Getting your data out of ServiceTitan: customer lists, reports, the API and the Open Data Pledge

What can you export from ServiceTitan?

ServiceTitan documents three routes: list exports from Search, report exports from the Reports area, and the V2 API through its developer portal. It also publishes a one-paragraph promise called the Open Data Pledge. We read each page on October 19, 2026. ServiceTitan keeps several near-identical copies of many help articles for different trades, and the steps below come from the general versions.

How do you export a customer list from ServiceTitan?

ServiceTitan's help article for office staff gives these steps (ServiceTitan help: exporting a list of customers to Excel):

1. In the top toolbar, click Search.
2. From the dropdown, select Customers. Don't apply any filters. ServiceTitan says this "pulls up all Customer Records in your account."
3. Click the expand icon and select Export to Excel (*.xlsx). The file starts downloading.

A second article, written for owners who want to email customers outside the system, shows the same search with two choices on the export menu: Export to Excel (.xlsx) or Export to CSV (.csv). It adds that if the export fails, you should ask an administrator for the permission or to run the export (ServiceTitan help: exporting a list of all customer emails).

Commercial accounts with many service locations need one more step. ServiceTitan's answer for a customer with over 100 locations is a custom report built on the Locations template, filtered by customer name, then exported to XLSX or PDF (ServiceTitan help: export a list of locations for one customer).

How do you export jobs from ServiceTitan?

Job lists come out of Search too, but only for staff with the right permission. ServiceTitan's help article notes that "after a recent update, the option to export job lists" to Excel was no longer available. The fix is a permission (ServiceTitan help: export job lists to Excel):

1. Log in as an administrator or manager and open Settings.
2. Go to People, then Employees, find the employee and click Edit.
3. On the Permissions tab, enable Allow exporting search results and save.
4. Search for the jobs and click Export to Excel (*xlsx).

For anything richer than a list, use reports. ServiceTitan's reporting article says to run the report, click Export above the results, and choose Export to XLSX for a spreadsheet or Export to PDF for printing. A checkbox lets you export only aggregated data; leave it unchecked when you want every row (ServiceTitan help: Run, filter, and export reports). Access to reports depends on reporting permissions, so the person running the exports may need an admin to grant them.

A sensible export set for most shops: customers, locations, jobs, invoices, payments, estimates, memberships or service agreements, equipment and the pricebook. Build or pick a report for each, set the widest date range, include every column, and export. If a big date range times out, split it by year.

What does the ServiceTitan Open Data Pledge promise?

The pledge is a short statement on ServiceTitan's site. Its central sentence says ServiceTitan pledges "to enable the seamless export of customer data to a CSV format, so that if or when a customer chooses to go elsewhere, they are free to do so with as little obstacle and with as much convenience as possible" (ServiceTitan: Open Data Pledge).

That is a clear public commitment, and few vendors in this market publish anything like it. Read it for what it says, though. It covers export of customer data to CSV. It doesn't list which record types count as customer data, set a deadline for providing the export, or say whether photos and attachments are included. If you are leaving, quote the pledge in a written request to your Customer Success Manager and ask them to confirm, record type by record type, what you will receive and when.

Can you use the ServiceTitan API to export data?

Yes, with admin help. ServiceTitan's quick-start guide says the V2 APIs offer endpoints for "Jobs, Projects, Invoices, Payroll, Pricebook, and more," using OAuth 2.0 with a machine-to-machine grant (ServiceTitan help: Get started with API dev portal V2). The setup runs in two halves:

• In the developer portal. Sign in at developer.servicetitan.io with a ServiceTitan account (not an Enterprise Hub or Partner Portal login), create an app, add your tenant ID, choose the API scopes and copy the application key.
• In ServiceTitan. Under Settings, Integrations, API Application Access, connect the app, allow access, copy the Client ID and generate a Client Secret for your developer.

Reaching the portal requires two permissions enabled by an administrator: Generate API Application Key and Manage API Application Access. The portal sign-in offers both an integration environment login and a production login, so confirm with your developer which one the export script will run against. For a one-time export, give the developer only the API scopes covering the records you need, and disconnect the app when the job is done.

Can you export photos and attachments from ServiceTitan?

ServiceTitan's help center explains how to add notes, media and file attachments to records, but we found no article on bulk-downloading them when we searched its published index on October 19, 2026. Treat bulk export of photos and attachments as not published. Include them by name in your written request under the Open Data Pledge, and save critical files by hand if the answer is unclear.

How does leaving ServiceTitan work?

ServiceTitan publishes no prices or contract terms on its pricing page, which asks you to request a demo. Its help article on cancelling says to contact your Customer Success Manager to cancel ServiceTitan Core or any Pro products, with contact details and a scheduling link on the TitanAdvisor page (ServiceTitan help: Cancel your ServiceTitan subscription). Notice periods, renewal dates and what happens to your data afterward are set by your signed agreement, so pull that agreement out and read it before you set a date.

Order matters:

1. Read your agreement for the term end date, notice period and any data clause.
2. Run every export above while all users still have access.
3. Send the written Open Data Pledge request and keep the reply.
4. Check each file: row counts, date ranges, open balances.
5. Only then give notice through your Customer Success Manager.

Our guide on switching from ServiceTitan covers what other products import, and our guide to field service software contracts and cancellation compares the published terms of the main vendors. If you are still choosing, our ServiceTitan alternative page explains who ServiceTitan suits. It is built for larger residential and commercial shops with dispatchers, memberships and call centers, and for many of them it is the right tool.

One line on our approach: our custom CRM work puts the database in your company's own account, carries no per-user fees from us, and comes with no published price list and no promised results.

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