ServiceTitan
ServiceTitan helps companies in industries like HVAC, plumbing, and electrical streamline operations and improve efficiency through automation and data insights.
Connecting ServiceTitan to AgencyAnalytics allows you to quickly and easily review campaign analytics and call analytics.
API and Data Access
Only Jobs and Calls data available
Can fetch up to 25,000 records
Click here to view all available ServiceTitan metrics, and learn what's possible with the integration!
🔌 Connect ServiceTitan
To avoid a failed connection or error when integrating ServiceTitan to a Client, the person connecting must have three separate pieces of identifying information from ServiceTitan:
Client ID
Secret Key
Due to restrictions in place by ServiceTitan, the first step of this process must be manually handled by our Support team. Once you have secured your Tenant ID, send us an email at support@agencyanalytics.com, or use the messenger in the bottom right of your browser window.
Simply let Support know you're looking to connect ServiceTitan, then share the Tenant ID. Our team will add you to our ServiceTitan application, then you can move on to the next step.
Once the Support team confirms you've been added, you can finish setting up the connection in ServiceTitan:
Return to Integrations > API Application Access in ServiceTitan.
In the Manage API Application Access screen, click Connect New App.
Search for and select AgencyAnalytics.
Connect the AgencyAnalytics App.
Choose to Allow Access on the API scopes page.
With the set up completed in ServiceTitan, head back to AgencyAnalytics and complete these final steps:
Open the client where you'd like to connect ServiceTitan
Click Integrations in the menu to the left, then search and select ServiceTitan
Click Connect New Account to open the credential page
Enter your tenant ID, Client ID, and Secret Key then click save to finalize the connection.
You can now view the ServiceTitan pre-built dashboard, or start adding Service Titan widgets to your custom dashboards and reports! If your ServiceTitan integration ever disconnects, you can learn how to easily manage a disconnected integration here.
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄