With Togal's integration with ServiceTitan, you can easily move quantities without the hassle of manual copy and pasting. This eliminates the disconnected workflows that cause duplicate data entry and introduces opportunities for mistakes.
There are two parts to the integration:
Syncing material items from your ServiceTitan Pricebook into Togal
Speak to Togal Support to provide Togal with your ServiceTitan
- Tenant ID
- Client ID
- Client Secret
Your Pricebook materials will sync directly into Togal creating a classification library of Pricebook items, which can then be used for takeoffs.
Syncing takeoff from Togal into a ServiceTitan Estimate
- Once you have done your takeoff with the classifications created from ServiceTitan Pricebook, navigate to the Export panel in Togal.
- Select "Sync to Estimating Tool" then choose ServiceTitan.
- Copy the destination Project ID from ServiceTitan and paste it into Togal.
- Choose an existing estimate within that project to sync to, or create a new one directly from Togal.
- Group and filter your data as needed.
- Select the quantities you want to sync, then choose either Sync selected or Sync all.
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