We totally get it — when you see a long list of permissions, it's natural to wonder “why do they need all of this?” This document breaks down every permission we request, explains which ones we actively use, and is upfront about which ones we don't need and plan to remove.

We last audited our permission footprint against our codebase in March 2026. This document reflects that audit.

We only use permissions we genuinely need to make the integration work. We don't collect data we don't use, and we don't create or modify anything in ServiceTitan that you haven't asked for. Every piece of this integration exists because it directly enables a feature that helps you sell more HVAC jobs.

When you connect SetSale to ServiceTitan, SetSale becomes a companion to your existing workflow — not a replacement. You still create your jobs and manage your dispatch in ServiceTitan the way you always have. SetSale handles the quoting side and then syncs those quotes as estimates so your field team sees exactly what the customer agreed to.

No. We do not call any write endpoints for:

These permissions are currently enabled in our app but are not used by our integration. We are working to remove them.

Yes, absolutely.

For the permissions listed above, removing or restricting them will not break anything in our integration today. Further down in this document, we provide the complete list of permissions that are safe to remove and the minimum set we actually require.

The core integration breaks.

SetSale needs write access to:

Without write access to these resources, quote sync and estimate selling stop working.

Yes.

If you create categories named exactly:

SetSale will detect and use them instead of creating new ones.

The same applies to vendors — if a vendor named “SetSale” already exists, we'll use it.

Yes. Our most recent audit was completed in March 2026.

We reviewed every API call our integration makes and identified a number of permissions that were enabled but not used. These were over-provisioned during initial development, and we are actively trimming the integration down to the minimum required set.

These permissions require both read and write access. Removing write access for any of these will break core integration features.

What it means:
We can create, read, update, and manage estimates in ServiceTitan.

What we actually do:
This is the core of the integration. Every quote option in SetSale becomes an estimate in ServiceTitan.

This ensures your dispatch team always sees exactly what the homeowner approved.

What it means:
We can search your equipment pricebook and create new equipment items.

What we actually do:
Quotes include equipment such as:

To place these on a ServiceTitan estimate we must match them to pricebook items.

Workflow:

New items go into the category SetSale Equipment & Services.

We also update price and active status for equipment that SetSale originally created.

What it means:
We can search your materials pricebook and create new materials.

What we actually do:
Quotes may include parts like:

We search for existing items first and only create new ones if necessary.

New items are placed into SetSale Materials.

What it means:
We can search your service pricebook and create service items.

What we actually do:
Service items include things like:

If the service doesn't exist in your pricebook, we create it.

New services are placed in SetSale Equipment & Services.

What it means:
We can read and create pricebook categories.

What we actually do:
When we create items, they need a category.

SetSale creates two dedicated ones:

We never modify your existing categories.

If these categories already exist, we use them instead.

What it means:
We can search and manage vendor records.

What we actually do:
We look for a vendor named SetSale.

If it doesn't exist, we create it.

When equipment or materials are created, we link this vendor so your team knows where those items originated.

If vendor creation fails, the pricebook item is still created — just without vendor linkage.

What it means:
We can search for and create technicians.

What we actually do:
When an estimate is marked Sold, it must be assigned to a technician.

We attempt to match the SetSale user to a technician:

If no match exists, we create a shared technician called SetSale Technician, used as a fallback.

We add notes to jobs when important events happen, such as:

Notes are always labeled with [SetSale] and we never read, modify, or delete existing notes.

In some cases ServiceTitan requires a technician to be assigned before estimate items can be created.

This permission acts as a fallback mechanism so estimate sync completes successfully. We do not manage your appointment schedule.

These permissions are used only to read information from ServiceTitan.

Used to display customer information when searching for jobs.

Used to display service addresses when searching for jobs.

Used by SetSale’s job search feature so salespeople can link quotes to existing jobs.

Used when creating the fallback technician.

Used to assign the correct role when creating the fallback technician.

Used when assigning income and cost-of-sales accounts to newly created pricebook items.

Only used if Sync Discounts is enabled in SetSale.

When enabled, SetSale creates discount SKUs for:

If this feature is not used, the permission can be removed.

We do not call employee endpoints directly. However, ServiceTitan requires this permission to be enabled for technician creation to work. This appears to be a platform dependency.

The following permissions are currently enabled but not used by our integration and are safe to remove:

Estimates are dismissed rather than deleted.

We do not change customers, job types, or existing pricebook items.

We do not manage dispatch, service agreements, or marketing campaigns.

Every item created exists because it was needed for a specific estimate.

Everything else currently enabled can be removed without affecting the integration.

If anything in this document is unclear or you have concerns about a particular permission, our support team would be happy to walk through it with you.

One important note: ServiceTitan does not allow different permission sets per customer, so the permissions requested are applied globally across all SetSale users. We are actively working to remove unused permissions from our configuration so this concern becomes moot for everyone.