How to integrate ServiceTitan MCP with Atomic Agent

Activate a ServiceTitan employee's login account.

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

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

Add one tag type to one customer in ServiceTitan.

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

Add one tag type to one location in ServiceTitan.

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

Approve a ServiceTitan purchase order request by its request id.

Assign existing skills to a ServiceTitan technician.

Assign one or more technicians to a ServiceTitan job appointment.

Attach one or more equipment items to a ServiceTitan job.

Attach an existing ServiceTitan job to a project.

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

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

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

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

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

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

Cancel a ServiceTitan job with a cancel reason and memo.

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

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

Mark a ServiceTitan job appointment as confirmed.

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.

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

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

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

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

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

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

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

Create a marketing campaign in ServiceTitan.

Create a marketing campaign category in ServiceTitan.

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

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

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

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

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

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

Add a note to a customer in ServiceTitan.

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

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

Create an equipment type in ServiceTitan for classifying installed equipment.

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Create a ServiceTitan job type with its name, priority, duration, business units, skills and default tags.

Create a journal entry with debit and credit lines in ServiceTitan; it is marked external automatically.

Create a payroll labor type in ServiceTitan and return its id.

Create a lead in ServiceTitan.

Schedule a follow-up on a lead in ServiceTitan by setting the next follow-up date, with an optional note.

Add a note to a lead in ServiceTitan.

Create a location (service address) in ServiceTitan under an existing customer.

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

Add a note to a location in ServiceTitan.

Sell a membership to a customer in ServiceTitan by creating a membership sale invoice; returns the new invoice id and customer membership id.

Block time on a ServiceTitan technician's schedule for a non-customer activity such as a meeting, training or time off, optionally repeating.

Opt one or more phone numbers out of contact in ServiceTitan.

Create a partial ServiceTitan budget code from segment bindings, where a segment may be left without an item.

Create a payroll adjustment, a manual earning or deduction for one employee or technician, in ServiceTitan and return its id.

Create a category in the ServiceTitan pricebook, as a Services or Materials category.

Create a discount or a fee in the ServiceTitan pricebook.

Create an equipment item in the ServiceTitan pricebook catalog, with pricing, warranty, vendors, and categories.

Create a material in the ServiceTitan pricebook, with cost, pricing, vendors, and categories.

Create a material markup tier in the ServiceTitan pricebook: a from/to range and the markup percent applied to it.

Create a service in the ServiceTitan pricebook, with pricing, warranty, categories, and linked materials and equipment.

Create a ServiceTitan project at a location to group related jobs.

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

Create a proposal template in ServiceTitan that assigns an estimate template to each option of a proposal type.

Create a purchase order in ServiceTitan for items ordered from a vendor.

Create a purchase order markup tier in ServiceTitan: a from/to range and the markup percent applied to it.

Create a purchase order type in ServiceTitan, with its receiving, tax, payroll, and alert settings.

Create a subtask under an existing task in ServiceTitan Task Management, assigned to an employee.

Create a tag type in ServiceTitan with a name and a hex color; returns the new tag type id.

Create an office task in ServiceTitan Task Management, assigned to an employee.

Create a ServiceTitan dispatch team with a name and active flag.

Create a field technician in ServiceTitan with a role, positions and license type; returns the new technician id.

Record a rating from 0 to 10 for a technician on a specific job in ServiceTitan.

Create a ServiceTitan shift (Normal, OnCall or TimeOff) for one or more technicians, optionally repeating daily or weekly.

Create a new skill in ServiceTitan and assign it to one technician in the same call.

Create a timesheet activity, a block of recorded time for one employee or technician, in ServiceTitan and return its id.

Create a truck inventory location in ServiceTitan.

Create an inventory vendor (supplier) in ServiceTitan.

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

Attribute an existing lead captured from a web form to a web session in ServiceTitan Marketing Ads.

Create a ServiceTitan dispatch zone from zip codes, cities, territory numbers, service days and business units.

Deactivate a ServiceTitan employee's login account.

Deactivate an estimate template in ServiceTitan.

Deactivate a proposal template in ServiceTitan.

Deactivate a ServiceTitan technician's login account.

Delete a ServiceTitan job appointment by ID.

Remove one contact entry from a booking in ServiceTitan for a given booking provider.

Delete a contact in ServiceTitan by its GUID.

Delete one contact method from a contact in ServiceTitan.

Remove the link between a contact and a customer, location or booking in ServiceTitan.

Remove one contact entry from a customer in ServiceTitan.

Delete one note from a customer in ServiceTitan.

Delete a ServiceTitan equipment system by id.

Remove one line item from an estimate in ServiceTitan.

Remove an attachment from a ServiceTitan finding, by finding id and attachment id.

Delete a gross pay item in ServiceTitan by its id.

Delete one line item from an invoice in ServiceTitan.

Delete one attachment from a job in ServiceTitan.

Delete a journal entry in ServiceTitan.

Remove one contact entry from a location in ServiceTitan.

Delete one note from a location in ServiceTitan.

Delete a ServiceTitan non-job appointment by its ID.

Delete a payroll adjustment in ServiceTitan by its id.

Delete a category from the ServiceTitan pricebook by id.

Delete a discount or fee from the ServiceTitan pricebook by id.

Delete an equipment item from the ServiceTitan pricebook catalog by id.

Delete a material from the ServiceTitan pricebook by id.

Delete a service from the ServiceTitan pricebook by id.

Delete one attachment from a ServiceTitan project daily log.

Delete a ServiceTitan purchase order markup tier by id.

Delete a ServiceTitan dispatch team by its ID.

Delete one ServiceTitan technician shift by its ID.

Remove a skill from a ServiceTitan technician by deleting the technician-skill association, whose ID has the form {technicianId}_{skillId}.

Delete a timesheet activity in ServiceTitan by its id.

Delete a ServiceTitan dispatch zone by its ID.

Detach one or more equipment items from a ServiceTitan job in a single call.

Detach a ServiceTitan job from whichever project it belongs to.

Dismiss a booking in ServiceTitan for a given booking provider, marking it as not converted to a job.

Mark an estimate as dismissed in ServiceTitan, for a quote the customer will not accept.

Dismiss a lead in ServiceTitan so it needs no further follow-up.

Export ServiceTitan technician-to-appointment assignments in bulk as a continuation feed.

Export ServiceTitan job appointments in bulk as a continuation feed.

Export bookings from ServiceTitan as a change feed for bulk sync, one batch per call.

Export feed of business units from ServiceTitan for bulk sync.

Export feed of phone calls from ServiceTitan for bulk sync; each record carries an active flag.

Export customer contact entries from ServiceTitan as a change feed for bulk sync, one batch per call.

Export customers from ServiceTitan as a change feed for bulk sync, one batch per call.

Export feed of employees from ServiceTitan for bulk sync.

Export equipment systems from ServiceTitan as a continuation feed for bulk sync.

Export estimates from ServiceTitan as a change feed for bulk sync, one batch per call.

Export gross pay items from ServiceTitan as a continuation feed for bulk sync; the feed takes no filters and each record carries an active flag.

Export installed equipment records from ServiceTitan as a continuation feed for bulk sync.

Export inventory adjustments from ServiceTitan as a continuation feed for bulk sync, with no filters.

Export inventory bills from ServiceTitan as a continuation feed for bulk sync: returns active, inactive and deleted records with no filters.

Export vendor returns from ServiceTitan inventory as a continuation feed for bulk sync, with no filters.

Export inventory transfers from ServiceTitan as a continuation feed for bulk sync, with no filters.

Export invoice line items from ServiceTitan as a continuation feed for bulk sync: returns active, inactive and deleted records with no filters.

Export invoices from ServiceTitan as a continuation feed for bulk sync: returns active, inactive and deleted records with no filters.

Export feed of membership invoice templates from ServiceTitan for bulk sync; the only way to enumerate templates without knowing their ids.

Export ServiceTitan job canceled logs (who canceled which job, when, and why) in bulk as a continuation feed.

Export the status history of all ServiceTitan jobs in bulk as a continuation feed.

Export notes from all ServiceTitan jobs in bulk as a continuation feed.

Export ServiceTitan jobs in bulk as a continuation feed that includes active, inactive and deleted records.

Export leads from ServiceTitan as a change feed for bulk sync, one batch per call.

Export location contact entries from ServiceTitan as a change feed for bulk sync, one batch per call.

Export locations from ServiceTitan as a change feed for bulk sync, one batch per call.

Export feed of customer memberships from ServiceTitan for bulk sync; the feed takes no filters and each record carries an active flag and a status.

Export feed of customer membership status changes from ServiceTitan, across all memberships; each record gives the old and new status.

Export feed of membership types from ServiceTitan for bulk sync; the feed takes no filters and each record carries an active flag.

Export customer payments from ServiceTitan as a continuation feed for bulk sync: returns active, inactive and deleted records with no filters.

Export payroll activity codes (earning codes) from ServiceTitan as a continuation feed for bulk sync; the feed takes no filters and each record carries an active flag.

Export payroll adjustments from ServiceTitan as a continuation feed for bulk sync; the feed takes no filters and each record carries an active flag.

Export payroll job splits (each technician's split of a job) from ServiceTitan as a continuation feed for bulk sync; the feed takes no filters and each record carries an active flag.

Export job timesheets (technician dispatch, arrival and completion times on job appointments) from ServiceTitan as a continuation feed for bulk sync; the feed takes no filters and each record carries an active flag.

Export employee and technician payroll settings from ServiceTitan as a continuation feed for bulk sync; the feed takes no filters and each record carries an active flag.

Export pricebook categories from ServiceTitan as a continuation feed for bulk sync.

Export pricebook equipment items from ServiceTitan as a continuation feed for bulk sync.

Export pricebook materials from ServiceTitan as a continuation feed for bulk sync.

Export pricebook services from ServiceTitan as a continuation feed for bulk sync.

Export notes from all ServiceTitan projects in bulk as a continuation feed.

Export ServiceTitan projects in bulk as a continuation feed that includes active, inactive and deleted records.

Export purchase orders from ServiceTitan as a continuation feed for bulk sync; use LIST_PURCHASE_ORDERS when you need filters.

Export inventory receipts from ServiceTitan as a continuation feed for bulk sync.

Export feed of recurring service events from ServiceTitan for bulk sync; the feed takes no filters, and an event with active false has been deleted.

Export feed of location recurring services from ServiceTitan for bulk sync; the feed takes no filters and each record carries an active flag.

Export feed of recurring service types from ServiceTitan for bulk sync; the feed takes no filters and each record carries an active flag.

Export feed of service agreements from ServiceTitan for bulk sync.

Export feed of tag types from ServiceTitan for bulk sync.

Export technician ratings from ServiceTitan as a change feed for bulk sync, one batch per call.

Export feed of technicians from ServiceTitan for bulk sync.

Export timesheet activities from ServiceTitan as a continuation feed for bulk sync; the feed takes no filters and each record carries an active flag.

Export timesheet activity categories from ServiceTitan as a continuation feed for bulk sync; the feed takes no filters and each record carries an active flag.

Export timesheet activity types from ServiceTitan as a continuation feed for bulk sync; the feed takes no filters and each record carries an active flag.

Export timesheet codes from ServiceTitan as a continuation feed for bulk sync; the feed takes no filters and each record carries an active flag.

Get one accounts-payable (vendor) bill in ServiceTitan by its id, including items and expense items.

Get one ServiceTitan job appointment by its ID, including its schedule, arrival window, status and confirmation flag.

Get one ServiceTitan arrival window by its ID.

Get the tenant-wide ServiceTitan arrival window setting: whether a job's default start time is the start or the end of the chosen arrival window.

Get one booking in ServiceTitan by id, across all booking providers.

Get one booking provider tag in ServiceTitan by its id.

Get the ServiceTitan business hours: the open time ranges for weekdays, Saturday and Sunday.

Get one business unit in ServiceTitan by id, including its name, address, email and phone.

Get one phone call in ServiceTitan by id, with the linked job, customer, campaign and agent.

Download the audio recording of one call from ServiceTitan as an audio/mpeg file.

Download the voicemail audio left on one call from ServiceTitan as an audio/mpeg file.

Get one marketing campaign in ServiceTitan by id.

Get one marketing campaign category in ServiceTitan by id.

Get one campaign cost record in ServiceTitan by the cost record's id, not the campaign id.

Get the total cost of each marketing campaign in ServiceTitan over a date range.

Get the cancel reason recorded on each of the given ServiceTitan jobs.

Calculate real-time ServiceTitan capacity and technician availability for a time frame, optionally for given business units and a job type.

Get one contact (a person record with name and title) in ServiceTitan by its GUID.

Get one contact method of a contact in ServiceTitan.

Get one communication preference of a contact method in ServiceTitan by preference name.

Get one customer in ServiceTitan by id, including bill-to address, balance, custom fields and tags.

Get the cost of the email marketing channel in ServiceTitan over a date range.

Get one office employee in ServiceTitan by id, including name, email, phone, role and positions.

Get the payroll settings of one office employee in ServiceTitan.

Get one ServiceTitan equipment system by id, including the installed equipment attached to it.

Get one ServiceTitan equipment type by id.

Get one estimate in ServiceTitan by its id, including its status, totals and line items.

Get one estimate template in ServiceTitan by its id, with its items.

Get one expense transaction in ServiceTitan by its id.

Get one ServiceTitan finding by id.

Get one attachment of a ServiceTitan finding, by finding id and attachment id.

Get one general ledger (GL) account in ServiceTitan by its id.

Get the hold reason recorded on each of the given ServiceTitan jobs and on their appointments.

Get one ServiceTitan installed equipment record by id.

Get one membership invoice template in ServiceTitan by its id, with its line items and total.

Get one ServiceTitan job by its ID, including customer, location, job type, status and first and last appointment IDs.

Get the booked log of one ServiceTitan job: when it was booked, by whom, and the originally booked appointment start and arrival window.

Get the IDs of the equipment items attached to one ServiceTitan job.

Get the history entries of one ServiceTitan job: each event with its type, date, employee and memo.

Get one ServiceTitan job type by its ID.

Get one journal entry in ServiceTitan by its id.

Get one payroll labor type in ServiceTitan by its id.

Get one lead in ServiceTitan by id.

Get one location in ServiceTitan by id.

Get the id of the preferred technician of a location in ServiceTitan.

Get one customer membership in ServiceTitan by its id, including status, dates, billing template and payment settings.

Get one membership type in ServiceTitan by its id.

Get one ServiceTitan non-job appointment by its ID.

Get one payment term (for example net 30) in ServiceTitan by its id.

Get one payment type in ServiceTitan by its id.

Get one payroll activity code (earning code) in ServiceTitan by its id.

Get one payroll adjustment in ServiceTitan by its id.

Get one ServiceTitan pricebook category by id, including its subcategories.

Get one discount or fee from the ServiceTitan pricebook by id.

Get one equipment item from the ServiceTitan pricebook catalog by id.

Get one material from the ServiceTitan pricebook by id.

Get one material markup tier from the ServiceTitan pricebook by id.

Get one service from the ServiceTitan pricebook by id, including its linked materials and equipment.

Get one ServiceTitan project by its ID, including status, customer, location, managers and key dates.

Get one daily log of a ServiceTitan project by its ID, with health, section notes, summaries and the attachment list.

Get one ServiceTitan project status definition by its ID.

Get one ServiceTitan project sub status definition by its ID.

Get one ServiceTitan project type by its ID.

Get one proposal template in ServiceTitan by its id, with its estimate assignments.

Get one booking in ServiceTitan that belongs to a given booking provider.

Get one ServiceTitan purchase order by id, including its items and current status.

Get one ServiceTitan purchase order markup tier by id.

Get one location recurring service in ServiceTitan by its id, including its recurrence schedule and invoice template ids.

Get one recurring service type in ServiceTitan by its id.

Get one remittance vendor in ServiceTitan by its id.

Get a report's definition in ServiceTitan: the input parameters it expects and the fields it returns.

Run a report in ServiceTitan and return one page of rows with the column headers.

Poll a long-running report data query in ServiceTitan by its query_token.

Get performance counts for one Scheduling Pro router in ServiceTitan over a time window: sessions opened and interacted with, split by scheduler.

Get performance metrics for one Scheduling Pro scheduler in ServiceTitan over a time window, such as sessions, completion rates and jobs booked.

Get one service agreement in ServiceTitan by id, with its price, dates, status and terms.

Get one task in ServiceTitan Task Management by id, with its comments and attachments.

Get the reference data needed to create tasks in ServiceTitan: employees, business units, task types, sources, resolutions, priorities and statuses.

Get one ServiceTitan dispatch team by its ID.

Get one technician in ServiceTitan by id, including name, contact details, home address, zones and license type.

Get the payroll settings of one technician in ServiceTitan.

Get one ServiceTitan technician shift by its ID.

Get one ServiceTitan technician skill by its ID, which is a string of the form {technicianId}_{skillId}.

Get the ServiceTitan tracking URL for one technician on one appointment, which shows the technician's progress toward the customer.

Get one timesheet activity in ServiceTitan by its id.

Get one timesheet activity category in ServiceTitan by its id.

Get one timesheet activity type in ServiceTitan by its id.

Get one timesheet code in ServiceTitan by its id.

Get one ServiceTitan inventory vendor by id, including contact details, tax rate, and delivery option.

Get the ids of the tenant's default general ledger accounts in ServiceTitan: credit card payable and uncategorized expense.

Get one ServiceTitan dispatch zone by its ID, including its zip codes, cities, service days, business units and technicians.

Put a ServiceTitan job appointment on hold with a hold reason and memo.

Record SMS marketing opt-ins in ServiceTitan for phone numbers whose consent was collected outside it.

List ad performance rows from ServiceTitan Marketing Ads for a time window, segmented by campaign, ad group or keyword, one page per call.

List the custom field type definitions available for AP bills in ServiceTitan, one page per call.

List accounts-payable (vendor) bills in ServiceTitan with their line items, one page per call.

List the custom field type definitions available for AP credits in ServiceTitan, one page per call.

List accounts-payable credits (vendor credits) in ServiceTitan, one page per call.

List the custom field type definitions available for AP payments in ServiceTitan, one page per call.

List accounts-payable payments (payments made to vendors) in ServiceTitan, one page per call.

List technician-to-appointment assignments in ServiceTitan, one page per call, filtered by appointment, job, technician or appointment start range.

List ServiceTitan job appointments, one page per call, filtered by job, project, technician, customer, status or start/modified date ranges.

List the arrival windows configured in ServiceTitan, one page per call.

List leads with their marketing attribution in ServiceTitan for a time window, one page per call.

List bank deposits in ServiceTitan, one page per call.

List the transactions (payments and journal entries) that make up one bank deposit in ServiceTitan, one page per call.

List the contact entries (phone, email, fax) on one booking in ServiceTitan, one page per call.

List booking provider tags in ServiceTitan, one page per call.

List bookings in ServiceTitan across all booking providers, one page per call.

List company-level ServiceTitan budget codes, one page per call, optionally filtered by budget code, segment or segment item IDs.

List the child items under one item of a company-level budget code segment in ServiceTitan, one page per call.

List the items of one company-level budget code segment in ServiceTitan, one page per call.

List the company-level budget code segments of the ServiceTitan work breakdown structure.

List business units in ServiceTitan, the divisions of the company that revenue and work are tracked and reported under.

List call reasons in ServiceTitan, one page per call.

List phone calls recorded in ServiceTitan, inbound and outbound, filtered by campaign, agent, phone number, minimum duration, tag or created/modified time.

List marketing campaign categories in ServiceTitan, one page per call.

List monthly campaign cost records in ServiceTitan across all campaigns, one page per call, filtered by year, month or campaign.

List the monthly cost records of one marketing campaign in ServiceTitan, one page per call.

List marketing campaigns in ServiceTitan, one page per call, filtered by name, tracking phone number, ids or dates.

List all capacity awareness warnings of ServiceTitan Marketing Ads, which flag campaigns whose business units are near their capacity threshold.

List client-specific pricing rate sheets in the ServiceTitan pricebook, each with its per-SKU price exceptions.

List the communication preferences set on one contact method in ServiceTitan.

List contact methods across ServiceTitan contacts, one page per call.

List the communication preference types that can be set on a contact method in ServiceTitan, with each one's name and data type.

List the customers, locations and bookings a contact is linked to in ServiceTitan, one page per call.

List contacts (person records with name and title) in ServiceTitan, one page per call.

List the contacts in ServiceTitan attached to one relationship id, one page per call.

List the custom field type definitions available for credit memos in ServiceTitan, one page per call.

List credit memo line items across credit memos in ServiceTitan, one page per call.

List customer credit memos in ServiceTitan, one page per call.

List contact entries for one or more ServiceTitan customers, or by modified-date range, one page per call.

List the custom field types defined for customers in ServiceTitan, one page per call.

List the notes on one customer in ServiceTitan, one page per call.

List customers in ServiceTitan, one page per call, filtered by name, address, phone, ids or dates.

List the allowed values of a report parameter's dynamic value set in ServiceTitan, as rows of key and display name.

List the payrolls (pay period records) of one office employee in ServiceTitan, one page per call.

List employees in ServiceTitan, the office staff such as CSRs, dispatchers and bookkeepers, filtered by name, email or user id.

List equipment systems in ServiceTitan, the named groups of installed equipment at a customer location (for example one HVAC system), filtered by location or date range.

List the equipment types defined in ServiceTitan for classifying installed equipment, filtered by name or date range.

List estimate line items in ServiceTitan across estimates, or for one estimate when estimate_id is given.

List estimates in ServiceTitan, filtered by job, project, location, seller, status, total amount, or sold/created/modified time.

Return the status change history of one estimate in ServiceTitan, each with its UTC timestamp.

List estimate templates in ServiceTitan, the reusable sets of pricebook items that estimates and proposal templates are built from.

List the custom field type definitions available for expense transactions in ServiceTitan, one page per call.

List expense transactions (for example card expenses) in ServiceTitan, one page per call.

List the attachments of one ServiceTitan finding, by finding id.

List findings in ServiceTitan, the issues or observations recorded at customer locations, filtered by location, installed equipment, source job, or date range.

List form definitions in ServiceTitan, filtered by name, published status, or whether they have conditional logic or triggers.

List filled-in form submissions in ServiceTitan with their answers, filtered by form, status, submitter, submission time, or the record the form is attached to (job, customer, location and so on).

List general ledger (GL) accounts in ServiceTitan, one page per call.

List general ledger account types in ServiceTitan, one page per call.

List gross pay items (earnings such as timesheet time, bonuses, salary and reimbursements) in ServiceTitan, one page per call.

List equipment installed at ServiceTitan customer locations, filtered by location, equipment system, parent, or date range.

List the custom field types defined for ServiceTitan installed equipment, with each type's data type and options.

List how ServiceTitan business units map to Sage Intacct locations, departments and classes.

List inventory adjustments in ServiceTitan, filtered by type, inventory location, business unit, invoice, batch, sync status, or date range.

List the custom field type definitions available for inventory bills in ServiceTitan, one page per call.

List inventory bills (vendor bills created from purchase orders and receipts) in ServiceTitan, one page per call.

List inventory receipts in ServiceTitan, the records of items received against purchase orders, filtered by purchase order, vendor, bill, inventory location, or received date.

List vendor returns in ServiceTitan inventory, filtered by vendor, purchase order, job, inventory location, business unit, or return date.

List vendor return types in ServiceTitan inventory; a return type id is required to create a return.

List ServiceTitan inventory templates with their items, each item carrying a minimum and maximum quantity.

List inventory transfers in ServiceTitan, the movements of stock between inventory locations, filtered by status, source or destination location, transfer type, job, or date.

List the custom field type definitions available for invoices in ServiceTitan, one page per call.

List customer invoices in ServiceTitan, one page per call; every invoice type (job, membership, project, point of sale, adjustment) comes from this one tool.

List the workflow tasks attached to one invoice in ServiceTitan, one page per call.

Look up membership invoice templates in ServiceTitan by id (ids is required, max 50).

List the files attached to one job in ServiceTitan.

List the canceled-log entries of one ServiceTitan job, one page per call; each entry records a cancellation of that job.

List the cancel reasons configured in ServiceTitan, one page per call.

List the custom field types available for ServiceTitan jobs, one page per call.

List the hold reasons configured in ServiceTitan, one page per call.

List the notes on one ServiceTitan job, one page per call.

List ServiceTitan jobs, one page per call, filtered by status, customer, location, project, technician, job type or date ranges for creation, modification, completion and appointments.

List ServiceTitan job types, one page per call, filtered by name, priority, duration or dates.

List journal entries in ServiceTitan, one page per call (page_size max 500).

List one journal entry's amounts in ServiceTitan aggregated by GL account, business unit, transaction and pricebook item, one page per call (page_size max 500).

List one journal entry's amounts in ServiceTitan aggregated by GL account and business unit, one page per call (page_size max 500).

List payroll labor types in ServiceTitan, one page per call.

List the notes on one lead in ServiceTitan, one page per call.

List leads in ServiceTitan, one page per call, filtered by status, customer, dates or the name and phone given on the lead.

List contact entries for one or more ServiceTitan locations, or by created or modified date range, one page per call.

List the custom field types defined for locations in ServiceTitan, one page per call.

List the hourly labor rates set per customer location and labor type in ServiceTitan, one page per call.

List the notes on one location in ServiceTitan, one page per call.

List locations in ServiceTitan, one page per call, filtered by customer, name, address, ids or dates.

List the custom field types defined for customer memberships in ServiceTitan.

List customer memberships in ServiceTitan, filtered by customer, status, duration, billing frequency or created/modified time.

Return the status change history of one customer membership in ServiceTitan.

List the discounts granted by one membership type in ServiceTitan.

List the duration and billing options of one membership type in ServiceTitan, with their prices.

List the recurring services included in one membership type in ServiceTitan.

List membership types in ServiceTitan, the templates that memberships are sold from.

List ServiceTitan non-job appointments (technician time blocked for non-customer activities), one page per call, filtered by technician, start range or timesheet code.

List non-job timesheets (time recorded against timesheet codes) in ServiceTitan, one page per call.

Return every phone number that has opted out of contact in ServiceTitan, with its opt-out type.

List the custom field type definitions available for payments in ServiceTitan, one page per call.

List payments received from customers in ServiceTitan, one page per call.

List payment terms (the due-date rules attached to invoices and bills) in ServiceTitan, one page per call.

List payment types (for example cash, check, credit card) in ServiceTitan, one page per call.

List payroll activity codes (earning codes that map earnings to a payroll processor's codes) in ServiceTitan, one page per call.

List payroll adjustments (manually entered earnings or deductions) in ServiceTitan, one page per call.

List payroll job splits across jobs in ServiceTitan, one page per call: one record per technician and job with that technician's split.

List technician job timesheets across jobs in ServiceTitan (dispatch, arrive, cancel and done times), one page per call.

List the technician timesheets recorded on one job in ServiceTitan (dispatch, arrive, cancel and done times), one page per call.

List payrolls (one employee's or technician's pay period record) across all staff in ServiceTitan, one page per call.

List the payroll settings (hourly rate, hire date, manager, external payroll id) of employees and technicians in ServiceTitan, one page per call.

List pricebook categories in ServiceTitan, optionally only Services or Materials categories.

List discounts and fees in the ServiceTitan pricebook, with optional search text and category filters.

List equipment items in the ServiceTitan pricebook (sellable catalog entries such as furnaces), with optional search text and category filters.

List the cost types that can be assigned to materials in the ServiceTitan pricebook.

List the material markup tiers in the ServiceTitan pricebook, each a from/to range with the markup percent applied to it.

List materials in the ServiceTitan pricebook, with optional search text, category, and cost type filters.

List services in the ServiceTitan pricebook, with optional search text and category filters.

List the budget codes of one ServiceTitan project, one page per call, optionally filtered by budget code, segment or segment item IDs.

List the child items under one item of a budget code segment within a ServiceTitan project, one page per call.

List the items of one budget code segment within a ServiceTitan project, one page per call.

List the budget code segments of one ServiceTitan project's work breakdown structure.

List the custom field types available for ServiceTitan projects, one page per call.

List the daily logs of one ServiceTitan project, one page per call, optionally limited to a date range.

List the notes on one ServiceTitan project, one page per call.

List ServiceTitan projects, one page per call, filtered by customer, location, status, job, technician, manager or date ranges.

List the project statuses configured in ServiceTitan, one page per call.

List the project sub statuses configured in ServiceTitan, one page per call, optionally for one parent status.

List the project types configured in ServiceTitan, one page per call.

List proposal templates in ServiceTitan, which map the options of a proposal type to estimate templates.

List proposal types in ServiceTitan with their options.

List the contact entries on one booking in ServiceTitan that belongs to a given booking provider, one page per call.

List the bookings in ServiceTitan that belong to one booking provider, one page per call.

List the purchase order markup tiers in ServiceTitan, each a from/to range with the markup percent applied to it.

List purchase order requests in ServiceTitan, filtered by request status, number, job, project, technician, or date range.

List purchase orders in ServiceTitan, filtered by status, number, job, project, technician, inventory location, or date range.

List purchase order types in ServiceTitan; a type id is required to create a purchase order.

List recurring service events in ServiceTitan, the visits generated from a location's recurring services, filtered by location, job, follow-up status or created/modified time.

List location recurring services in ServiceTitan (a recurring service type applied to one location), filtered by membership, location or created/modified time.

List recurring service types in ServiceTitan, the templates that location recurring services are created from, filtered by membership type, recurrence type or duration type.

List remittance vendors (the pay-to parties for vendor payments) in ServiceTitan, one page per call.

List the report categories in ServiceTitan.

List the reports in one report category in ServiceTitan, with id, name and description.

List customer reviews collected by ServiceTitan Marketing Reputation, one page per call, filtered by date, rating, source, technician, campaign or location.

List the customer booking sessions that went through one Scheduling Pro router in ServiceTitan, with outcome, customer details and any job or booking created.

List the online booking schedulers set up in ServiceTitan Scheduling Pro, with their status and default flag.

List the customer booking sessions of one Scheduling Pro scheduler in ServiceTitan, with customer details, outcome and any job or booking created.

List the custom field types defined for service agreements in ServiceTitan.

List service agreements in ServiceTitan, the maintenance contracts for commercial customers, filtered by customer, business unit, status or created/modified time.

List tag types in ServiceTitan, the labels that can be put on customers, jobs, locations and other records.

List office tasks in ServiceTitan Task Management, one page per call, filtered by status, priority, assignee, customer, job, project or dates.

List tax zones and their tax rates in ServiceTitan, one page per call; with no filter every active tax zone is returned.

List ServiceTitan dispatch teams, one page per call.

List the payrolls (pay period records) of one technician in ServiceTitan, one page per call.

List technician ratings in ServiceTitan, one page per call, filtered by technician, job or dates.

List technicians in ServiceTitan, the field staff who work jobs, filtered by name or user id.

List ServiceTitan technician shifts, one page per call, filtered by technician, shift type (Normal, OnCall, TimeOff), time range, or text in the title or note.

List ServiceTitan technician skills, one page per call, optionally for one technician.

List timesheet activities (blocks of time recorded against an activity type, from the Timesheets API) in ServiceTitan, one page per call.

List timesheet activity categories, the groups that activity types belong to, in ServiceTitan, one page per call.

List timesheet activity types in ServiceTitan, one page per call.

List timesheet codes in ServiceTitan, one page per call.

List trucks in ServiceTitan inventory, the vehicle inventory locations assigned to technicians.

List user roles in ServiceTitan, the permission sets assigned to employees and technicians.

List historical driving events for FleetPro vehicles in ServiceTitan, by VIN and time window.

List historical GPS positions for FleetPro vehicles in ServiceTitan, by VIN and time window.

List every FleetPro vehicle in ServiceTitan with its VIN, name and driver.

List the custom field types defined for ServiceTitan vendors, with each type's data type and options.

List inventory vendors (suppliers) in ServiceTitan, filtered by name, ids, active status, external data, or date range.

List warehouses in ServiceTitan inventory; warehouse ids are used as inventory locations on purchase orders, returns, and trucks.

List ServiceTitan dispatch zones, one page per call.

Check the opt-out status of specific phone numbers in ServiceTitan.

Mark one or more AP bills as exported to an external accounting system in ServiceTitan.

Mark one or more AP credits as exported to an external accounting system in ServiceTitan.

Mark one or more AP payments as exported to an external accounting system in ServiceTitan.

Mark one or more bank deposits as exported to an external accounting system in ServiceTitan.

Mark one or more credit memos as exported to an external accounting system in ServiceTitan.

Mark one or more expense transactions as exported in ServiceTitan.

Mark one or more inventory bills as exported to an external accounting system in ServiceTitan.

Mark one or more invoices as exported to an external accounting system in ServiceTitan.

Mark a recurring service event complete in ServiceTitan by linking it to a job.

Mark a recurring service event incomplete in ServiceTitan by unlinking it from a job.

Check budget code strings against the company-level ServiceTitan budget codes; each input code comes back with a validity flag and the budget codes it matches.

Check budget code strings against the budget codes of one ServiceTitan project; each input code comes back with a validity flag and the budget codes it matches.

Reject a ServiceTitan purchase order request by its request id, with a required rejection reason.

Remove the confirmation from a ServiceTitan job appointment, returning it to unconfirmed.

Remove the hold from a ServiceTitan job appointment that was put on hold.

Remove one tag type from one customer in ServiceTitan.

Detach installed equipment from a ServiceTitan equipment system, by system id and a list of installed equipment ids.

Undo the cancellation of a ServiceTitan job that was canceled.

Remove one tag type from one location in ServiceTitan.

Remove one or more tag types from several customers in ServiceTitan in one call.

Replace a contact in ServiceTitan with the values sent.

Replace a contact method of a contact in ServiceTitan with the values sent.

Replace an external journal entry in ServiceTitan, including all of its lines.

Move a ServiceTitan job appointment to a new start and end time, and optionally a new arrival window.

Mark an estimate as sold in ServiceTitan and credit the sale to a technician.

Send an account invitation to a ServiceTitan employee.

Send a password reset link to a ServiceTitan employee.

Send an account invitation to a ServiceTitan technician.

Send a password reset link to a ServiceTitan technician.

Set the work-performed summary for one technician on a ServiceTitan job appointment.

Activate or deactivate a ServiceTitan arrival window by setting its active flag.

Attach external data (key/value pairs owned by an application GUID) to a business unit in ServiceTitan.

Start a long-running report data query in ServiceTitan.

Submit a lead form to ServiceTitan with a person's name and optional email, phone, address and summary, creating a lead and returning its id.

Remove one or more technicians from a ServiceTitan job appointment.

Revert a sold estimate to unsold in ServiceTitan.

Set custom field values on one or more AP bills in ServiceTitan.

Set custom field values on one or more AP credits in ServiceTitan.

Set custom field values on one or more AP payments in ServiceTitan.

Replace the special instructions text on a ServiceTitan job appointment.

Replace the start time, duration and business units of a ServiceTitan arrival window.

Change the tenant-wide ServiceTitan arrival window setting that decides whether a job's default start time is the start or the end of the chosen arrival window.

Update fields of an existing booking in ServiceTitan for a given booking provider.

Update one contact entry on a booking in ServiceTitan for a given booking provider.

Update the name or description of a booking provider tag in ServiceTitan.

Update a call record in ServiceTitan: its call type, reason, excuse memo, tag and linked customer, location, job, campaign or agent.

Update a marketing campaign in ServiceTitan.

Rename a marketing campaign category in ServiceTitan or change its active flag.

Change the daily cost of an existing campaign cost record in ServiceTitan.

Update the per-SKU price exceptions of a client-specific pricing rate sheet in the ServiceTitan pricebook, by rate sheet id.

Update a contact's name, title, reference id or archived flag in ServiceTitan.

Update the value or memo of a contact method in ServiceTitan.

Set the value of one communication preference on a contact method in ServiceTitan.

Update a credit memo's summary, date, business unit or active flag in ServiceTitan; only the fields sent are changed.

Set custom field values on one or more credit memos in ServiceTitan.

Update fields of a customer in ServiceTitan.

Update one contact entry on a customer in ServiceTitan.

Update an office employee in ServiceTitan; only the fields sent are changed.

Update the payroll settings of one office employee in ServiceTitan.

Update a ServiceTitan equipment system by id.

Rename a ServiceTitan equipment type or change its active status, by id.

Update an estimate in ServiceTitan.

Update an estimate template in ServiceTitan; only the fields sent are changed.

Set custom field values on one or more expense transactions in ServiceTitan.

Update a ServiceTitan finding by id: its text fields, urgency level, or archived and active status.

Update the file name, URL, or media type of an attachment on a ServiceTitan finding.

Update a general ledger (GL) account in ServiceTitan; only the fields sent are changed.

Update a gross pay item in ServiceTitan and return its id.

Update fields of a ServiceTitan installed equipment record by id.

Update fields of an existing ServiceTitan inventory adjustment by id.

Set custom field values on one or more ServiceTitan inventory adjustments in a single request.

Set custom field values on one or more inventory bills in ServiceTitan.

Set custom field values on one or more ServiceTitan inventory receipts in a single request.

Update fields of an existing ServiceTitan vendor return by id.

Set custom field values on one or more ServiceTitan inventory returns in a single request.

Update a ServiceTitan vendor return type by id.

Update an existing ServiceTitan inventory transfer by id.

Set custom field values on one or more ServiceTitan inventory transfers in a single request.

Update an invoice's header fields, line items or payment settlement status in ServiceTitan; only the fields sent are changed.

Set custom field values on one or more invoices in ServiceTitan.

Update one line item on an invoice in ServiceTitan; item_id names the item to change, and description and quantity are required on every call.

Update the name, status, assignee, due date or description of a task on an invoice in ServiceTitan; only the fields sent are changed.

Update a membership invoice template in ServiceTitan; only the top-level fields sent are changed.

Update fields of a ServiceTitan job; only the fields sent are changed, and job status cannot be changed here.

Update fields of a ServiceTitan job type; only the fields sent are changed.

Update a journal entry's status (Open or Closed) and custom fields in ServiceTitan.

Record the result of syncing a journal entry to an external accounting system in ServiceTitan by setting its sync status.

Replace a payroll labor type in ServiceTitan.

Update fields of a lead in ServiceTitan.

Update fields of a location in ServiceTitan.

Update one contact entry on a location in ServiceTitan.

Set the preferred technician of a location in ServiceTitan.

Update a customer membership in ServiceTitan; only the fields sent are changed.

Replace a ServiceTitan non-job appointment.

Update a customer payment record in ServiceTitan: type, paid date, memo, status and how it is split across invoices.

Set custom field values on one or more payments in ServiceTitan.

Set the status (Pending, Posted or Exported) of one or more customer payments in ServiceTitan in one call.

Update a payroll adjustment in ServiceTitan with a PUT.

Update fields of a ServiceTitan pricebook category by id and return the updated category.

Update fields of a discount or fee in the ServiceTitan pricebook by id.

Update fields of an equipment item in the ServiceTitan pricebook catalog by id.

Update fields of a material in the ServiceTitan pricebook by id.

Replace a material markup tier in the ServiceTitan pricebook by id.

Update fields of a service in the ServiceTitan pricebook by id.

Update fields of a ServiceTitan project; only the fields sent are changed.

Update a proposal template in ServiceTitan; only the fields sent are changed.

Update fields of an existing ServiceTitan purchase order by id; every body field is optional.

Set custom field values on one or more ServiceTitan purchase orders in a single request.

Update a ServiceTitan purchase order markup tier by id.

Update a ServiceTitan purchase order type by id.

Update a location recurring service in ServiceTitan; only the fields sent are changed.

Update a tag type in ServiceTitan; only the fields sent are changed.

Update a technician in ServiceTitan; only the fields sent are changed.

Update the payroll settings of one technician in ServiceTitan.

Update fields of a ServiceTitan technician shift; only the fields sent are changed.

Replace a timesheet activity in ServiceTitan.

Update a ServiceTitan truck by id: name, memo, warehouse, template, assigned technicians, or active status.

Update fields of an existing ServiceTitan inventory vendor by id; every body field is optional, and fields left out are not sent.

Set custom field values on one or more ServiceTitan vendors in a single request.

Update the external data attached to a ServiceTitan warehouse by id.

Update fields of a ServiceTitan dispatch zone; only the fields sent are changed.

Add a line item to an estimate in ServiceTitan, or update an existing one when item_id is given.

Create or update the daily log of a ServiceTitan project for one date.