Map Job Types

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Overview

The Job Type Mapping tool is designed to standardize job types in ServiceTitan. For example, if you want to set up a partner integration, such as Web Scheduler, you need to map your customized job types and business units service to ServiceTitan standard job types.

The job type mapping helps to ensure the leads received from marketing vendors are attributed correctly. Also, you can use Job Type Mapping to calculate the capacity and availability of technicians for each job type.


Who uses this feature

  • Administrators, CSR, CRM, Marketing managers, business owners, and other marketers on your team

  • Applies to all business types

  • Applies to all trades

Things to know

  • One-time job type mapping helps to leverage all integrations automatically after the first mapping.

Map job types

To map your custom job types and business units to ServiceTitan's job types and business units:

  1. Go to Settings A simple icon representing a settings gear. > Integrations > Job Type Mapping.

  2. On the Job Type Mapping screen, if this is your first time integrating click Select Trades. The Trades List pop-up window opens. A cursor clicking Select Trades.

  3. Select the trades for your business and click ConfirmThe selected trades will appear on the Job type mapping page. A cursor selecting Trades.

  4. Click the trade which you want to map.

  5. 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.

    The Job Type Mapping screen.    

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

  • (Optional) To edit your trades for mapped job types, click Manage TradesA cursor clicking Manage Trades.

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

    Note: You can also remove previously selected business units and job types by clicking on the "x" icon next to the Your Job Types or Business Unit(s) names.

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