Partner packet

ServiceTitan partner application packet

A draft review packet for positioning PageToJob as a ServiceTitan-ready website and attribution layer while keeping marketplace approval, app access, and live sync claims gated until they are actually earned.

Packet summary
5
scope rows
5
security answers
7
partner gated
4
blocked
This is a draft packet. It does not claim marketplace approval, certified app status, live tenant access, or granted scopes.

Marketplace listing draft

PageToJob ServiceTitan-Ready Websites

Websites, campaign pages, and launch proof that match how your ServiceTitan shop runs.

PageToJob helps contractors rebuild or refresh their public website around ServiceTitan job types, business units, campaigns, service areas, memberships, booking paths, and proof reports.

Categories
Leads & BookingsWeb SchedulersMarketingBusiness Intelligence & Analytics
Buyer problem

Contractor websites often create demand that does not match ServiceTitan configuration, current capacity, active campaigns, service areas, or revenue reporting workflows.

Differentiation
  • - Manual-first Titan Map deliverable works before API approval or customer authorization.
  • - Website pages, offers, booking fallbacks, and campaign plans are tied to ServiceTitan operating objects.
  • - Drift reports identify stale services, inactive zones, mismatched campaigns, and unsupported offers before public copy changes.
  • - Outcome reports separate supplied/demo proof from API-backed revenue attribution.
Customer outcomes
  • - Faster launch of ServiceTitan-aligned contractor websites.
  • - Cleaner handoff from website demand into dispatch, marketing, and operations review.
  • - Partner-safe upgrade path from manual mapping to approved API-backed sync.

Scope justification

Titan Map import and drift checks

Settings, business units, job types, campaigns, zones

partner gated

Minimum use: Read active operating taxonomy so website pages can be reviewed against real ServiceTitan configuration.

Current mode: Customer-reviewed exports, screenshots, and demo taxonomy.

Read-only access after app approval, customer authorization, and eligible tenant settings.

Booking handoff and manual sync review

CRM, customers, locations, leads or booking requests

partner gated

Minimum use: Attach external IDs and sync state after a visitor submits a website request.

Current mode: Non-PII structured booking envelope and manual notification fallback.

Customer-authorized write or handoff scope plus secure async queue.

Campaign page plan and UTM/source binding

Marketing campaigns and source tracking

needs review

Minimum use: Read campaign/source references to keep landing pages and outcome reports aligned.

Current mode: Manual UTM plan and customer-supplied campaign references.

Eligible Marketing access and approved scopes.

Outcome and revenue proof

Jobs, invoices, payments, and memberships

partner gated

Minimum use: Match website demand to booked jobs and revenue only where match quality can be shown.

Current mode: Demo outcomes or supplied exports; no live revenue claim.

Customer authorization, eligible modules, accounting access where applicable, and reviewed match logic.

Event-driven booking status updates

Webhooks and Scheduling Pro events

blocked

Minimum use: Receive eligible booking or scheduling changes without polling when webhook access is approved.

Current mode: No production webhook receiver is claimed.

Sandbox validation of signatures, replay windows, idempotency, and failure states.

Security and privacy answers

How are ServiceTitan credentials and tokens handled?

needs review

The offline product stores no ServiceTitan credentials, tokens, app keys, or tenant secrets. Live access requires encrypted token references, rotation, disconnect, deletion, and audit logging before credentials are accepted.

View evidence route

What customer data is required?

ready now

The manual product can run from reviewed taxonomy, page mappings, campaign references, and non-PII booking envelopes. API mode should request only feature-specific scopes required for the purchased package.

View evidence route

What happens when ServiceTitan is unavailable?

ready now

Visitor submissions must continue through PageToJob notification fallback. Sync is asynchronous and operator-visible, so an external outage does not erase or block a website lead.

View evidence route

How are retention and deletion handled?

needs review

The implementation playbook defines retention boundaries for leads, booking envelopes, Titan Maps, exports, and future tokens. Live API mode still needs database-backed deletion proof.

View evidence route

How are marketplace and revenue claims controlled?

ready now

Sales copy must separate manual deliverables from API-gated automation, marketplace approval, and live revenue attribution until sandbox and customer evidence exists.

View evidence route

Application checklist

Confirm partner category fit and listing type

Owner: PageToJob

needs review
Next: Ask ServiceTitan partner team whether the product should be listed as an integration, service provider, or both.

Attach minimum scope table to each paid feature

Owner: PageToJob

ready now
Next: Use this packet and the connection matrix to keep requested access narrower than the product roadmap.

Identify customer admin authorization flow

Owner: Shared

partner gated
Next: Start with the access checklist, then validate tenant admin consent, app key handling, and disconnect behavior in an approved sandbox.

Prepare security, privacy, and support answers

Owner: PageToJob

needs review
Next: Review the security packet with customer, legal, and partner reviewers before requesting app approval.

Capture sandbox evidence

Owner: PageToJob

blocked
Next: Use the sandbox validation protocol to run token exchange, imports, booking handoff, webhook rejection, retry, disconnect, deletion, and rate-limit tests once access exists.

Sandbox evidence still required

Authorized tenant connection and token exchange

blocked

Required proof: App key, tenant authorization, token lifecycle, rotation path, and disconnect proof captured without exposing secrets.

No sandbox tenant access in the offline product.

Read-only taxonomy import

partner gated

Required proof: Business units, job types, campaigns, zones, memberships, and pricebook references imported with timestamps and source labels.

Demo taxonomy and manual Titan Map prove the workflow shape only.

Booking or lead handoff with retry

partner gated

Required proof: Queued sync creates or updates the approved ServiceTitan object, stores external ID, retries failures, and leaves manual fallback intact.

Offline sync queue models statuses but does not process jobs.

Webhook verification and replay rejection

blocked

Required proof: Unsigned, stale, duplicate, and unknown events are rejected before processing.

Webhook support is documented as future engineering work.

Closed-loop outcome matching

partner gated

Required proof: Lead-to-job and revenue matches show source fields, confidence, exclusions, and customer review state.

Outcome report uses demo or supplied data only.

Support model

  • - Customer success owner for launch and Titan Map review.
  • - Technical support inbox for sync, mapping, and data access issues.
  • - Emergency lead-safety fallback for booking path or notification failures.
  • - Lead capture or notification outage: same business day review.
  • - Mapping, drift, or campaign update: next business day triage.
  • - API disconnect, revoked scope, or failed sync: next business day triage until production SLAs are approved.
  • - Never delete or rewrite public website content automatically from imported ServiceTitan data.
  • - Never claim booked revenue from unmatched or customer-unreviewed records.
  • - Disable API-backed automation when app approval, scopes, or customer consent are missing.

Source notes and disclaimers

  • - ServiceTitan Marketplace publicly includes partner categories such as Leads & Bookings, Web Schedulers, Marketing, and Business Intelligence & Analytics.
  • - ServiceTitan Marketplace presents partners as approved integrations or service providers, so PageToJob copy must avoid implying approval before review.
  • - ServiceTitan developer access, app credentials, tenant authorization, app key handling, scopes, and sandbox proof remain gating dependencies.
  • - PageToJob is not affiliated with or endorsed by ServiceTitan.
  • - This packet is a draft application asset, not evidence of ServiceTitan marketplace approval or certified app status.
  • - API-backed features require customer authorization, eligible ServiceTitan products/modules, granted scopes, approved app access, secure token storage, and sandbox validation.
  • - The current product does not connect to ServiceTitan, store ServiceTitan credentials, process webhooks, write bookings, sync pricebook records, or claim live revenue attribution.