Setting up integration with ServiceTitan

The ServiceTitan integration connects Distance to ServiceTitan to automatically sync customer and booking data from Distance, keeping your records accurate and workflows streamlined.

This integration enables your team to send customer and booking information from Distance directly to ServiceTitan without manual entry. By connecting the two platforms, updates in Distance automatically push to ServiceTitan, ensuring your CRM and scheduling records stay current while reducing errors and saving time.

---

Prerequisites

• A Distance account.

• Access to the ServiceTitan production environment and permission to create API applications in the ServiceTitan developer portal.

Limitations

• The integration is one way. Data syncs from Distance to ServiceTitan only.

• Updates made in ServiceTitan do not sync back to Distance.

Notes

• Use Production credentials only when ready to go live.

• Keep your Application Key and GUID secure.

• If you encounter issues, contact Distance support with your app name and tenant details.

---

How to set up the integration

Follow the steps below to configure API access, connect your accounts, and activate the integration for your organization.

1

Log in as a production user.

1. Navigate to the ServiceTitan developer portal.

2. From the home page, click Log In & Create Apps.

3. Under ServiceTitan Customers, click Login as Production Environment User to connect to the live environment.

2

Create a new app.

Go to your Applications page and click + New App.

3

Fill in developer and app details.

Developer Details:

• Organization: Enter your organization name, for example Distance.

• Homepage: Provide your app’s homepage URL, for example https://distance.so.

• Email Address: Enter a contact email for ServiceTitan support, for example [e-mail].

App Details:

• Application Name: Enter the name of your app, for example Distance.

• Description: Provide a concise description of the app's purpose and benefits, up to 100 words.

• App Category: Select Conversational AI

• Application Key & External Data Application GUID: Generated after creating the app.

• Tenant(s): Add tenants that will use the integration.

4

Add API scopes

Click Change API Scopes and select the required scopes. Common scopes include CRM (Bookings, Contacts, Customers, Leads, Locations, Tags), Dispatch, Forms, Job Planning & Management, Marketing, Pricebook, and Client Credentials Management.

5

Connect the App in ServiceTitan Settings

1. Log into your ServiceTitan account.

2. Navigate to Settings → Integrations → API Application Access.

3. Click Connect New App.

4. Locate your newly created app and toggle Enable Access to on.

6

Connect the App in Distance

1. Log into https://app.distance.so.

2. Navigate to Settings → Integrations → ServiceTitan.

3. Click Connect and enter the required app information from ServiceTitan.

Once the integration is active, Distance automatically sends customer and booking data to ServiceTitan, keeping records accurate and reducing manual updates so your team can focus on active conversations and jobs.