ServiceTitan® integration with measureQuick

Video walkthrough: ServiceTitan Integration with measureQuick

1. Confirm that all admins and technicians have a company address in their ServiceTitan profile.
2. The ServiceTitan admin ONLY, Click Settings, Click Integrations, Click API Access
3. Copy your Tenant ID (see below)
   

4. Login to the measureQuick Cloud with an account that has Company Administrative permissions.

6. Paste your Tenant ID in the associated field and click Save.

7. Email support@measurequick.com with your Tenant ID and company name.

Connecting your Client ID

1. measureQuick will confirm via email the Tenant ID connection.
2. Once the Tenant ID is confirmed, log in to your ServiceTitan account.
   1. Click Settings
   2. Click Integrations
   3. Click API Application Access
   4. Click Connect New App
      

3. Follow the prompts to connect the accounts.

5. Copy and paste them into the associated fields in mQ Cloud.

6. Configure tags in ServiceTitan (optional). Instructions on how to connect tags is found under the ServiceTitan tab under your Company on mQ cloud, or refer to our ServiceTitan Tagging Guide.

7. Match ServiceTitan users with measureQuick users. (Essential for new account setup) For each user in your company, choose the matching user from the drop down box in the ServiceTitan column then click Save under the list of users.

8. You can also customize which job statuses from ServiceTitan show up in measureQuick for your team.

Troubleshooting: If technicians cannot see any dispatched jobs in the app, check your job status settings. Too many statuses selected can overload the feed and show no jobs. We recommend only Dispatched and Working.

For a full list of setup and sync issues, see the ServiceTitan troubleshooting guide.

Tags are case sensitive. Tags in ServiceTitan must match exactly (including capitalization) for measureQuick to recognize them.

Auto-matching: If a user's email address is identical in both ServiceTitan and measureQuick, the system matches them automatically. You only need to use the dropdown for users whose emails differ between the two systems.

Using measureQuick HVAC Mobile App with ServiceTitan Integration

1. In ServiceTitan, dispatch a job to a user.

2. Open up the mQ HVAC app and find the card "Dispatched Projects"
   

3. A list of ServiceTitan Projects that have been assigned to the tech that is logged in to mQ marked as "Dispatched", "In Progress", "Scheduled" or "Working" shows at the top of this view ordered by distance.
4. Choose the project you wish to work on.
5. Choose the type of mQ project you wish to perform (we suggest using the Guided Workflows).
   

Photo sync: To send photos back to ServiceTitan in real time (instead of all at once when you finish), go to Settings > Photo Settings and enable Auto Sync Photos to Cloud.

9. When you finish the Guided Workflow process and click "Finished", the project will be saved to the mQ Cloud and ServiceTitan as long as you started the project from the "Dispatched Projects" section. If you're in a situation where you do not have good cell service, follow the alternative method below.

Save to ServiceTitan: where it appears and why it is sometimes missing

Technicians sometimes see a Save to ServiceTitan option on one job and not the next, on the same phone the same day. That is expected behavior, and it comes down to one rule.

The one rule: Save to ServiceTitan appears only if the project was started from the Dispatched Projects list. No setting, permission, or subscription tier turns it on. A project started any other way (Create New Project, picking a site, nearby equipment, or a Quick Test) is never linked to the ServiceTitan job, so the option does not appear.

Where the option lives

Saving to the cloud and saving to ServiceTitan are two different actions in two different places:

• Save / Sync to Cloud lives on the exit menu, when you leave a project (Exit & Sync to Cloud).
• Save to ServiceTitan lives in the report menu. Tap Generate Reports and it is the first option, above the report choices. It is not on the exit screen next to Save to Cloud.

The two stay connected behind the scenes. When you exit a ServiceTitan-linked project, measureQuick tags the job complete in ServiceTitan automatically, with no ServiceTitan wording shown.

Why the option might be missing

Work down this list. The first few account for nearly every case:

1. The project was not started from Dispatched. This is by far the most common cause. There is no way to tell after the fact by looking at the project; it looks completely normal.
2. The job was not in the Dispatched list at the time. A missing GPS fix (indoors, in a basement, or with the location permission recently reset) quietly empties the list with no error shown, and is the usual reason a job "worked this morning and not this afternoon." The job may also be in a status your company does not display (a job still in Scheduled will not appear), the technician may not be linked to a measureQuick user, or the job may already have been started once and hidden so it is not started twice.
3. No test has been captured yet. The option appears once at least one test is on the project.
4. It is a Quick Test. Quick Tests are not attached to a job and never offer the option.
5. A multi-stage or multi-circuit system shows an information screen first. Tap View Report Options to reach the menu that contains the save option.
6. The job is also linked to Housecall Pro. Housecall Pro takes precedence, and the option reads Save to Housecall Pro instead.
7. Visual Documentation in mQ+. The report menu reached through the Visual Documentation path does not offer a save-to-ServiceTitan option, even on a dispatched job. This is a known gap.

If the option is still missing after these checks, see the ServiceTitan troubleshooting guide for the full list of setup and sync issues.

An existing project cannot be linked to a ServiceTitan job after the fact. The link is made once, when the project is created from the Dispatched list. If the work is already done on an unlinked project, finish and save to the cloud (the report still uploads to measureQuick Cloud) and attach the PDF to the ServiceTitan job manually, or start over from Dispatched if very little work has been done.

What starting from Dispatched turns on

Starting from Dispatched does more than show the save button. On a linked project, measureQuick also:

• Auto-uploads photos as they are taken and attaches them to the ServiceTitan job.
• Writes a link back into ServiceTitan: a job note and a line on the job summary that opens the project in measureQuick.
• Tags the job as work progresses: when vitals open, when photos are complete, when static pressure passes or fails, and on carbon monoxide alerts.
• Tags the job complete when you exit the project.
• Pre-fills customer, site address, and job number from ServiceTitan.

None of this happens on a manually started project, so a technician who skips the Dispatched list loses photo attachments and job tagging as well as the save button.

mQ Classic and mQ+ follow the same rule. The Dispatched list is a card labelled Dispatched Projects in mQ Classic and a section labelled Start From Dispatched in mQ+.

Field reference: a downloadable ServiceTitan: Save & Sync guide is attached to this article.

Live Data Streaming (Remote Verify)

If a technician needs help on the job, they can stream their measureQuick interface directly to a senior tech or service manager instead of reading off numbers over the phone.

A stream can be started two ways:

• The technician taps the stream icon from their test view
• A manager starts the stream from the office (cloud side)

When streaming is active, the stream icon blinks green on the technician's device. The manager can independently toggle through measurements and diagnostics without affecting what the technician sees. If the technician clears a fault, it updates on the manager's view in real time.

Remote Verify is a Premier Services feature.

Cloud Backup

All reports and photos are also backed up to measureQuick Cloud. If a file does not sync to ServiceTitan, or you need to retrieve a past project, log in to cloud.measurequick.com and click Projects in the left menu.

Alternative method of saving PDF to ServiceTitan after saving project to device

1. From the Home screen, Tap the orange View Saved Projects button.
   
2. Tap on the project you'd like to save to ServiceTitan.
3. Under the "System Tests" header, click on the test measurement
4. On the test view page, tap "Generate Reports"
   

5. Choose the "Save to ServiceTitan" option.
   

Viewing Reports Sent to ServiceTitan

1. On the job that was selected in measureQuick HVAC, click "History" on the left menu, and tap the "Sync Changes" button next to the user profile to assure the ServiceTitan record is up to date.
   

2. Click "Photos & videos" then click the "PDF" text.
   

3. View any saved PDFs that were saved to the job.