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      Service Titan Integration Overview

      This article will provide a summary explanation of the BidClips integration with Service Titan.

      The Service Titan integration will allow you to transmit job and payment information from your BidClips provider portal to your Service Titan account, as jobs, estimates and bookings.  The integration is bi-directional and will also allow you to import calls and bookings from Service Titan as service requests in your BidClips provider portal.

      Getting Started with Your Service Titan Integration

      In order to start using the Service Titan integration, you must first instantiate the integration within both your Service Titan account AND your BidClips provider portal.  This can be done in a few simple steps:

      Add the BidClips App in Your Service Titan Account

      • Settings
      • Integrations > API Application Access > Connect New App
      • Select BidClips > Connect
      • Select No Restrictions > Allow Access
      • Generate a Client Secret and record Tenant ID, Client ID, and Client Secret for setup on the BidClips provider portal side

      Add Service Titan Integration to BidClips Provider Portal

      • Use the 'Integrations' link in the Configure section of the left-side Navigation Menu; then click the 'ADD INTEGRATION' button.
      • Enter a Service Titan company name value of your choosing then supply your Service Titan account API credentials (Tenant ID, Client ID, and Client Secret)
      • Validate your Service Titan account API credentials

      For more detail regarding getting started with your Service Titan integration and see helpful screenshots of setup steps outlined above, click here.

      Configuring Your Service Titan Integration

      Once your Service Titan integration credentials have been validated, you will be able to configure certain integration behaviors within the integration configuration settings.  The integration configuration settings will allow you to:

      • Select Service Titan Defaults for:
        • Campaign:  A mandatory value required for BidClips job and payment sync with Service Titan; this default value will be used if job originated in BidClips OR the value was not available in an imported call or booking. 
        • Business Unit:  A mandatory value required for BidClips job and payment sync with Service Titan; this default value will be used if job originated in BidClips OR the value was not available in an imported call or booking; unless overridden by a Service Specific Mapping. 
        • Job Type:  A mandatory value required for BidClips job and payment sync with Service Titan; this default value will be used if job originated in BidClips OR the value was not available in an imported call or booking; unless overridden by a Service Specific Mapping.
        • Line Item:  A mandatory value needed to create an estimate associated with a Service Titan job, this default value will ALWAYS be used.
        • Sold By:  A mandatory value needed to create an estimate associated with a Service Titan job, this default value will ALWAYS be used.
        • Technician Assigned:  An optional value used to assign a Service Titan appointment, if desired.  If a default value is selected, it will be used unless overridden by a Service Specific Mapping.  
        • Send Arrival Window:   An optional setting to specify if you want BidClips to include an Arrival Window value in job transmissions.  If an appointment arrival window is required in your Service Titan account, you should turn this setting on.
      Note: Valid values for each of the required configuration fields will be retrieved from Service Titan and made available for selection.  Only managed technicians will be available for selection in the Technician Assigned field.
      • Override Service Titan Defaults with Service Specific Mappings
        • Override Service Titan call or booking values and default Business Unit, Job Type, Line Item, and Technician Assigned values for specific shop service offerings.  Valid values for the override fields will be retrieved from Service Titan and made available for selection.
      • Enable/Disable the Integration at any time.

      To learn more about getting configuring your Service Titan integration, click here.

      Import Calls and Bookings from Service Titan into BidClips

      Use the power of BidClips to convert your Service Titan leads (calls and bookings) into won jobs.  Since the Service Titan integration is bi-directional; you will have the ability to import calls and bookings directly into BidClips as a new service request. 

      To learn more about importing Service Titan calls and bookings into BidClips, click here.

      Sync BidClips jobs and payments into Service Titan

      Once you have sold a BidClips job and transmitted that information back to Service Titan you will see the following components on the Service Titan side.

      • Job is created in Service Titan
      • An estimate corresponding to the job will be created.  The estimate will contain individual line items for each of a BidClips bid elements (parts, labor, discounts, add-ons, and travel surcharge).  NOTE:  All BidClips discounts will be combined into one line item on Service Titan.
      • An invoice for the job will be created.  Similar to an estimate, the invoice will contain individual line items for each of a BidClips bid elements (parts, labor, discounts, add-ons, and travel surcharge).
      • Any payments made in BidClips prior to the sync will be included in the Service Titan invoice.  The payments will be in "Pending" status so you can batch/process them as you deem appropriate.
      • An external link to view the job in BidClips will be included in the Service Titan estimate.
      To learn more about transmitting BidClips job and payment information to Service Ttitan, click here.