Fax From ServiceTitan — Invoices and Work Orders via a Middleware Call to Our API
Field-service shops on ServiceTitan sometimes fax invoices, permits, or warranty paperwork to suppliers and municipal offices. Send FAX Mail is not in ServiceTitan's marketplace, and we do not claim a built-in connector. The honest route uses ServiceTitan's developer API and webhooks with a middleware service you run: it pulls the document ServiceTitan produced and posts it to our REST API. ServiceTitan stays the system of record; the middleware bridges it to faxing.
Plan requirement
This depends on our REST API and webhooks, part of the Business ($79.99/mo) and Enterprise ($169.99/mo) plans; a lower-plan key is refused. ServiceTitan's API access and webhooks require the appropriate ServiceTitan developer credentials on their side. The bearer key lives in your middleware, not in ServiceTitan itself.
How it works
ServiceTitan exposes API endpoints and can fire webhooks on events like an invoice being created or a job completing. You run a small middleware service that authenticates to ServiceTitan, and when the event you care about fires, it retrieves the relevant document — an invoice PDF, a work-order summary, a permit — and POSTs it to /v1/faxes with the destination number. If the document is available at a URL your middleware can expose over HTTPS, pass it as document_url; otherwise send the bytes inline. The fax id is stored against the ServiceTitan record, and a registered fax webhook lets the middleware mark delivered or failed so the office staff can see it.
What you can do
- ✓Fax a ServiceTitan invoice, work order, or permit to a supplier or agency
- ✓Drive the send from a ServiceTitan webhook via a middleware service
- ✓Pull the document over ServiceTitan's API, then POST it to /v1/faxes
- ✓Pass a document_url or inline bytes depending on how the file is stored
- ✓Store the fax id against the ServiceTitan job or invoice for tracking
- ✓Reconcile delivered or failed through a registered fax webhook
Setup steps
- 1Put the account on Business or Enterprise and create a key at /dashboard/developers
- 2Obtain ServiceTitan API credentials and configure the relevant webhooks
- 3Run a middleware service that authenticates to ServiceTitan
- 4On the event, pull the document and POST it to /v1/faxes with the number
- 5Store the returned fax id against the ServiceTitan record
- 6Register a fax webhook so the middleware can update delivery status
Example
// Middleware behind a ServiceTitan webhook (Node)
const pdf = await serviceTitan.getInvoicePdf(event.invoiceId);
await fetch("https://www.sendfaxmail.com/v1/faxes", {
method: "POST",
headers: { Authorization: "Bearer sfm_live_xxxxxxxx",
"Content-Type": "application/json" },
body: JSON.stringify({
to: event.supplierFax,
document: { content: pdf.base64, content_type: "application/pdf" },
}),
});ServiceTitan Fax — FAQ
No, and we would not imply a listing exists. You connect through ServiceTitan's developer API and webhooks with a middleware service you operate, which then calls our REST API. There is no packaged connector to install from ServiceTitan — you own the credentials on both sides and the glue in between.
It holds credentials for both systems. It authenticates to ServiceTitan to receive webhooks and pull documents, and it holds the bearer key to POST those documents to /v1/faxes. Keeping the key in the middleware rather than in ServiceTitan means your fax credential never lives inside the field-service platform.
The paperwork that recipients still require on fax — supplier invoices, purchase orders, permit applications to a municipal office, or warranty claims. Your middleware retrieves whichever document the triggering event produced and sends it, so the fax carries exactly the file ServiceTitan generated for that job.
Store the fax id on the ServiceTitan job or invoice when you send, then register a webhook for fax.delivered and fax.failed. When an event arrives, the middleware matches the id back to the record and updates a note or status field, so dispatch and office staff can confirm the paperwork reached its destination.
Build with the ServiceTitan Fax
API access and webhooks are included on the Business and Enterprise plans. Create a key at /dashboard/developers and start sending.
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