The SetSale and ServiceTitan integration is designed to streamline your quoting and job management process. It allows you to use SetSale for creating detailed, customer-facing quotes and presentations and then automatically syncs that information back to ServiceTitan for job completion, billing, and accounting. You can view the integration below:
Key Features
Two-Way Synchronization: The integration is designed for both importing data from ServiceTitan and pushing completed quotes and estimates to ServiceTitan.
Quote and Estimate Creation: Generate a quote in SetSale and link it directly to a job in ServiceTitan. Once the quote is approved by the customer, a new estimate is automatically created in ServiceTitan.
Dynamic Price Book Management: You don't need to manually push your entire price book from SetSale to ServiceTitan. The integration automatically adds or updates equipment and materials in your ServiceTitan price book as needed, based on the items in the quotes you are selling.
Real-time Data Flow: SetSale looks for jobs in ServiceTitan based on customer name, street address, or email, ensuring you're always working with the most up-to-date customer information.
Customization and Flexibility: The integration offers granular control over things like commissions, markups, and rebates to ensure the final price in ServiceTitan matches the final price in SetSale.
How the Integration Works
The Sales Process Flow
Technician Creates a Quote in SetSale: After a customer appointment, the technician creates a new quote in SetSale. They search for the customer by name or address, and SetSale pulls any matching open jobs from ServiceTitan.
Linking a Quote to a Job: The technician links the SetSale quote to the corresponding open job in ServiceTitan.
Presenting and Selling: The technician presents the quote to the customer using SetSale's presentation tools. The customer can review, sign, and approve the contract directly in SetSale.
Automatic Sync to ServiceTitan: Either after a quote has aged one hour or when an estimate is marked as Sold, SetSale automatically pushes the information back to ServiceTitan. It creates a new estimate for the job, either open or sold, and populates it with the selected equipment and materials.
Any information sent to ServiceTitan is documented in the Sync activity in SetSale.
Once an estimate is marked as sold, an update is sent to ServiceTitan. The Open estimate is marked as Sold, and the SetSale Activity Log is updated with relevant information.
Data Synchronization and Price Management
Equipment and Materials: When a quote is sold in SetSale, the system checks ServiceTitan for all the equipment and materials included in the package.
If an item does not exist, SetSale creates a new one in ServiceTitan's price book with the correct name, model number, and price.
If an item already exists, SetSale updates its price in ServiceTitan to match the SetSale price.
Labor, Markup, and Overhead: The ServiceTitan estimate includes a separate service item called "Labor, Markup, and Overhead" to account for the difference between the sum of the equipment and materials and the final quote price. This ensures the total price in ServiceTitan matches the total sold price in SetSale.
The integration setup is a collaborative, multi-step process involving your team and the SetSale team.
Provide Your Tenant ID:
Log in to ServiceTitan.
Navigate to Settings > Integrations > API Application Access.
Copy your Tenant ID.
In SetSale, go to Integrations > ServiceTitan, paste the Tenant ID, and submit it.
Setsale Approves Your Tenant ID:
A member of the SetSale team will manually approve your Tenant ID in the ServiceTitan Developer Portal.
You will receive an email notification when this step is complete.
Enable the Setsale App:
Return to ServiceTitan and go to Settings > Integrations > API Application Access.
You will now see the SetSale app listed. If you do not, click on the blue button to find the app. Click to Connect and enable the app.
Generate Client Credentials:
The SetSale dashboard will prompt you for the next step.
On the ServiceTitan page for the SetSale app, copy the Client ID and generate a Client Secret.
Paste both the Client ID and Client Secret into the SetSale integration page to complete the connection.
Finalize Configuration:
In your SetSale account, you can now import equipment and materials from ServiceTitan to ensure your price book is accurate.
Review and adjust your pricing tiers, markups, and other settings to ensure they align with your business model.
Once configured, you can begin generating quotes.
If you encounter any issues during the setup or have questions, please contact us at [email protected].