Connect ServiceTitan to Laddr

What syncs

• Customer + location records — synced both ways, with ServiceTitan as system of record by default.
• Job records — created in ServiceTitan from Laddr-booked appointments; status changes flow back to Laddr.
• Invoices and balances — read-only from ServiceTitan into Laddr (so Boost can suppress review requests on unpaid jobs).
• Tag/campaign mapping — Laddr lead sources map to ServiceTitan campaigns one-to-one.

Connect

1. Open Settings → Integrations → ServiceTitan.
2. Click Connect. You'll be redirected to ServiceTitan's OAuth screen.
3. Sign in with a ServiceTitan admin account. The popup must be allowed — check your browser's pop-up blocker if it doesn't open.
4. Approve the requested scopes (read + write on customers, jobs, invoices).
5. You'll land back in Laddr with a connected status. The first sync runs immediately.

Scope what's shared

By default, all customers and jobs sync. You can narrow this:

• By business unit — sync only specific BUs (residential, commercial, plumbing, HVAC).
• By tag — sync only customers with a specific tag (e.g. ServiceTitanReady).
• By date — sync only jobs scheduled in the last N days, not your full historical archive.

{
  "businessUnits": ["BU_PLUMBING", "BU_HVAC"],
  "customerTagFilter": null,
  "jobLookback": "P30D"
}

Sync directions

Each entity has a default direction. You can override per-entity in Settings → Integrations → ServiceTitan → Sync rules.

• Customers: ServiceTitan → Laddr (default). Reverse to push Laddr-captured leads in.
• Jobs: Laddr → ServiceTitan when LARA books. ServiceTitan → Laddr for status updates.
• Invoices: ServiceTitan → Laddr only. Read-only for compliance.
• Notes: bidirectional. Watch for noise — most shops disable this.

Conflicts and reconciliation

When the same record exists on both sides with different fields, Laddr defaults to ServiceTitan. You'll see conflicts queued in /admin/integrations under "Pending review." Approve, reject, or merge per record.

Disconnect

1. Open Settings → Integrations → ServiceTitan.
2. Click Disconnect.
3. Pick whether to keep synced data (keeps everything frozen as-is) or wipe it (deletes Laddr-only copies).
4. Confirm. The OAuth grant is revoked immediately.