> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesask.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ServiceTitan

> Connect ServiceTitan to post notes to Jobs and Customers and pull appointments.

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](/integrations/dialers/servicetitan).

## What Sales Ask uses in ServiceTitan

| Object | How Sales Ask uses it |
| - | - |
| Jobs | Reads Jobs to match calls and sync total and status; finds nearby won jobs for Homeplans |
| Appointments | Reads the rep's Appointments |
| Customers | Reads Customer names for each Job |
| Contacts | Reads Customer contacts for email and phone |
| Locations | Reads Location addresses for the job address and nearby jobs |
| Business Units | Reads the Job's Business Unit as the deal type |
| Technicians | Matches reps to active Technicians by email or phone |
| Estimates | Reads Estimates for deal status and Homeplan pricing |
| Notes | Adds a pinned note to the Job, or the Customer if there's no Job |

## What you need

* **Client ID**
* **Client Secret**
* **Tenant ID**

Sales Ask provides its own ServiceTitan App Key, so you don't need one.

## 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.

<Warning>
  ServiceTitan shows the Client Secret only once. Save it before you close the page.
</Warning>

### 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:

| ServiceTitan API | What Sales Ask uses it for |
| - | - |
| CRM | Read Customers, Locations, and customer contacts, and add notes to Customers |
| Job Planning and Management | Read Jobs and Appointments, and add notes to Jobs |
| Sales and Estimates | Read Estimates for deal status and Homeplan pricing |
| Settings | Read Business Units for the deal type and Technicians to match reps, and Employees for call recording import |
| Telecom | Read calls and recordings, if you turn on [call recording import](/integrations/dialers/servicetitan) |

## 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](/integrations/overview#matching-method) and click **Save**.


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