AI Agent for ServiceTitan

How It Works

Get your ServiceTitan AI Agent up and running in minutes.

1

Log into the Client Portal and assign ServiceTitan to any agents that need it.

2

Configure the integration settings and integration prompt in the FONE app.

3

Your AI starts handling service calls with full ServiceTitan data — booking appointments, looking up customers, and checking dispatch availability.

Key Features

Everything your AI needs to handle ServiceTitan inquiries like a pro.

Customer Lookup

Your AI searches ServiceTitan customers by phone, address, or name — pulling up equipment on file, membership status, service history, and open estimates.

Job Scheduling

Callers can book service appointments through your AI. It checks technician availability in ServiceTitan and schedules jobs in the right business unit and job type.

Technician Dispatch

For urgent calls, your AI can check technician availability and capacity boards to provide accurate arrival time windows and dispatch updates.

Service History

Your AI accesses a customer's complete service history — past jobs, installed equipment, maintenance records, and open recommendations — for context-rich phone support.

Get Started ▶ Hear a real call

AI Agent for ServiceTitan Example Prompts

Copy and paste these prompts into your ServiceTitan AI Agent prompt box to get started quickly.

Example 1 — Service Appointment Booking:
"When a homeowner calls needing HVAC, plumbing, or electrical service, ask about the issue, their address, and preferred scheduling window. Book a service appointment in ServiceTitan and let them know their technician will arrive during the scheduled window. Provide the confirmation number."

Example 2 — Emergency Dispatch:
"If a caller reports an emergency — like a burst pipe, gas smell, or no heat in winter — treat it as urgent. Book the earliest available slot in ServiceTitan, flag it as an emergency, and let the caller know a technician will be dispatched as soon as possible. Provide safety tips while they wait."

Example 3 — Estimate Follow-Up:
"When a customer calls asking about an estimate they received, look up their customer record and job history in ServiceTitan. Walk them through the estimate details and answer questions. If they want to approve, update the job status and schedule the work."

View All Integration Prompt Examples →

See It in Action

Here's how your AI Agent for ServiceTitan handles a real conversation.

Caller

My AC stopped blowing cold air. I think you guys serviced it last summer.

AI Agent

I'm sorry to hear that. Let me pull up your account. What's the address?

Caller

1445 Oak Street.

AI Agent

I found your account — we installed a Carrier 24ACC636 unit at that address in June 2025, and your last maintenance visit was October. For the cooling issue, I can schedule a diagnostic visit. We have a technician available tomorrow between 8 AM and noon. Would that work for you?

Caller

Tomorrow morning works.

AI Agent

You're booked for tomorrow, March 14th, 8 AM to noon window. Your technician will call 30 minutes before arrival. Since your unit is still under our installation warranty, the diagnostic is covered. Is there anything else?

Frequently Asked Questions

Can it book jobs directly in ServiceTitan?

Yes. Your AI creates bookings in ServiceTitan with the correct job type, business unit, and customer record — just like your CSRs do. Dispatch rules are followed automatically.

Does it work with ServiceTitan memberships?

Yes. Your AI can check membership status, remind callers about membership benefits, and note membership pricing when scheduling service calls.

How does it handle emergency vs. non-emergency calls?

Your AI is configured with your triage rules. Emergency calls get prioritized with same-day dispatch slots, while routine calls are booked at the next available window.

Can it see the dispatch board?

Your AI accesses technician availability through ServiceTitan's API to provide accurate time windows. It doesn't see the visual dispatch board but knows who's available and when.

Does it support multi-location ServiceTitan accounts?

Yes. The integration works across business units and locations in your ServiceTitan instance. Calls are routed to the correct location based on the customer's service address.