ServiceTitan Equipment Matching lets you connect equipment in your SetSale pricebook to existing equipment items in your ServiceTitan pricebook.
This helps SetSale reference the right ServiceTitan SKUs when estimates are sent back to ServiceTitan, without changing your ServiceTitan pricing, vendor, or accounting setup.
Before You Begin
Make sure:
Your ServiceTitan integration is connected in SetSale.
Your ServiceTitan pricebook is linked.
The initial ServiceTitan pricebook scan has finished.
For more information on connecting SetSale to ServiceTitan, view our article here: Connecting SetSale to ServiceTitan
If your ServiceTitan pricebook is still loading, SetSale will show a message letting you know that matching will be available once the scan is complete.
Why Match Equipment?
When equipment is not matched, SetSale can create a SetSale-managed equipment item in ServiceTitan as a fallback.
Matching equipment gives you more control by allowing SetSale to use your existing ServiceTitan equipment items instead.
This is helpful if your team already maintains equipment SKUs, model numbers, vendors, categories, or accounting details in ServiceTitan.
Find Suggested ServiceTitan Matches
SetSale can automatically look for ServiceTitan equipment that appears to match your SetSale equipment.
Go to Settings.
Open Pricebook.
Go to your Equipment list.
Select Find ServiceTitan matches.
Review the suggested matches.
Each row shows the SetSale equipment on the left and the suggested ServiceTitan equipment on the right.
SetSale suggests matches based on equipment identifiers like:
ServiceTitan code
Model number
Display name
Connect Suggested Matches
After reviewing the suggestions:
Leave checked any matches you want to connect.
Uncheck any matches you do not want to use.
Select Connect.
SetSale will link the selected SetSale equipment items to the matching ServiceTitan equipment items. SetSale does not change the saved ServiceTitan equipment details during this process.
Match Equipment Manually
If SetSale does not suggest a match, or if you want to choose a different ServiceTitan item, you can map equipment manually.
Go to Settings.
Open Pricebook.
Find the equipment item you want to update.
Open the equipment edit dialog.
In the ServiceTitan equipment field, search your ServiceTitan pricebook.
Select the correct ServiceTitan equipment item.
Save the equipment.
You can search by ServiceTitan equipment name, code, model, or related identifying details.
Clear a Match
To remove a manual match:
Open the SetSale equipment item.
Find the ServiceTitan equipment field.
Select Clear.
Save the equipment.
After clearing the match, SetSale may use its fallback behavior when syncing equipment to ServiceTitan.
Important Notes
SetSale always uses your SetSale equipment cost when building estimates.
By default, matching equipment does not update the cost saved on the ServiceTitan equipment item. If your account has cost syncing enabled in the ServiceTitan integration settings, then cost behavior may differ based on that configuration.
SetSale will not allow a manually selected match if that ServiceTitan item is already mapped to another SetSale equipment item.
Troubleshooting
I don’t see ServiceTitan matching options.
Confirm that your ServiceTitan integration is connected and your ServiceTitan pricebook is linked.
SetSale says the pricebook is still loading.
Wait for the initial ServiceTitan pricebook scan to finish. Matching will unlock once the scan is ready.
The pricebook scan failed.
Go to the ServiceTitan integration settings and retry or fix the connection before reviewing matches.
No suggested matches appear.
You can still match equipment manually from each equipment item’s edit dialog.
A mapped item says it no longer exists or was deactivated.
The linked ServiceTitan equipment item may have been removed or disabled in ServiceTitan. Choose a new ServiceTitan equipment item or clear the match.