Automate Your Growth Engine: The Ultimate ServiceTitan Referral Software Integration with Clicki

As a home service professional, you know ServiceTitan is the command center for your business. It streamlines your operations, from booking to billing, making your team more efficient. But what about your most powerful marketing channel? Word-of-mouth referrals are the lifeblood of any local service business, yet managing them is often a manual, time-consuming process that gets pushed aside.

Imagine if you could harness the power of your happy customers and turn them into a high-performing sales team, automatically. With the Clicki Referrals integration for ServiceTitan, you can. Stop letting valuable referrals slip through the cracks and start building a predictable, automated growth engine fueled by your best customers.

How ServiceTitan + Clicki Integration Works

Our native integration creates a seamless bridge between your operations and your marketing. It connects ServiceTitan’s powerful job management capabilities with Clicki’s automated referral platform, putting your customer acquisition on autopilot. Here’s a look under the hood:

Connect & Sync: Securely link your ServiceTitan account to Clicki in just a few clicks. Clicki automatically syncs your customer data, eliminating the need for manual CSV uploads or data entry.
Set Your Trigger: You decide the perfect moment to ask for a referral. The most popular trigger is when a job is marked as “Completed” in ServiceTitan. This ensures your invitation is sent when customer satisfaction is at its peak.
Automated Invitation: Once the trigger event occurs in ServiceTitan, Clicki automatically sends a personalized text or email inviting your customer to join your referral program.
Track & Reward: Your customer becomes a "promoter" and shares their unique link. When their referral becomes a new customer and a job is completed for them in ServiceTitan, Clicki tracks the conversion and automatically pays out an instant cash reward to your promoter.

Key Benefits of Integrating Clicki with ServiceTitan

By combining your CRM with a dedicated referral marketing platform, you unlock powerful benefits that directly impact your bottom line.

Put Growth on Autopilot: Automatically invite every happy customer to become a brand promoter. Set it once and watch your referral pipeline grow without any manual effort.
Lower Customer Acquisition Costs: Move away from expensive, low-performing ads. Referrals consistently deliver a higher Return on Investment (ROI), and Clicki’s real-time dashboard lets you track every dollar.
Eliminate Manual Workflows: Forget tracking referrals in spreadsheets or remembering to pay out rewards. The integration automates the entire process, from invitation and tracking to reward fulfillment.
Leverage Your Happiest Customers: Engage customers right after a successful service visit—the moment they are most likely to recommend you. The promise of real cash rewards makes participation irresistible.
Maintain a Single Source of Truth: With customer and job data flowing directly from ServiceTitan, your referral program is always in sync with your operational reality, ensuring accurate tracking and attribution.

Automating Your Referral Program

The core of this integration is powerful, trigger-based automation. You have complete control over how and when your referral program engages with your customers.

Trigger-Based Invitations

The integration isn’t just limited to a completed job. You can create automated triggers based on various events within ServiceTitan, such as a paid invoice, a new maintenance agreement, or custom customer tags. This flexibility allows you to build a sophisticated referral strategy that aligns perfectly with your customer journey.

Seamless Data Sync & Rewarding

The Clicki integration ensures that all new customer information from ServiceTitan is synced, allowing you to build your promoter network effortlessly. When a referral's first job is completed in ServiceTitan, our system recognizes the conversion, attributes it to the correct promoter, and handles the instant cash payout. This closed-loop system provides a frictionless experience for both you and your promoters.

Getting Started in 3 Simple Steps

Activating your automated referral engine is fast and straightforward. You can be up and running in minutes, turning your ServiceTitan data into a powerful marketing asset.

Sign up for your Clicki account.
Navigate to the "Integrations" tab and select ServiceTitan.
Authorize the connection and set up your first campaign trigger—it's that simple!

Ready to unlock a new level of growth? Connect Clicki and ServiceTitan today and let your customers build your business for you.