The Full Procurement Integration (formerly Procure-to-Pay) is a seamless, end-to-end supply chain workflow within ServiceTitan. It offers real-time product information, contractor-specific pricing (vendor cost), electronic purchase orders, and streamlined Pricebook management with up-to-date details and inventory checks. This enhances transparency and bridges the gap between your business and suppliers.
Release notes
Setup for customers
How to use it for your business
With the Full Procurement Integration you can:
Map provider catalogs to your ServiceTitan Pricebook.
Access and download current vendor pricing directly from provider catalogs.
Get up-to-date information on the availability and pricing of items in your purchase orders.
Create Assemblies to group materials and/or equipment for easy additions to purchase orders.
Send purchase orders electronically.
Search and add catalog items to purchase orders without adding them to your ServiceTitan pricebook first.
What you need to get started
To ensure optimal setup and performance, have these requirements in place:
Pricebook setup
Ensure your Pricebook includes services, materials, and equipment. While a fully set-up Pricebook is beneficial, it is not essential. You can add missing items through the supplier catalog if needed. For more, see Pricebook.
Vendors setup
Ensure your Full Procurement Integration vendors are set up and enabled as replenishment vendors.
Create vendor list for inventory items and designate primary vendor
Available Johnstone Supply Full Procurement Integration (P2P) distributors
Available Winsupply Full Procurement Integration (P2P) Local Companies
Purchasing module setup
Enable the Purchasing module to track all POs associated with your business, improve the procurement process, and ensure transparency and accountability.
Purchasing and Inventory permissions for office employees and technicians
Set up inventory locations (trucks and warehouses) (Optional, Inventory module)
Return Types (Optional)
Onboarding guide
Once the Full Procurement Integration is configured for your account, use this step-by-step guide to enable supplier integration, configure your pricebook, and optimize purchase order management in ServiceTitan.
Key workflows for customers
Account mapping
Integrate vendor catalogs, configure your account, and add multiple account integrations to streamline your operations.
Pricebook management
Upload your previous purchasing history, update your pricebook, and manage provider catalogs for accurate pricing and efficient cost control.
Pricebook Pro Onboarding Part 3: Add provider catalog items to your pricebook with Pricebook Connect
Map provider catalogs to your pricebook with Pricebook Connect
Purchase order management
Create and send purchase orders electronically, check real-time item availability and pricing, add catalog items easily, and manage assemblies for optimized procurement.
Integration documentation for suppliers
What you need to get started
Before getting started, ensure you have the following prerequisites ready:
Login Credentials: Reach out to your ServiceTitan representative to get access to the ServiceTitan Integration API Portal.
Postman Setup: Create an account on the Postman site and download the ServiceTitan Postman collection to test API requests and configurations.
Architecture Overview: Familiarize yourself with ServiceTitan's architecture, generic endpoints and the supply chain system to understand how it works for your customers.
Product Overview: Explore the Full Procurement Integration landing page to learn more about the supply chain workflows in ServiceTitan.
Integration process overview
Familiarize yourself with the basics of supplier integration workflows for a seamless onboarding experience with ServiceTitan.
Full Procurement Integration connects contractors with suppliers through endpoints for Account authentication, Branch selection, Real-time pricing and availability, and Electronic purchase orders.
We use Middleware to ensure compatibility by dynamically transforming data between ServiceTitan and supplier APIs, enabling seamless communication.
The integration process involves two key configurations:
Supplier/Endpoint Configuration to define authentication methods and set up endpoints.
Credentials Management to securely store and link authentication credentials to suppliers or endpoints.
Note: Authentication supports Basic, ApiKey, and OAuth2 methods, with configurations at the supplier level for convenience or endpoint level for precision.
Onboarding guide
This step-by-step guide will help you navigate the integration process, providing clear and actionable instructions to ensure you're set up for success on the ServiceTitan platform.
Key workflows
Learn how to get integrated with ServiceTitan using our endpoints, middleware, authentication, and CLI tool.
Troubleshooting and FAQ
Troubleshooting
Address procurement issues quickly and efficiently by exploring our troubleshooting articles, which detail the most frequent problems and their solutions.
Technicians are unable to see supplier catalog items on ServiceTitan Mobile
Why does my vendor integration say credentials are not recognized?
FAQ
Check out the most frequently asked questions for the Full Procurement Integration.
Who is ServiceTitan?
ServiceTitan is the leading business management platform for the trades, serving Commercial, Residential, and Construction contractors. It centralizes service and construction operations to help businesses win more work, improve cash flow, and boost productivity. Through integration with suppliers’ robust product catalogs and real-time pricing, ServiceTitan helps contractors streamline procurement, ensure accurate job quoting, and submit purchase orders seamlessly.
What does ServiceTitan offer?
ServiceTitan delivers a comprehensive, all-in-one solution for managing operations, including:
Lead and pipeline management
Proposal and contract creation
Scheduling and dispatch
Inventory and field operations
Real-time job costing and analytics
Payroll, billing, and accounting integrations
How does ServiceTitan benefit my customers?
ServiceTitan empowers contractors to implement best practices that drive sales and increased revenue to transform their businesses. ServiceTitan Key Value Propositions:
Improve Your Bottom Line: Maximize profits on every visit and every project with real-time costing and predictive insights across every phase of work.
Optimize Cash Flow: Improve cash flow with powerful accounting capabilities that automate your billing processes and reduce overhead costs.
Increase Workforce Productivity & Safety: Drive productivity with system and process automation that motivates your people and promotes safety.
Maximize Lifetime Customer Value: Retain customers with proactive service and execute high-quality work on time.
Win More Business: Generate more revenue by proactively monitoring pipeline and responding faster to incoming work orders.
How does the Full Procurement Integration benefit your sales teams?
Full Procurement Integration optimizes your sales team workflows by:
Reducing manual work: Eliminate the need to share price sheets manually.
Enhancing sales opportunities: Improve live sales interactions with detailed supplier content.
Ensuring accurate POs: Direct purchase order submissions into ERP systems.
Improving communication: Reduce back-and-forth by keeping customers updated on PO statuses.
Accelerating cash collection: Speed up reconciliation and improve efficiency.
Boosting sales and customer retention: Increase purchasing ease for existing and new ServiceTitan customers.
What is the Full Procurement Integration in ServiceTitan?
The Full Procurement Integration (formerly Procure-to-Pay) is a seamless, end-to-end supply chain workflow within ServiceTitan.
With ServiceTitan’s Full Procurement Integration you can:
Keep your pricebook up to date: Improve and automate visibility of product and supplier cost data.
Streamline in-app procurement: Deliver a more end-to-end workflow through in-app submission of POs.
Access Real-Time Pricing and Availability: With real-time pricing and availability directly from the supplier's branch locations, you can provide more accurate delivery times and improved scheduling.
Simplify Reconciliation: Easily identify discrepancies across POs, receipts, and bills in one system.
Consolidate AP: Save time and minimize manual entry by managing bills faster and in-app.
Increase Profitability: Effectively protect margins with real-time access to fluctuating costs.
Enhance End-Customer Satisfaction: Achieve effective sales proposals and accurate delivery timelines.
When will the integration be available to our customers?
It becomes available during General Availability, announced at ServiceTitan’s user conference, Pantheon. You can also monitor our Upcoming Release Notes for the public announcements.
How much does the integration cost?
This is free to all ServiceTitan customers. There is no additional cost outside of their core subscription fees.
Who can I refer to ServiceTitan?
ServiceTitan supports a wide range of dealers, from smaller shops to mega-enterprises, private equity-owned shops with multiple brands under a single umbrella. ServiceTitan typically requires that a dealer has at least one full-time office employee, and at least three technicians/trucks to get the most value.
What if I have an existing ServiceTitan customer interested in the Full Procurement Integration? How do I refer a dealer to ServiceTitan?
You can submit a referral through:
Sales Teams Landing Page
Directing dealers to your integration’s landing page in ServiceTitan Marketplace
Why should I refer dealers to ServiceTitan?
Encouraging more dealers to use ServiceTitan to manage their businesses benefits both the dealers and the supplier:
Dealer benefits: Improved supply chain efficiency, increased sales, and higher customer satisfaction.
Supplier benefits: More equipment sales, increased brand loyalty, and streamlined purchasing.
What if a customer has questions about their procurement workflows?
Customers are supported by their Customer Success Manager (CSM) for any workflow-related questions. They can also email ServiceTitan support at support@servicetitan.com.
How should I keep my Pricebook's content up to date?
Update the Pricebook Connect > Updates section to show which product attribute fields, such as name, code, and description will be dismissed, automatically updated, or manually updated. Use ServiceTitan’s Map to Provider feature to match items and choose which fields are overwritten or kept intact. For more, see Update your pricebook with Pricebook Connect and Map provider catalogs to your pricebook with Pricebook Connect.
Do I have to run a job to update the Pricebook?
No, update the Pricebook Connect > Updates section to show which product attribute fields, such as name, code, and description will be dismissed, automatically updated, or manually updated. As the items are being updated by the vendor in the vendor’s product catalog, you will be able to use the Pricebook Connect Update section to review the added or mapped item updates.
For more detailed instructions, see Update your pricebook with Pricebook Connect.
Once I complete mapping my Pricebook items to the supplier catalog, how will I see pricing?
Costs are only displayed for the equipment or materials in the vendor’s catalog after the following has occurred:
Full Procurement Integration is enabled with the vendor
Items have been added directly from the vendor’s catalog or mapped from the vendor’s catalog to your pricebook
ServiceTitan retrieves contractor-specific pricing from the vendor’s pricing API on the next business day for the items that have been added or mapped
Does ServiceTitan display the order status today?
When an electronic PO is submitted, the supplier sends back an acknowledgment to ServiceTitan to confirm the PO was sent successfully. If there are errors, the supplier sends back a negative acknowledgment with a memo to denote the error.
Can I select a different PO delivery method or address?
Yes, you can update the purchase order’s Ship To location to the vendor’s counter for pick up, your warehouse, direct shipment to a job location, or direct shipment to a technician’s home.
Are invoices transmitted back to ServiceTitan electronically?
No, ServiceTitan’s Full Procurement Integration does not include retrieving the vendor’s invoice.
How are returns and credits processed?
Currently, ServiceTitan’s Full Procurement Integration doesn’t have the capability to handle returns and credits directly with the use of the integration.