Jobs

Agave Sync allows you to import ServiceTitan Jobs to Vista JC Jobs.

Visual Mapping - Syncing ServiceTitan Jobs to JC Jobs

Visual Mapping - Syncing ServiceTitan Jobs to SM Work Orders

FAQs

What are my options for syncing ServiceTitan Jobs to Vista?

You have three options for syncing ServiceTitan Jobs to Vista:

1. Sync ServiceTitan Jobs to Vista JC Jobs:

   • Pros: you can maintain Job tracking in both ServiceTitan and Vista. You can also keeps profitability and other job-related reports accessible in Vista.
   • Cons: you may create a high volume of Jobs in Vista, increasing complexity of your reports in the JC module. You could mix up ServiceTitan Jobs with other types of Jobs in Vista (e.g. Construction).

2. Sync ServiceTitan Jobs to Vista SM Work Orders:

   • Pros: allows you to keep the SM module and related reports in Vista.
   • Cons: you would need to keep SM licenses in Vista. Agave also does not support creating AR Invoices, Purchase Orders, or AP Invoices against SM Work Orders.

3. Not ServiceTitan Sync Jobs to Vista:

   • Pros: this approach simplifies your syncs and reduces costs from eliminating JC and SM licenses.
   • Cons: you lose granularity of reporting in Vista (e.g. profitability by Job).

Once you have decided on the approach you would like to take, let your Agave Account Manager know and they can update your Agave Sync configuration.