ServiceTitan
with AI skills + agents
Field service management for HVAC, plumbing, and electrical: booking, dispatch, pricebook, invoicing, and memberships. Here is what we automate in it and what we connect it to.
ServiceTitan + AI
ServiceTitan: Field service management for HVAC, plumbing, and electrical: booking, dispatch, pricebook, invoicing, and memberships. It holds a lot of your business, but on its own someone still moves information in and out of it by hand.
We connect ServiceTitan to the rest of your stack with 2 skills: Lead Intake & Booking, Job Closeout. Each one runs inside the tools you already use, with your approval on anything that touches money or a client.
You pay for ServiceTitan, but your team still copies data out of it, re-types it somewhere else, and chases what is missing.
What AI does in ServiceTitan
How it connects
Skills that use it
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 that log into it
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.Questions, answered.
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Book a 30-min ops callAI answers from this site and can be wrong. David confirms anything that matters on the free call.