Pika uses ServiceTitan's native APIs to read and write data from ServiceTitan. We use these APIs for all aspects of the product, from syncing estimates to retrieving job and customer information. However, wherever two services intersect, there are often boundaries that result in confusing behavior. This article is meant to help ServiceTitan administrators understand the limits of the integration and how to handle common issues.
Pricebook
Why we need it
Pika uses the ServiceTitan Pricebook to pull equipment information that is enriched using our internal centralized equipment database.
How frequently do we pull information from Pricebook?
Our integration runs every ~24 hours given the volume of data. This means that your latest Pricebook changes may not come into effect until the next business day. For most organizations, this is sufficient since Pricebook changes happen infrequently.
If you need an urgent refresh, please reach out to us via the support bubble in the bottom right and we can run a manual refresh for you.
Do we ever modify the Pricebook data?
No, Pika does not directly modify Pricebook data. We only require write access because ServiceTitan locks certain data behind editor permissions that we require for our service. For example, membership service pricing tables are not publicly available for read-only accounts, but are important for Service Pitch to calculate membership service line item pricing during the sales process.
SalesTech (Sales, Estimates)
Why we need it
We use salestech API endpoints to create, update, and read estimates that are created in ServiceTitan.
Frequency
Given the moment-to-moment nature of estimates, we always pull the latest information from ServiceTitan. If you see that your estimates are not immediately reflected in the Pika platform, please reach out to us with the support bubble in the bottom right.
Pricing and syncing of estimates
Pika computes the price of an estimate to ensure the best possible performance during the sales experience. We do this by reconstructing the base price of each line item using dynamic pricing rules, membership services, and add-ons as well as the labor costs of materials, equipment, and services.
Known limitations
Membership service discounts are applied twice on line items with membership static pricing
Pika correctly calculates the post-membership discount price; however, when adding the line item to an estimate, ServiceTitan will doubly apply the membership discount. We are currently working with the ServiceTitan team to address this issue. In the meantime, we recommend consolidating membership discounts into one of the two strategies: either by relying on MembershipStaticPrice or the membership discount %.
FAQs
If I re-sync an estimate that's already been sold, will ServiceTitan still update?
Yes, re-syncing an estimate will work independent of the estimate status. However, the signed PDF will not change, and the authorized amount on the signature will not change.