Procure-to-Pay (P2P) glossaryLast updated on 05/22/2022

A pre-release that is open to any ServiceTitan user who wants to participate. Any user can use the product and give feedback as the official release approaches.

A pre-release which is limited to certain users.  Users must be selected to use the product and be approved before they have access.

The official release of the product. All users are given access.

The process of how ServiceTitan connects directly to the supplier and validates user accounts.

The process of managing content using  Pricebook Connect.

The process of how the costs from the supplier catalog can be synced to the contractors' catalog for periodic updates.

The ability to create purchase orders in ServiceTitan and send them digitally to the supplier.

Used to retrieve up-to-date costs from the supplier. Only triggered when the purchase order is created.

Used to retrieve up-to-date quantity levels at that specific time from the supplier. Only triggered when the purchase order is created.

Used when home service providers purchase items from a branch other than their default. Commonly due to availability, urgency, and/or proximity to a job site.