Skip to content
Penny
Log inTry Penny free

Field service · Direct connection · Pro

Review Penny’s service inquiries in your ServiceTitan Bookings queue.

A caller asks about replacing a water heater. Penny creates a ServiceTitan Booking with the inquiry and customer association, ready for the office that reviews your booking queue.

Try Penny freeRead the setup guide

14 days of Pro included. No credit card.

The fields your office receives

Source fieldDestination
Caller nameMatched or newly created customer
Service inquiryBooking summary
Penny as the intake sourceBooking source
Request referenceExternal reference for the write
Direction
Penny looks up the customer and writes a Booking to your ServiceTitan tenant.
When it happens
The Booking is created during the caller’s conversation with Penny.

ServiceTitan calls this intake object a Booking. It is not a dispatched job or confirmation of a technician’s availability. Your office reviews it and arranges the visit.

Set up the connection

  1. 1

    Bring in your ServiceTitan administrator

    Confirm that the tenant has the API and app access needed for the connection. The administrator should complete ServiceTitan’s application authorization requirements.

  2. 2

    Connect the correct tenant

    Open ServiceTitan in Penny’s Integrations settings. Supply the tenant details requested by the connection flow and complete authorization using the account’s approved process.

  3. 3

    Create a marked test inquiry

    Call Penny with a test name and a service request. In ServiceTitan, find the resulting Booking and check its customer association and summary.

  4. 4

    Give Bookings an owner

    Choose the office team responsible for this intake queue. They review the request and confirm scheduling before a caller is told that a technician is coming.

Required fields used to prepare intake for a connection
Prepare the intake your ServiceTitan workflow needs. This is Penny’s existing required-fields control with sample data; the destination record is illustrated separately below.

Illustrative ServiceTitan Booking

Customer
Sample Caller
Source
Penny
Summary
Requests a quote for replacing a water heater
Next step
Office review and scheduling
Sample ServiceTitan Booking: the office receives a service inquiry to review and schedule.

Check the first result

Verify the test Booking appears in the intended tenant and queue. Compare its summary with the call, then check that Penny described scheduling as an office follow-up.

Questions about this connection

Is a ServiceTitan Booking a dispatched job?

No. Booking is the name of the intake record this connector creates. Your office reviews it, arranges the visit, and assigns the work.

How do I know the connection is ready?

Verify the test Booking appears in the intended tenant and queue. Compare its summary with the call, then check that Penny described scheduling as an office follow-up.

Browse all connections