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ServiceTitan

ServiceTitan is field service management software for home and commercial service contractors, covering customers, jobs, dispatch, estimates, invoicing, inventory, memberships, payroll, and reporting.

What agents can do

Actions585

  • Activate employee account

    Activate a ServiceTitan employee's login account.

  • Activate technician account

    Activate a ServiceTitan technician's login account with the required license type and, optionally, assign a truck.

  • Add credit memo splits

    Apply a credit memo to one or more invoices in ServiceTitan by adding splits, each an invoice id and an amount.

  • Add customer tag

    Add one tag type to one customer in ServiceTitan.

  • Add equipment to equipment system

    Attach existing installed equipment to a ServiceTitan equipment system, by system id and a list of installed equipment ids.

  • Add location tag

    Add one tag type to one location in ServiceTitan.

  • Add tags to customers

    Add one or more tag types to several customers in ServiceTitan in one call.

  • Approve purchase order request

    Approve a ServiceTitan purchase order request by its request id.

52 more
  • Assign technician skills

    Assign existing skills to a ServiceTitan technician.

  • Assign technicians to appointment

    Assign one or more technicians to a ServiceTitan job appointment.

  • Attach job equipment

    Attach one or more equipment items to a ServiceTitan job.

  • Attach job to project

    Attach an existing ServiceTitan job to a project.

  • Bulk create installed equipment

    Create up to 1000 installed equipment records in ServiceTitan in one atomic request.

  • Bulk create pricebook items

    Create many ServiceTitan pricebook items in one request: services, equipment, materials, and discounts and fees.

  • Bulk delete technician shifts

    Delete every ServiceTitan technician shift in a date range, for all technicians.

  • Bulk update pricebook items

    Update many ServiceTitan pricebook items in one request: services, equipment, materials, and discounts and fees.

  • Cancel inventory receipt

    Cancel a ServiceTitan inventory receipt by id, optionally recording a cancellation reason.

  • Cancel inventory return

    Cancel a ServiceTitan vendor return by id, optionally recording a cancellation reason.

  • Cancel job

    Cancel a ServiceTitan job with a cancel reason and memo.

  • Cancel purchase order

    Cancel a ServiceTitan purchase order by id, optionally recording a cancellation reason.

  • Cancel report data query

    Cancel a long-running report data query in ServiceTitan and release its query_token.

  • Confirm appointment

    Mark a ServiceTitan job appointment as confirmed.

  • Create adjustment invoice

    Create an adjustment invoice against an existing invoice in ServiceTitan, for example a refund or a write-off; adjustment_to_id names the invoice being adjusted.

  • Create appointment

    Add a new appointment to an existing ServiceTitan job, with start and end times and optional technicians.

  • Create arrival window

    Create a ServiceTitan arrival window with a start time and duration for a set of business units.

  • Create booking

    Create a booking in ServiceTitan, an incoming request that office staff later book as a job or dismiss.

  • Create booking contact

    Add a contact entry (phone, email or fax) to a booking in ServiceTitan for a given booking provider.

  • Create booking provider tag

    Create a booking provider tag in ServiceTitan, the label that identifies one source of bookings.

  • Create budget code

    Create a full ServiceTitan budget code from a list of segment item IDs.

  • Create business hours

    Set the ServiceTitan business hours by sending the open time ranges for weekdays, Saturday and Sunday.

  • Create campaign

    Create a marketing campaign in ServiceTitan.

  • Create campaign category

    Create a marketing campaign category in ServiceTitan.

  • Create campaign cost

    Create the cost record of a marketing campaign for one month in ServiceTitan.

  • Create contact

    Create a contact (a person record with name and title) in ServiceTitan.

  • Create contact method

    Add a contact method (phone, mobile phone, email or fax) to a contact in ServiceTitan.

  • Create contact relationship

    Link a contact to a customer, location or booking in ServiceTitan.

  • Create customer

    Create a customer in ServiceTitan together with its first location or locations.

  • Create customer contact

    Add a contact entry (phone, mobile phone, email or fax) to a customer in ServiceTitan.

  • Create customer note

    Add a note to a customer in ServiceTitan.

  • Create employee

    Create an office employee in ServiceTitan with a role and positions; returns the new employee id.

  • Create equipment system

    Create an equipment system at a ServiceTitan customer location, optionally attaching installed equipment to it.

  • Create equipment type

    Create an equipment type in ServiceTitan for classifying installed equipment.

  • Create estimate

    Create an estimate in ServiceTitan on a job or project, with its line items.

  • Create estimate template

    Create an estimate template in ServiceTitan from a list of pricebook items.

  • Create external call attribution

    Attribute a phone call tracked by outside call-tracking software to a web session in ServiceTitan Marketing Ads.

  • Create finding

    Create a finding in ServiceTitan to record an issue or observation at a customer location, with an urgency level and optional links to installed equipment and the job where it was found.

  • Create finding attachment

    Add an attachment to a ServiceTitan finding by linking a file URL with a file name and media type.

  • Create gl account

    Create a general ledger (GL) account in ServiceTitan and return the created account.

  • Create gps pings

    Send GPS location pings for technician vehicles or units to ServiceTitan for a configured GPS provider, so they plot on the Dispatch Map.

  • Create gross pay item

    Create a gross pay item inside an existing payroll in ServiceTitan and return its id.

  • Create installed equipment

    Create a record of equipment installed at a ServiceTitan customer location, with serial number, warranty dates, and an optional parent equipment or system.

  • Create inventory adjustment

    Create an inventory adjustment in ServiceTitan that changes stock quantities at one inventory location.

  • Create inventory receipt

    Record a receipt of items against an existing ServiceTitan purchase order.

  • Create inventory return

    Create a vendor return in ServiceTitan inventory, recording items sent back to a vendor from an inventory location.

  • Create inventory return type

    Create a vendor return type in ServiceTitan inventory, with its vendor-credit, sales-tax and default settings.

  • Create invoice task

    Create a task on an invoice in ServiceTitan from a task template.

  • Create invoice template

    Create a membership invoice template in ServiceTitan from a list of line items; returns the new template id.

  • Create job

    Book a new ServiceTitan job for a customer and location, with at least one appointment.

  • Create job attribution

    Attribute an existing job to a web session in ServiceTitan Marketing Ads.

  • Create job note

    Add a note to a ServiceTitan job, optionally pinned to the top.

And 525 more in Definable.

How it connects

You paste an API key from ServiceTitan on a page Composio hosts, so the key never passes through Definable.

Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.