OVERALL CONTROL / 0.6-customer-control
Grades and scoring
Data access
25% of the overall score before applicability adjustment.
Scored answers and evidence
Read interface 7.5/10
Structured APIs across the declared product scope
ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention.
Reference catalog covers CRM, dispatch and accounting.
ServiceTitan V2 API reference catalog ↗
Reference · Checked 2026-10-16
Bulk delivery 2.5/10
Manual report download
ServiceTitan customer UI report export to XLSX; API bulk extraction and migration restrictions are not waived by this report route.
Report results export to XLSX or PDF; broader API bulk contract unverified.
ServiceTitan run, filter and export reports ↗
Export a report · Checked 2026-10-16
Query expressiveness 8.8/10
Documented structured API filters
ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention.
Location-contact list accepts modifiedOnOrAfter.
ServiceTitan location-contact list filters ↗
Query parameters · Checked 2026-10-16
Access cost barrier 5.0/10
Higher plan, separately licensed add-on or fixed recurring access fee
ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention.
Customer-built apps require Works or Ent Plus.
ServiceTitan approved integration paths ↗
Customer-Built Apps / To Get Started · Checked 2026-10-16
Third-party accessibility
20% of the overall score before applicability adjustment.
Scored answers and evidence
Third-party eligibility 5.0/10
Separate provider consent or partner agreement required
ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention.
Third-party apps need certification; customer key tunneling disallowed.
ServiceTitan approved integration paths ↗
Certified Apps / Tunneled Apps · Checked 2026-10-16
Downstream permission 0.0/10
Declared downstream use expressly prohibited
ServiceTitan API-derived analytics, bulk extraction and commercial AI use under current public API terms; customer report downloads assessed separately.
API analysis, bulk extraction, migration apps and commercial AI uses are restricted absent express authorization.
ServiceTitan current API Terms of Use ↗
3.4(15), (21), (27), (29), (31)-(36) · Checked 2026-10-16
External action
15% of the overall score before applicability adjustment.
Scored answers and evidence
Write interface -
-
ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention.
Specific current write operation and scopes not established.
ServiceTitan V2 API reference catalog ↗
Reviewed documentation; no applicable scoring contract established · Checked 2026-10-16
Custom application path 5.0/10
Approved third-party applications using fixed interfaces
ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention.
Custom/Authorized Applications need provider-provisioned environments; multi-customer distribution requires written approval.
ServiceTitan current API Terms of Use ↗
2.3 Application Types and Distribution · Checked 2026-10-16
Continuity
15% of the overall score before applicability adjustment.
Scored answers and evidence
Refresh mechanism 7.5/10
Documented updated-since filters or webhooks
ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention.
Modified-time contact filters support scoped polling.
ServiceTitan location-contact list filters ↗
modifiedOnOrAfter · Checked 2026-10-16
Limit visibility 7.5/10
Numeric usage or polling guidance
ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention.
Numeric regular/reporting limits published; throttle recovery not established here.
ServiceTitan default API limits ↗
Workflow Summary · Checked 2026-10-16
CDC and deletion capture 5.0/10
Updates identified; deletion capture not established
ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention.
Contact modified-time queries identify updates; deletion coverage unverified.
ServiceTitan location-contact list filters ↗
modifiedOnOrAfter · Checked 2026-10-16
Replay and gap recovery -
-
ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention.
Durable replay retention and consumer checkpoint unresolved.
ServiceTitan location-contact list filters ↗
Reviewed documentation; no applicable scoring contract established · Checked 2026-10-16
Data exit
20% of the overall score before applicability adjustment.
Scored answers and evidence
Export custody 7.5/10
Customer-held structured files or API records
ServiceTitan customer UI report export to XLSX; API bulk extraction and migration restrictions are not waived by this report route.
Customer report downloads can be used in spreadsheets.
ServiceTitan run, filter and export reports ↗
Export a report · Checked 2026-10-16
Post-cancellation access Disclosure
-
Disclosure only; does not reduce planned-exit credit.
ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention.
No applicable customer cancellation retrieval clause established.
ServiceTitan run, filter and export reports ↗
Reviewed documentation; no applicable scoring contract established · Checked 2026-10-16
Planned migration fidelity 5.0/10
Selected report fields in structured files; broader scope unverified
ServiceTitan customer UI report export to XLSX; API bulk extraction and migration restrictions are not waived by this report route.
XLSX exports selected report results; complete product migration unverified.
ServiceTitan run, filter and export reports ↗
Edit report columns / Export a report · Checked 2026-10-16
Business logic and customization
5% of the overall score before applicability adjustment.
Scored answers and evidence
Logic authoring 2.5/10
External integration code; native business logic portability not established
ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention.
Customers build, host and maintain their own integration software.
ServiceTitan approved integration paths ↗
Customer-Built Apps · Checked 2026-10-16
Rights to custom logic 2.5/10
Customer owns integration code; native workflow rights not established
ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention.
ServiceTitan does not acquire ownership of the application; native workflow rights unestablished.
ServiceTitan current API Terms of Use ↗
12 Ownership · Checked 2026-10-16
Scores are out of 10. * Incomplete evidence discounts verified capabilities (unknown answers stay unknown). Planned migration drives data exit. Scoring method ↗
CUSTOMER CHOICE
Third-party accessibility
Current terms permit customer-only Custom Applications and written-approved multi-customer Authorized Applications through provider-provisioned environments. Customer App Key tunneling is prohibited; a narrow IT-service-provider exception uses uniquely assigned credentials.
Confirm who can connect, who owns the credentials and which uses are permitted. Customer consent and provider approval can be separate requirements; the selected plan and contract still matter.
READ / INTEGRATE
API and export routes
V2 APIs span CRM, dispatch and accounting. A location-contact endpoint documents modified-time filters; it does not establish every object’s extraction or deletion semantics.
| Access route | Authentication | Credential owner | Provider approval | Access requirement | Last checked |
|---|---|---|---|---|---|
| Customer-built app | hybrid | Customer | Yes | works or ent plus; customer creates hosts and maintains app; request integration environment | 2026-10-16 |
| Certified third-party app | hybrid | Integration provider | Yes | servicetitan certification; customer authorizes certified integration; customer app key tunneling prohibited | 2026-10-16 |
| Customer report export | session | Customer | No | reporting permissions; customer downloads xlsx/pdf | 2026-10-16 |
Availability depends on your product, plan and agreement. See the documentation below for the requirements of each route.
ECONOMIC ACCESS
Cost, authentication and limits
The customer-built route requires Works or Ent Plus. Exact prices and certified-partner charges remain unresolved. Standard APIs allow 60 calls per second per app/tenant; the same report is limited to one request per minute per tenant.
Check API entitlement, credential ownership and rate limits for the route you intend to use. Include review fees, customer-plan upgrades and ongoing access charges in the total.
ACT FROM OUTSIDE
External action
V2 provides domain interfaces, but reviewed public material does not establish a specific write operation for this assessment. Verify current methods and scopes before relying on a write.
Validate the supported operation, acting identity and permission scope (read access does not imply write permission). Ambiguous retries and revoked credentials also affect whether an external workflow can run safely.
KEEP ACCESS USEFUL
Continuity
Selected modified-time filters support polling. Current deletion coverage, retained replay and resnapshot guarantees remain unresolved; numeric quota disclosure does not establish recovery behavior.
CDC, deletions and recovery
| Question | Answer / applicable route | Evidence |
|---|---|---|
| Can ongoing extraction identify updates and deleted records on the declared route? | Updates identified; deletion capture not establishedServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention. Contact modified-time queries identify updates; deletion coverage unverified. | ServiceTitan location-contact list filters ↗modifiedOnOrAfterChecked 2026-10-16 |
| How can extraction recover after missed events or an interrupted consumer? | -ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention. Durable replay retention and consumer checkpoint unresolved. | ServiceTitan location-contact list filters ↗Reviewed documentation; no applicable scoring contract establishedChecked 2026-10-16 |
Useful ongoing access includes corrections and deletions, not only the first export. A failed request, changed filter or lost resource permission should not be interpreted as a deleted record.
LEAVE WITH YOUR DATA
Data exit and portability
Customer reports download XLSX files with selected fields. Current API terms restrict bulk extraction and migration-focused apps unless expressly authorized, so report-export credit does not establish API migration permission or complete product recovery.
Test the output against the destination’s required fields and history. Check stable identifiers, relationships, attachments and extraction time; a sample file proves only the coverage of that sample.
BUILD / INSPECT / REUSE
Business logic and customization
ServiceTitan does not acquire ownership of the customer’s application. Native workflow artifact rights remain unresolved (integration code ownership does not establish native workflow portability).
Custom API access, ownership of workflows and the right to export their definitions are separate questions. A custom-app capability alone does not establish that business rules can move to another system.
AGREEMENTS / API DOCS / PROGRAM REQUIREMENTS
Documented conditions
Answers below come from public provider materials. Every answer retains its source check date, scope (a partner agreement does not describe every customer route). Customer contracts and live behavior still need verification.
| Question | Answer / applicable route | Evidence |
|---|---|---|
| What structured read interface is documented? | Structured APIs across the declared product scopeServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention. Reference catalog covers CRM, dispatch and accounting. | ServiceTitan V2 API reference catalog ↗ReferenceChecked 2026-10-16 |
| How can customers retrieve data in bulk? | Manual report downloadServiceTitan customer UI report export to XLSX; API bulk extraction and migration restrictions are not waived by this report route. Report results export to XLSX or PDF; broader API bulk contract unverified. | ServiceTitan run, filter and export reports ↗Export a reportChecked 2026-10-16 |
| What queries can a customer issue outside the provider UI? | Documented structured API filtersServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention. Location-contact list accepts modifiedOnOrAfter. | ServiceTitan location-contact list filters ↗Query parametersChecked 2026-10-16 |
| Who decides whether a chosen third party may connect? | Separate provider consent or partner agreement requiredServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention. Third-party apps need certification; customer key tunneling disallowed. | ServiceTitan approved integration paths ↗Certified Apps / Tunneled AppsChecked 2026-10-16 |
| What extra commercial condition applies to the routes supplying the assessed read capability, relative to the lowest paid plan? | Higher plan, separately licensed add-on or fixed recurring access feeServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention. Customer-built apps require Works or Ent Plus. | ServiceTitan approved integration paths ↗Customer-Built Apps / To Get StartedChecked 2026-10-16 |
| What permission is needed for the documented downstream use? | Declared downstream use expressly prohibitedServiceTitan API-derived analytics, bulk extraction and commercial AI use under current public API terms; customer report downloads assessed separately. API analysis, bulk extraction, migration apps and commercial AI uses are restricted absent express authorization. | ServiceTitan current API Terms of Use ↗3.4(15), (21), (27), (29), (31)-(36)Checked 2026-10-16 |
| Which external write operations are documented? | -ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention. Specific current write operation and scopes not established. | ServiceTitan V2 API reference catalog ↗Reviewed documentation; no applicable scoring contract establishedChecked 2026-10-16 |
| How can customers connect an application they build or choose? | Approved third-party applications using fixed interfacesServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention. Custom/Authorized Applications need provider-provisioned environments; multi-customer distribution requires written approval. | ServiceTitan current API Terms of Use ↗2.3 Application Types and DistributionChecked 2026-10-16 |
| What mechanism supports repeatable extraction of changes? | Documented updated-since filters or webhooksServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention. Modified-time contact filters support scoped polling. | ServiceTitan location-contact list filters ↗modifiedOnOrAfterChecked 2026-10-16 |
| How are integration limits disclosed? | Numeric usage or polling guidanceServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention. Numeric regular/reporting limits published; throttle recovery not established here. | ServiceTitan default API limits ↗Workflow SummaryChecked 2026-10-16 |
| Where can a usable data copy be delivered? | Customer-held structured files or API recordsServiceTitan customer UI report export to XLSX; API bulk extraction and migration restrictions are not waived by this report route. Customer report downloads can be used in spreadsheets. | ServiceTitan run, filter and export reports ↗Export a reportChecked 2026-10-16 |
| What retrieval rights are documented at cancellation? | -ServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention. No applicable customer cancellation retrieval clause established. | ServiceTitan run, filter and export reports ↗Reviewed documentation; no applicable scoring contract establishedChecked 2026-10-16 |
| How can customers define their own business logic? | External integration code; native business logic portability not establishedServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention. Customers build, host and maintain their own integration software. | ServiceTitan approved integration paths ↗Customer-Built AppsChecked 2026-10-16 |
| What rights or portability are documented for custom workflow artifacts? | Customer owns integration code; native workflow rights not establishedServiceTitan V2 customer-built apps on Works/Ent Plus and separately certified third-party apps; customer XLSX report export assessed separately from API content retention. ServiceTitan does not acquire ownership of the application; native workflow rights unestablished. | ServiceTitan current API Terms of Use ↗12 OwnershipChecked 2026-10-16 |
| What usable data or native definitions can leave before cancellation? | Selected report fields in structured files; broader scope unverifiedServiceTitan customer UI report export to XLSX; API bulk extraction and migration restrictions are not waived by this report route. XLSX exports selected report results; complete product migration unverified. | ServiceTitan run, filter and export reports ↗Edit report columns / Export a reportChecked 2026-10-16 |
SOURCES / SCOPE / HISTORY
Sources and open questions
This review is based on the documentation below. Live account behavior and customer-specific agreements haven’t been tested.
Still to confirm
- Certified-app commercial conditions and approval duration
- Specific write operations and granted scopes
- Deletion coverage, replay and full attachments/history
- Cancellation retrieval rights and native workflow portability
- Written exceptions permitting API analytics, bulk extraction or migration
Documentation
Assessment checked 2026-10-16. Each answer retains its source and applicable route; the check date does not establish live account behavior.