* screen that opens, click **Lennox**. ![Vendor integration page showing Lennox as inactive with a clickable button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-lennox-catalog-and-pricing-integration-for-servicetitan-customers-image-tqkjr8lg.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A24Z&se=2026-11-01T21%3A57%3A24Z&sr=c&sp=r&sig=9T7ZSWSdHYf4cHyya8aLXMmKBaLA12MgR84HRZSH550%3D)
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.

> [!WARNING]
> **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.

![Login page for Lennox Pros with fields for email and password entry.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-lennox-catalog-and-pricing-integration-for-servicetitan-customers-image-acj8gm3l.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A24Z&se=2026-11-01T21%3A57%3A24Z&sr=c&sp=r&sig=9T7ZSWSdHYf4cHyya8aLXMmKBaLA12MgR84HRZSH550%3D)
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](/roofing/docs/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](/roofing/docs/add-and-edit-business-units) or [Trucks & Warehouses](/roofing/docs/set-up-inventory-locations-trucks-and-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](/roofing/docs/upload-purchasing-history-from-vendor#import-purchase-history) steps. ![Instructions for importing purchase history with file upload and template download options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-lennox-catalog-and-pricing-integration-for-servicetitan-customers-image-bmm7333m.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A24Z&se=2026-11-01T21%3A57%3A24Z&sr=c&sp=r&sig=9T7ZSWSdHYf4cHyya8aLXMmKBaLA12MgR84HRZSH550%3D)

### 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](/roofing/docs/map-provider-catalogs-to-your-pricebook-with-pricebook-connect).

> [!NOTE]
> **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.

![User interface showing a provider mapping option in a catalog section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-lennox-catalog-and-pricing-integration-for-servicetitan-customers-image-pddh27bn.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A24Z&se=2026-11-01T21%3A57%3A24Z&sr=c&sp=r&sig=9T7ZSWSdHYf4cHyya8aLXMmKBaLA12MgR84HRZSH550%3D)

> [!NOTE]
> **Note:** You can [unmap incorrectly mapped items](/roofing/docs/unmap-provider-catalogs-from-your-pricebook) 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**.

![Selection of 1 Phase Air Conditioners with option to add to pricebook.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-lennox-catalog-and-pricing-integration-for-servicetitan-customers-image-ck9qc60l.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A24Z&se=2026-11-01T21%3A57%3A24Z&sr=c&sp=r&sig=9T7ZSWSdHYf4cHyya8aLXMmKBaLA12MgR84HRZSH550%3D)

## 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]
> **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.

![Settings for Lennox_US with options for auto dismiss, update, and manual management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-lennox-catalog-and-pricing-integration-for-servicetitan-customers-image-51ht6pvg.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A24Z&se=2026-11-01T21%3A57%3A24Z&sr=c&sp=r&sig=9T7ZSWSdHYf4cHyya8aLXMmKBaLA12MgR84HRZSH550%3D)

You can view automatic and manual updates or dismissals in the *History Log*. For more, see [Update your pricebook with Pricebook Connect](/roofing/docs/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.

> [!WARNING]
> **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]
> **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]
> **Note:** CDQ pricing provides discounted rates for select items based on quantity thresholds.

![User interface displaying item selection and pricing for a wiring harness.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-lennox-catalog-and-pricing-integration-for-servicetitan-customers-image-2p4j8j8c.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A24Z&se=2026-11-01T21%3A57%3A24Z&sr=c&sp=r&sig=9T7ZSWSdHYf4cHyya8aLXMmKBaLA12MgR84HRZSH550%3D)
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]
> **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 and Send as Electronic Delivery** to update the PO status to *Sent* without sending it to the vendor. ![Create menu highlights electronic delivery option alongside PDF, XLS, sent, and recipient choices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(424).png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A24Z&se=2026-11-01T21%3A57%3A24Z&sr=c&sp=r&sig=9T7ZSWSdHYf4cHyya8aLXMmKBaLA12MgR84HRZSH550%3D)

> [!TIP]
> **Tip:** You can also send the PO to a specific vendor recipient. For more, see [Create purchase orders](/roofing/docs/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]
> **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](/roofing/docs/manage-template-pricebook-items) 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**. ![Details of Lennox HVAC products including catalog numbers and cooling capacities.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-lennox-catalog-and-pricing-integration-for-servicetitan-customers-image-muuo5qzg.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A24Z&se=2026-11-01T21%3A57%3A24Z&sr=c&sp=r&sig=9T7ZSWSdHYf4cHyya8aLXMmKBaLA12MgR84HRZSH550%3D)
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**.

> [!WARNING]
> **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]
> **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](/roofing/docs/search-and-add-catalog-items-to-your-purchase-orders).

### 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.

![Form to create a purchase order with job and vendor details highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/onboarding-guide-lennox-catalog-and-pricing-integration-for-servicetitan-customers-image-eprk0pfv.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A24Z&se=2026-11-01T21%3A57%3A24Z&sr=c&sp=r&sig=9T7ZSWSdHYf4cHyya8aLXMmKBaLA12MgR84HRZSH550%3D)

For more, see [Check real-time availability and pricing of PO items](/roofing/docs/check-real-time-availability-and-pricing-of-po-items).

---

### FAQ

#### What if I have the item set up in my Pricebook as equipment and the vendor has it listed as material?

Deactivate the equipment type and add or map the item to the SKU type the vendor set up. Follow the same process for materials.

[Pricebook Management for Full Procurement Integration Video](https://fast.wistia.net/embed/iframe/qz649vjvfw?web_component=true&seo=true&videoFoam=false)

#### What if my costs show up as $0?

A $0 cost appears in the vendor catalog in Pricebook Connect until mapped or added to your Pricebook. If you still don’t see the cost for these items, please follow these steps:

Ensure the vendor is set as the default vendor for those items.

Check **Pricebook Connect > Updates > Settings** to make sure the Update settings are set up correctly, for example, not set to *Auto Dismiss*.

> [!NOTE]
> **Note:** Costs are updated overnight. On the first day of setup, cost data won’t appear until the following morning.

## Additional resources

- Use [ServiceTitan Help Center](/roofing/docs/contact-servicetitan-technical-support) or contact [Technical Support](http://go.servicetitan.com/ask) for assistance