Salesforce
CRM & field service
Show account owners live AR status and log every touchpoint on the account.
CRM & field serviceServiceTitan + Modern
Modern connects to ServiceTitan to read completed jobs and invoices and follows up with customers until they are paid, so field service revenue turns into cash sooner.
Capabilities
What Modern does with ServiceTitan
Read completed jobs, invoices and customer contacts from ServiceTitan.- Follow up on unpaid invoices by email, text and phone under your rules.
- Log every touchpoint and payment update against the customer.
Setup guide
How setup works
- 1
Connect ServiceTitan
Your admin authorizes Modern through ServiceTitan's API with OAuth or scoped API credentials, and can revoke access at any time.
- 2
Map your receivables
Modern maps accounts and contacts to the customers in your ERP, so AR status and activity land on the right record.
- 3
Go live in days
Modern starts working under the rules and approvals you set, with every action logged in the audit trail, and cash starts flowing soon after.
Security
Only the access it needs
Modern connects to ServiceTitan with scoped credentials, encrypts and tokenizes sensitive data, asks before doing anything new, and logs every action it takes in the audit trail.
FAQs
ServiceTitan integration FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Modern reads accounts and contacts from ServiceTitan and writes AR status, open balances and collection activity back, so the people who own the relationship see the same picture as finance.
No. Every email, call and payment update is logged in ServiceTitan, and you set the rules for who Modern contacts, how often and what needs approval first.
An admin authorizes Modern through ServiceTitan's API with credentials scoped to the records Modern needs. Mapping is quick, and Modern is live within days.
CRM & field service
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YOUR NEXT STEP
See Modern work with ServiceTitan
Walk through your receivables with our team and see how Modern would work with your ServiceTitan setup.
- Connects to ServiceTitan, nothing replaced
- Checks in before new steps
- Live in days, with cash flowing