Steps to initiate the gateway setup

1. Go to the Service Titan Integration API Application Access and send us your Tenant ID (shown in the top right corner). Enter your information, the Tenant ID, and additional information into the fields above the Submit button.
2. We provide two options to connect, the first is option A for jobs flow, and the other is option B for booking (leads) flow.  Leads flow is mainly for businesses obtaining leads from one of Dispatch’s customer base.  
3. In the Additional information box, please provide the proper information for the integration option below:

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‍Option A: Jobs Flow - For organizations that receive jobs from a source

If you want new jobs to appear in the "Dispatch" section (see screenshot) please follow the setup steps provided below.

• Booking Provider ID (Not Name) Link

Set up steps

We need a default business unit (we will create defaults for the campaign and job type per below unless instructed otherwise) to use for new jobs created in Service Titan. If you have a preference please provide us with the exact name to use in each case. Otherwise please perform the following (or follow the steps in this 1 minute video):

1. Business Unit - Click here to add a new Business Units and name it Dispatchme
2. Campaign - we will create one named Dispatchme (no further action required)
3. Job Type - we will created one Offered (no further action required)

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Option B: Leads Flow – For organizations that receive leads

If you want new jobs to appear under "Bookings" (see screenshot) please follow the setup steps provided below.

Note: Service Titan offers limited formatting options on the description that appears in the booking created. For example, line breaks are not displayed in the main view and this can make it difficult to read in some cases. If you find this to be the case, then you may want to try out Option A which displays the data in an easier to read format.

• Business Unit - Click here to add a new Business Unit and name it Dispatchme
• Campaign - we will create one for you named Dispatchme
• Job Type - we will create one for you named Offered

Setup Steps

We require that you provide us with the booking provider ID (not name) that you wish new bookings to be created under. Let us know which one by taking a look at this page (or create a new one). Important: Please select the "No Restriction" option when setting up the booking provider.



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Advanced Setup Options

• Business Unit, Campaign and Job Type defaults – if you prefer to set up a different default to the ones mentioned in the Quick Start, you can do so (please see the FAQ for more information).
• By default the customer on your jobs will be the home owner (as opposed to the customer being the job source e.g.  AHS). If you would like to change this please reach out and let us know (for more information on this option please see the FAQ)
• By default the job description will appear in a pinned note attached to the job, if you prefer that this shows in the job summary please let us know

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