ServiceTitan

Jerry Compatible

Podium can enhance your team’s efficiency by monitoring job statuses and sending text updates. You can also request reviews, import customer contact info into Podium, and sync transactions between Podium Payments and ServiceTitan.

• Automated Appointment Reminders: Reduce missed appointments with automated appointment reminders.
• Improved Customer Communication: Enhance customer service with confirmation texts
• Enhanced Dispatch Notifications: Keep customers informed about service progress with by sending job updates text.
• Online Reputation Management: Boost your online reputation by requesting reviews.
• Efficient Financial Operations: Streamline payment reconciliation and ensure accuracy by automatically syncing payments and importing warranties.
• Effortless Contact Management: Save time by effortlessly importing contacts and attributes into Podium, eliminating manual data entry.
• Unified Communication: Centralize customer conversations by automatically syncing Podium conversations and calls into ServiceTitan.
• Improve all communications with context by syncing contact jobs, appointments, and bookings

Compatibility

Version Accelerate or above

Setup Process

BEFORE YOU BEGIN

1. Log in to ServiceTitan.
2. Navigate to Settings > Integrations > API Application Access.
3. Connect New App and select Podium. If Podium is unavailable, please contact [email protected] with your ServiceTitan Tenant ID.
4. Generate a Client ID and Client Secret.
5. Note your Tenant ID, Client ID, and Client Secret Key; you’ll need to enter them later.

STEPS

1. Click Connect.
2. Select the Podium location you’d like to connect to ServiceTitan.
3. Allow ServiceTitan to access the appropriate Podium data.
4. Allow Podium to access the appropriate ServiceTitan data.
5. Make sure you’ve selected the appropriate country.
6. Check the box for Contact Sync, Payment Writeback, Lead Writeback, and Conversation Writeback.
7. If you have multiple locations, specifiy which “postal codes” and/or “business units” to use for the selected location.
8. Click Finish.
9. Select the automations to use with your ServiceTitan integrations.
10. Click Activate.