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      ServiceTitan Orders

      How do I push Orders from Contractor Commerce to ServiceTitan?

      Now that you have established a connection between Contractor Commerce and ServiceTitan you can enable features to push certain pieces of information from Contractor Commerce directly to your ServiceTitan!

      Please make sure you have created a payment type within your ServiceTitan named Contractor Commerce, and labeled it with the Cash attribute:

      Select this payment type within your integration page in your Contractor Commerce integration settings.

      This section will cover ServiceTitan Orders. We recommend having a meeting with your Account Manager to ensure everything is configured correctly.

      What actions create an Order?

      Contractor Commerce generates Orders when you sell a Product (filters) or Service. These can be one-time or recurring (subscriptions). By default, when Orders are synchronized to ServiceTitan, the Customer and Location on the order are automatically created in ServiceTitan. You can toggle the preferences outlined below.

      Does Contractor Commerce create new customer records?

      We check your existing ServiceTitan records for the following:

      1. Email
      2. Phone Number
      3. Name & Address

       

      If one of the above matches we will associate the job to the existing Customer Record. 

       

      If none of the above match we will create a new ServiceTitan Customer Record. 

      Update ServiceTitan with new Product Orders

      This section will help synchronize revenue from your Contractor Commerce account into your ServiceTitan tenant. If you do not use Quickbooks, please contact your Customer Success Manager.

      When under the Integration section of your dashboard navigate to Sales > Products > Update ServiceTitan with new Product Orders

      After turning this on, you will be able to configure the items below:

      Keep in mind that each drop down lists will automatically pull from your existing items inside of ServiceTitan. It’s recommended that you create new items specifically for your Contractor Commerce orders. If you do not see an item populating, you may need to refresh the Contractor Commerce Dashboard page.

      To create invoices, our system automatically adds the sold item(s) to your pricebook, then it uses those to build the invoice. Below are all the pieces of information that our system needs and what they influence in your tenant. Below is an image of the section being filled out:

      Basic invoice information


      1. Including Arrival Windows when creating new Orders
        1. This requires you have Arrival Windows already configured inside of ServiceTitan or it will cause an error. If you already use Arrival Windows, please enable this feature.
      2. Select a Default Invoice Item Type for New Order Products
        1. Automatically populate the invoice item in ST
        2. Example: Material or Equipment

      Accounting information - This tells our system how to create the items in your Pricebook.

      These fields are found within the Contractor's General Ledger accounts within their Service Titan.

      1. Select Material
        a. If you select "materials," we have found it creates jobs with a $0 total in invoices within Service Titan. Instead, select Equipment.
      2. Use Existing SKU
        a. You may select an existing SKU within their Service Titan to assign to the product orders. Using a general "Contractor Commerce Online Store" SKU can be helpful to bulk-assign all orders. 
      3. Account
        1. The account that should be assigned to new filter material
        2. Example: Deferred Revenue or Revenue
      4. Cost of Sale Account
        1. The COGS account that should be assigned to new filter material
        2. Example: Cost of Goods Sold: Material
      5. Asset Account
        1. The asset account that should be assigned to new filter material
        2. Example: 'Inventory' if the [inventory] class is used, the part will be marked as an inventory item 
      6. Intacct GL Group Name
        1. If the contractor is using Intacct GL for their bookkeeping software (instead of Quickbooks or others), they will need to provide the group name.

      Job information


      1. Select a Marketing Campaign for New Orders
        1. Automatically populates the Marketing Campaign for new Orders
        2. We recommend creating a new marketing campaign for this use so you can track these independently
          1. Example: "Contractor Commerce"
      2. Select a Default Business Unit ID for New Orders
        1. Automatically populates the Business Unit for New Orders
      3. Select a Job Type for New Orders
        1. Automatically populates Job Type for new Orders

      When new product orders arrive in your online store, we will tag the customer and location in ServiceTitan, so that you can see at a glance who has placed orders on your website past and present. As mentioned above, we recommend creating new ST tags that best serve your use case.

       

      We give you the options below to add separate tags based on the occurrence: 

      1. Select a Customer Tag Type for One-Time Product (Filters) Orders
      2. Select a Customer Tag Type for Subscription Product (Filters) Orders
      3. Select a Technician for Product Orders (Filters)

      Update ServiceTitan with new Service Orders

      When under the Integration section of your dashboard navigate to Sales > Services > Update ServiceTitan with new Service Orders

      After turning this on, you will be able to configure the items below:

      Keep in mind that each drop down lists will automatically pull from your existing items inside of ServiceTitan. It’s recommended that you create new items specifically for your Contractor Commerce Services. If you do not see an item populating, you may need to refresh the Contractor Commerce Dashboard page.

      1. Including Arrival Windows when creating new Service Orders?
        1. This requires you have Arrival Windows already configured inside of ServiceTitan or it will cause an error
      2. Select a Marketing Campaign for New Service Orders?
        1. Automatically populate Marketing Campaign for new Service Orders
        2. We recommend creating a new marketing campaign for this use so you can track these independently
          1. Example: "Contractor Commerce"
      3. Select a Default Business Unit ID for New Orders
        1. Automatically populate the BU for New Orders
      4. Select a Job Type for New Orders
        1. Automatically populate job type for new Orders

      When new Service orders arrive in your online store, we will tag the customer and location in ServiceTitan, so that you can see at a glance who has placed orders on your website past and present. As mentioned above, we recommend creating new ST tags that best serve your use case.

       

      We give you the options below to add separate tags based on the occurrence: 

      1. Select a Customer Tag Type for One-Time Service Orders
      2. Select a Customer Tag Type for Subscription Product Service Orders
      3. Select a Technician for Service Orders

      For more information on each of the different ServiceTitan Integration features (tabs), click on the articles below:

      1. Bookings
      2. Equipment
      3. Estimates (BETA)
      4. Pricebook (BETA)

       

      Please check out our video walk through!