Field and Office, Completely Synchronized
In the trades, the deal happens in the field. Dispatch, scheduling, and revenue happen in the office. SPOTIO and ServiceTitan lock those two motions to one customer, one location, one record, so nothing leaks between them.
- Every customer is context, not a cold approach. Reps work territories knowing which addresses are already ServiceTitan customers and what work has been done at each location.
- One entry, both systems. When a rep qualifies a deal and advances the stage in SPOTIO, the customer, location, and booking land in ServiceTitan with complete data. No re-keying, no lost hours.
- End-to-end visibility after the handoff. Once the deal moves to dispatch, scheduled jobs post back to the rep’s record so they see the outcome tied to the deal they sourced.
One Record, from First Visit to Revenue
SPOTIO drives every rep move in the field. ServiceTitan owns scheduling, dispatch, and revenue. The integration keeps both systems locked to one customer, one location, one record, from the first visit through the completed job and the outcome coming back.
- Two-way customer and location sync. SPOTIO records match to existing ServiceTitan customers first, then create or update. Cross-system IDs persist, so a customer stays one customer.
- Booking creation (SPOTIO to ServiceTitan). A qualifying SPOTIO record syncs to ServiceTitan as a Booking, the intake point that becomes a Job when dispatch converts it.
- Job feedback (ServiceTitan to SPOTIO). ServiceTitan job lifecycle events post back to SPOTIO as a Job Activity on the record that sourced the deal.
- Configurable contact sync. Contact information flows into Customer and Location records, or as standalone ServiceTitan Contacts where the ServiceTitan API supports it.
- Tag application. Selected existing ServiceTitan tags apply to synced records, independently per outbound object, for reporting and segmentation.
Residential and Commercial, Both Handled
- Flat (typical residential). One SPOTIO record maps to a combined ServiceTitan Customer plus Location. Booking fields are captured on the record. Job Activity lands in that record’s history when the job completes.
- Multi-location (typical commercial and B2B). A SPOTIO Parent maps to a ServiceTitan Customer. Each SPOTIO Child maps to a ServiceTitan Location. Booking fields are captured on the child. Job Activity lands on the Location record.
Set It Up Once. Watch the Leads Flow.
Nine steps, one sitting, no engineering required. Configure the integration in the SPOTIO admin panel.
- Authentication. Manual credential exchange between SPOTIO and ServiceTitan.
- Objects. Choose flat (typical residential) or multi-location (typical commercial). Structure is set per connection.
- Data Flow. Set direction per object and choose whether to backfill history.
- Selective Sync. Set eligibility rules so only qualifying records cross over.
- Contacts. Decide how contacts map into Customer, Location, or standalone ServiceTitan Contacts.
- Field Mapping. Auto-map matching fields or map manually. Set direction per field.
- Booking and Job. Configure booking creation from SPOTIO records and the SPOTIO activity type that ServiceTitan job feedback lands on.
- Tags. Select existing ServiceTitan tags to apply, per outbound object.
- Review and Activate. Turn the connection on. The admin panel surfaces connection health and actionable sync issues so failures are visible and re-fireable in one click.
Built for the Trades
The moment a rep advances the stage in SPOTIO, ServiceTitan has a new Customer, Location, and Booking ready to schedule. Dispatch works the job while the rep is still on site.
Selective sync rules and required fields keep unqualified deals and incomplete records out of ServiceTitan. Dispatch only sees work that’s ready to schedule.
Scheduled jobs post back to SPOTIO as a Job Activity on the originating record. Reps and managers see every outcome tied to the deal, the rep, and the territory that sourced it.
FAQs
Find answers to common questions about the SPOTIO integration with ServiceTitan.
Customer and location records sync both ways. Contacts sync both ways where the ServiceTitan API supports it. Booking creation is outbound (SPOTIO to ServiceTitan). Job feedback is inbound (ServiceTitan to SPOTIO) as a Job Activity on the originating record.
SPOTIO to ServiceTitan is event-driven on webhooks, near real-time. ServiceTitan to SPOTIO polls on a cycle of up to five minutes.
Yes. Selective sync uses eligibility rules based on stage, lead source, visit result, or custom criteria. Only qualifying records cross over.
Yes. The same eligibility logic applies in reverse, so ServiceTitan records only flow to SPOTIO when they meet the criteria you set.
Yes. The integration supports two structures. Residential (flat): one SPOTIO record maps to a combined ServiceTitan Customer and Location. Commercial (multi-location): a SPOTIO parent maps to a ServiceTitan Customer and each SPOTIO child maps to a Location. Structure is chosen at setup, per connection.
Every sync event is logged. Failures surface as actionable sync issues in the admin panel so an admin can see the reason and re-fire the sync in one click.
As a Job Activity in the originating record’s history. Scheduled date, time, and owner map to native fields. Job number, business unit, campaign, and priority land in the activity notes.
Yes. SPOTIO is a ServiceTitan Certified App, built and maintained by SPOTIO as a ServiceTitan Certified Partner.
