---
title: "Trane/American Standard Leads Integration"
slug: "trane-american-standard-leads-integration"
updated: 2026-10-16T00:43:37Z
published: 2026-10-16T00:43:37Z
canonical: "help.servicetitan.com/trane-american-standard-leads-integration"
---

> ## 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.

# Trane/American Standard Leads Integration

## Overview

Use the Trane/American Standard Leads Integration to manage [online booking requests](/roofing/docs/manage-bookings-1) you receive from Trane/American Standard directly in ServiceTitan. This helps you efficiently track prospective customer data so you can convert those Leads into jobs.

---

### 

#### Who uses this feature

- Administrators, Customer Service Representatives (CSRs), Marketing Managers, Operations Managers, Project Managers, and Trane/American Standard dealers who take advantage of the Dealer Locator program on Trane.com and AmericanStandard.com
- Primarily for Residential Service & Replacement business types.

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.
- If you have questions about configuring the Trane/American Standard Leads Integration in your ServiceTitan account, please contact the designated email address:
  - Trane: [traneleads@servicetitan.com](mailto:traneleads@servicetitan.com)
  - American Standard: [americanstandardleads@servicetitan.com](mailto:americanstandardleads@servicetitan.com)
- If you need help accessing your Comfort Site or Dealer Net account, please contact:
  - Trane Comfort Site: [support@comfortsite.com](mailto:support@comfortsite.com) or call 1-800-430-5284
  - American Standard Dealer Net: [support@asdealernet.com](mailto:support@asdealernet.com) or call 1-800-430-5284
- If you have questions about joining Dealer Locator, please contact your Trane Account Manager.

## Things to know

- For the two weeks following setup, you receive Leads in both Dispatch and ServiceTitan. If you continue to receive Leads in Dispatch for more than two weeks, please contact [traneleads@servicetitan.com](mailto:traneleads@servicetitan.com).
- Only *Administrator* or *Owner* roles in ServiceTitan can accept the data agreement and set up the integration.
- If a standard job type has multiple custom job types or business unit mappings, the job type and business units won't pre-populate in the Lead.
- It is important to set up web form leads integration before connecting phone call leads.
- Setup for this leads integration is not available in Enterprise Hub accounts.

## Set up integration with Trane/American Standard

As a Trane or American Standard dealer, there are specific steps you need to take to ensure the integration is set up for all accounts or locations with your ServiceTitan account.

- Step 1: Request the integration
- Step 2: Review and accept the authorization form
- Step 3: Authorize the integration
- Step 4: Map job types to business units
- Step 5: Map job types in Marketing Integrations

### Step 1: Request the integration

To get the integration added to your ServiceTitan account, send our integrations team a request:

1. Go to [https://marketplace.servicetitan.com/partner/trane](https://marketplace.servicetitan.com/partner/trane) or [https://marketplace.servicetitan.com/partner/american-standard](https://marketplace.servicetitan.com/partner/american-standard)

> [!NOTE]
> **Note:** You can use either of these pages to submit your request. The integration is the same for both Trane and American Standard.
2. On the page that opens, click **Get Started**.
3. On the *Learn More* pop-up that opens, enter the following details:
  - **Email**
  - **First Name**
  - **Last Name**
  - **Company**
  - **Title**
  - Whether you're an existing ServiceTitan customer: **Yes** or **No**
  - What you're interested in: **Leads Integration**
4. When finished, click **Agree and Submit**.

After you submit your request, a specialist from our integrations team will email you when the integration is ready to be set up in your account.

### Step 2: Review and accept the authorization form

You must review and accept the terms of the *Authorization Form* in ServiceTitan. With the Trane/American Standard leads integration, providers can view the *Authorization Form*.

> [!NOTE]
> **Note:** Only administrators and owners can accept the authorization form.

To accept the authorization form:

1. Go to the top toolbar 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=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D).
2. In the side panel, go to **Integrations > Marketing Integrations**.
3. Click **Configure** next to the Trane/American Standard integration. ![Configuration options for Google Local Services and Trane/American Standard leads.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/traneamerican-standard-leads-integration-image-43g8mqad.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D)
4. On the *Data Agreement* page that opens, read through the authorization form. When you're finished, select that you've read and click **Agree**. ![ServiceTitan API authorization form with highlighted checkbox for agreement confirmation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/traneamerican-standard-leads-integration-image-y6er41ur.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D)

> [!TIP]
> **Tip:** Click **Download PDF** to download the agreement for future reference. Another way to view the agreement in the future is to click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D) from the Trane/American Standard integration page and select View Agreement.

### Step 3: Authorize the integration

After you accept the Authorization Form, connect the Trane/American Standard account to ServiceTitan. You're prompted to log in and permit the connection from the Trane/American Standard integration page.

To authorize the Trane/American Standard integration:

1. Click **Sign in with Trane/American Standard**. ![Authorization screen for connecting Trane/American Standard to ServiceTitan for bookings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/traneamerican-standard-leads-integration-image-xq6q2aht.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D)
2. In the *Trane technologies* account login window, enter the information to log in.
3. When you're finished, click **Continue**.
4. Go back to ServiceTitan to finish pairing.

> [!NOTE]
> **Note:** Once you connect your account with Trane/American Standard, you will receive information from Trane/American Standard about the accounts and profiles included in the integration.
5. After your account is connected, you can assign business units (BUs) to this account:
  - If you have profiles set up, select BUs for each profile. This helps us communicate efficiently with Trane/American Standard to receive and post the correct leads on your booking screen. ![User selects HVAC options in a business unit authorization interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/traneamerican-standard-leads-integration-image-dglogzcl.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D)
  - If you don't have profiles set up or you have more than one account, select the BUs you want to associate with the account.
6. (Optional) Click **Add Account** to create another account. If your company has multiple locations, you need to create an account for each location because each location has its own unique ID (GUID). Creating accounts for every location ensures sending leads, ZIP codes, and other information about the location to the Dealer Locator. For example, in Comfort Site and Dealer Net, each GUID has a different account although you manage them all through a single login.

> [!NOTE]
> **Note:** For lead integration, we need to authenticate each location GUID separately.

![User interface showing account management options with an 'Add Account' button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/traneamerican-standard-leads-integration-image-juj77499.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D)
7. When you're finished, click **Save**. This takes you to step 3 to map job types.

### Step 4: Map job types to business units

After authorizing the Trane/American Standard integration, configure the integration by setting the default job type mapping. This will help you save time once you begin using the integration. Additionally, mapping job types helps us receive and post the leads correctly for you on the booking screen and dispatch.

Under each vertical which applies to your business (HVAC, Plumbing, Electrical, and more.), map your job types to ServiceTitan standard job types. Then, apply the BUs that will service these job types.

After this step is completed, the Trane/American Standard integration launches and you begin receiving leads from the marketing vendor.

> [!NOTE]
> **Note:** You only need to do this once and the job type mapping will be leveraged for future integrations as well. If you have already completed mapping your job types to the standard job types, you will not need to do this again. For example, if you are already using the Google Local Services Integration, you will not need to complete this step as you have already completed it.

To map job types to business units:

1. Go to the top toolbar 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=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D).
2. In the side panel, go to **Integrations > Marketing Integrations**.
3. Click **Configure** next to the Trane/American Standard integration. The Trane/American Standard integration page opens.
4. Click **Job Types.** The *Job Types* window opens.
5. Click **Go To Job Type Mapping** to go and map job types. ![Instructions for mapping job types in ServiceTitan integration setup process.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/traneamerican-standard-leads-integration-image-ayumrmqy.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D)
6. On the *Job Type Mapping* page that opens, map the *Standard Job Types* to your job types and business units. For more information, see [Map Job Types](/roofing/docs/map-job-types).
7. When you're finished, click **Save Changes**.
8. Click **Return to Integration Setup**. On the Trane/American Standard integration page, you can find the job types and the BUs that are part of the leads integration.
9. Review the job type mapping. When you're finished, click **Finish** to complete the integration setup.

### Step 5: Map job types in Marketing Integrations

To enable or disable job types configured in global *Job Type Mapping*:

1. Go to the top toolbar 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=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D) **>** **Integrations > Marketing Integrations**.
2. Click **Configure** next to the Trane/American Standard integration. ![Options to edit Google Local Services and configure Trane/American Standard booking requests.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/traneamerican-standard-leads-integration-image-p7e2obfk.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D)
3. On the Trane/American Standard integration page, click **Job Types**.
4. Select the trade you want to disable any of its standard job types, and turn off the **Enabled** toggle if you want to disable the job type.

> [!NOTE]
> **Note:** The ***Enabled*** toggle is active by default.

![Settings for HVAC job types including AC maintenance and thermostat repair options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/traneamerican-standard-leads-integration-image-lauzzen7.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D)
5. When you're finished, click **Save**. Your Trane/American Standard integration is set up and ready to receive booking requests in ServiceTitan.

> [!NOTE]
> **Note:** You can disable the Trane/American Standard integration temporarily by turning off the **Enabled** toggle.

![Trane/American Standard integration settings showing enabled status and account details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/traneamerican-standard-leads-integration-image-cdbpdhck.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D)

> [!TIP]
> **Tip:** You can resume configuration at any stage by clicking **Finish Editing** next to the Trane/American Standard integration.

![Trane/American Standard logo with a button to finish editing booking requests.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/traneamerican-standard-leads-integration-image-97uimdah.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D)

## Edit integration with Trane/American Standard

1. Go to the top toolbar 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=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D).
2. In the side panel, go to **Integrations > Marketing Integrations**.
3. Click **Edit** next to the integration you want to update. ![User interface showing Trane/American Standard with an edit option for booking requests.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/traneamerican-standard-leads-integration-image-uutq9kwm.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D)
4. Edit your content as needed.
5. When you're finished, click **Save**.

## Book a job from a lead

You can book a job for a lead you've received through a website only from the *Calls* screen:

1. Go to the navigation bar and click **Calls** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-local-phone.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D).
2. In the side menu, click **Bookings**.
3. Select the lead you want to book.

> [!NOTE]
> **Note:** On the booking card you can view the customer's contact information, leads submitted and scheduled dates, extra details provided by Trane/American Standard, and the leads' integration and logo.

![List of bookings for John Smith and Thomas Spencer with details and scheduling information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/traneamerican-standard-leads-integration-image-0f8m4p4n.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D)
4. Review lead details and click **Accept**.
5. [Enter any job details](/roofing/docs/enter-job-details) to complete booking the job.

> [!NOTE]
> **Note:** The marketing campaign "Trane/American Standard" is selected by default.

Web leads will no longer appear in Dispatch, as these leads no longer need to be dispositioned. This means an email will no longer be sent from Dispatch as well. Please refer to the Alerts section below.

Leads integrated through a phone call appear directly on the *Dispatch* board. To access these leads, we recommend you go to the *Dispatch* board and continue to accept or decline these leads so that Trane/American Standard can continue measuring the lead quality.

> [!TIP]
> **Tip:** Dealers also need to disposition any other leads that your receive out of Trane.com/AmericanStandardAir.com through the Dispatch Board.

## Alerts

Trane and American Dealers can set up [Alerts](/roofing/docs/use-alerts) to get an email when a booking is received, dismissed, and more.

Alerts in ServiceTitan can be used to notify office employees and technicians when important changes occur. Use alerts to ensure that your entire staff stays on track and up-to-date.

![Interface for adding an alert with options for type, delivery method, and recipients.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/traneamerican-standard-leads-integration-image-9erdpasm.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A44Z&se=2026-11-01T20%3A50%3A44Z&sr=c&sp=r&sig=j7phssNDTkhi4gAabbpW8pN1426x%2BFEJ0nxlkVD5PKo%3D)

> [!NOTE]
> **Note:** For additional details, see the [Use alerts](/roofing/docs/use-alerts) topic in the Knowledge Base.

## Want to learn more?

- See [Map Job Types](/roofing/docs/map-job-types)
- See [Manage bookings](/roofing/docs/manage-bookings-1)
- See [Use alerts](/roofing/docs/use-alerts)
- See [Trane and American Standard Phone Call Leads integration](/v1/docs/trane-and-american-standard-phone-call-leads-integration)

A customer calls in who intends to hire someone (the lasts over 60 seconds). This is a call lead. What this triggers in ServiceTitan The call is classified as a lead. On the dashboard, the call lead appears as a Lead under Call Metrics.

[Learn more →](https://help.servicetitan.com/docs/understanding-calls-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The process of how ServiceTitan connects directly to the supplier and validates user accounts.

[Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout.

**What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments.

**Also called:** Schedule board, Dispatch view

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)