ServiceTitan
ServiceTitan is a field service management platform for home and commercial service businesses. It runs the day-to-day operation — booking calls, scheduling and dispatching jobs, invoicing customers, and tracking the marketing campaigns that generate the work.
ServiceTitan issues credentials per tenant, so each business in a multi-tenant group is connected separately and appears as its own connection in Improvado.
Setup guide
Follow our setup guide to connect ServiceTitan to Improvado.
Before you start. You need a ServiceTitan user with the Manage API Application Access permission. A ServiceTitan administrator grants it under Settings > People > Employees > Permissions. You also need to send your Improvado contact the Tenant ID of every ServiceTitan tenant you want to connect — until your tenant is registered on the Improvado application, Improvado does not appear in your Connect New App list. You will find the Tenant ID in ServiceTitan under Settings > Integrations > API Application Access, in the Your Tenant ID field.
Click the Connections in the left navigation bar.
Categories on the Data sources page group all available platforms. Use a search to find the required one.
Click on the ServiceTitan tile.
In a separate tab, sign in to ServiceTitan and go to Settings > Integrations > API Application Access.
Click Connect New App and choose Improvado from the list.
Review the data the application requests. ServiceTitan also asks you to set two restrictions on this screen, and the second one is required — the dialog will not submit until you answer it:
- Restriction by booking provider for Bookings.
- Restriction by report category for Reports within the category.
Choose No restriction for both unless you deliberately want to narrow what Improvado can read. A narrowed choice permanently limits the data available to your reports, and it is not visible from the Improvado side.
Click Allow Access. ServiceTitan generates a Client ID and a Client Secret for this tenant. Copy them — the secret is shown once.
Return to Improvado and fill in the connection form:
- Tenant ID — the value from Step 1.
- Client ID and Client Secret — the values from Step 6.
- Environment — choose Production for your live ServiceTitan account. Integration is ServiceTitan's sandbox, and credentials are not interchangeable between the two.
Click Save. Repeat the steps for every ServiceTitan tenant you want to connect — ServiceTitan issues credentials per tenant, so a group of nine businesses on nine tenants results in nine connections in Improvado, one per business.
If your organization uses Enterprise Hub, you can create a network of tenants that shares a single Client ID and Client Secret pair, which reduces the number of credentials you hand over. You still get one Improvado connection per tenant.
Schema information
The schema information shows all report types you can use to extract data from ServiceTitan.
Limits
Advertising metrics — impressions, clicks, ad spend, conversions and ServiceTitan's own lead attribution — are part of ServiceTitan's paid Marketing Pro package and are not included in this connector. Campaign-level attribution does not require it: every job carries the campaign that produced it, so booked jobs and invoiced revenue can be reported against campaigns, and ad spend from your advertising platforms is joined on the Improvado side.
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