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Sales Ask posts a note to the matched Job or Customer, and pulls Jobs with their Appointments, Customers, Locations, and Estimates. To also bring ServiceTitan calls into Sales Ask as recordings, see ServiceTitan call recordings.

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What Sales Ask uses in ServiceTitan

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What you need

  • Client ID
  • Client Secret
  • Tenant ID
Sales Ask provides its own ServiceTitan App Key, so you don’t need one.

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Get your credentials

  1. In ServiceTitan, go to Settings → Integrations → API Application Access.
  2. Click Connect New App and choose Sales Ask.
  3. In the Booking Provider drop-down, choose No restrictions.
  4. Click Allow Access.
  5. Copy the Client ID shown after saving.
  6. On the same page, copy the Client Secret.
  7. Copy the Tenant ID from the same page.
ServiceTitan shows the Client Secret only once. Save it before you close the page.

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Scopes

You don’t pick scopes in ServiceTitan. The Sales Ask app already requests the access it needs, and Allow Access approves all of it at once:

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Connect in Sales Ask

  1. Go to Settings → Integrations and search for ServiceTitan.
  2. Paste the Client ID, Client Secret, and Tenant ID.
  3. Choose a matching method and click Save.