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Data pull and refresh

What Titan Connect copies from ServiceTitan, how long the copy lasts, and how automatic refresh works.

The chat never calls ServiceTitan while answering. It only reads a local copy already in your private backend.

What gets pulled

Ten areas are pulled, using the names shown in the ServiceTitan developer portal:

  • Business units
  • Customers
  • Locations (shown as Service locations in the pull)
  • Jobs
  • Appointments
  • Estimates
  • Invoices
  • Memberships
  • Recurring service events
  • Installed equipment

Date range

You choose a date range of 3, 6, 12, or 24 months in Settings. New copies default to 6 months.

  • Jobs, appointments, estimates, invoices, and recurring service events are pulled for that window.
  • Business units, memberships, and installed equipment are pulled in full (current state, not limited to the window). Memberships include active, canceled, and expired agreements.
  • Customers and locations are not listed as a full tenant dump. They are fetched by id, only the ones the other pulled rows actually point at, so answers do not silently drop records.
  • If an area does not respond, it is named in the pull summary with the reason.

The copy expires after 24 hours

Every row in a pull expires 24 hours after that pull started. All rows in a pull expire together. There is no archive, no history, and no trend feature.

When the copy expires, the chat stops answering and shows that your data has expired, with a button to pull the data again. A pull takes a few minutes and can be run as often as you like.

Automatic refresh

  • Settings lets you choose the date range and a refresh hour. New copies default to 2 AM.
  • The time zone is saved from your browser when you change these settings.
  • A scheduled refresh starts after that local hour, and only if more than 12 hours have passed since the latest completed pull started.
  • You can also press Pull now.

While a pull is running

  • The previous completed copy stays readable until the replacement finishes, unless it has already expired.
  • If a pull makes no progress for 30 minutes, it is marked failed and the app shows a notice with a Pull now button.
  • Chat never reads an unfinished pull.
  • After each completed refresh, ready-made answers for the starter questions are rebuilt so those questions stay fast. See Asking questions.

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