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Service Titan Quick Post

Written by Ben
Updated over a week ago

Overview

Note: This feature is currently in beta. If you’d like early access and want to be included in the beta group, please contact our Support team through the chat box or email support@oncallair.com

The OnCall Air Service Titan Quick Post feature allows you to map products sold in a OnCall Air proposal to their corresponding items in Service Titan and post them back to the Service Titan estimate.

This strengthens the integration between the two platforms, reduces manual work, and ensures both systems stay aligned so you can leverage the strengths of each without duplicating effort.


Prerequisites

Before using Quick Post, make sure the following are in place:

1. Service Titan Integration is Active

Your OnCall Air account must be connected to Service Titan.

If the integration is not active, you’ll need to complete that setup first.

You can learn more and set that up here.

2. API Permissions are Enabled in Service Titan

OnCall Air must have Read and Write access for:

  • Equipment

  • Materials

  • Services

To confirm:

  1. Log in to ServiceTitan

  2. Go to Settings → Integrations → API Application Access

  3. Select the OnCall Air integration

  4. Under “Has Access To,” verify read and write permissions are enabled for Equipment, Materials, and Services.

If you're on an older version, you may see a prompt to update first.

Without proper permissions, Quick Post will not function correctly.

3. Quick Post Permission is Enabled in OnCall Air

Quick Post is permission-based.

To enable the permission for a user:

  1. Go to Office → Users

  2. Select the desired user

  3. Toggle on Quick Post

  4. Click Save

Only users with this permission will see the Quick Post section.

4. Proposal Must Be Accepted

Quick Post only appears once the consultation is in Accepted status in OnCall Air.

If the proposal hasn’t been accepted, the Quick Post option will not display.


Accessing Quick Post

Navigate and open the Accepted proposal then click on the Inspector:

Look for the section that says Map Products to Partner and click on Post Products to Service Titan:

This is where all mapping and posting takes place.


Mapping Your Products

The system automatically attempts to match your OnCall Air products with items in your Service Titan Pricebook. Here's how the matching works:

1. Previously Mapped (Green Highlight)

If you’ve mapped a product before, the system remembers your selection.

  • These appear highlighted in green

  • They are automatically selected

  • This means the more you use Quick Post, the smarter it gets!

If the match is correct, leave it as is.


If not, click the trash icon and choose a different item:

2. Suggested Matches

If no prior mapping exists, the system attempts a smart match.

It compares:

  • Product name

  • Model number

  • Description

  • SKU

If one or more matches are found, you'll see a dropdown menu where you can review and select the product:

If the product you're looking for doesn't appear in the suggested matches, click the magnifying glass icon to perform a manual search:

3. No Match Found

If no match is identified:

  • The magnifying glass will be selected by default

  • You’ll need to search manually. Use the product name, model number, or SKU as it appears in your ServiceTitan pricebook.


Finalizing & Posting the items to Service Titan

Once you’ve finished mapping, click Post Products to ServiceTitan at the bottom of the page.

The system will post the items to the corresponding Service Titan estimate, and a recap message will appear confirming the update.

Understanding the Recap Message

After posting, you’ll see a summary showing:

Successfully Mapped Items

Products that were successfully posted to Service Titan:

Unmapped Items

Products that were not posted to Service Titan:

The Quick Post process can only be initiated once to prevent duplicate products from being sent to the same estimate. If you need to add an item after Quick Post has already been initiated, log in to Service Titan and manually add the product directly to the estimate.

Where to View Posted Items

In OnCall Air

To review the products posted to Service Titan, click on the accepted proposal and open the Inspector.

In the Inspector you’ll see a notification under the Map Products to Partner section that indicates when the products were posted and by whom. Click that message to expand it and view the recap:

You can also view when/if products were posted to Service Titan by viewing the activity of that consultation. In the image below you can see that the products were posted to Service Titan:

In ServiceTitan

Mapped items will appear under the respective Sold Estimate in ServiceTitan:

Tips for Success

  • Review all suggested matches carefully before posting

  • If you're unsure about a match, search manually to find the correct item

  • Previously mapped items will save you time on future proposals with the same products

  • Check the Event Log to confirm your post was successful

  • Remember that the system syncs with ServiceTitan's Pricebook nightly to improve matching accuracy

  • Setting a product’s sale price to $0 in Service Titan will prevent the total investment price from changing.

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