Partner Leads Integrations

Overview

Use Leads Integration to set up and manage booking requests you receive directly from your lead sources, such as online booking forms and call screens in ServiceTitan. This helps you convert more leads to jobs, all in one place.

Benefits

• Manage booking requests efficiently—With an integrated solution, you can manage all leads for sales, service, and installation requests from the ServiceTitan booking screen, helping you convert more leads to jobs.

• Lower costs related to manual data entry—Keep the team fast and lean by spending less staff hours on manually copying over leads and fixing human errors. Leads show up in ServeTitan automatically!

• Get full control over the integration—Set up your integration, view agreements, and edit your integration and job types at any time.

Things to know

• Set up is required to enable Leads Integration.

• Only users with Admin or Owner roles are able to accept the data agreement.

• If the customer didn't mention any preferred date for the contractor visit, the contractor needs to contact them to schedule a date/time.

• If a Standard Job Type has multiple Custom Job types and/or Business Units mappings, the Job Type and business units don't pre-populate on the job booking screen.

Integration with a Leads Source

Before you can begin receiving leads from available leads sources in ServiceTitan, complete these setup steps to configure each integration with your ServiceTitan account.

• Step 1: Accept the authorization form

• Step 2: Authorize your integration

• Step 3: Map job types to business units

• Step 4: Map job types in Marketing Integrations

Step 1: Accept the authorization form

You must review and accept the terms of the Authorization Form in ServiceTitan. With each integration, providers can view the Authorization Form.

Note: Only administrators and owners can accept the authorization form.

To accept the authorization form:

1. Go to Settings > Integrations > Marketing Integrations.

2. Click Configure next to the integration you want to accept the authorization form for. 

3. When the Authorization Form page opens, read through the authorization form. When you're finished, select that you've read and click Agree. 

Tip: Click Download PDF to download the agreement for future reference. Another way to view the agreement in the future is to click More from the integration screen and select View Agreement.

Step 2: Authorize your integration

After you accept the Authorization Form, connect your lead source account to ServiceTitan. You're prompted to log in and permit the connection from the integration screen.

To authorize your integration:

1. Click Sign in with [lead source name]. The lead source account login window opens. 

2. Log in to your lead source account.

3. When you're finished, click Continue.

4. Go back to ServiceTitan to finish pairing.

   Note: Once you connect your account with your lead source, you will receive information from your lead source 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 the lead source to receive and post the correct leads on your booking screen. 

   • 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. When you're finished, click Save. This takes you to step 3 to map job types.

Step 3: Map job types to business units

After authorizing the 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.

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 integration launches and you begin receiving leads from the marketing vendor.

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 Settings > Integrations > Marketing Integrations.

2. Click Configure next to the integration you want to work with. The integration screen opens.

3. Click Job Types. The Job Types window opens.

4. Click Go To Job Type Mapping to go and map job types. 

5. On the Job Type Mapping screen, if this is your first time integrating trades, click Select Trades. The Trades List window opens. 

6. Select the trades for your business and click Confirm. 

The selected trades appear on the Job type mapping page.

7. Click the trade which you want to map. 

8. For each Standard Job Type, select Your Job Types and Business Unit(s) from the dropdown. Standard Job Types are what appear for your customers to book through each of these integrations. Mapping your job types helps group them to standard job types in each integration. Mapping your business units to standard job types identifies which technicians should be calculated in available capacity.

   Note: You can choose as many custom job types as you need in addition to more than one BU.

   

9. When you're finished, click Save Changes. A window confirming the successful job type mapping appears. Make sure that all selected trades have Job types and BUs mapped before saving.

   • (Optional) You can add and remove trades from your list, but you should keep at least one trade. To remove trades, unselect the trades vertical in the list, and confirm the changes. 

   Note: You can also remove the Business Units and Job types previously selected by clicking on the "x" icon next to the Job type or Business unit names.

10. When you're finished, click Save Changes. A confirmation pop-up opens.

11. Click Return to Integration Setup. In the integration screen that opens, you can find the job types and the BUs that are part of the leads integration.

12. Review the job type mapping. When you're finished, click Finish to complete the integration setup.

Step 4: Map job types in Marketing Integrations

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

1. Go to Settings > Integrations > Marketing Integrations.

2. Click Configure next to the integration you want to work with. 

3. In the integration screen that opens, click Job Types.

4. Select the trade you want to disable any of its standard job types, and toggle Enabled if you want to disable the job type.

   

   Note: Enabled toggle is active by default.

5. When you're finished, click Finish. Your integration is set up and ready to receive booking requests in ServiceTitan.

   Note: You can also disable the lead source integration temporarily by toggling Enabled.

   

   Tip: You can resume configuration at any stage by clicking Finish Editing next to the integration.

    

Real-Time Availability (RTA)

ServiceTitan shares your real-time availability with the lead source website so as to provide an accurate booking experience to potential customers. The real-time availability calculation is based on your capacity. This feature is enabled by default if your lead source provides real-time availability on their website.

Edit integration with Leads Sources

1. Go to Settings > Integrations > Marketing Integrations.

2. Click Edit next to the integration you want to update. 

3. Edit your content as needed. When you're finished, click Save.

Book a job from a lead

To book a job for a lead you've received:

1. Go to the navigation bar and click Calls, then click Bookings. The Bookings window opens.

2. Select the lead you want to book.

   

   Note: On the booking card you can view the customer's contact information, leads submitted and scheduled dates, extra details provided by the unique partner, and the leads' integration and logo.

3. Review lead details and click Accept.

4. Enter any job details and select the marketing campaign to complete booking the job.