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ServiceTitan Integration: Updating General Ledger Account connected to OnCall Air Estimate

If you're a ServiceTitan-integrated contractor and need to change your Account Name ( associated with our OCA ESTIMATE).

Written by Carmela Fermin

Step 1 : Pricebook

You will need to search for the OCA Estimate in your ServiceTitan pricebook

You may need to Filter for Status = All

Step 2: Once you find the service, click Actions and select View/Edit
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Step 3: Scroll down to General Ledger, select from drop down Account Name.

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