Integration with Trane / American Standard

Overview

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 within your ServiceTitan account.

Things to know

• With Trane / American Standard integration you get access to Trane / American Standard's new catalog, which contains over 65,000 pieces of equipment and parts to leverage for your Pricebook. This includes brands such as Trane, American Standard, RunTru, Ameristar, LCU equipment, and Mitsubishi (which is coming soon).

• The pricing for equipment and parts is available where applicable every Tuesday for those items that are mapped from your Pricebook to the Trane / American Standard catalog. If initial mapping is completed by Tuesday morning before 12:30 PM EST, dealers see their pricing that day. Otherwise, dealers should wait until the following Tuesday for their pricing to be available in ServiceTitan.

• If you have questions about the Trane / American Standard Product & Pricing Integration in your ServiceTitan account, please contact tranep2p@servicetitan.com.

• If you need help accessing your Comfort Site or Dealer Net account, please contact:

  • Trane Comfort Site: support@comfortsite.com. Or call 1-800-430-5284.

  • American Standard Dealer Net: support@asdealernet.com. Or call 1-800-430-5284.

Step 1: Authenticate and onboard into the integration

Note: Only administrators and purchasing managers should set up the Trane / American Standard Product and Pricing Integration.

1. Go to the navigation bar and click Settings .

2. From the side menu, click Integrations > Vendor Integrations > Procure-to-Pay.

3. On the Vendors screen that opens, click Trane.

4. To link vendors, from the dropdown field select a replenishment vendor, then click Next. The Integration Setup screen opens showing a progress tracker.

5. To verify the trane account number, click Connect via Trane login and enter your credentials for Trane's Comfort Site / American Standard's Dealer Net, then click Next.

6. Map account:

   1. Select a data type (Business Unit [BU] or Truck & Warehouse) to map your supplier accounts. For example, if you are a shop that uses only the purchasing module, we recommend you select the Business Units option. If you use the inventory module, we recommend you use the Truck & Warehouse mapping.

      

      Your supplier account number is shown in the Account and Description columns below for mapping.

      

   2. Select the Primary account, which is the default account where purchases are made from. For example, if a technician is on a job and creates a PO, pricing information comes from the primary account. However, if you're in the pricebook or placing a PO from ServiceTitan, you can select any of your mapped warehouses or BUs.

   3. When you're finished mapping, click Activate. Activating the vendor integration stores the mapping between ServiceTitan and your supplier so that all supplier accounts are referenced throughout the process.

Step 2: Download product catalog costs from Trane / American Standard's Catalog

After you've authenticated and set up the integration, you can map the Trane / American Standard catalog to your Pricebook to begin receiving weekly synced updates for product content and pricing.

To see your costs from Trane / American Standard, the Product and Pricing Integration must be set up and you must map your pricebook items to the provider catalog. To download the cost to your pricebook for mapped items, use mapping or select the cost updates for these items in Pricebook Connect.

Note: Next time, when you map the Trane / American Standard catalog to your Pricebook, it enables you to submit purchase orders electronically to Trane or American Standard.

1. Go to the navigation bar and click Pricebook .

2. From the side menu, click Catalogs. The Catalog screen opens.

3. Click the three dots in the Catalog box. 

4. On the Map to Provider pop-up, click Begin Matching. 

Once you click Begin Matching, ServiceTitan automatically detects items from your Pricebook and matches them with items from Trane / American Standard's catalog. Review the detected items, then click Map to Item.

Step 3: View synced costs in your pricebook

After mapping your pricebook to Trane / American Standard's catalog and downloading costs, you can see the synced Trane / American Standard information in your pricebook. The synced vendor information will be kept updated in your pricebook—such as part number and cost.

Note: Updates to cost sync only for items that you've mapped. When you map a pricebook item, you can view the cost on the Updates screen.

To view the synced cost in your pricebook:

1. Go to the navigation bar and click Pricebook .

2. From the side menu, click Equipment or Materials. The Equipment or Materials screen opens. 

You can view the item cost in the Vendor section. If you have pricing for this item, you can see it by scrolling down to the Vendor section of the Details tab and clicking Sub-accounts at the end of a vendor row.