CRM Integration: ServiceTitan

CRM Integration: ServiceTitan

What You'll Learn

  • How to locate your ServiceTitan Tenant ID and connect it to measureQuick
  • How to generate a Client ID and Client Secret from ServiceTitan
  • How to map ServiceTitan users to measureQuick users
  • What data syncs between the two platforms (projects, customer info, technician assignments, PDF reports)
  • How to configure job status filters and optional tags
  • How to verify the integration is working correctly

What You'll Need

  • measureQuick Account: A company account with an active Premier Services subscription ($49/user/month)
  • measureQuick Role: Company Owner permissions on the measureQuick Cloud
  • ServiceTitan Account: Admin-level access to your ServiceTitan instance
  • Browser: Access to cloud.measurequick.com
  • Time: 15-20 minutes (plus up to 24 hours for Tenant ID confirmation from measureQuick)

Step-by-Step Guide

Step 1: Confirm ServiceTitan User Profiles

Before starting, verify that all admins and technicians in your ServiceTitan account have a company address listed in their profile. The integration uses this information to match dispatched jobs correctly. Missing addresses can cause sync failures.

In ServiceTitan, go to each user's profile and confirm the address field is populated.

[Visual Reference] In ServiceTitan, open each user's profile and look for the Company Address field. Confirm it contains a valid street address. The integration uses this address to match dispatched jobs to the correct technician.

Step 2: Copy Your ServiceTitan Tenant ID

In your ServiceTitan account:

  1. Click Settings
  2. Click Integrations
  3. Click API Access
  4. Copy the Tenant ID displayed on this page

[Visual Reference] In ServiceTitan, navigate to Settings > Integrations > API Access. Your Tenant ID is displayed at the top of this page. Copy this value - you will paste it into measureQuick Cloud in the next step.

Save this Tenant ID. You will paste it into measureQuick Cloud in the next step.

Step 3: Enter the Tenant ID in measureQuick Cloud

  1. Log in to cloud.measurequick.com with an account that has Company Owner permissions
  2. Click Company in the left navigation menu
  3. Click ServiceTitan
  4. Paste your Tenant ID in the associated field
  5. Click Save

measureQuick Cloud ServiceTitan Settings page showing setup instructions, Tenant ID field, Client ID field, and Client Secret field with Save button

measureQuick Cloud ServiceTitan Settings page showing setup instructions, Tenant ID field, Client ID field, and Client Secret field with Save button

Step 4: Request Tenant ID Confirmation

Email info@measurequick.com with your Tenant ID and company name. The measureQuick team will confirm the Tenant ID connection on their end.

Wait for the confirmation email before proceeding to Step 5. This step typically takes less than one business day.

Step 5: Connect the Client ID and Client Secret

After receiving confirmation from measureQuick, return to your ServiceTitan account:

  1. Click Settings
  2. Click Integrations
  3. Click API Application Access
  4. Click Connect New App
  5. Follow the prompts to authorize the measureQuick connection

ServiceTitan will generate a Client ID and Client Secret. Copy both values.

[Visual Reference] After authorizing the measureQuick connection, ServiceTitan displays a Client ID and Client Secret. Copy both values before leaving this page - you will need them in the next step.

Return to measureQuick Cloud:

  1. Navigate to Company > ServiceTitan
  2. Paste the Client ID and Client Secret into the associated fields
  3. Click Save

ServiceTitan settings with Tenant ID, Client ID, and Client Secret fields

ServiceTitan settings with Tenant ID, Client ID, and Client Secret fields

Step 6: Map ServiceTitan Users to measureQuick Users

User mapping tells measureQuick which ServiceTitan technician corresponds to which measureQuick user. This is required for dispatched projects to appear correctly in the app.

On the measureQuick Cloud ServiceTitan settings page, you will see a list of your company's measureQuick users. For each user, select the matching ServiceTitan user from the dropdown menu in the ServiceTitan column. Click Save after mapping all users.

[Visual Reference] The user mapping section lists each measureQuick user with a dropdown selector in the ServiceTitan column. Select the corresponding ServiceTitan technician for each user, then click Save.

Every technician who will receive dispatched ServiceTitan jobs in the measureQuick app must be mapped here. Unmapped users will not see dispatched projects.

Step 7: Configure Job Status Filters (Optional)

By default, measureQuick displays ServiceTitan jobs with the statuses Dispatched, In Progress, Scheduled, and Working. You can customize which job statuses appear in the measureQuick app from the ServiceTitan settings page in measureQuick Cloud.

[Visual Reference] The job status filter section shows checkboxes for each ServiceTitan job status: Dispatched, In Progress, Scheduled, Working, and others. Check the statuses you want to appear in the measureQuick app.

Step 8: Configure ServiceTitan Tags (Optional)

You can configure tags in ServiceTitan that sync with measureQuick. Instructions for tag configuration are available under the ServiceTitan tab in your Company settings on measureQuick Cloud.

Step 9: Test the Integration

To verify everything works:

  1. In ServiceTitan, dispatch a job to a mapped technician
  2. On the technician's device, open the measureQuick HVAC app
  3. Look for the Dispatched Projects card on the home screen
  4. Confirm the dispatched job appears in the list

Dispatched projects display at the top of the view, ordered by distance from the technician's current location. The list includes jobs marked as Dispatched, In Progress, Scheduled, or Working (or your custom-configured statuses).


What Data Syncs

Direction Data
ServiceTitan to measureQuick Customer name, address, job details, technician assignment, equipment records (if previously saved)
measureQuick to ServiceTitan Completed project data, PDF reports (Vitals Report, Equipment Report), photos

When a technician starts a project from the Dispatched Projects section, measureQuick pre-populates the project with customer information from ServiceTitan. After the technician completes measurements and saves the project, the results sync back to ServiceTitan automatically, provided the technician has an active internet connection. This eliminates duplicate data entry between systems. Companies using ServiceTitan integration with measureQuick (such as Progressive Heating and Air with 17 trucks, and Genz-Ryan with 50+ technicians) report streamlined workflows from dispatch through report delivery.

If the technician is in an area without reliable cell service, they can save the project to their device first, then manually push the PDF to ServiceTitan later using the Save to ServiceTitan option under Generate Reports.


Technician Field Workflow

Once the admin setup is complete, here is how technicians use the ServiceTitan integration day-to-day.

Accessing Dispatched Jobs

  1. Open the measureQuick app
  2. On the home screen, locate the Dispatch Projects card. This shows jobs dispatched from ServiceTitan with the configured status filters.
  3. Tap a job to open it. Customer name, address, and job details are auto-populated from ServiceTitan. The site geotag is also pre-filled.

Tip: If the Dispatch Projects card shows no jobs, the most common cause is job status filter misconfiguration. The recommended setting is Dispatched and Working only. Too many statuses selected causes the app to show nothing. Have your admin check the filters at Cloud > Company > ServiceTitan.

Completing the Job

  1. Choose your workflow type: Guided (step-by-step, recommended for newer users) or Standard (free-flowing, any order)
  2. Select the system type (e.g., AC Service, Heat Pump Install)
  3. Create new equipment or select existing equipment already saved to the site from a previous visit
  4. Complete your measurements, turning red Xs to green check marks through the workflow
  5. When finished, tap Exit and Sync to Cloud at the bottom of the workflow (or at the top in guided mode)

Reports, photos, and project data sync back to ServiceTitan automatically.

Photo Auto-Sync

Enable real-time photo sync so photos upload as you take them rather than all at once when you exit: go to Settings > Photo Settings > Auto Sync Photos to Cloud. This is more reliable and faster than batch upload at the end of a job.

Live Data Streaming

Managers and senior technicians can view your measurements in real time from cloud.measurequick.com while you work. When someone is watching your stream, the stream icon on your device blinks green. The manager navigates the data independently without affecting your view. This is useful for remote mentoring, quality oversight, and troubleshooting support without a second truck roll.

Where Results Appear in ServiceTitan

After syncing, reports and photos appear in the ServiceTitan job under the File section. If files do not appear immediately, open the job in ServiceTitan, click History, tap Sync Changes, then check Photos & videos > PDF.

All data is also available at cloud.measurequick.com > Projects as a backup if the ServiceTitan sync fails.


Video Walkthrough

  • ServiceTitan integration overview: (812 views, 0:42). Brief overview of the ServiceTitan integration workflow

  • Customer success story: (596 views, 33:58). Covers ServiceTitan integration in a large deployment with topics including reporting, airflow, and CRM integration

  • CRM workflow context: (889 views, 30:49). Discusses CRM integrations and how they reduce paperwork for field technicians


Tips & Common Issues

Dispatched projects are not showing up in the measureQuick app

Confirm the technician's ServiceTitan user is mapped to their measureQuick user in Cloud settings (Step 6). Unmapped users will not receive dispatched projects. Also verify the job status in ServiceTitan matches one of the configured status filters.

The Tenant ID was rejected or the connection is not working

Double-check that you copied the Tenant ID from ServiceTitan's Settings > Integrations > API Access page, not from another settings area. After pasting it into measureQuick Cloud, you must also email info@measurequick.com and wait for confirmation before proceeding with the Client ID step.

PDF reports are not appearing in ServiceTitan

Reports sync to ServiceTitan only when the project was started from the Dispatched Projects section in measureQuick. If the technician created the project manually (not from a dispatched job), the automatic sync does not apply. In that case, use the manual method: open the saved project, tap the test measurement, tap Generate Reports, and select Save to ServiceTitan.

Reports saved but not visible in ServiceTitan job history

In ServiceTitan, open the job, click History in the left menu, and tap Sync Changes next to the user profile. Then click Photos & videos and look under the PDF section. ServiceTitan may require a manual sync to display newly attached files.

User mapping dropdown does not show the correct ServiceTitan users

ServiceTitan users must have an active profile with a company address to appear in the mapping dropdown. Check the technician's ServiceTitan profile and confirm the address field is filled in. If you recently added a user to ServiceTitan, allow a few minutes for the integration to refresh.

Can I connect multiple ServiceTitan accounts to one measureQuick company?

No. Each measureQuick company connects to one ServiceTitan Tenant ID. If your organization uses multiple ServiceTitan tenants, each tenant requires a separate measureQuick company account.

This feature requires Premier Services

The ServiceTitan integration is available only with an active Premier Services subscription ($49/user/month). If you have not yet activated Premier, see Activating Your Premier Services Subscription.

Real-world integration tip

DR Richardson's team (17 trucks) integrates measureQuick with ServiceTitan for every installation. Their process: dispatch from ServiceTitan, technician opens the job in measureQuick, completes diagnostics with guided workflows, and reports sync back automatically. The key to a smooth rollout is mapping every technician before the first dispatched job goes out.


Related Articles

Prerequisites (complete these first):

Follow-up articles (next steps after integration):

Related in the same domain:


Need Help?

If you get stuck or this article does not answer your question:

  • Check the Related Articles section above
  • Contact measureQuick support: support@measurequick.com
  • Email info@measurequick.com for Tenant ID confirmation issues
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