Supply Chain

Environments

Do I have access to view changes in the UI for testing purposes?

All developers will get access to one instance of the partner environment (https://partners.servicetitan.com) for performing your development and pre-production testing activities. This environment will be loaded with standard demo data only.

Can each developer in my organization have their own instance of the integration env?

No. Currently, ServiceTitan offers one instance per customer and expects all the users to share the partner environment. If you have a special scenario please contact us by email [email protected] and ServiceTitan will evaluate it.

When can I Go Live?

The requirement for completing the catalog integration includes fully setting up the product catalog for your supplier catalog to display all items that will be accessible for the ServiceTitan customers. The requirements for completing the P2P integration includes sharing your API documents for the integration activation/customer API, bulk/catalog cost, real-time pricing and availability, and branch-based purchasing. In addition, ServiceTitan expects the product catalog to be completed. Once completed, you will need to email [email protected] and let us know you would like to schedule time to discuss a go live plan.

Will I have access to both the test and production environments?

You will have access to both the testing and production environment.

Why does it take time for a user to navigate the partner environment?

Our partner environment has been optimized for API development, thus you may experience some issues with page loading speeds as you navigate the application and view your supplier catalog. To help with subsequent logins to this environment, ServiceTitan highly recommends that you use a Chrome web browser and allow browser caching.

Is it unusual to see “Action cancelled” upon login to the partner environment?

No, ServiceTitan is generating sample data for the environment as part of our standard configuration. If you see the warning, ServiceTitan can suspend the generation of sample data so that it does not disrupt your session.

Why am I seeing “Cannot load module” as I click on the Purchasing module?

Due to the periodic system updates that are performed on an internal schedule, you may see this notification. In order to move forward, you can simply click on the “Reload” button to refresh your web browser. It is highly recommended that you clear your cache and update your Google web browser for the best performance.

Developers

As an existing or potential developer will I get access to the integration environment?

Yes, all developers will get access to one instance of the integration environment which all of the users in your organization can share.

As a developer which environments will I have access to? What data will I have access to in the integration environment?

As a developer, you will have access to the testing environment with standard demo data for your development and testing activities.

Catalog

How do you handle superseded or discontinued items for the catalog?

By updating the “active” field in the corresponding object type (category, material, and/or equipment), you can set the value to FALSE. The “active” boolean field automatically sets to TRUE unless explicitly made FALSE. If true, then it will appear in the UI, if FALSE, then it will not.

What is the best practice for service/equipment/material images?

  • Image Output: PNG for the original image

  • High-Resolution Render

  • Image Size: 1,400 Pixels by 1,400 Pixels (with 100 Pixel Padding on each side)

  • Background must be TRANSPARENT

  • No Shadows visible on the Background

  • ONCE YOU HAVE A PNG that fits the requirements above, convert it to a JPEG that is less than 200KB and upload it to ST.

Are there any recommendations for category logos?

  • Image Output: PNG for the original image

  • High-Resolution Render

  • Image Size: 400 Pixels by 400 Pixels (with 100 Pixel Padding on each side)

  • Background must be TRANSPARENT

  • No Shadows visible on the Background

  • ONCE YOU HAVE A PNG that fits the requirements above, convert it to a JPEG that is less than 100KB and upload it to ST.

Are there any recommendations for supplier catalog images?

  • Image Output: PNG for the original image

  • High-Resolution Render

  • Image Size: 300 Pixels by 300 Pixels (with 100 Pixel Padding on each side)

  • Background must be TRANSPARENT

  • No Shadows visible on the Background

  • ONCE YOU HAVE A PNG that fits the requirements above, send it to ST.

Are suppliers able to send HTML text in the materials or equipment fields?

The "description" field is the only field that fully supports HTML. ServiceTitan does not allow HTML in any of the other fields due to the downstream impact on what the mutual customers will view in their pricebook as they search for items to add to their estimates and/or invoices.

Where can I see the “displayname” and “name” fields in the Partner environment during my validation testing?

The "displayname" field from the API query parameter list is linked to the "name" field used in the materials and equipment section of the pricebook. Similarly, the “name” field is referenced in the UI as the “code” field.

Is there a field equivalent to the “brand” field in the equipment model for the material model?

We do not have an equivalent field for materials. ServiceTitan highly recommends appending the character string for brand information to the “displayname” or “description” fields.

Can I change category types after assigning items?

No, ServiceTitan doesn’t allow categories to be changed after you have assigned items (i.e. materials and/or equipment) to them, but if no items have been assigned to a newly created category it can be changed to another category type.

Can I move an item from materials to equipment (or vice versa)?

You can transition items from material to equipment (or vice versa) by using one of the endpoints listed below. You are able to only re-use the id or name fields of the respective material or equipment item.

  • POST https://masterpricebook.servicetitan.io/master-pricebook/v2/vendor/{vendor}/supplier/{supplier}/equipment

  • POST https://masterpricebook.servicetitan.io/master-pricebook/v2/vendor/{vendor}/supplier/{supplier}/materials

Purchase Orders

Can you accept quantities that are not whole numbers? (i.e. ¼ or 0.25)

No, ServiceTitan has a validation process to check that all quantity values are non-negative whole numbers.