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ServiceTitan integration

Connect ServiceTitan to Aiventic to sync jobs, customers and technicians so Iven can triage calls and cite job history.

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Written by Justin Tannenbaum

Connect your ServiceTitan account to Aiventic and your jobs flow in automatically. Iven can then triage upcoming calls and use your job history to answer questions. In Aiventic the card is labelled Service Titan (two words). The product itself is spelled ServiceTitan.

What you can do with it

  • See your ServiceTitan jobs in My Jobs, with customer, technician and appointment details.

  • Get an AI-generated service plan (triage) for jobs that sync in.

  • Ask Iven about a specific job, or about past jobs, using the notes and forms from ServiceTitan.

What syncs

Aiventic reads the following from ServiceTitan:

  • Jobs: job number, status, summary, completion date and last-modified date

  • Customers: name, address and contacts

  • Technicians: name, email and phone, and which technician is assigned to a job

  • Appointments: scheduled start and end times

  • Job notes and submitted forms (question and answer pairs)

Aiventic does not read ServiceTitan equipment records. Where it can, it works out the brand, model and serial number from the job summary, notes and forms.

Aiventic reads from ServiceTitan. The connection does not write anything back to ServiceTitan.

Jobs sync automatically, starting from your Synchronization Start Date. For questions about timing, contact Aiventic support.

Before you start

Who can do this: Owners only, with an active subscription.

You need four things, labelled in the Aiventic window:

  • TenantId

  • ClientId

  • ClientSecret

  • Synchronization Start Date (required, in MM/dd/yyyy format, for example 01/31/2025)

Ask your ServiceTitan administrator or ServiceTitan support for the tenant ID, client ID and client secret.

Connect ServiceTitan to Aiventic

  1. Go to Settings > Integrations.

  2. Under Available integrations, find Service Titan and select View integration.

  3. In the Connect Service Titan with aiventic window, fill in TenantId, ClientId, ClientSecret and Synchronization Start Date.

  4. Optional: select Run test. Aiventic checks the connection without saving it.

  5. Select Connect.

  6. When you see Integration successful, check that the Connection status is Connected, then select View integrations.

After you connect

  • Jobs start syncing from your Synchronization Start Date. Jobs created before that date are not imported.

  • Link your technicians to their Aiventic user accounts so they see their own jobs. Go to Data Hub > Jobs > Technicians.

  • Choose which job statuses count as active in your Jobs settings.

  • To connect more than one ServiceTitan account, use Add connection on the card and give each one a name.

  • To change your details later, select View integration > Update Details. To pause syncing, use the switch on the card.

Troubleshooting

  • Connection test ... has failed or Integration failed: Aiventic could not sign in to ServiceTitan with your details. Re-check the tenant ID, client ID and client secret for typos, then try again. If the client secret was reset or revoked in ServiceTitan, enter the new one.

  • Integration failed with "Try again or contact support": select Go back, check your details and try again. If it keeps failing, contact Aiventic support.

  • No jobs appear: check that your Synchronization Start Date is early enough to include the jobs you expect.

  • Don't see the card: which integrations a team sees can vary. Contact Aiventic support.

FAQ

Does Aiventic work with ServiceTitan?

Yes. Owners can connect a ServiceTitan account in Settings > Integrations. The card is labelled Service Titan.

Is the ServiceTitan integration read-only?

Yes. Aiventic pulls jobs, customers, technicians, appointments, notes and forms from ServiceTitan. It does not write anything back.

How much history does Aiventic import?

Jobs from your Synchronization Start Date onward. The date is required and must be in MM/dd/yyyy format. Choose an earlier date if you want more history.

Can I connect more than one ServiceTitan account?

Yes. Use Add connection on the card and name each connection, for example "East region".

Can I disconnect ServiceTitan later?

Yes. Select View integration, open the menu and choose Delete Integration. You can also pause it with the switch on the card.

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