Connection readiness

Demo ServiceTitan connection model without credentials or API calls.

This page makes the API boundary explicit: what is ready in manual mode, what needs customer input, and what must wait for approved app access, scopes, secure token storage, webhook validation, and a durable sync worker.

Customer
Desert Peak Heating & Air
mode: offline-demo
4
manual-ready
2
API-gated
8
scope families

Connection gates

ServiceTitan app approval

api gated

No partner/app approval is assumed in this demo. API-backed features remain gated until the app, app key, scopes, and customer authorization path are confirmed.

Customer authorization

needs customer

A real customer admin must authorize access before PageToJob can read or write tenant data.

Credential and token storage

blocked

No ServiceTitan credentials or tokens are stored in this offline product. Encrypted storage is required before live connection work.

Webhook readiness

api gated

Webhook verification, replay protection, and event persistence are design requirements, but no webhook endpoint is treated as production-ready without sandbox validation.

Async sync worker

manual ready

The offline handoff simulator produces queue-shaped sync drafts. A real worker needs durable storage, retries, idempotency, and operator-visible errors.

Module gates

Scheduling Pro

needs customer

If enabled, PageToJob can help install or align the scheduler. Without it, the appointment request fallback stays active.

Marketing Ads / Marketing Pro

needs customer

API-backed campaign ROI depends on the customer's purchased modules and granted attribution scopes.

Pricebook

needs customer

Read-only service and offer alignment depends on approved pricebook access. Writes should remain approval-gated.

Memberships

needs customer

Membership and recurring-service growth pages can start manually, then use authorized membership data later.

Accounting / invoices / payments

api gated

Revenue proof from invoices and payments requires explicit authorization and eligible accounting access.

Scope family matrix

CRM: leads, bookings, customers, locations

api gated
booking handofflead synccustomer/location matching

Prefer lead/form or booking handoff before direct job creation.

Jobs / appointments / job types

api gated
job type importbooked-job matchingjob status proof

Direct job creation should stay gated behind validated customer, location, job type, business unit, campaign, and appointment rules.

Settings: business units and company configuration

api gated
business unit importmapping coveragedrift detection

Useful for read-only mapping and drift monitoring.

Dispatch: zones and service areas

api gated
service area importzone driftcapacity-aware CTA checks

Manual zone review remains available before API approval.

Marketing / attribution

api gated
campaign importcampaign revenue pagesROI proof

Manual UTM and campaign plans work now; automated attribution waits for approved access.

Pricebook services and categories

api gated
service content alignmentoffer driftpricebook-aware pages

Start read-only and diff-based. Avoid writes until explicit approval exists.

Memberships and recurring service

api gated
membership pagesrecurring-service campaignsreactivation audiences

Manual membership offers can be mapped in the Titan Map today.

Invoices, payments, and revenue

api gated
revenue attributioncampaign proof packetsclosed-loop reporting

Use supplied exports for manual proof until API-backed revenue access is authorized.

Feature readiness

Manual Titan Map and coverage score

mode: manual

Runs from local demo taxonomy and customer-reviewed mappings.

Use during onboarding and monthly drift reviews.

ready

Appointment request fallback

mode: offline

Booking form captures service, urgency, preferred time, source context, and Titan binding.

Keep active until Scheduling Pro or approved booking sync is available.

ready

Booking or lead sync into ServiceTitan

mode: dry-run

Handoff simulator creates structured request, idempotency key, mapped objects, and dry-run payload.

Add durable queue and approved CRM booking/lead endpoint after app authorization.

crm
api gated

Read-only taxonomy import

mode: manual

Manual taxonomy importer turns customer-supplied CSV exports into reviewed Titan Map candidates without API access.

Upgrade manual importer to live read-only API import after sandbox access confirms endpoint availability, scopes, and rate limits.

jpmsettingsdispatchmarketingpricebookmemberships
api gated

Website drift monitor

mode: manual

Manual/demo drift findings compare site bindings against local taxonomy and capacity rules.

Upgrade to imported taxonomy once scopes are granted.

manual ready

Campaign revenue proof

mode: manual

Campaign page plans and launch packet use demo outcomes or supplied exports.

Connect attribution and accounting scopes only after eligibility is confirmed.

marketingaccounting
manual ready

API guardrails

  • - This is an offline readiness model. It does not store ServiceTitan credentials, request tokens, call ServiceTitan APIs, or claim marketplace approval.
  • - Live API features require customer authorization, eligible ServiceTitan modules, granted scopes, approved app access, secure token storage, and sandbox validation.
  • - Manual Launch, Growth, and Operations Monitor packages can be sold without API access when positioned as customer-reviewed ServiceTitan-ready website work.