ServiceTitan is cloud-based software that trades businesses use to run their back office and serve customers. Connect it to CompanyCam, and ServiceTitan jobs create Projects automatically, so your crew can document work without extra steps. This article covers connecting your accounts and choosing your settings.
Once you're connected, see how the integration works day-to-day.
This integration is available on select plans and is only available on the web app.
Setting up the integration
Note: You must have Admin or Manager permissions in CompanyCam and Admin permission in ServiceTitan to set up this integration.
In the left-hand navigation, under Integrations, click App Marketplace.
Search for ServiceTitan, then click the card.
Click Connect.
In ServiceTitan, go to Settings > Integrations > API Application Access.
Copy your Tenant ID from the top-right corner of that page.
In CompanyCam, paste your Tenant ID into the Tenant ID field.
Click the Save Button. CompanyCam shows a confirmation message that your request is being processed. This typically takes up to 1 business day.
Wait for the confirmation screen in CompanyCam to update, then continue to the next step.
In ServiceTitan, go to Settings > Integrations > API Application Access.
Click Edit on the CompanyCam integration card.
Copy your Client ID and Client Secret from that screen.
In CompanyCam, paste them into the Client ID and Client Secret fields.
Click the Save Button. Saving completes the connection.
Once connected, the card's status changes from Connect to Connected.
Important: If you have an Enterprise ServiceTitan account, you'll need to contact ServiceTitan support to connect the integration.
Choosing your settings
After you connect, these settings appear on the ServiceTitan integration page in CompanyCam. Each one controls how the integration behaves for your team.
Project creation trigger
Choose when CompanyCam creates a Project: when a job is Dispatched or when it's Scheduled in ServiceTitan. Pick the status that matches when your crew needs the Project.
Important: If you switch to the Scheduled trigger after you've already been using the integration, jobs that are already scheduled won't automatically get Projects. Email [email protected] and we'll run a manual sync to capture them.
Business Unit and Job Type filters
Filter which ServiceTitan jobs trigger a Project by Business Unit, Job Type, or both. Only jobs that match your filters create Projects. Use this if only certain parts of your business need to sync to CompanyCam.
Important: If the Business Units dropdown shows "Missing scope," update the CompanyCam integration to the latest version in ServiceTitan under Settings > Integrations > API Application Access. Your business units populate within 10 minutes or after the next ServiceTitan job is created.
Auto-archive when jobs close
Check this box and CompanyCam automatically archives a Project when its linked ServiceTitan job is marked Complete, On Hold, or Canceled. This keeps your Project feed clean without manual cleanup. Leave it unchecked and you can still archive Projects manually at any time.
Project Groups by location
Check Organize Projects into Project Groups and we create a Project Group for each ServiceTitan location. We sync each location's Projects into the matching group, so jobs stay organized by location.
Note: This setting is available on select plans only.
FAQs
How do I disconnect ServiceTitan?
How do I disconnect ServiceTitan?
You disconnect ServiceTitan from the App Marketplace in CompanyCam. In the left-hand navigation, under Integrations, click App Marketplace. Search for ServiceTitan, then click the card. Click Disconnect.
What happens if I disconnect ServiceTitan?
What happens if I disconnect ServiceTitan?
Disconnecting ServiceTitan stops new jobs from creating Projects. Jobs created in ServiceTitan from the trigger you chose no longer create Projects in CompanyCam. Projects that are already linked keep their existing content, but content added while you're disconnected doesn't sync to ServiceTitan.
When you reconnect, your linked Projects sync new content again. Content added while you were disconnected doesn't sync after you reconnect unless you delete it and upload it again.
Who can set up the ServiceTitan integration?
Who can set up the ServiceTitan integration?
Setting up the ServiceTitan integration requires Admin or Manager permissions in CompanyCam and the appropriate permissions in ServiceTitan. If you don't have both, ask your account Admin to connect it.
What if my Business Units aren't showing up?
What if my Business Units aren't showing up?
Business Units that show "Missing scope" need the latest version of the CompanyCam integration in ServiceTitan's API Application Access settings. Your business units populate within 10 minutes of updating, or after the next job is created in ServiceTitan.
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