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Creating an Account in your ServiceTitan General Ledger
Creating an Account in your ServiceTitan General Ledger

Creating a general ledger account name will allow OnCall Air to send over the total estimate into ServiceTitan.

Juan Pablo avatar
Written by Juan Pablo
Updated over 5 months ago

How do I create an Account in Servicetitan's General Ledger?

One integration requirement is that you link an Account from your ServiceTitan General Ledger to OnCall Air. If you have not created an Account Name in ServiceTitan, steps below will guide you on how to create an account name for OnCall Air.

Note: When a job is sold in OnCall Air, it creates a Service in ServiceTitan. Per ServiceTitan requirements, any Service created in their software must be linked to Account from your Account Ledger

Step 1: Go to Settings

Step 2: Go to Operations

Step 3: Go to General Ledger Account

Step 4: Click Add GL Account

Step 5: Enter a Name, Income under type, and Income under subtype

Important: If you are not an Account or Bookkeeper, you may want to check with your Accounting Department for Name, Type and Subtype

Name should never be OCA or OnCall Air.

Step 6: Copy the Account Name only and paste it in the OnCall Air & ServiceTitan Integration Form

Note: You must enter the Account Name exactly as it appears in the General Ledger.

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