If you're connected to ServiceTitan but not seeing any customers when you search in SetSale, don't worry — this is usually just a matter of how SetSale searches for job information. Here's what's happening and how to fix it.
How Customer Search Works
SetSale doesn't pull in a full customer list from ServiceTitan. Instead, it searches ServiceTitan for job information based on what you type. If you start typing a customer name and nothing shows up, it's because SetSale needs a bit more detail to find a match.
How to Search for a Customer
Start typing the customer's information in the search field.
If no results appear, click Create New Customer.
Enter any of the following details:
Customer name
Email address
Phone number
Street address
City, state, or zip code
SetSale uses whatever you enter to search your ServiceTitan account for matching customers and jobs.
Quick shortcut: Click the Enter Contact Information Manually button. This lets you type in the customer's details right away, and SetSale will search ServiceTitan for matches in the background.
Still Having Issues?
If you've tried the steps above and customers still aren't appearing, reach out to your SetSale account representative. We're happy to help troubleshoot your ServiceTitan connection.