Before you start
Smart Maintenance plans should be set up in the Partner Dashboard
Smart Maintenance plans should be set up in ServiceTitan
Add a custom field for Comfort Credit into ServiceTitan: This field will store customers' Comfort Credit balances per service location. You can also name it to match your company's brand, such as "HVAC Points", etc.
Note: As of February 2026, Comfort Credits accumulate by service location, allowing homeowners with multiple properties to track credits separately for each location.
Create a Tag Type in ServiceTitan: This tag will associate customers, bookings, and jobs with SmartAC.com. A suggested name is “SmartAC.com”
(Optional but recommended) Set up Campaign Codes in ServiceTitan to track SmartAC-generated jobs for reporting and ROI purposes — this is separate from your SmartAC Tag. Learn how to set up Campaign Codes →
Find your ServiceTitan Tenant ID to input during setup (https://help.servicetitan.com/problem-solution/where-can-i-find-my-tenant-id-for-integrations-in-servicetitan)
If you want real time scheduling for members from the SmartAC.com app, set up Adjustable Capacity Planning (ACP) in Service Titan (https://help.servicetitan.com/how-to/set-up-adjustable-capacity-planning)
Setting up ServiceTitan Integrations
Go to the settings in your Partner Dashboard (https://noc.smartac.com/settings)
Navigate to “Integrations”, then choose ServiceTitan and press “Connect”
Follow the steps until you get to your ServiceTitan Tenant ID input
Find your ServiceTitan Tenant ID in ServiceTitan and enter in to initialize the integration process with SmartAC.com (https://help.servicetitan.com/problem-solution/where-can-i-find-my-tenant-id-for-integrations-in-servicetitan)
Once submitted, our team will review and enable the integration. This process is manual and not immediate. You will be notified by email when your integration is ready for the next step.
Once enabled, you will receive an email with instructions for the next step:
Click “Continue Setup” to proceed to ServiceTitan Integrations > ”API Application Access” to continue your setup
Click “Connect New App” and connect to SmartAC.com.
When prompted to configure access for the SmartAC.com app, select No Restrictions. This allows SmartAC to fully sync with your ServiceTitan data and ensures the integration runs reliably. It also enables more advanced reporting and attribution features in future updates — so you'll already be set up when those become available without needing to reconfigure.
Once installed, create your Client ID and Client Secret ID from within ServiceTitan.
Return to SmartAC.com Partner Dashboard Settings > Integrations and enter the Client ID and Client Secret ID into the integration page and choose “Connect”
Next, Map the maintenance plans you set up in SmartAC.com to the equivalent plans in ServiceTitan
Next, Complete your job type mapping by selecting the ServiceTitan Business Unit & Job Type for the corresponding Trade & Trade Conditions
Next, add a custom field in ServiceTitan for Comfort Credits: This field will store customers' Comfort Credit balances by service location. You can also name it to match your company's brand, such as "HVAC Points", etc.
Next, enter the Custom Field Name you created for Comfort Credits in ServiceTitan and Verify the connection
Next, enter the Services from your ServiceTitan Pricebook that you’d like to be eligible for Comfort Credits (you can add as many as apply).
Next, enter the name of your SmartAC.com Tag and Verify the connection
System Reminders Setup: SmartAC automatically adds technician reminders directly to Job Notes in ServiceTitan. No additional configuration is required.
What reminders are included:
Hub offline alerts
Battery health notifications
Air filter status updates
These reminders will appear in Job Notes for improved visibility when your technicians are on-site.
If you have Realtime Capacity Scheduling set up in ServiceTitan, toggle the option and choose your setup.
Submit the integration form.