ServiceTitan Integration — Proposed Guide
Planned API — Reference OnlyServiceTitan Integration: A possible ServiceTitan workflow could attach approved job context to field-service expenses. Operational job completion should…
Overview
A possible ServiceTitan workflow could attach approved job context to field-service expenses. Operational job completion should remain separate from finance review and reimbursement state.
Key concepts
Map job references, technician identity and business-unit attribution. Compare documented expense context rather than infer amounts from job progress.
Implementation considerations
No job or customer data is accessed. Limit any future synchronization to approved finance metadata and avoid unnecessary customer details.
Illustrative data model
This local fixture shows a possible representation for the concepts above. It is not an endpoint response, production configuration or a claim that the described capability is implemented.
{
"reference_only": true,
"topic": "ServiceTitan Integration",
"job_id": "job_example_123",
"user_id": "usr_example_123",
"expense_id": "exp_example_123",
"cost_center_id": "cost_center_example_123"
}Design review checklist
- Document which organization owns the servicetitan integration representation and which actor may view or change it.
- Test the boundaries of job id, user id, expense id, cost center id using synthetic values, including missing or inconsistent references.
- Before future implementation, obtain an approved contract and review failure behavior. This documentation does not authorize production activation.
Proposed data types
| Name | Type | Description |
|---|---|---|
| job_id | string | Stable fictional job reference; not a secret and not evidence that a resource exists. |
| user_id | string | Stable fictional user reference; not a secret and not evidence that a resource exists. |
| expense_id | string | Stable fictional expense reference; not a secret and not evidence that a resource exists. |
| cost_center_id | string | Stable fictional cost center reference; not a secret and not evidence that a resource exists. |