Before you start
This article is for Partners who have already set up ServiceTitan integration and want to add Comfort Credits. If you haven’t set up your ServiceTitan integration yet, you can do so here: How do I set up my ServiceTitan integration?
Map Comfort Credits to Service Plan
Go to ServiceTitan setting,then in the left hand navigation, go to the operations menu and then “Custom Fields”
Add a custom field in ServiceTitan for Comfort Credits : This field will store customers' Comfort Credit balances. You can also name it to match your company’s brand, such as “HVAC Points”, etc.
Go to the settings in your Partner Dashboard (https://noc.smartac.com/settings)
Navigate to “Integrations”, then choose ServiceTitan and press “Integration Settings”
Next, enter in 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).
Choose submit to update your integration