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ClientTether Support
Integrations · Feature guide

ServiceBridge

Import and export between ClientTether and ServiceBridge, branch by branch.

New · Updated Sep 21, 2026 · 3 min read
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1What it connects

ServiceBridge handles scheduling, routing and field work; ClientTether handles the sales side. The integration moves records between the two so a job sold in ClientTether can be dispatched in ServiceBridge without anyone retyping it.

2Setting it up

  • Have the add-on enabled, then open Settings → Service Bridge (newer accounts see Service Bridge 2.0).
  • Create an API user in ServiceBridge — the tab links to their instructions — and enter those credentials.
  • Enter your Branch ID. If you run several branches, use Add additional Branch ID and add each one.
  • Choose the direction you need: Import, Export, or both.

Accounts moving from the original integration to 2.0 can use Copy Setting from Old Service Bridge Add-ons rather than re-entering everything.

Branch IDs are the usual mistake

A wrong or missing branch ID doesn’t error loudly — records simply go to the wrong branch or nowhere. Check each ID against ServiceBridge before you switch the sync on.

3Troubleshooting

Nothing is syncing

Check the API user still exists in ServiceBridge and its credentials haven’t been rotated.

Jobs land in the wrong branch

Branch ID. See above.