How to Connect ServiceTitan to Smith.ai

Jessica Paxton Updated by Jessica Paxton

How the ServiceTitan + Smith.ai integration works

With this integration, after every call, Smith.ai will:

  • Create a new customer if one does not exist
  • Add the call details, and summary notes in the notes section of a customer.

How to connect your ServiceTitan account to Smith.ai

🛑 Before connecting your ServiceTitan account to Smith.ai, you’ll need to collect your Tenant ID from ServiceTitan and send it to Smith.ai at support@smith.ai with the subject line "ServiceTitan Integration Request".

Once you hear back from Smith.ai, you can now set up the integration.

  1. Log into your ServiceTitan portal.
  2. Collect the following information from your ServiceTitan portal by following these instructions:
  • Tenant ID
  • Client ID
  • Client Secret

Once you’ve collected all the required information from your ServiceTitan account, you’re now ready to connect it to your Smith.ai virtual receptionist account.

  1. Go to your Smith.ai virtual receptionist dashboard and select the “Integrations” tab.
  2. Select ServiceTitan to begin the integration process.
  3. Complete the required form with the information you collected earlier from your ServiceTitan account: Tenant ID, Client ID, and Client Secret.
  1. Click the "Connect ServiceTitan" button.
    Smith.ai integration pricing note: Each plan includes one free integration. View current pricing. Additional integrations will see a pop-up letting you know of the billing impact.
  2. That’s it! Once you’ve completed the last step, you'll see a confirmation and the integration between your Smith.ai account and ServiceTitan will be live! 

Note: The time zone that appears in the call summary will match the time zone set for your Smith.ai account.

Need help? 

Please reach Smith.ai Support at (650) 727-6484 or support@smith.ai.

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