How to use the ServiceTitan integration

Utilizing ClientPoint's Integration with ServiceTitan will empower you to access job’s and customer information within the ClientPoint platform. This article is designed to provide you with a comprehensive guide on how to effectively leverage this integration

Steps to import your customer information from Service Titan

1. Log into ClientPoint
2. Create a new ClientPoint and/or open an existing ClientPoint 
3. Go to Info
4. Next to Client Name, click CRM Import and select ServiceTitan
   
   
5. You will be presented the option to search by Job ID and/or Customer Name
   
   
   • If you're searching by "Customer Name", enter the Customer Name and click Search. Once you select the customer, the system will show the list of job assigned to that customer
     Tip: Search type is auto-complete. As you can see in the following example; user searched by two alphabets and the system fetches all those customers who have these two alphabets in their name
   • If you're searching by "Job ID", enter the Customer Name and click Search
     Select the Job ID radio button and search for a specific job using Job ID
     Note: On the selection of a Job, the system will use the Customer's full name as Client's Name
     
     
6. One a Job is selected, import recipient details. Click on the CRM Import in the recipient section
7. System will show the list of recipients that are associated to the selected job
   Note: At ServiceTitan, each job can have just one recipient.
   
8. On selection of the recipient, the system will fetch the recipient details that are available in ServiceTitan and fill in respective fields in the ClientPoint recipient section

Looking to import additional information or custom fields specific to your ServiceTitan account into your ClientPoint? Please reach out to support@clientpoint.net for more information about our custom integration options.