ServiceTitan Hacks Logo

Set up Titan Connect

The six-step wizard, ServiceTitan API Terms, your four credentials, and the connection test.

Setup is a six-step wizard in the app. You do not have to finish in one sitting; it saves and reopens where you stopped.

Step 1: Before you start

Confirms you have API access, admin rights, and about 30 minutes. It also reminds you that the app only reads.

Step 2: Register your application

Follow the in-wizard guide to register a read-only application in your own ServiceTitan developer portal. You approve the app into your own tenant yourself.

You must check a box confirming the app is registered in your own account and that you accept ServiceTitan's API Terms.

Step 3: Credentials

Connect the app in ServiceTitan first, then paste four values:

  • App Key
  • Tenant ID
  • Client ID
  • Client Secret

The Client Secret is shown one time in the ServiceTitan portal. Copy it before you leave that page. If you lose the secret, you can generate a new one on the same page, but the old one stops working the moment you do.

  • Credentials are stored encrypted in your own copy of the app.
  • The Client Secret and App Key are never sent back to your browser after they are saved.
  • You do not create an encryption key yourself. If one is already configured it is used; otherwise the backend creates a strong random key the first time it is needed and reuses it. Only the backend can read it.
  • If saving fails because secure storage is not ready, the app tells you to wait a minute and try again.
  • Testing the connection happens on the next step, not when you save.

Step 4: Test your connection

A button checks that the credentials work and that each area the app needs is reachable. Nothing is written back to ServiceTitan. You will see a pass or fail for each area. If something fails, the app tells you to:

  1. Open the ServiceTitan developer portal and edit your application.
  2. Confirm the read scope is selected for each failed area.
  3. In ServiceTitan go to Settings, then Integrations, then API Application Access, and click Update to New Version for this app.
  4. Test again.

Step 5: Pull your data

One button reads your history from ServiceTitan and shows what came back. See Data pull and refresh.

Step 6: Pick your AI

Every model runs on the built-in Lovable AI, so there is nothing to set up and no API key to paste. You can leave the default or pick another, then finish. See Models and Lovable AI credits.

Your ServiceTitan data remains in your private backend. When you ask a question, only the information needed to answer it is sent to the AI provider you selected.

Changing credentials later

You can replace credentials later from the same setup flow.

Need more help? Contact us. New to Titan Connect? Start with the DIY ServiceTitan Chatbot course.