Integration Overview & Prerequisites
This integration connects your ServiceTitan and ArcSite accounts, allowing for a seamless flow of project information that eliminates double-entry and keeps your job details automatically in sync.
How the Integration Works
At a high level, the integration follows a simple, three-step workflow:
Dispatch from ServiceTitan: When a job is dispatched to a technician in ServiceTitan, a corresponding project is automatically created in that technician's ArcSite account.
Complete Work in ArcSite: The technician opens the project in ArcSite, completes their takeoff or estimate, and finalizes the proposal document.
Sync Back to ServiceTitan: Once the proposal is generated in ArcSite, it is automatically sent back to the original job in ServiceTitan, where it is saved as a PDF in the "Photos/Attachments" section.
Prerequisites
Before you begin the setup process, please ensure you have the following:
An active, Enterprise-level ArcSite account.
Administrator-level access to both your ArcSite and ServiceTitan accounts.
Your ServiceTitan Tenant ID and Client ID. (This guide will show you how to find these if you don't have them).
Step-by-Step Setup Guide
This guide provides the detailed instructions for connecting your ServiceTitan and ArcSite accounts. The process involves authorizing the connection, retrieving your credentials from ServiceTitan, and connecting them within ArcSite.
Part A: Authorize the Connection (Webhook Setup)
Before you can connect the apps, you must first email the ServiceTitan API team to have them enable a webhook for your account. This is a one-time setup step that allows ServiceTitan to automatically send job information to ArcSite.
Step 1: Send an Email to the ServiceTitan API Team
Draft an email to integrations@servicetitan.com requesting a webhook setup. You must include the following information in your email:
Tenant ID:
[Your Tenant ID]Webhook Event Type:
JobScheduledWebhook Endpoint:
https://user.arcsite.com/user/service/servicetitan/webhooks
Part B: Retrieve Your Credentials from ServiceTitan
Next, you will need to log in to your ServiceTitan account to retrieve two key pieces of information: your Tenant ID (the same one used in the email) and a newly generated Client Secret.
Step 2: Navigate to API Application Access in ServiceTitan
Log in to your ServiceTitan account.
Click the Gear Icon in the upper right corner to access Settings.
In the left menu, navigate to Integrations > API Application Access.
Step 3: Retrieve Your Tenant ID
On the "API Application Access" page, you will find your Tenant ID. Select and copy this ID, as you will need it in a later step.
Step 4: Generate a New Client Secret
Within the "API Application Access" page, click "Connect New App".
The "Connect New App" window will open. Select the ArcSite App from the list and click "Connect".
You will be shown the Terms and Conditions. Click "Accept" to proceed.
On the "Application Details" screen, click the "Generate" button to create a new Client Secret.
Immediately click "Copy" to copy the generated secret to your clipboard. This secret is only shown once, so it is critical to copy it now.
Part C: Connect to ArcSite
With your Tenant ID and Client Secret copied, you are now ready to complete the connection inside your ArcSite account.
Step 5: Navigate to Integrations in ArcSite
Log in to your ArcSite account at user.arcsite.com.
Click on "Settings" in the left-hand menu.
Click on "Integrations", then click on "Apps".
From the list of available apps, find ServiceTitan and click "Connect to ServiceTitan".
Step 6: Enter Your Credentials and Connect
A "Connect to ServiceTitan" dialog box will appear.
Paste the Client ID (this is the Client Secret you copied from ServiceTitan) into the corresponding field.
Paste your Tenant ID into its field.
Select a Project Owner from the dropdown menu. This will be the default user assigned as the owner for all projects created via the integration.
Click the "Connect" button.
Project Information to ServiceTitan Job Information Mapping
Once connected, ArcSite creates corresponding projects by listening for ServiceTitan's JobScheduled webhook event. The diagram below illustrates how the specific information from a ServiceTitan job is mapped to the fields of a newly created ArcSite project.
Key Integration Features
Once your ArcSite and ServiceTitan accounts are connected, the integration enables several powerful features to streamline your workflow.
1. Automatic Project Creation from Booked ServiceTitan Jobs
When a job is booked and dispatched to a technician in ServiceTitan, ArcSite receives a notification. It automatically creates a corresponding project in the assigned technician's ArcSite account, linking it directly to the ServiceTitan job information. This ensures that your team always has the most up-to-date job details in ArcSite without manual entry.
2. Automatic PDF Push of Drawings to ServiceTitan
Whenever a new version of an ArcSite drawing is uploaded to the ArcSite Cloud, the integration will automatically push the latest PDF of that drawing to the corresponding job in ServiceTitan. Each drawing version uploaded will appear as a new attachment in the ServiceTitan job.
3. Manual Push of ArcSite Proposals to ServiceTitan Estimates
Users have the flexibility to manually push an ArcSite proposal to create a ServiceTitan estimate in two ways:
From the User Site: Send the proposal via the "Send to ServiceTitan" button on the ArcSite User Site.
From the Mobile App: After exporting the proposal in the ArcSite mobile app, you will be prompted to send it to ServiceTitan. Confirm "Yes" when prompted.
This action will create a corresponding estimate in ServiceTitan. If the drawing is updated later and pushed again, the latest drawing data will update the estimate in ServiceTitan.
4. Automatic Push of a Signed Proposal to ServiceTitan
The system can automatically push a signed proposal to ServiceTitan, triggered at two key points:
Upon Uploading a "Signed on Device" Proposal: After a customer signs a proposal directly on the device in the ArcSite app, and it's uploaded.
Upon eSign Completion: When the electronic signature (eSign) process is complete, and the proposal status changes to "Online Approved."
How are the files named?
Signed on Device:
[Proposal Name] - Signed on Device.pdfeSigned:
[Proposal Name] - eSigned.pdf
Where does the signed Proposal get placed?
All signed proposals pushed to ServiceTitan will be found in the "Photos/Attachments" section of the relevant ServiceTitan Job File.
5. How Multiple Technicians Are Handled
If multiple technicians are selected when booking a job in ServiceTitan, ArcSite will check whether the emails of these specified technicians already exist as ArcSite accounts within your company's plan. These existing ArcSite accounts will then be automatically added to the project's collaborator list, giving them shared access to the project.
Product to Item Matching
After connecting the applications, you must map your ArcSite products to their corresponding items in ServiceTitan. This step is critical for ensuring that pricing and material information are accurately transferred when you push a proposal from ArcSite to create a ServiceTitan estimate.
Important Consideration: Pricing & Cost
There are certain pricing and cost considerations to take into account given how the two different softwares manage these objects. While ArcSite allows you to capture both a Price and Cost on any product, ServiceTitan does not support this for all item types.
Material Items: By default, ServiceTitan does not support a Unit Price on Material Items. Therefore, we recommend setting a Unit Cost and using the Pricing Method "Calculated Price" for any ArcSite Products that will be matched with a ServiceTitan Material Item.
Service Items: ServiceTitan does not support a Unit Cost on Service Items. Therefore, we recommend setting a Unit Price and using the Pricing Method "Input Price" for any ArcSite Products that will be matched with a ServiceTitan Service Item.
Step-by-Step Mapping Instructions
Step 1: Navigate to the Product Manager
In the ArcSite User Site, navigate to Integrations > Product Manager.
Step 2: Locate the Product to Match
Select the relevant ArcSite Product Category to find the product you wish to map.
Step 3: Initiate the Connection
For the desired product, click "Connect" to create a new link to a ServiceTitan item, or click "Update" to change an existing mapping.
Step 4: Connect to a ServiceTitan Item
In the connection dialog box, you can search for and select an existing ServiceTitan Item to connect to, or you can choose to create a new item in ServiceTitan directly from this screen.
Repeat this process for all products that need to be included in your ServiceTitan estimates.
Bulk Product Mapping with Excel
For companies with large product libraries, the bulk mapping feature that allows you to map multiple products to ServiceTitan items simultaneously using Excel. This eliminates the need to map products one-by-one and enables you to efficiently manage product mappings during off-hours or updates.
When to Use Bulk Mapping
You have a large product catalog that needs to be mapped to ServiceTitan
You need to update multiple product mappings at once
You want to manage product mappings independently without developer assistance
You need to make changes during weekends or off-hours
How to Access Bulk Mapping
Navigate to Integrations > Product Manager in the ArcSite User Site
Click the "Bulk Mapping with Excel" button to open the bulk mapping panel
Export Your Current Product List
In the bulk mapping panel, click "Export Current Mappings"
Download the Excel file containing your current ArcSite products
The file includes the following columns:
Product ID (do not change)
Product Name (do not change)
Category Name (do not change)
ServiceTitan Pricebook Item ID (editable)
Important: Always export the latest version before making changes to ensure you're working with current data.
Working with the Excel File
For Existing ServiceTitan Items
Locate the product you want to map in the Excel file
In the "ServiceTitan Pricebook Item ID" column, enter the exact Item ID from your ServiceTitan pricebook
Repeat for all products you wish to map
For New ServiceTitan Items
To create a new item in ServiceTitan, enter a new unique code in the "ServiceTitan Pricebook Item ID" column
The new item will be created in ServiceTitan when you import the file
Important: Do not modify the Product ID, Product Name, or Category Name columns. Only update the ServiceTitan Pricebook Item ID column.
Import Your Completed Excel File
Return to Product Manager > Bulk Mapping with Excel panel
Click "Import Excel" and select your completed file
Review the preview step that shows:
Number of new mappings
Number of updated mappings
Any detected errors or warnings
If the preview looks correct, click "Confirm Import"
You will receive an email notification when the import process is complete
Best Practices
Test with a small batch first: Import 5-10 products initially to verify the process works correctly
Double-check Item IDs: Ensure accuracy before importing to avoid errors
Keep backups: Save copies of your Excel files with dates for reference
Schedule during off-hours: Make updates during evenings or weekends to minimize disruption
Advanced Considerations & Troubleshooting
This section covers important details for advanced setup, specific usage scenarios, and troubleshooting potential issues.
Setup Considerations
Mapping Service Items to GL Accounts
The ArcSite to ServiceTitan product mapping does not automatically define the GL account it will be associated with in ServiceTitan. The GL account association must be configured manually within your ServiceTitan account after the items are mapped.
Existing Cross-Associated ServiceTitan Items
Some of your existing ServiceTitan Services or Equipment items may already be associated with specific Materials. In this context, inconsistencies can arise in both the ArcSite drawing and the pricing defined in ServiceTitan. This is because services with associated materials will automatically add those materials when added to an estimate, which can lead to conflicts with items already drawn in ArcSite.
Solution 1: Avoid associating such services with materials in ServiceTitan to prevent unexpected results. If they are already associated, manually delete the duplicate equipment or materials from the ArcSite estimate before pushing it to ServiceTitan.
Solution 2: To avoid affecting the estimate's total price, set the price and cost of the associated materials or equipment to 0 in ServiceTitan.
Account Permission Issues
Due to ServiceTitan's authorization process, users cannot independently complete the connection. The process must be completed in conjunction with an ArcSite resource. Specifically, obtaining the user's Tenant ID and adding it to the ArcSite App cannot be completed independently.
Tenant Account Requirements
ServiceTitan has strict control over account permissions. The tenant account used for the integration must have admin privileges in ServiceTitan. The integration functionality will require the following permissions:
Read jobs
Create and read estimates
Create, read, and modify price books
Query technicians
Query vendors
Create forms (Job PDF Attachment)
Tenant Connection to a Single ArcSite Company Account
Currently, a ServiceTitan tenant can only correspond to one ArcSite company in ArcSite. If a tenant is associated with multiple companies, it can cause data confusion and prevent the system from determining which company's project to create.
ServiceTitan Purchasing Module
If the ServiceTitan Purchasing module is enabled, a preferred Primary Vendor must be identified. This information will be used during the final setup to create the necessary Custom Pricing Equipment Products.
If enabled: The Product Mapping page will display the Primary Vendor field as a required entry.
If not enabled: No action is required, as the Primary Vendor field is hidden.
Managing Collaborators
To maintain up-to-date user access, ArcSite allows you to manage your collaborators directly through the ServiceTitan integration. You can remove collaborators who no longer need access and reassign their work.
How to Remove and Reassign a Collaborator:
Navigate to Integration Settings: Access the ServiceTitan integration panel within your ArcSite settings.
Identify the Collaborator: Locate the list of active collaborators and find the user you wish to remove.
Initiate Removal: Select the option to remove the chosen collaborator.
Reassign Projects: You will be prompted to select a new collaborator from the list of available users. All projects and tasks previously assigned to the removed user will be transferred to this new assignee.
Confirm the Change: Review the changes and confirm the reassignment. The new collaborator will now have access to all transferred projects.
Usage Scenarios, Error Handling, and FAQ
Will the Latest Drawing Automatically Push to ServiceTitan if the Drawing is Updated?
Yes. By default, whenever a new drawing version is uploaded to the ArcSite cloud, the latest Drawing PDF will be automatically pushed to the corresponding job in ServiceTitan.
Drawing PDF Push in a Project with Multiple Drawings
When a project is associated with a job, if there are multiple drawings under the project, by default, whenever there is an update to the drawings in the project and it is uploaded to the cloud, the latest Drawing PDF of the corresponding drawing will be pushed to the job.
If there are multiple drawings under the project and frequent updates, there will be the same number of attached PDFs in the corresponding job in ServiceTitan. Each drawing version will correspond to an attachment PDF. This is because the ServiceTitan API does not support deleting and modifying attachments, so users can only manually maintain these attachments.
ArcSite Project Ownership
Every ArcSite project must have a Project Owner. In the context of the ServiceTitan integration, the Default Owner set during the connection setup will be assigned as the project owner. However, technicians will not be assigned as the project owner. Instead, they will be added as collaborators on the project, giving them access and editing permissions.
Note: The "Project Owner" in ArcSite does not carry any functional business logic; it simply indicates the project creator.
Access to ArcSite Projects
If Technicians are specified within ServiceTitan, ArcSite will check and attempt to add them one by one as Project Collaborators. For each Technician, their email must match an active ArcSite user account with the same username within the same company. If this condition is not met, the addition of that Technician will fail.
Potential Error Conditions
Unmapped Products
Error Message Seen: "Failed to Push Line Items from [Job Drawing] - v2 for ServiceTitan Integration Testing; Some products used in this drawing are not connected to ServiceTitan: Service Product Non Taxable."
Solution: You must map all ArcSite products to a ServiceTitan product from the Integration > Product Manager screen on the ArcSite User Site.
Duplicate Project Names
Issue: ArcSite requires a unique name for each project. If a project creation request uses an existing name, it will fail.
Solution: Ensure project names are unique when pushing from ServiceTitan.
Additional Questions and Answers (FAQ)
How Are Discounts and Markups Mapped?
ArcSite uses ServiceTitan's discounts and fees features to complete the mapping of estimates' discounts and markups. If the corresponding discount item and fee item have been created in ServiceTitan, they will be used. If not, ArcSite will create them and the corresponding taxable discount item and non-tax discount item according to whether it is taxable.
Their codes are:
Discount(ArcSite) -> Non-Tax Discount(ArcSite)
Markup(ArcSite) -> Markup(ArcSite)
Note: Do not delete from within ServiceTitan, or errors will occur.
Can Proposal PDFs Be Pushed Repeatedly? What is the Push Logic?
By default, their push can be initiated on the User Site and in the App. Each Drawing Version will only push one Proposal PDF to the Job. ArcSite will check if a Proposal PDF has already been pushed for that specific Drawing Version, and if it has, it will not push it again.
Who Is the Owner of the Created Project, and Who Will See the Project?
In ArcSite, each project needs a definite owner. When connecting to ServiceTitan, the page will specify the project owner. This owner will act as the owner of all projects created from ServiceTitan. The projects will be visible to the owner, project manager, and collaborators.
How is Sales Rep Information Handled?
Sales representatives from ServiceTitan can be mapped to corresponding information in ArcSite. This includes the sales rep's name and email address.