STACK · GOHIGHLEVEL + SERVICETITANGoHighLevel + ServiceTitan
GoHighLevel + ServiceTitan
working as one.
What AI runs between GoHighLevel and ServiceTitan, and the skills, agents, and industries that use this stack.
AT A GLANCE
GOHIGHLEVELCRM, texting, and marketing automation for local service companies.
SERVICETITANField service management for HVAC, plumbing, and electrical: booking, dispatch, pricebook, invoicing, and memberships.
SKILLS ON THIS STACKLead Intake & Booking, Job Closeout
skills already run on this stack.Lead Intake & Booking · Job Closeout
0new software to learn. You keep both tools.GoHighLevel · ServiceTitan
01 · WHAT IT DOES
Why connect GoHighLevel and ServiceTitan
GoHighLevel and ServiceTitan each do their job well, but on their own they do not share everything. Someone on your team becomes the bridge, copying records from one to the other.
We connect them with AI skills so the work moves between both tools automatically. Claude checks what moves, and anything that touches money or a client waits for your approval.
02 · THE GAP BETWEEN THEM
Every time something changes in GoHighLevel, someone has to update ServiceTitan by hand. Things get missed, and the two never quite match.
Sounds familiar?
You re-type data from GoHighLevel into ServiceTitan
The two tools disagree about the same job or client
Someone spends hours a week keeping them in sync
Updates get missed when that person is out
That's us. Book a call →03 · HOW IT WORKS
What AI runs between them
01New leads create the ServiceTitan customer and book the job
02Memberships about to lapse trigger renewal texts
03Finished jobs trigger a review request
04 · HOW IT CONNECTS
How it connects
The two tools
GoHighLevelCRM, texting, and marketing automation for local service companies.ServiceTitanField service management for HVAC, plumbing, and electrical: booking, dispatch, pricebook, invoicing, and memberships.Skills on this stack
Lead Intake & BookingA form or call creates the CRM contact and the JobTread customer, then books the site visit.Job CloseoutFinal invoice, review request, and warranty record, sent automatically.Agents on this stack
EstimatorRuns on Claude. Writes estimates and scopes of work, and keeps every unsigned bid warm.BookkeeperRuns on Claude. Preps payroll, reconciles time, and closes out jobs in QuickBooks.Office AssistantRuns on OpenClaw. Answers "where's the Smith job?" by text or Slack, and triages the inbox.Industries
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.InspectionsField Reporter, Office Assistant, and Ops Analyst. Built around scheduling, site visits, and fast reports.05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callSometimes partly. We fill the gaps with skills and automations so the whole job runs end to end.
Every run is logged and watched. On a Managed plan, fixing breaks is part of the service.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.