Key Features:

1. Manage booking requests more efficiently

   1. Manage Trane sales, service and installation requests right from the ServiceTitan booking page — now you’re set up to convert more leads to jobs.

2. Provide superior customer experience

   1. Auto-populating customer data and lead sources provide you with the information necessary to schedule jobs quickly and accurately, ensuring a better experience for every customer.

3. Reduce manual data entry to save time and money

   1. Keep your team fast and lean by spending less staff hours on manually copying over leads and fixing human errors — leads now show up in ServiceTitan, automatically!

Receive 100% of your Disposition score.

Dealers who activate the Web Form Leads integration receive 100% of their Disposition score, which makes up a majority of their Dealer Locator Score.

"With the Trane Leads Integration, we can now capture name, address, phone number and email automatically – all in ServiceTitan. Auto populating this information minimizes the margin of error and saves us from having to enter data twice. It’s easier to stay in ServiceTitan and not have to go to one more portal. Plus, everyone in the office can now see inbound leads from Trane on the booking screen - having more eyes on them is a good thing.”

- Tracey Berg, Marketing Director at Blue Frost Heating & Cooling

FAQ

Do I still need to disposition my Trane / American Standard leads appearing in Dispatch? When you turn on the web form leads integration with ServiceTitan, you receive 100% for the disposition portion of your Dealer Score. Then, web form leads stop arriving at your Dispatch account. After, we ask you to continue the disposition of remaining Trane/American Standard phone/call leads in Dispatch until the phone/call lead integration functionality is available and you take the steps required to connect these leads to your ServiceTitan account. By continuing to update your phone/call lead statuses, Trane/American Standard can continue to measure and improve lead quality. However, phone/call leads dispositioning in Dispatch will not impact your Dealer Score.

Note: A web form lead refers to when a homeowner enters their customer information on trane.com or americanstandardair.com and authorizes a dealer to contact them. A phone/call lead refers to when a homeowner calls the phone number associated with your company on the Trane / American Standard website.

Is there a cost for the Leads Integration? The Leads Integration is free to all ServiceTitan customers. There is no additional cost for dealers to use the integration, outside of their core subscription fees.

What is the API and Data Agreement and do I need to sign it? The API and Data Agreement is a form that ServiceTitan customers who wish to use the Leads integration must sign authorizing ServiceTitan to share Customer Data with Authorized Partners, in an effort to provide dealers with more quality leads.

Key Features:

1. Boost Your Equipment & Parts Sales

   1. Share up-to-date names, product descriptions, part numbers, model numbers, and images through top-tier product presentation powered by the Trane catalog integration.

2. Increase Your Close Rates

   1. Easily build and display "Good, Better, Best" estimates to increase close rates by 7% and grow average ticket by 9%

FAQ

What will the new Trane Catalog include? The catalog will include tens of thousands of items, equipment and materials/parts from brands including Trane, American Standard, RunTru, Ameristar, and LCU equipment. 

Is there a cost for the Catalog Integration? The Catalog Integration is free to all ServiceTitan customers. There is no additional cost for dealers to use the integration, outside of their core subscription fees.

ServiceTitan has been working with Trane to deliver powerful integration capabilities enabling you to access their catalog and real-time pricing and procure equipment and materials directly from Trane in ServiceTitan’s platform.

1. [Available Now] Product and Pricing Integration

2. [Coming Soon] Procurement Integration

See below for more information about this integration.

Key Features:

1. Real-Time Pricebook Updates

   1. Automatically receive the most up-to-date product and vendor cost data directly from Trane for more effective sales proposals.

2. Protect Margins

   1. Price downstream products & services effectively and protect margins with up-to-date costing information.

3. In-App Procurement (Coming Soon)

   1. Create and send purchase orders to Trane directly in ServiceTitan. Access real-time pricing data and availability directly from Trane’s branch locations, leading to accurate delivery times, better scheduling and increased end customer satisfaction