ServiceTitan logo

ServiceTitan

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

585 actions Integration catalog
Request access
Connect ServiceTitan once you're in Boring.
01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Activate Employee AccountSERVICETITAN_ACTIVATE_EMPLOYEE_ACCOUNT
Activate a ServiceTitan employee's login account.
Activate Technician AccountSERVICETITAN_ACTIVATE_TECHNICIAN_ACCOUNT
Activate a ServiceTitan technician's login account with the required license type and, optionally, assign a truck.
Add Credit Memo SplitsSERVICETITAN_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. Splits are added to the memo's existing ones; this operation does not remove or replace them.
Add Customer TagSERVICETITAN_ADD_CUSTOMER_TAG
Add one tag type to one customer in ServiceTitan. Both ids go in the path and no request body is sent; use ADD_TAGS_TO_CUSTOMERS for several at once.
Add Equipment to Equipment SystemSERVICETITAN_ADD_EQUIPMENT_TO_EQUIPMENT_SYSTEM
Attach existing installed equipment to a ServiceTitan equipment system, by system id and a list of installed equipment ids. Returns the updated system.
Add Location TagSERVICETITAN_ADD_LOCATION_TAG
Add one tag type to one location in ServiceTitan. Both ids go in the path and no request body is sent. There is no bulk variant for locations; call once per location and tag.
Add Tags To CustomersSERVICETITAN_ADD_TAGS_TO_CUSTOMERS
Add one or more tag types to several customers in ServiceTitan in one call. Every tag type listed is added to every customer listed; use ADD_CUSTOMER_TAG for a single customer and tag.
Approve Purchase Order RequestSERVICETITAN_APPROVE_PURCHASE_ORDER_REQUEST
Approve a ServiceTitan purchase order request by its request id. Takes the request id from LIST_PURCHASE_ORDER_REQUESTS, not a purchase order id. No way to withdraw an approval is documented.
Assign Technician SkillsSERVICETITAN_ASSIGN_TECHNICIAN_SKILLS
Assign existing skills to a ServiceTitan technician. With replace_existing_skills true the technician's current skills are replaced by the given list; with false the list is added.
Assign Technicians to AppointmentSERVICETITAN_ASSIGN_TECHNICIANS_TO_APPOINTMENT
Assign one or more technicians to a ServiceTitan job appointment. Returns the appointment.
Attach Job EquipmentSERVICETITAN_ATTACH_JOB_EQUIPMENT
Attach one or more equipment items to a ServiceTitan job. Returns the full list of equipment IDs attached after the change. The spec does not say which equipment ids these are; they are not the equipment system ids of the equipment-system tools, and whether installed-equipment ids (LIST_INSTALLED_EQUIPMENT) or pricebook equipment ids (LIST_PRICEBOOK_EQUIPMENT) are meant is unverified.
Attach Job to ProjectSERVICETITAN_ATTACH_JOB_TO_PROJECT
Attach an existing ServiceTitan job to a project. Takes no body.
Bulk Create Installed EquipmentSERVICETITAN_BULK_CREATE_INSTALLED_EQUIPMENT
Create up to 1000 installed equipment records in ServiceTitan in one atomic request. If any record is invalid the whole batch is rolled back and nothing is created.
Bulk Create Pricebook ItemsSERVICETITAN_BULK_CREATE_PRICEBOOK_ITEMS
Create many ServiceTitan pricebook items in one request: services, equipment, materials, and discounts and fees. At least one of those four collections must contain an item. Give each item a customId; links inside the same request (serviceMaterials, recommendations, upgrades) can point to it by customId, and the response maps each customId to its new id.
Bulk Delete Technician ShiftsSERVICETITAN_BULK_DELETE_TECHNICIAN_SHIFTS
Delete every ServiceTitan technician shift in a date range, for all technicians. The only criteria are start and end; there is no technician filter, so check the range with List Technician Shifts first.
Bulk Update Pricebook ItemsSERVICETITAN_BULK_UPDATE_PRICEBOOK_ITEMS
Update many ServiceTitan pricebook items in one request: services, equipment, materials, and discounts and fees. At least one of those four collections must contain an item. Each item must carry its id and the documented full set of fields, not just the changed ones.
Cancel Inventory ReceiptSERVICETITAN_CANCEL_INVENTORY_RECEIPT
Cancel a ServiceTitan inventory receipt by id, optionally recording a cancellation reason. This cannot be undone through the API: no way to reopen a canceled inventory receipt is documented.
Cancel Inventory ReturnSERVICETITAN_CANCEL_INVENTORY_RETURN
Cancel a ServiceTitan vendor return by id, optionally recording a cancellation reason. This cannot be undone through the API: no way to reopen a canceled vendor return is documented.
Cancel JobSERVICETITAN_CANCEL_JOB
Cancel a ServiceTitan job with a cancel reason and memo. Jobs cannot be deleted, only canceled; get the reason ID from List Job Cancel Reasons.
Cancel Purchase OrderSERVICETITAN_CANCEL_PURCHASE_ORDER
Cancel a ServiceTitan purchase order by id, optionally recording a cancellation reason. This cannot be undone through the API: no way to reopen a canceled purchase order is documented.
Cancel Report Data QuerySERVICETITAN_CANCEL_REPORT_DATA_QUERY
Cancel a long-running report data query in ServiceTitan and release its query_token. Succeeds even if the query had already finished; the result can no longer be fetched afterwards.
Confirm AppointmentSERVICETITAN_CONFIRM_APPOINTMENT
Mark a ServiceTitan job appointment as confirmed. Takes no body; the appointment's isConfirmed flag becomes true.
Create Adjustment InvoiceSERVICETITAN_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. It cannot create an ordinary job invoice, and the response is a bare integer that the spec does not describe.
Create AppointmentSERVICETITAN_CREATE_APPOINTMENT
Add a new appointment to an existing ServiceTitan job, with start and end times and optional technicians. A job's first appointment is created by Create Job; use this only for additional visits.
Create Arrival WindowSERVICETITAN_CREATE_ARRIVAL_WINDOW
Create a ServiceTitan arrival window with a start time and duration for a set of business units.
Create BookingSERVICETITAN_CREATE_BOOKING
Create a booking in ServiceTitan, an incoming request that office staff later book as a job or dismiss. It does not create a job; send at least one phone or email in contacts so staff can follow up.
Create Booking ContactSERVICETITAN_CREATE_BOOKING_CONTACT
Add a contact entry (phone, email or fax) to a booking in ServiceTitan for a given booking provider. This is the booking's own contact list, separate from the GUID person contacts managed with CREATE_CONTACT and CREATE_CONTACT_METHOD.
Create Booking Provider TagSERVICETITAN_CREATE_BOOKING_PROVIDER_TAG
Create a booking provider tag in ServiceTitan, the label that identifies one source of bookings. Both tag_name and description are required.
Create Budget CodeSERVICETITAN_CREATE_BUDGET_CODE
Create a full ServiceTitan budget code from a list of segment item IDs. Use Create Partial Budget Code when some segments have no item chosen.
Create Business HoursSERVICETITAN_CREATE_BUSINESS_HOURS
Set the ServiceTitan business hours by sending the open time ranges for weekdays, Saturday and Sunday. All three lists are required; whether this replaces existing hours is not documented.
Create CampaignSERVICETITAN_CREATE_CAMPAIGN
Create a marketing campaign in ServiceTitan. name, business_unit_id, category_id and active are required.
Create Campaign CategorySERVICETITAN_CREATE_CAMPAIGN_CATEGORY
Create a marketing campaign category in ServiceTitan. Returns only the new category's id.
Create Campaign CostSERVICETITAN_CREATE_CAMPAIGN_COST
Create the cost record of a marketing campaign for one month in ServiceTitan. The amount is given as a daily cost, not a monthly total.
Create ContactSERVICETITAN_CREATE_CONTACT
Create a contact (a person record with name and title) in ServiceTitan. It is not linked to anything yet; add phone or email with CREATE_CONTACT_METHOD and link it with CREATE_CONTACT_RELATIONSHIP.
Create Contact MethodSERVICETITAN_CREATE_CONTACT_METHOD
Add a contact method (phone, mobile phone, email or fax) to a contact in ServiceTitan. contact_id is the GUID of a person contact from CREATE_CONTACT or LIST_CONTACTS; to add a phone or email directly to a customer, location or booking use CREATE_CUSTOMER_CONTACT, CREATE_LOCATION_CONTACT or CREATE_BOOKING_CONTACT.
Create Contact RelationshipSERVICETITAN_CREATE_CONTACT_RELATIONSHIP
Link a contact to a customer, location or booking in ServiceTitan. All three values go in the path and no request body is sent.
Create CustomerSERVICETITAN_CREATE_CUSTOMER
Create a customer in ServiceTitan together with its first location or locations. name, address and at least one entry in locations are required; merging or deactivating customers is not available through the API.
Create Customer ContactSERVICETITAN_CREATE_CUSTOMER_CONTACT
Add a contact entry (phone, mobile phone, email or fax) to a customer in ServiceTitan. It is not copied to the customer's locations. This is the customer's own contact list, separate from the GUID person contacts managed with CREATE_CONTACT and CREATE_CONTACT_METHOD.
Create Customer NoteSERVICETITAN_CREATE_CUSTOMER_NOTE
Add a note to a customer in ServiceTitan. Set add_to_locations to copy the same note to the customer's active locations.
Create EmployeeSERVICETITAN_CREATE_EMPLOYEE
Create an office employee in ServiceTitan with a role and positions; returns the new employee id. account_creation_method picks CreateLater, SendInvite or AssignLoginAndPassword; the spec does not describe what each one does.
Create Equipment SystemSERVICETITAN_CREATE_EQUIPMENT_SYSTEM
Create an equipment system at a ServiceTitan customer location, optionally attaching installed equipment to it. The name must be unique within the location.
Create Equipment TypeSERVICETITAN_CREATE_EQUIPMENT_TYPE
Create an equipment type in ServiceTitan for classifying installed equipment.
Create EstimateSERVICETITAN_CREATE_ESTIMATE
Create an estimate in ServiceTitan on a job or project, with its line items. Use it to quote work before it is sold; every field is optional in the spec, and which ones ServiceTitan actually needs (such as job_id or project_id) is not documented.
Create Estimate TemplateSERVICETITAN_CREATE_ESTIMATE_TEMPLATE
Create an estimate template in ServiceTitan from a list of pricebook items. Static templates need a unitPrice on every item; Dynamic templates take prices from the pricebook.
Create External Call AttributionSERVICETITAN_CREATE_EXTERNAL_CALL_ATTRIBUTION
Attribute a phone call tracked by outside call-tracking software to a web session in ServiceTitan Marketing Ads. It records attribution only; it does not create a call, lead or job.
Create FindingSERVICETITAN_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. Attachments link file URLs; no file content is uploaded.
Create Finding AttachmentSERVICETITAN_CREATE_FINDING_ATTACHMENT
Add an attachment to a ServiceTitan finding by linking a file URL with a file name and media type. No file content is sent; the spec expects the URL returned by ServiceTitan's findings upload endpoint, which is not available as a tool.
Create GL AccountSERVICETITAN_CREATE_GL_ACCOUNT
Create a general ledger (GL) account in ServiceTitan and return the created account. The spec marks no field as required; use LIST_GL_ACCOUNT_TYPES for valid type names.
Create GPS PingsSERVICETITAN_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. Returns a per-ping result; a ping can fail while the call succeeds.
Create Gross Pay ItemSERVICETITAN_CREATE_GROSS_PAY_ITEM
Create a gross pay item inside an existing payroll in ServiceTitan and return its id. payroll_id, amount, activity_code_id and date are required; find the payroll id with LIST_PAYROLLS.
Create Installed EquipmentSERVICETITAN_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. Only location_id is required.
Create Inventory AdjustmentSERVICETITAN_CREATE_INVENTORY_ADJUSTMENT
Create an inventory adjustment in ServiceTitan that changes stock quantities at one inventory location. Only the types Adjustment, BeginningBalance, and Consignment can be created; item quantities may be negative.
Create Inventory ReceiptSERVICETITAN_CREATE_INVENTORY_RECEIPT
Record a receipt of items against an existing ServiceTitan purchase order. items lists each SKU received with its quantity and cost.
Create Inventory ReturnSERVICETITAN_CREATE_INVENTORY_RETURN
Create a vendor return in ServiceTitan inventory, recording items sent back to a vendor from an inventory location.
Create Inventory Return TypeSERVICETITAN_CREATE_INVENTORY_RETURN_TYPE
Create a vendor return type in ServiceTitan inventory, with its vendor-credit, sales-tax and default settings. Its id is the return_type_id that CREATE_INVENTORY_RETURN requires.
Create Invoice TaskSERVICETITAN_CREATE_INVOICE_TASK
Create a task on an invoice in ServiceTitan from a task template. template_id is required and no tool in this toolkit lists invoice task templates, so the id must come from the user or from an existing task's template_id. This is an invoice workflow task, not a Task Management task (CREATE_TASK).
Create Invoice TemplateSERVICETITAN_CREATE_INVOICE_TEMPLATE
Create a membership invoice template in ServiceTitan from a list of line items; returns the new template id. Memberships bill from these templates and recurring service jobs are invoiced from them.
Create JobSERVICETITAN_CREATE_JOB
Book a new ServiceTitan job for a customer and location, with at least one appointment. Customer and location must already exist; the job's first appointment is created from the appointments list.
Create Job AttributionSERVICETITAN_CREATE_JOB_ATTRIBUTION
Attribute an existing job to a web session in ServiceTitan Marketing Ads. It records attribution only; the job must already exist.
Create Job NoteSERVICETITAN_CREATE_JOB_NOTE
Add a note to a ServiceTitan job, optionally pinned to the top.
Showing the first 60 of 585 actions.