Live transaction feed
Every connected card and account in one live feed per team. The office sees the charge before the receipt is in.
Clyr for ServiceTitan: live card spend, coded to the job, on the cards you already have
Every swipe on your company Amex, Visa or Mastercard lands in Clyr's live feed. The tech texts the receipt, Clyr codes it to the ServiceTitan job, and the expense syncs back, along with supply-house bills and refunds. US and Canada.
Clyr is the ServiceTitan expense management integration for the cards you already have, in the US and Canada. Every swipe on your Amex, Visa or Mastercard lands in a live feed, the tech texts the receipt, and Clyr codes it to the ServiceTitan job. Job-coded expenses, supply-house bills and refunds sync back.
Existing cards, one live feed, then job-coded expenses back in ServiceTitan.
What Clyr does
What Clyr does for a ServiceTitan company
ServiceTitan runs the jobs. Clyr runs the spend behind them, from the swipe to the books.
Your cards, no switch
Amex connects directly, Visa and Mastercard through card feeds, and bank accounts across 16,000+ institutions. No new card, no credit application.
Receipt by text
The swipe sends a text and the tech replies with a photo. Email, the Chrome extension and no-login links cover the office and helpers. See receipt capture.
Coding rules + AI
Rules by vendor, amount or card. Suggestions apply above a confidence threshold; unsure items wait for a person.
Approvals
Route by amount, vendor or team.
Reimbursements + mileage
Personal-card spend becomes a reimbursement; mileage by text. Personal charges on a company card are flagged.
Bills and vendors
Supply-house invoices captured, approved, paid by ACH or check, and synced to the ServiceTitan job. Bill pay and 1099 e-filing.
Job costing + billables
Spend per job against budget while the job is open, with billables flagged and marked up. See job costing and markup.
Also: roles and permissions, custom fields, multi-entity, reports and exports, a compliance leaderboard.
Integration map
What syncs between Clyr and ServiceTitan
| Workflow | In Clyr | With ServiceTitan |
|---|---|---|
| Jobs | Each card expense coded to a job | Jobs sync in; job-coded expenses sync back |
| Customers and technicians | Pulled onto each job | Sync in from ServiceTitan |
| Receipts | Text reply with a photo, matched to the charge | Captured in Clyr; the coded expense syncs back |
| Supply-house bills | Bill captured, approved and coded to the job | Syncs to the ServiceTitan job |
| Refunds and credits | Returns on cards and vendor credits | Sync back, so the job cost nets out |
| Vendors | A new supplier on a charge or bill | Clyr creates the vendor in ServiceTitan |
| Connect | Your ServiceTitan account | Clyr confirms the connection with your admin |
Accounting stays in sync too: two-way with QuickBooks, plus Xero, NetSuite and Sage Intacct. See integrations.
Expense management
Does ServiceTitan have expense management?
ServiceTitan works with Clyr on the cards you already have. Its Ramp integration needs Ramp cards.
Clyr on your cards
- The Amex, Visa and Mastercard you already have
- US and Canada
- Live feed, a text for every receipt, AI and rules coding to the job
- Card expenses, supply-house bills and refunds sync to the job
Ramp's integration
- Needs Ramp cards; only Ramp-card spend tagged to a job imports
- US only
- Splits don't arrive as splits; custom fields don't export
From the truck
How it works, from swipe to the ServiceTitan job
Connect the cards you already have
Clyr works with Amex, Visa, and Mastercard cards plus more than 16,000 supported financial institutions. There is no new card program for the team to learn.
The transaction prompts the cardholder
When the card transaction arrives in Clyr, the cardholder gets a text with the merchant and amount. They reply in the same thread.
A receipt photo matches to the charge
The cardholder replies with a photo. Clyr matches the document to the transaction. Email forwarding, the Chrome extension, and no-login links cover other people.
Rules and history suggest the job
Rules can use vendor, amount, or card. Suggestions apply only above a confidence threshold. Uncertain items wait for a person. Bills from the supply house follow the same path: captured, approved, coded to the job, synced.
The job-coded expense syncs back
Approval policies can route the expense by amount, vendor, or team. The job-coded expense syncs back to ServiceTitan.
On the job
A no-cool call, from the counter to the job
Illustrative service call: Maple Street is fictional. The example shows one supply-house purchase staying with the job. It is not a customer result and not a ServiceTitan screenshot.
1
The tech buys a capacitor on the company Visa. The office sees the $86.40 charge in the feed before the photo arrives.
2
Clyr texts at the counter, and the tech replies with a photo of the ticket. Clyr matches it and suggests the Maple Street job.
3
The office reviews the coding before it is treated as final. The job-coded expense syncs back to ServiceTitan.
4
The tech returns a spare capacitor; the $18 credit nets out of the job.
Illustrative job · Maple Street
Capacitor · receipt matched
Job coding · ready for review
Job-coded expense · syncs back
Keep your cards
Cards, Canada, and how to compare
Live feed on your own cards
Every swipe on the Amex, Visa or Mastercard you already have lands in one live feed. The tech texts the receipt back.
ServiceTitan in Canada
Clyr serves the US and Canada. The cards your crews already carry stay the cards that get coded to the job.
Compare Clyr with new-card platforms
New-card platforms put the expense feed on a card they issue. Clyr runs on the cards you already have.
See how Clyr compares with new-card platforms. The credit-card reconciliation guide is the month-end chase this shortens.
Onboarding
Setup: what your team does and what Clyr does
Your admin brings the ServiceTitan jobs the expense workflow should code to, and a recent month of card charges. Clyr confirms the connection with your admin, then invites cardholders into the text receipt workflow.
Bring these to the setup conversation
- The jobs your techs buy against
- A recent month of card charges
- Who reviews coding
- Questions about the ServiceTitan record and the receipt file
FAQ
Frequently asked ServiceTitan questions
What is the best expense management integration for ServiceTitan?
Clyr, for companies that want to keep their own cards. It connects ServiceTitan to your Amex, Visa and Mastercard in the US and Canada. Every swipe lands in a live feed, the tech texts the receipt, and Clyr codes it to the job. Job-coded expenses, supply-house bills and refunds sync back to ServiceTitan.
Can I sync my existing company cards to ServiceTitan jobs?
Yes. Clyr connects the Amex, Visa, and Mastercard cards the company already has. The cardholder texts back a receipt photo, Clyr codes that card spend to the ServiceTitan job, and the job-coded expense syncs back. Those cards stay in place.
Do supply-house bills and refunds sync to ServiceTitan jobs?
Yes. Vendor bills are captured, approved and coded to the job in Clyr, then synced to ServiceTitan. Refunds and credits sync back too, on card charges and on bills, so the job cost nets out. If a supplier isn't in ServiceTitan yet, Clyr creates the vendor.
Does ServiceTitan's Ramp integration require Ramp cards?
Yes. ServiceTitan's Ramp integration imports Ramp-card spend tagged to a job, and it's US-only. Clyr works on the cards you already have, in the US and Canada, and syncs job-coded expenses, bills and refunds back to the job.
Does Clyr's ServiceTitan integration work in Canada?
Yes. Clyr serves companies in the US and Canada, on the cards they already have.
How do techs attach receipts to ServiceTitan jobs?
In Clyr, the tech replies to a text with a photo of the receipt. Clyr matches the photo to the card charge and codes the spend to the ServiceTitan job.
How do I code company card purchases to ServiceTitan jobs automatically?
Jobs, customers and technicians sync into Clyr. When a card is swiped, the tech gets a text and replies with a photo of the receipt. Rules by vendor, amount or card, plus your past coding, suggest the job, and anything below the confidence threshold waits for a person. After approval, the job-coded expense syncs back to ServiceTitan.
Do technicians need another app to send a receipt?
No. When the card transaction arrives in Clyr, the cardholder replies to a text with a photo. Email forwarding, the Chrome extension, and secure no-login receipt links cover office staff and occasional contributors.
How long does the ServiceTitan integration take to set up?
Setup depends on the ServiceTitan account and the cards you connect. Clyr confirms the connection with your admin, then invites cardholders into the text receipt workflow.
Integrations
Which integrations does Clyr support?
Clyr connects to QuickBooks (two-way), Xero, NetSuite and Sage Intacct for accounting; ServiceTitan, Jobber, Service Fusion and Connecteam for field service; Procore and Buildertrend for construction; AppFolio (two-way sync), Buildium and Rent Manager for property management; and Hostaway and Hosthub for short-term rentals. Bank accounts connect across 16,000+ institutions.
Keep exploring
Field-service expense workflows
See it on your cards
See Clyr on your own ServiceTitan jobs
Bring a sample week of card spend; we'll show the feed, the coding and the sync back.