Before we can get started on your Schedule Engine build, we will need a Campaign created inside of ServiceTitan. All jobs booked into ServiceTitan through Schedule Engine products will automatically associate to this campaign that you create by default.
After you're all set up, we can still map to other campaigns through all of our other options for lead attribution mentioned in other help articles.
From the ServiceTitan Dashboard, click the cog wheel in the top right:
Search for "campaigns" in the top left search bar:
Click the blue "Add" button:
Fill in the Name field with "Schedule Engine" and click "Save":
The rest of the fields can be left blank as we do not read them on our end.
Please contact your Schedule Engine Onboarding representative to continue the process!