Service Titan Knowledge Base

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

Open beta

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.

Closed beta

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

General Availability

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

Integration Setup

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

Catalog Integration

The process of managing content using  Pricebook Connect.

Cost Integration

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

Purchase order integration

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

Real-time pricing

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

Real-time availability

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

Branch-based purchasing

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.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.