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ServiceTitan: Connect Your Account

This guide walks you through connecting your ServiceTitan account to AutoRev so your AI receptionist can book jobs, look up customer history, and push estimates into ServiceTitan automatically.

Who: a ServiceTitan admin. Time: about 15 minutes with this guide open, longer the first time through. ServiceTitan splits this across two separate places, its Developer Portal and your own account, and the connection between them is not obvious the first time. If you get stuck at any step, email support@autorev.ai or ask Claude "I'm having trouble with my ServiceTitan integration," and we'll finish it with you.

Why connect ServiceTitan​

  • Your AI receptionist books real jobs in ServiceTitan in real time. No more typing call notes into a job ticket later.
  • Your AI knows the caller's full history the moment they say their name or phone number: past jobs, open balances, membership status, last technician.
  • Estimates the AI builds during a call get pushed into ServiceTitan as draft estimates your team can finalize and send.
  • Daily and weekly KPIs (jobs booked, revenue, technician performance) flow from ServiceTitan into your AutoRev dashboard automatically.

Before you start​

You will end up with four values to paste into AutoRev: a Tenant ID, a Client ID, a Client Secret, and an App Key. This guide gets you all four, in order.

Part 1: Register an app in the ServiceTitan Developer Portal​

URL: tenant-api-credentials-portal.servicetitan.io/apps

  1. Sign in, then click My Apps, then Register New App.
  2. Fill in the developer details: your organization name, your organization website (must include https://), and a real email address.
  3. Fill in the app details: a name (something memorable, like your company name), a short description, and a category.
  4. Click Add API Scopes and grant read and write on: Customers, Contacts, Leads, Locations, Bookings, Booking Provider Tags, Jobs, Job Types, Job Notes, Appointments, Appointment Assignments, Business Hours, Capacity, Arrival Windows, Estimates, Estimate Templates, Pricebook (Services, Materials, Categories, Discounts and Fees, Equipment), Invoices, Payments, Memberships, Campaigns, Business Units, Tag Types, Calls, and Opt Out. When in doubt, grant the scope. ServiceTitan does not charge extra for it, and a missing scope makes a feature fail silently later. The Payments scope is easy to miss and is required if your AI records payments on a call.
  5. Leave the Webhooks section empty. AutoRev checks ServiceTitan on its own schedule; it does not need webhook events from you.
  6. Under credential configuration, choose the option that lets the app developer configure credentials on behalf of each tenant. This is what unlocks the step in Part 3 below.
  7. Click Register App.

After saving, the app page shows two values. Note both:

  • Application Key, this is your App Key, one of the four values you need.
  • External Data Application GUID, used only in Part 2 below. It never goes into AutoRev.

Do not confuse these two. The App Key goes into AutoRev. The App GUID does not.

Part 2: Connect the app inside your ServiceTitan account​

This part happens inside ServiceTitan itself, not the Developer Portal.

URL: sign into ServiceTitan, then Settings (top right), then Integrations (left sidebar), then API Application Access.

Your Tenant ID is shown on this page in a "Your Tenant ID" box, a number. Note it, it is one of your four values.

  1. Click Connect New App, then select the app you registered in Part 1 (it matches by the App GUID), then Connect.
  2. ServiceTitan asks for two required restrictions before it lets you continue:
    • Booking provider, starts empty. You need a Booking Provider Tag first: go to Settings, Integrations, Booking Providers, Add Tag, name it after your company, Add. Come back to this screen and select the tag you just created. This is what makes AI-booked jobs land on your ServiceTitan Bookings page correctly.
    • GPS provider, choose Native.
  3. Click Allow Access. You should see a confirmation that the app is connected.

Part 3: Get your Client ID and generate your Client Secret​

Back in the Developer Portal (tenant-api-credentials-portal.servicetitan.io/apps):

  1. Click My Apps to see your app in the list.
  2. On your app's row, look at the small icons in the Actions column. Click the paperclip icon, not the pencil. The paperclip opens View Connections; the pencil just reopens your app settings.
  3. The page that opens shows your connected tenant with a Client ID column, this is your third value.
  4. Next to Client Secret, click Generate. A warning appears saying the secret is shown only once. Click Continue.
  5. Copy the Client Secret immediately. It will not be shown again. If you miss it, click Generate again for a new one, the old one is no longer usable.

Part 4: Paste your four values into AutoRev​

In the AutoRev dashboard, go to Settings, Integrations, open the ServiceTitan card, and fill in, top to bottom:

  1. Environment: Production (unless you are deliberately testing against ServiceTitan's Integration/Sandbox environment).
  2. ServiceTitan Tenant ID from Part 2.
  3. Client ID from Part 3.
  4. Client Secret from Part 3.
  5. App Key from Part 1, the ak1. value, not the App GUID.

Click Connect. AutoRev validates the four values against ServiceTitan live, by fetching one customer record. A green card means you are connected.

Common issues​

"Enter a valid website URL" when registering the app The website field needs the full address including https://, not just the domain.

Can't find the Client ID or Secret anywhere They are not on the app's main page. Developer Portal, My Apps, the paperclip icon (View Connections), and only after Part 2's connection step is done.

"Value is required" on booking provider during Part 2 Create a Booking Provider Tag first (Settings, Integrations, Booking Providers, Add Tag), then select it.

"Invalid client credentials" in AutoRev A value was copied with a leading or trailing space, or the secret expired. Regenerate the secret in Part 3 and reconnect.

"Missing scope: accounting.payments" error Your Payments scope was not granted in Part 1. Add it in the Developer Portal (edit the app's API scopes) and reconnect is not required, ServiceTitan picks up the change automatically within a few minutes.

"Tenant not found" error Your Tenant ID does not match the account your Client ID belongs to. Double check both. The Tenant ID is the number from Part 2's "Your Tenant ID" box, not your company name.

The AI says it cannot find a customer who exists in ServiceTitan Customer lookup matches on phone number. If a customer's number is stored without an area code, or in a format like 555-1234, it will not match. Standardize customer phones to a full 10-digit format in ServiceTitan.

Connection worked before, broken now ServiceTitan rotates secrets roughly every 90 days. Regenerate the secret in Part 3 and reconnect. AutoRev warns you 7 days before a secret expires.

Need help?​

Email support@autorev.ai or ask Claude "I'm having trouble with my ServiceTitan integration." If your ServiceTitan admin is someone other than you, forward this guide to them, they can complete Parts 1 through 3 and send you the four values, or connect it directly themselves.