ServiceTitan for your voice agent

ServiceTitan is field service management software for home and commercial service contractors. It centralizes jobs, dispatch, estimates, invoicing, inventory, and reporting.

Get startedAll integrations

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in ServiceTitan and paste it on a secure page in Connected apps.
What it reads
324 actions, such as dismiss Estimate, export Appointment Assignments and export Appointments.
What it changes
261 actions, such as activate Employee Account, activate Technician Account and add Credit Memo Splits.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 585. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

ServiceTitan actions

Reads 324

  • Dismiss Estimate
  • Export Appointment Assignments
  • Export Appointments
  • Export Bookings
  • Export Business Units
  • Export Calls
  • Export Customer Contacts
  • Export Customers
  • Export Employees
  • Export Equipment Systems
  • Export Estimates
  • Export Gross Pay Items
  • Export Installed Equipment
  • Export Inventory Adjustments
  • Export Inventory Bills
  • Export Inventory Returns
  • Export Inventory Transfers
  • Export Invoice Items
  • Export Invoices
  • Export Invoice Templates
  • Export Job Canceled Logs
  • Export Job History
  • Export Job Notes
  • Export Jobs
300 more
  • Export Leads
  • Export Location Contacts
  • Export Locations
  • Export Memberships
  • Export Membership Status Changes
  • Export Membership Types
  • Export Payments
  • Export Payroll Activity Codes
  • Export Payroll Adjustments
  • Export Payroll Job Splits
  • Export Payroll Job Timesheets
  • Export Payroll Settings
  • Export Pricebook Categories
  • Export Pricebook Equipment
  • Export Pricebook Materials
  • Export Pricebook Services
  • Export Project Notes
  • Export Projects
  • Export Purchase Orders
  • Export Receipts
  • Export Recurring Service Events
  • Export Recurring Services
  • Export Recurring Service Types
  • Export Service Agreements
  • Export Tag Types
  • Export Technician Ratings
  • Export Technicians
  • Export Timesheet Activities
  • Export Timesheet Activity Categories
  • Export Timesheet Activity Types
  • Export Timesheet Codes
  • Get AP Bill
  • Get Appointment
  • Get Arrival Window
  • Get Arrival Window Configuration
  • Get Booking
  • Get Booking Provider Tag
  • Get Business Hours
  • Get Business Unit
  • Get Call
  • Get Call Recording
  • Get Call Voicemail
  • Get Campaign
  • Get Campaign Category
  • Get Campaign Cost
  • Get Campaign Cost Summary
  • Get Cancel Reasons by Job IDs
  • Get Capacity
  • Get Contact
  • Get Contact Method
  • Get Contact Method Preference
  • Get Customer
  • Get Email Channel Cost
  • Get Employee
  • Get Employee Payroll Settings
  • Get Equipment System
  • Get Equipment Type
  • Get Estimate
  • Get Estimate Template
  • Get Expense Transaction
  • Get Finding
  • Get Finding Attachment
  • Get GL Account
  • Get Hold Reasons by Job IDs
  • Get Installed Equipment
  • Get Invoice Template
  • Get Job
  • Get Job Booked Log
  • Get Job Equipment
  • Get Job History
  • Get Job Type
  • Get Journal Entry
  • Get Labor Type
  • Get Lead
  • Get Location
  • Get Location Preferred Technician
  • Get Membership
  • Get Membership Type
  • Get Non Job Appointment
  • Get Payment Term
  • Get Payment Type
  • Get Payroll Activity Code
  • Get Payroll Adjustment
  • Get Pricebook Category
  • Get Pricebook Discount or Fee
  • Get Pricebook Equipment
  • Get Pricebook Material
  • Get Pricebook Material Markup
  • Get Pricebook Service
  • Get Project
  • Get Project Daily Log
  • Get Project Status
  • Get Project Sub Status
  • Get Project Type
  • Get Proposal Template
  • Get Provider Booking
  • Get Purchase Order
  • Get Purchase Order Markup
  • Get Recurring Service
  • Get Recurring Service Type
  • Get Remittance Vendor
  • Get Report
  • Get Report Data
  • Get Report Data Query Result
  • Get Router Performance
  • Get Scheduler Performance
  • Get Service Agreement
  • Get Task
  • Get Task Reference Data
  • Get Team
  • Get Technician
  • Get Technician Payroll Settings
  • Get Technician Shift
  • Get Technician Skill
  • Get Technician Tracking URL
  • Get Timesheet Activity
  • Get Timesheet Activity Category
  • Get Timesheet Activity Type
  • Get Timesheet Code
  • Get Vendor
  • Get Well Known GL Accounts
  • Get Zone
  • List Ad Performance
  • List AP Bill Custom Field Types
  • List AP Bills
  • List AP Credit Custom Field Types
  • List AP Credits
  • List AP Payment Custom Field Types
  • List AP Payments
  • List Appointment Assignments
  • List Appointments
  • List Arrival Windows
  • List Attributed Leads
  • List Bank Deposits
  • List Bank Deposit Transactions
  • List Booking Contacts
  • List Booking Provider Tags
  • List Bookings
  • List Budget Codes
  • List Budget Code Segment Item Children
  • List Budget Code Segment Items
  • List Budget Code Segments
  • List Business Units
  • List Call Reasons
  • List Calls
  • List Campaign Categories
  • List Campaign Costs
  • List Campaign Costs For Campaign
  • List Campaigns
  • List Capacity Warnings
  • List Client Specific Pricing Rate Sheets
  • List Contact Method Preferences
  • List Contact Methods
  • List Contact Preference Types
  • List Contact Relationships
  • List Contacts
  • List Contacts For Relationship
  • List Credit Memo Custom Field Types
  • List Credit Memo Items
  • List Credit Memos
  • List Customer Contacts
  • List Customer Custom Field Types
  • List Customer Notes
  • List Customers
  • List Dynamic Value Set Values
  • List Employee Payrolls
  • List Employees
  • List Equipment Systems
  • List Equipment Types
  • List Estimate Items
  • List Estimates
  • List Estimate Status Changes
  • List Estimate Templates
  • List Expense Transaction Custom Field Types
  • List Expense Transactions
  • List Finding Attachments
  • List Findings
  • List Forms
  • List Form Submissions
  • List GL Accounts
  • List GL Account Types
  • List Gross Pay Items
  • List Installed Equipment
  • List Installed Equipment Custom Field Types
  • List Intacct Business Unit Mappings
  • List Inventory Adjustments
  • List Inventory Bill Custom Field Types
  • List Inventory Bills
  • List Inventory Receipts
  • List Inventory Returns
  • List Inventory Return Types
  • List Inventory Templates
  • List Inventory Transfers
  • List Invoice Custom Field Types
  • List Invoices
  • List Invoice Tasks
  • List Invoice Templates
  • List Job Attachments
  • List Job Canceled Logs
  • List Job Cancel Reasons
  • List Job Custom Field Types
  • List Job Hold Reasons
  • List Job Notes
  • List Jobs
  • List Job Types
  • List Journal Entries
  • List Journal Entry Details
  • List Journal Entry Summary
  • List Labor Types
  • List Lead Notes
  • List Leads
  • List Location Contacts
  • List Location Custom Field Types
  • List Location Labor Rates
  • List Location Notes
  • List Locations
  • List Membership Custom Field Types
  • List Memberships
  • List Membership Status Changes
  • List Membership Type Discounts
  • List Membership Type Duration Billing Items
  • List Membership Type Recurring Service Items
  • List Membership Types
  • List Non Job Appointments
  • List Non Job Timesheets
  • List Opt Outs
  • List Payment Custom Field Types
  • List Payments
  • List Payment Terms
  • List Payment Types
  • List Payroll Activity Codes
  • List Payroll Adjustments
  • List Payroll Job Splits
  • List Payroll Job Timesheets
  • List Payroll Job Timesheets for Job
  • List Payrolls
  • List Payroll Settings
  • List Pricebook Categories
  • List Pricebook Discounts and Fees
  • List Pricebook Equipment
  • List Pricebook Material Cost Types
  • List Pricebook Material Markups
  • List Pricebook Materials
  • List Pricebook Services
  • List Project Budget Codes
  • List Project Budget Code Segment Item Children
  • List Project Budget Code Segment Items
  • List Project Budget Code Segments
  • List Project Custom Field Types
  • List Project Daily Logs
  • List Project Notes
  • List Projects
  • List Project Statuses
  • List Project Sub Statuses
  • List Project Types
  • List Proposal Templates
  • List Proposal Types
  • List Provider Booking Contacts
  • List Provider Bookings
  • List Purchase Order Markups
  • List Purchase Order Requests
  • List Purchase Orders
  • List Purchase Order Types
  • List Recurring Service Events
  • List Recurring Services
  • List Recurring Service Types
  • List Remittance Vendors
  • List Report Categories
  • List Reports
  • List Reviews
  • List Router Sessions
  • List Schedulers
  • List Scheduler Sessions
  • List Service Agreement Custom Field Types
  • List Service Agreements
  • List Tag Types
  • List Tasks
  • List Tax Zones
  • List Teams
  • List Technician Payrolls
  • List Technician Ratings
  • List Technicians
  • List Technician Shifts
  • List Technician Skills
  • List Timesheet Activities
  • List Timesheet Activity Categories
  • List Timesheet Activity Types
  • List Timesheet Codes
  • List Trucks
  • List User Roles
  • List Vehicle Events
  • List Vehicle GPS Records
  • List Vehicles
  • List Vendor Custom Field Types
  • List Vendors
  • List Warehouses
  • List Zones
  • Lookup Opt Outs
  • Sell Estimate
  • Unsell Estimate

Changes 212

  • Activate Employee Account
  • Activate Technician Account
  • Add Credit Memo Splits
  • Add Customer Tag
  • Add Equipment to Equipment System
  • Add Location Tag
  • Add Tags To Customers
  • Approve Purchase Order Request
  • Assign Technician Skills
  • Assign Technicians to Appointment
  • Attach Job Equipment
  • Attach Job to Project
  • Bulk Create Installed Equipment
  • Bulk Create Pricebook Items
  • Bulk Update Pricebook Items
  • Confirm Appointment
  • Create Adjustment Invoice
  • Create Appointment
  • Create Arrival Window
  • Create Booking
  • Create Booking Contact
  • Create Booking Provider Tag
  • Create Budget Code
  • Create Business Hours
188 more
  • Create Campaign
  • Create Campaign Category
  • Create Campaign Cost
  • Create Contact
  • Create Contact Method
  • Create Contact Relationship
  • Create Customer
  • Create Customer Contact
  • Create Customer Note
  • Create Employee
  • Create Equipment System
  • Create Equipment Type
  • Create Estimate
  • Create Estimate Template
  • Create External Call Attribution
  • Create Finding
  • Create Finding Attachment
  • Create GL Account
  • Create GPS Pings
  • Create Gross Pay Item
  • Create Installed Equipment
  • Create Inventory Adjustment
  • Create Inventory Receipt
  • Create Inventory Return
  • Create Inventory Return Type
  • Create Invoice Task
  • Create Invoice Template
  • Create Job
  • Create Job Attribution
  • Create Job Note
  • Create Job Type
  • Create Journal Entry
  • Create Labor Type
  • Create Lead
  • Create Lead Follow Up
  • Create Lead Note
  • Create Location
  • Create Location Contact
  • Create Location Note
  • Create Membership Sale Invoice
  • Create Non Job Appointment
  • Create Opt Outs
  • Create Partial Budget Code
  • Create Payroll Adjustment
  • Create Pricebook Category
  • Create Pricebook Discount or Fee
  • Create Pricebook Equipment
  • Create Pricebook Material
  • Create Pricebook Material Markup
  • Create Pricebook Service
  • Create Project
  • Create Project Note
  • Create Proposal Template
  • Create Purchase Order
  • Create Purchase Order Markup
  • Create Purchase Order Type
  • Create Subtask
  • Create Tag Type
  • Create Task
  • Create Team
  • Create Technician
  • Create Technician Rating
  • Create Technician Shift
  • Create Technician Skill
  • Create Timesheet Activity
  • Create Truck
  • Create Vendor
  • Create Web Booking Attribution
  • Create Web Lead Form Attribution
  • Create Zone
  • Dismiss Booking
  • Dismiss Lead
  • Hold Appointment
  • Import Sms Opt Ins
  • Mark AP Bills as Exported
  • Mark AP Credits as Exported
  • Mark AP Payments as Exported
  • Mark Bank Deposits as Exported
  • Mark Credit Memos as Exported
  • Mark Expense Transactions as Exported
  • Mark Inventory Bills as Exported
  • Mark Invoices as Exported
  • Mark Recurring Service Event Complete
  • Mark Recurring Service Event Incomplete
  • Match Budget Codes
  • Match Project Budget Codes
  • Reject Purchase Order Request
  • Replace Contact
  • Replace Contact Method
  • Replace Journal Entry
  • Reschedule Appointment
  • Send Employee Account Invite
  • Send Employee Password Reset Link
  • Send Technician Account Invite
  • Send Technician Password Reset Link
  • Set Appointment Summary
  • Set Arrival Window Active
  • Set Business Unit External Data
  • Start Report Data Query
  • Submit Lead Form
  • Unassign Technicians from Appointment
  • Update AP Bill Custom Fields
  • Update AP Credit Custom Fields
  • Update AP Payment Custom Fields
  • Update Appointment Special Instructions
  • Update Arrival Window
  • Update Arrival Window Configuration
  • Update Booking
  • Update Booking Contact
  • Update Booking Provider Tag
  • Update Call
  • Update Campaign
  • Update Campaign Category
  • Update Campaign Cost
  • Update Client Specific Pricing Rate Sheet
  • Update Contact
  • Update Contact Method
  • Update Contact Method Preference
  • Update Credit Memo
  • Update Credit Memo Custom Fields
  • Update Customer
  • Update Customer Contact
  • Update Employee
  • Update Employee Payroll Settings
  • Update Equipment System
  • Update Equipment Type
  • Update Estimate
  • Update Estimate Template
  • Update Expense Transaction Custom Fields
  • Update Finding
  • Update Finding Attachment
  • Update GL Account
  • Update Gross Pay Item
  • Update Installed Equipment
  • Update Inventory Adjustment
  • Update Inventory Adjustment Custom Fields
  • Update Inventory Bill Custom Fields
  • Update Inventory Receipt Custom Fields
  • Update Inventory Return
  • Update Inventory Return Custom Fields
  • Update Inventory Return Type
  • Update Inventory Transfer
  • Update Inventory Transfer Custom Fields
  • Update Invoice
  • Update Invoice Custom Fields
  • Update Invoice Item
  • Update Invoice Task
  • Update Invoice Template
  • Update Job
  • Update Job Type
  • Update Journal Entry
  • Update Journal Entry Sync Status
  • Update Labor Type
  • Update Lead
  • Update Location
  • Update Location Contact
  • Update Location Preferred Technician
  • Update Membership
  • Update Non Job Appointment
  • Update Payment
  • Update Payment Custom Fields
  • Update Payment Status
  • Update Payroll Adjustment
  • Update Pricebook Category
  • Update Pricebook Discount or Fee
  • Update Pricebook Equipment
  • Update Pricebook Material
  • Update Pricebook Material Markup
  • Update Pricebook Service
  • Update Project
  • Update Proposal Template
  • Update Purchase Order
  • Update Purchase Order Custom Fields
  • Update Purchase Order Markup
  • Update Purchase Order Type
  • Update Recurring Service
  • Update Tag Type
  • Update Technician
  • Update Technician Payroll Settings
  • Update Technician Shift
  • Update Timesheet Activity
  • Update Truck
  • Update Vendor
  • Update Vendor Custom Fields
  • Update Warehouse
  • Update Zone
  • Upsert Estimate Item
  • Upsert Project Daily Log

Deletes 49

  • Bulk Delete Technician Shifts
  • Cancel Inventory Receipt
  • Cancel Inventory Return
  • Cancel Job
  • Cancel Purchase Order
  • Cancel Report Data Query
  • Deactivate Employee Account
  • Deactivate Estimate Template
  • Deactivate Proposal Template
  • Deactivate Technician Account
  • Delete Appointment
  • Delete Booking Contact
  • Delete Contact
  • Delete Contact Method
  • Delete Contact Relationship
  • Delete Customer Contact
  • Delete Customer Note
  • Delete Equipment System
  • Delete Estimate Item
  • Delete Finding Attachment
  • Delete Gross Pay Item
  • Delete Invoice Item
  • Delete Job Attachment
  • Delete Journal Entry
25 more
  • Delete Location Contact
  • Delete Location Note
  • Delete Non Job Appointment
  • Delete Payroll Adjustment
  • Delete Pricebook Category
  • Delete Pricebook Discount or Fee
  • Delete Pricebook Equipment
  • Delete Pricebook Material
  • Delete Pricebook Service
  • Delete Project Daily Log Attachment
  • Delete Purchase Order Markup
  • Delete Team
  • Delete Technician Shift
  • Delete Technician Skill
  • Delete Timesheet Activity
  • Delete Zone
  • Detach Job Equipment
  • Detach Job from Project
  • Remove Appointment Confirmation
  • Remove Appointment Hold
  • Remove Customer Tag
  • Remove Equipment from Equipment System
  • Remove Job Cancellation
  • Remove Location Tag
  • Remove Tags From Customers

ServiceTitan setup

  1. Pasting a ServiceTitan API key

    Create an API key in ServiceTitan, choose ServiceTitan in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 585 actions the agent may use. Start with lookups and add the ones that change ServiceTitan when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

Get startedSee it answer a call