ServiceTitan INTEGRATION
ServiceTitan Integration Overview and the "Go Live" Call
- Can Service Titan be integrated with Sales Builder Pro? (Video)
- Sales Builder Pro User Workflow
- ServiceTitan Integration Overview
- ServiceTitan "Go Live" Call - Step by Step
- ServiceTitan - Sales Builder Pro Workflow Cheat Sheet
- Sales Builder Pro ServiceTitan Integration Fault Tolerant Design. How It Works.
ServiceTitan Settings Admin FAQ
- SBP and ServiceTitan Settings for Point of Sale Tax
- How Is a Point of Sale Tax Handled by the ServiceTitan / SalesBuilder Pro Integration?
- Why Is Tax Being Added to the Sale Price of Equipment in ServiceTitan?
- Can There Be More Than One ServiceTitan Business Unit Connected to Sales Builder Pro?
- Can I connect 2 Sales Builder Pro Pricebooks to ServiceTitan?
- How Do I Change The QuickBooks General Ledger Account Associated With Sales Builder Pro?
Service Titan Admin - Frequently Asked Questions
- Why does the Service Titan report display "our company name" instead of the assigned SBP user?
- Service Titan limits the length of the Proposal Name
- How do I resend a proposal to Service Titan?
- Does SBP send the Site Survey (Forms) to Service Titan?
- What does Service Titan send Sales Builder Pro? What does Sales Builder Pro send Service Titan?
- When are changes made by a SBP Deal Manager Office User sent to Service Titan?
Service Titan Admin Scheduling Calls FAQ
- Issue: SBP Schedule Call Notes are not Readable
- Jobs entered into ST but not assigned to sales rep until the day before the sales call.
- How do I send Service Titan Schedule Changes to Sales Builder Pro?
- Service Titan Multiple Appointments
- Are only new jobs sent to Sales Builder Pro?
- How Does Pausing a Job in ServiceTitan Affect the Corresponding Job in Sales Builder Pro?
Service Titan Admin - View the Job, Opportunity, Convert to Sold and the ST Invoice FAQ
- How Can I see the Discounts and Rebates applied to a Quote?
- Why did a change in ST Customer information create a duplicate customer in SBP?
- Service Titan Estimate Bundled Pricing or Line Item Pricing?
- When does SOLD appear in the Option description?
- When does the Service Titan job status display Sold?
- Is there a way to edit the estimate summary in Service Titan?
Sales Builder Pro App User FAQ
- What happens if I never accept a job scheduled in Service Titan in Sales Builder?
- Do changes to customer information on the customer tab get sent back to Service Titan?
- Why does a phone number entered in Service Titan arrive in SBP without dashes?
- If jobs are scheduled in Sales Builder Pro will they show up in Service Titan?
- When Does Sales Builder Pro Send Proposal Information to Service Titan?
- Are all proposals sent back to Service Titan at "job" completion?
Service Titan Outage and Update Reports
- Service Titan API error code 500 - November 9, 2023
- Service Titan Software Update to Version 59 and API V2; PDF Links
- ServiceTitan Reported an Incident - API Issues - API Instability - 12 February 2021
- Service Titan Outage Reported January 20. 4:00 PM EST Resolved at 12:17 PM EST Jan 21.
- TEMPORARY SERVICE INTERUPTION - JANUARY 14, 2021 - 6:00 - 10:15 PM EST
Service Titan Security Updates
Internal IMS Admin FAQ
- Job does not appear in SBP Search if the sales rep did not create a proposal
- Technician assignment is not sent to SBP automatically
- ServiceTitan job updates are not sent to Sales Builder Pro after rescheduling the job or dispatching the technician
- Service Titan - Multiple Techs assigned to one ST call
- Error: ST Estimate could not be created
- API Call: Get Equipment and Get Service ID