How to Export ServiceTitan Data: Jobs, Invoices and Photos

What ServiceTitan documents about exporting data

ServiceTitan holds years of a field service company's operating history: customers and locations, jobs and appointments, technician notes, photos, estimates, invoices and payments. Its public help center documents exports report by report, not a single "export everything" button. This guide sticks to what ServiceTitan publishes, and says where you need the API or a request to your Customer Success Manager.

ServiceTitan's public commitment is its Open Data Pledge: "we pledge to enable the seamless export of customer data to a CSV format". Its Terms of Use set out the rest, including what happens after the contract ends. Read both before your renewal date.

What you can export inside ServiceTitan

Office staff with the right permissions can export most operating records as spreadsheets. The table lists the documented routes.

How to export ServiceTitan reports, customers and job lists

Reports are the main export route. Go to Reports, open the report, set the filters (date, business unit, technician) and click Run Report. Then click Export and choose Export to XLSX. Leave Export only aggregated data unticked if you want individual rows. Drill-downs open a table showing details for that entry including job and invoice numbers, relevant dates, and more (ServiceTitan).

For jobs, an admin first turns on the permission: Settings > People > Employees > Edit > Permissions, then Find the Allow exporting search results option and enable it. Search for the jobs and click Export to Excel. For customers, go to Search, choose Customers, apply no filters, click the Expand icon and select Export to Excel.

• Export one year at a time so files stay manageable and gaps show.
• Add columns with Edit Report before exporting; use the Reporting Dictionary to find fields such as job type, summary and completion date.
• Export invoice, payment and job costing reports for the same date ranges, so the files reconcile.
• Keep the job number, invoice number, customer and location columns in every export.

Source: ServiceTitan Help: Run, filter, and export reports

Schedule reports for a rolling copy

While you decide what to do with the history, scheduled reports keep a copy arriving by email. Schedule a report from the report list or after you open it, and choose XLSX: ServiceTitan's guidance is to pick it if your recipients use report data in spreadsheets. Filter by date range and business unit ("Select the business units you want to report on. You can add multiple business units."), then set the cadence, for example a Previous Month report, which covers the entire month before the report is delivered.

Scheduled reports are a safety net, not a full export. They carry report rows, not notes, photos or attachments, and very wide reports fail: "If the scope of your report is too wide, an error message displays." Split by date range or business unit, and send them to a mailbox the company controls rather than one person's inbox.

Source: ServiceTitan Help: Schedule reports

Multi-location, franchise and multi-tenant accounts

Many multi-location companies run one ServiceTitan account, called a tenant, and split it by business unit. ServiceTitan says If you have multiple locations, you can assign business units to those, too. Export each location by filtering reports by business unit, and keep the business unit column in every file so locations can be separated later. Deactivated business units need care: ServiceTitan's advice is to "make sure to export any data from our Reporting for your records", because the data "will still exist in the ServiceTitan database but will not be immediately available for on hand reporting" (ServiceTitan).

Larger groups may run several tenants. Enterprise Hub (EH) is ServiceTitan's multi-tenant platform that enables management across multiple ServiceTitan tenants, and it requires an Enterprise Hub network, which your Customer Success Manager sets up. Treat each tenant as its own export: its own reports, its own API connection and its own line in the post-termination request. If one location is being sold or closed, export its tenant or business unit before access changes hands.

Franchisees have one more step. In a franchise instance the franchisor owns the Customer Data unless the franchise agreement says otherwise, and a mass export needs the franchisor's prior consent; the ownership section below quotes the terms.

Source: ServiceTitan Help: Manage tenants in Enterprise Hub

Technician notes, photos and attachments

Notes, media and files can be added to customer and location records, jobs, projects and forms, and ServiceTitan accepts common image, video and document types (ServiceTitan). They usually carry more of the diagnostic detail than any report column, because they show what the technician found and did. One detail affects exports: notes added from the Accounting section only appear within the Accounting section, not on the customer or job record.

We found no help-center page that describes a bulk export of all job photos and attachments. That leaves two routes: the API, which a developer can use to pull attachments job by job, or a written request to your Customer Success Manager for a full export that includes files. Ask which one applies to your account, and get the answer in writing before the contract term ends.

Using the ServiceTitan API for a full history export

For complete job history, the API is the documented route. ServiceTitan says Our V2 APIs offer a range of endpoints for features like Jobs, Projects, Invoices, Payroll, Pricebook, and more. An administrator needs the Generate API Application Key and Manage API Application Access permissions to sign in to the developer portal at developer.servicetitan.io and create an app. In the app you add tenant IDs and select the endpoints it may call, which is its API scope; then you connect it in ServiceTitan's API Application Access settings with Connect New App, and share the Client ID and secret with your developer. ServiceTitan can also provide an integration environment; your integration environment instance will be a clone of your production system and production data.

Plan around the limits. For regular APIs, the standard rate limit is 60 calls per second per application per tenant, and for reporting APIs, the limit is 1 of the same report per minute per tenant. A careful script that pages through customers, locations, jobs, appointments, invoices and attachments by date can pull years of history within those limits. Keep every record's ID so the tables join back together.

What we could not verify: the endpoint reference sits on ServiceTitan's developer portal, which did not render as a readable public page when we checked on 10 November 2026. Before you rely on the API, have your developer confirm in the portal which endpoints return technician notes, appointments and attachments, whether inactive and deleted records are included, and how far back each endpoint reaches.

A data export request to send your Customer Success Manager

Send the request in writing at least 90 days before the term ends, and keep the reply with your contract. Adjust the parts in brackets. Each line maps to a point in the Terms of Use or to a gap in the in-app exports.

• Subject: Complete Customer Data export for [company name], tenant ID [number].
• "Under ServiceTitan's Terms of Use, please confirm how we can receive a complete export of the Customer Data in our account, both before and after termination on [date]."
• "Please confirm the format (.BAK, .MTF or another format), and whether you can also provide CSV extracts of customers, locations, jobs, appointments, estimates, invoices, payments and technician notes."
• "Please confirm whether photos, videos, attachments and form submissions are included, and how each file is linked to its job, so we can match them."
• "Please list any service fees, the expected delivery date, and how long the export will remain available to us."
• "Please include every business unit and tenant on our account: [list]. Please confirm who on our side is an authorized point of contact to receive the data."

What happens to ServiceTitan data after you cancel

Cancellation goes through your Customer Success Manager, whose details are on the TitanAdvisor page (ServiceTitan). After termination, the Terms of Use say ServiceTitan will make commercially reasonable efforts to export and provide to Customer in electronic format the Customer Data in Customer's account (service fees may apply), on the customer's request.

The same clause sets the limits. ServiceTitan makes no representation as to the integrity, completeness or timeliness of the export, and is not obligated to retain the data for greater than 60 days after any termination. After that Export Period it may delete the account. The data is provided in a Microsoft SQL Server backup format (.BAK), standard Microsoft Tape Format (.MTF) or another format ServiceTitan chooses. A .BAK file needs SQL Server and someone who can read it, so ask for CSV extracts as well, and check what you receive.

Source: ServiceTitan: Terms of Use (last updated September 16, 2026)

Who owns ServiceTitan data: you, the franchisor and ServiceTitan

Under the Terms of Use, Customer owns and retains all right, title, and interest in and to all Customer Data, while ServiceTitan owns Aggregate Data, AI Tools, Proprietary Derivatives and Usage Data. Your jobs, customers, notes and photos are yours; ServiceTitan's benchmarks and usage logs are not.

Franchisees face a different rule. Unless the franchise agreement says otherwise, the franchisor, not the franchisee, owns all Customer Data in a franchise instance, and the franchisee agrees not to seek a mass export without the franchisor's prior consent. A franchisee planning to leave, or to license its records, should read its franchise agreement and ask the franchisor first.

Customer records also describe homeowners and businesses: names, addresses, phone numbers, equipment and what was found in their homes. Keep exports encrypted and limited to named staff, and de-identify before anyone outside the company sees them. See the de-identification guide.

Why years of job history matter now

Field service history shows how skilled technicians diagnose and fix equipment: the symptom, the diagnosis, the parts and the outcome. That is scarce on the open web and useful to AI developers building agents for triage, scheduling and troubleshooting. In ServiceTitan the outcome signal is the job summary and technician notes, the invoice items that show what was replaced, the photos, and the jobs that came back. ServiceTitan's own job types make the last point visible: No Charge jobs include Recall jobs, Warranty jobs, and Other complimentary services. A recall linked to the original job shows whether the first fix worked.

There is no reliable public price for service records yet, so the honest answer is that value depends on depth: years in one system, notes and photos linked to each job, and clean removal of customer details. Read selling work orders and service records for AI training, what company data is worth and keeping company data sellable.

Before your ServiceTitan contract ends: a short checklist

Start at least 90 days before the end of the term. The guide to exporting company records before closing covers email, chat and accounting systems, and exporting QuickBooks data covers the books ServiceTitan often feeds.

Once you hold the history, see what it is worth from a few questions about the company, with no files shared.

Not sure whether a buyer or an offer is sound? Origin checks who the buyer is, what the license allows and how the price compares with published deals before anything is signed. Get a free estimate and a second opinion.

• Export job, invoice, payment, technician and job costing reports to XLSX, year by year.
• Export the full customer list and job lists with the export permission turned on.
• Schedule monthly XLSX reports to a company mailbox as a rolling copy.
• Multi-location: export by business unit, including deactivated ones; for several tenants, repeat every step per tenant.
• Pull notes, photos and attachments through the API, keeping job IDs.
• Send the written request above to your CSM, asking for format, files included, fees and delivery date.
• Franchisees: get the franchisor's written consent before any mass export.