ServiceTitan is field service management software used by larger trades businesses. Connecting it brings that work into Omnyra.
Steps
- Open Technology and choose ServiceTitan.
- Provide the application credentials from your ServiceTitan account, including your tenant.
ServiceTitan issues per-application credentials rather than using your own login, so what you provide is specific to this connection and can be revoked without affecting your account.
What comes across
Customers, locations, jobs, appointments, estimates, invoices and memberships. Operations and Sales both read from it, and Sales shows a ServiceTitan-specific view rather than a generic one, because it holds data the generic views would leave empty.
Security and data
Access is read-only. Omnyra reads your ServiceTitan data to report on it; it cannot book appointments, change jobs, or issue invoices.
Omnyra never sees or stores your ServiceTitan user password. The connection uses issued application credentials, held encrypted, and access can be revoked from inside ServiceTitan at any time.
Disconnecting removes the stored credentials and stops further reading immediately.
Problems with ServiceTitan itself
Anything about ServiceTitan rather than the connection — obtaining credentials, a permissions question inside their product — is theirs to answer, and their knowledge base is linked below.