Trial-stall checks for contractors on ServiceTitan

• Scheduling Pro (online scheduler) is set up under Settings > Integrations > Marketing Integrations; in Services Offered Advanced Settings you choose whether online appointments land on the Dispatch board as jobs or in Calls > Bookings as bookings.^[7]
• To be alerted to online bookings, create a tag named "Scheduling Pro" (Settings > Operations > Tag Types), then add an alert in Settings > Integrations > Alerts with Type "Booked Job" or "Booking Request Received" and the Scheduling Pro tag.^[7]
• Capacity has four options (Adaptive Capacity, Adjustable Capacity Planning, Business Hours, Custom Capacity); the guide focuses on Adaptive Capacity for ServiceTitan Max users and calls it the most flexible.^[7]

Where the numbers live

• Reminder Notifications live under Settings > Communications > Customer Notifications > Reminder Notifications; on the Settings tab they can go "24 hours before a scheduled appointment" or at "a specific time the day before the appointment".^[6]
• Reminders are switched on with the toggle on the Text and Email tab; text reminders require the default SMS number to be set up and SMS notifications enabled.^[6]
• Reminders can be excluded for specific business units and job types on the Settings tab; the feature is for Administrators and Office Employees.^[6]

• Scheduling Pro webhooks are set up in the developer portal by adding the Schedulers API scope under Scheduling Pro, selecting the two webhook events and giving a delivery URL for each.^[5]
• The Scheduling Pro webhook feature is in Private Preview, limited to specific accounts; the Success Manager must enable it.^[5]

• Full customer list: top toolbar Search > select Customers > apply no filters > Expand icon > "Export to Excel (*.xlsx)".^[4]
• Pricebook: Pricebook > Import/Export > Export or Import tab; files are XLSX, "Include inactive" adds inactive items, and a Business Unit can be selected to export only items in categories linked to that BU.^[3]
• For first-time pricebook setup, export an empty pricebook so fields and sheets are set up; importing an edited file updates only matching items, and ServiceTitan has no vendor-specific templates.^[3]
• Pricebook import/export is listed for administrators and managers.^[3]

• ServiceTitan supports two approved integration paths: ServiceTitan Certified Apps (built and hosted by a third party after ServiceTitan review, no App Key sharing) and Customer-Built Apps.^[2]
• "Customers on The Works or Enterprise Plus package can create Customer-Built Apps"; tunneling apps (a third party using the customer's App Key) are prohibited.^[2]
• Using the Dev Portal needs the permissions "Generate API Application Key" and "Manage API Application Access" enabled by an administrator, and a ServiceTitan login (not Enterprise Hub or Partner Portal).^[1]
• Flow: create an app at developer.servicetitan.io (tenant IDs, API Scope), copy the Application Key, then in Settings > Integrations > API Application Access click Connect New App > Allow Access and generate a Client Secret; V2 APIs use OAuth 2.0 machine-to-machine.^[1]
• An integration environment is requested via Request Access on developer.servicetitan.io; for customers with production systems it is a clone of production data.^[1]

1. Contractor cannot just hand over an API key

   ServiceTitan prohibits tunneling apps that use the customer's App Key; Customer-Built Apps are only for The Works or Enterprise Plus packages, otherwise the vendor must be a Certified App.^[2]

   Fix: Check the contractor's package on the first call and route lower packages to a Certified App path or a CSV/XLSX export.

2. Dev Portal blocked by missing permissions

   The user creating the app needs "Generate API Application Key" and "Manage API Application Access" turned on by an admin, and Enterprise Hub or Partner Portal logins do not work.^[1]

   Fix: Ask the contractor's ServiceTitan admin to grant both permissions before the setup call.

3. Pricebook import can wipe the live pricebook

   Selecting "Deactivate existing pricebook" on import effectively deletes the current pricebook and cannot be undone.^[3]

   Fix: Tell trial users to export first and leave that box unticked when re-importing.

4. Text reminders silently depend on the SMS number

   Text reminders need the default SMS number set up and SMS notifications enabled, and business units or job types can be excluded on the Settings tab.^[6]

   Fix: Check the Text tab, default SMS number and exclusions before blaming no-shows on customers.

5. Booking webhooks are not generally available

   Session Completed and Qualified Abandoned Session webhooks are Private Preview, limited to specific accounts and enabled by the Success Manager.^[5]

   Fix: Do not promise real-time booking capture from Scheduling Pro unless the contractor's account has the preview enabled.

ServiceTitan's own documentation, read on 9 November 2026. Products change menus, plans and limits; if your account shows something different, your account wins.

1. Get started with API dev portal V2
2. Understand approved integration paths in ServiceTitan
3. Import and export your pricebook
4. What is the process for exporting a list of customers to Excel in ServiceTitan?
5. Set up Scheduling Pro Webhooks
6. Enable reminder notifications for customers
7. Set Up Your Online Scheduler in ServiceTitan Max