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 in the mQ Cloud database.

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.

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.