Field Service

AI Receptionist for
ServiceTitan

Connect ServiceTitan to your AI so it can recognize existing customers and read equipment and service history — a read-only lookup on web chat, Facebook, Instagram, and WhatsApp; new jobs are booked on your connected calendar.

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How It Works

Get your ServiceTitan AI Receptionist 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

Connect a calendar (Google, Outlook, or Cal.com) so your AI can book new jobs, and it starts recognizing customers on chat with live ServiceTitan history.

Key Features

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

Customer Lookup

On web chat and WhatsApp, your AI searches ServiceTitan customers by phone, address, or name — reading equipment on file, membership status, service history, and open estimates.

Service History

Your AI reads a customer's service history — past jobs, installed equipment, maintenance records, and open recommendations — for context-rich support, so a repeat caller isn't starting over.

Booking on Your Calendar

New jobs are booked on your connected calendar — Google, Outlook, or Cal.com — with real-time availability, not written into ServiceTitan.

Read-Only by Design

The ServiceTitan integration reads customer and history data; it does not create jobs, dispatch technicians, or write to ServiceTitan. New-job details are captured for your team.

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AI Receptionist for ServiceTitan Example Prompts

Copy and paste these prompts into your ServiceTitan AI Receptionist 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 Receptionist for ServiceTitan handles a real conversation.

Caller

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

AI Agent

Sorry to hear that — let me pull up your account. What's the address?

Caller

1445 Oak Street.

AI Agent

Found it — we installed a Carrier 24ACC636 there in June 2025, and your last maintenance visit was October, still under installation warranty. For the cooling issue I can get a diagnostic on the calendar; we have tomorrow 8 AM to noon open. Would that work?

Caller

Tomorrow morning works.

AI Agent

Booked for tomorrow, 8 AM to noon on our calendar — the technician will call 30 minutes before arrival, and the diagnostic is covered under your warranty. Anything else?

Frequently Asked Questions

Can it book jobs directly in ServiceTitan?
No. The ServiceTitan integration is read-only — your AI looks up customers and service history but does not create jobs or dispatch in ServiceTitan. New jobs are booked on your connected calendar (Google, Outlook, or Cal.com) and the details are captured for your team.
Does it work with ServiceTitan memberships?
Yes, as a read — your AI can see membership status and note membership pricing when it answers, but it does not modify the record.
Does the lookup work on phone calls?
The ServiceTitan lookup runs on text channels — web chat, Facebook, Instagram, and WhatsApp. On a phone call your AI still books on your connected calendar, transfers, and takes messages; the live ServiceTitan query is a chat-surface capability.
Can it see the dispatch board?
No. The integration does not read or write your dispatch board and cannot dispatch technicians. It reads customer and service-history records only.
Does it support multi-location ServiceTitan accounts?
Yes — your AI can read customers and history across the business units and locations you authorize in your ServiceTitan instance.

Built for Field Service Businesses

Your AI receptionist answers every call from the field or the front office — booking jobs, checking status, and capturing details — so you never miss work.

For your firm

  • Win more jobs. Calls are answered while you're on-site, so leads don't go to voicemail.
  • Less phone time. Routine scheduling and status calls are handled automatically.
  • Captured details. Every job request is logged with the info your team needs.

For your customers

  • Reach you anytime. Calls are answered even when crews are busy.
  • Easy booking. Customers can schedule or check a job without waiting.
  • Clear updates. They hear real status on their service.

Ready to Connect ServiceTitan?

Set up your AI + ServiceTitan integration in under 5 minutes.

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