ServiceTitan + Viewpoint Vista

Powerful Operations Supercharged by Powerful Bookkeeping
ServiceTitan + Viewpoint Vista
Integration Feature

ServiceTitan is the primary location where new service customers are created. These ServiceTitan Customers are added to Vista when an Invoice is exported from ServiceTitan. Vista AR customers can also be sent to ServiceTitan when needed. This is important if you are a construction and service Vista user, where some customers start as Vista construction projects, and some start as ServiceTitan service calls.

Integration Feature

Accounts Payable teams rejoice with the ability to retain control of new Vendor creation in Vista ensuring only allowed Vendors are used in ServiceTitan.

Integration Feature

Customer invoices and credit memos that are generated in ServiceTitan will be synchronized with Vista Accounts Receivable Invoices and the associated cost side impacts are recorded in JC. This approach ensures that Vista inventory values, cost of goods, and accounts receivable are all accounted for in general ledger.

Integration Feature

This integration supports both customer down payments and payments on invoices. Down payments will be posted as 'On-Account' transactions. And payments on invoices will be posted directly to the AR Invoice. When the down payment is associated to a customer invoice in ServiceTitan the integration will apply the On-Account funds to the appropriate invoice. These steps drive alignment between ServiceTitan and Vista for cash received.

Integration Feature

As the product is received in ServiceTitan, a receiver is generated. If you choose to automatically create a Bill in ServiceTitan based on this receiver, we will integrate the bills to Vista as Purchase Orders to pay against when the invoice from the Vendor is processed by AP. AP staff will know that all POs are for received goods and are ready to pay. Alternatively, if the ServiceTitan Bill is entered when the Vendor's invoice is received, we will integrate this bill to Vista as an AP Invoice. AP staff will then be able to pay vendors as they always have, without any duplicate entries or difficult approval processes between departments.

Powerful Operations Supercharged by Powerful Bookkeeping

parallel-world.svg

The Best of Both Worlds

Get the most out of ServiceTitan by keeping it in sync with your accounting system. Get the most out of your accounting system by keeping it updated with the latest customer activity updates.

Tools

Tools for Every Team

Equip back-office employees with premium tools, creating additional capacity for higher-value activities.

double-data.svg

Eliminate Manual Data Entry

Data Xchange build integrations that remove the need for any manual steps like downloading, exporting, or reformatting files. Use the systems you love confidently knowing that they’re current and accurate.

Important Notes:

  • This integration is built, sold, and supported by Data Xchange.
  • A subscription to ServiceTitan is required for this integration (not sold by Trimble). If you are not a customer and do not have any sales conversations in motion, we can help with an introduction to their service management experts. Let’s talk.
  • On-prem users: Data Xchange does not guarantee version support for either system beyond the current version available and the previously available version. Older versions may still work, but are not actively supported and may become obsolete.

Helpful Resources:

Featured Icon Built on App Xchange Partner Icon Strategic Partner