ServiceTitan is the leading field service management platform for home service businesses, and integrating it with RevCenter unlocks powerful automation capabilities. Whether you run an HVAC company, plumbing business, electrical contracting firm, pest control service, or roofing company, this guide walks you through the complete setup process from API credentials to testing your first automated booking.
Prerequisites
Before you begin, ensure you have:
- A ServiceTitan account with API access enabled
- Admin-level permissions in both ServiceTitan and RevCenter
- Your ServiceTitan Tenant ID found in Settings then My Account
Step 1: Generate API Credentials
In ServiceTitan, navigate to Settings then Integrations then API Applications. Click Create Application and provide the following:
- Application Name: RevCenter Integration
- Description: AI call agent booking integration
- Scopes: Select Customers, Jobs, Appointments, and Dispatch
Save your Client ID and Client Secret. You will need these for RevCenter configuration.
Step 2: Configure RevCenter Connection
In your RevCenter dashboard, go to Integrations then Add Integration then ServiceTitan. Enter your credentials:
- Tenant ID
- Client ID
- Client Secret
Click Connect and authorize the connection when prompted. RevCenter will validate the credentials and establish a secure connection.
Step 3: Map Your Business Units
If you operate multiple business units in ServiceTitan such as separate HVAC and plumbing divisions, map each to the appropriate RevCenter phone number or agent configuration. This applies to multi-trade home service companies offering heating and cooling, plumbing, electrical, pest control, and roofing services. Proper mapping ensures calls are booked to the correct division based on the customer needs.
Step 4: Configure Appointment Types
RevCenter needs to know which appointment types to offer callers. Navigate to Integration Settings then Appointment Mapping and configure:
- Service calls: Map to your standard diagnostic appointment type for HVAC repairs, plumbing issues, electrical problems, pest inspections, or roof assessments
- Emergency calls: Map to priority or same-day appointment types for urgent situations
- Maintenance: Map to tune-up or preventive maintenance types for seasonal HVAC service, plumbing inspections, electrical safety checks, and recurring pest control
- Estimates: Map to estimate or consultation appointment types for system replacements, major repairs, and roofing projects
Step 5: Set Availability Rules
Configure how RevCenter reads technician availability:
- Look-ahead window: How many days in advance to offer appointments
- Buffer time: Minimum time between current moment and first available slot
- Technician filters: Which technician teams can be booked via AI based on trade specialty
Step 6: Test the Integration
Before going live, run through these test scenarios:
- Make a test call and book an appointment then verify it appears in ServiceTitan
- Test emergency booking flow with same-day appointment
- Verify customer information syncs correctly including name, phone, and address
- Test the handoff to human agents when needed
Advanced Configuration
Once basic integration is working, explore advanced features:
- Custom fields: Pass additional data from calls to ServiceTitan jobs such as equipment details for HVAC or roof measurements for roofing
- Webhooks: Receive real-time updates when jobs are completed or rescheduled
- Capacity management: Automatically close booking when daily capacity is reached for each trade
Troubleshooting
Common issues and solutions:
- Authentication errors: Regenerate API credentials and update in RevCenter
- Missing availability: Check technician dispatch settings and working hours
- Booking failures: Verify appointment type mappings and required fields
Need help? Our integration support team is available at support@revcenter.ai or through in-app chat. We support HVAC contractors, plumbing companies, electrical service providers, pest control businesses, and roofing contractors with ServiceTitan integration.