ServiceTitan POS Integration

ServiceTitan has a more involved setup process than other software platforms. The following setup steps must be completed by the partner. If the partner does not want to complete the setup themselves, POS+ can handle the setup for an additional fee.

To begin, you must log in using a ServiceTitan admin account in order to create a new user account. Only admin users can add integrations within ServiceTitan.

Because admin accounts require Two-Factor Authentication (2FA), the least disruptive option is for the ServiceTitan merchant to create a separate admin account for you. This allows you to use your own device to receive the 2FA verification codes during setup.

1. Go to https://go.servicetitan.com/. 

2. Login as an Admin User. 
   
   
   
3. Enter the 2FA information for the admin account, such as the code sent to the user’s phone or the code generated by the authenticator app.
   
   
   
4. Open a new browser tab at https://developer.servicetitan.io/. 
5. Click Log In & Create Apps. 
   
   
   
6. Click Login as Production Environment User. 
   
   
   
7. Click Accept. 
   
   
   
8. Click +New App
   
9. Fill in the following fields:
   1. Organization: Merchant Name- ServiceTitan | Example: "Bob's Plumber- ServiceTItan"
   2. Homepage: the merchant’s URL. For example, https://www.bobsplumber.com  
   3. Email Address: put the partner email address. For example, john.smith@isopayments.com  
      
      
      
      
   4. Application Name: reuse the Organization name. For example,  “Bob’s Plumber - ServiceTitan” 
   5. Description: write “Internal accounting application” 
10. App Category: choose Accounting & Tax from the dropdown 
    
    1. API Scopes: please ensure all checkboxes are selected by selecting the All button for every section (e.g. Accounting, Customer Portal, CRM, et al.). There should not be any checkboxes left unchecked.  
       
       

11. Select the button for I, the app developer, will configure the credentials on behalf of each tenant.

12. Press Create App. 
    

13. You should now see this app in the my-apps section on the next page. 
    
    
    
14. Now return back to go.servicetitan.com where you’ve logged in as the administrator. 
15. Click the settings gear in the top right. 
    
    
    
16. Then click Integrations on the left hand navbar. 
    
    
    
17. Click API Application Access dropdown.
    
    
    
18. Click Connect New App. 
    
    
    
19. You should see your new application here. 
    
    
    
20. Click the application then click Connect.  
    
    
21. On the next screen choose any value for all of the dropdown boxes.  
    
    
    
22. Once all fields are filled, click Allow Access. 
    
    
    
23. Click Accept on Terms and Conditions. 
     
    
24. On the next screen you will see the Tenant ID. Copy that and paste it into the POS+ portal for the ServiceTitan merchant. 
    
    
25. Now return back to https://developer.servicetitan.io/ where you’ve logged in as the administrator. 
26. Click on the middle link icon for your Apps screen for this integration. 
    
    
    
27. Copy the Client ID and paste it into the POS+ portal for the ServiceTitan merchant. 
    
    
    
28. Next click the Generate button to generate the Client Secret ID.  
    
    
    
29. A screen will appear to generate the Client Secret ID.  
    
    
    
30. Press Yes, Continue.  
31. The next screen will have the Client Secret ID.
    1. Copy and paste this value into POS+ portal for the ServiceTitan merchant. 
       
       
       
32. Press Back to all apps to navigate to the App screen. 
    
    
33. Press the edit icon next to your application. 
    
    
    
34. On the next screen, scroll down to the App Details section and copy the Application Key and paste this value into POS+ portal for the ServiceTitan merchant. 
    
    
    
35. Now return back to go.servicetitan.com where you’ve logged in as the administrator.
36. On the left hand navbar go to Invoicing. 
    
    
    
    
37. Scroll down to Payment and Invoice Types.  
    
    
    
38. This will determine how the POS+ transactions are reconciled back into ServiceTitan.
    1. Most of the time the partner wants this payment type to be “Partner Name”. 
39. Click Add under Payment Types. 
    
    
40. Add the name you want associated with POS+ payments in the Name field. 
41. Under Export as, toggle the Payment button. 
42. Under Attributes, toggle the None button. 
    
    
    

43. Scroll down and ensure Hide from Mobile is unselected. Press Save. 
    
    
    

44. Note: In some cases, selecting Export as: Payment will require you to manually choose an account under Which account do you wish to export to:, as an account may not be preselected automatically.
    
    
    
45. If this happens, simply exit out of this window to return to the Payment Type screen 
    
    
    
46. One here, select the Cash payment type and press Edit 
    
47. Then see what account is chosen by default for Cash reconciliation. 
48. Press Cancel.  
    
    
    
49. Return to your Payment Type with the partner name. 
50. Select the Journal Entry button. 
51. Choose the correct Account from the dropdown. 
    
    
    

52. Then toggle the Payment button.

53. For Attributes, select None.

54. Press Save.  

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Reconciliation User 

Next, we need to ensure there is a user on file who can perform reconciliations.

This user must be set up by an administrator within the merchant’s ServiceTitan account, and the user’s credentials in the POS+ portal must be accurate and up to date.

1. To set up this user is ServiceTitan, click settings on the top right of go.servicetitan.com  
   
2. Click on People in the left hand navbar. 
   
3. Click on Employees
   
   
   
4. Click Add. 
   
   
   

5. You can call the user whatever you want.

   1. In the Role dropdown, choose Accounting.

   2. In Company Position, choose Bookkeeper.  

   
   
   
   
6. Ensure Multi-Factor Authentication is unselected. 
7. To do this, you will need to go to the Permissions tab: 
   
   
   
8. And deselect any permission with the lock icon as the lock icon will require that 2FA be enabled for that user. 
9. See below example of Invoice Permissions and how we have deselected the permissions with the lock icon next to them. 
10. In particular we need Invoices, Payables, and Payments permissions set per the below: 
    
    
    
    
    
11. Enter an Email and Username. Copy and paste these values into the POS+ portal for the ServiceTitan integration.  
    
    
    
12. Once you have created the user, you will need to log in to verify the account.
    1. ServiceTitan will send a verification code to the email address on file, so please complete the verification process as soon as the new user is set up.
    
    
    
    
13. Note: the credentials for this reconciliation user MUST be added to the API integration for ServiceTitan in the POS+ Portal. Without these credentials mobile payments will NOT reconcile. 
14. Log into the POS+ portal and go to the ServiceTitan API integration for the merchant. 
    
15. Click Edit on the API integration. 
    
    
    
16. Scroll down to Username and Password and enter the Username and Password of the reconciliation user you just created. 
    
    
17. Press Install to save it.  

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