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CRM & sales

ServiceTitan

Give your phone agent live access to ServiceTitan jobs, customers and dispatch.

ServiceTitan runs your customers, jobs, estimates, invoices and technicians. With the ServiceTitan connection, your AgentCalls agent can read that data during a call and act on it. It can look up a customer, check a job's status, tag a customer, or log a new record while the caller is still on the line. Connect your ServiceTitan account once from the AgentCalls dashboard, and your agent works with the same records your dispatchers use.

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What your agent can do with ServiceTitan

  • Look up a customer by phone number, name or address and confirm their details during the call.
  • Check the status of an existing job or estimate and tell the caller what happens next.
  • Tag a customer or location, for example to flag a VIP account or a warranty visit.
  • Add equipment to a customer's equipment system after an install or service visit.
  • Approve a purchase order request or activate a technician account when a manager has agreed to it.

ServiceTitan exposes 585 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller checks on a scheduled job

  1. Caller

    Hi, I'm calling about my water heater repair. Is someone still coming tomorrow?

  2. Agent

    Sure, let me pull that up. Can I have the name on the account or the phone number it's under?

  3. Caller

    It's Dana Whitfield, 555 0142.

  4. Agent

    Thanks, Dana. You're booked for tomorrow between 8 and 10 in the morning. The technician is Marcus, and he'll text you when he's on the way.

New customer asks for a callback about an estimate

  1. Caller

    I got a quote for a new roof last week, but I never heard back. My name is Priya Raman.

  2. Agent

    I'm sorry about the wait, Priya. I can see your estimate from Tuesday. Do you want the sales lead to call you back this afternoon?

  3. Caller

    Yes, after three would be great.

  4. Agent

    Done. I've noted a callback after 3 PM today and flagged the estimate for follow-up.

Outbound reminder about an unpaid invoice

  1. Agent

    Hello, this is a call for Harbor Plumbing about invoice 4471 for $386. Is this Mr. Okafor?

  2. Caller

    Yes, that's me. I thought I paid that.

  3. Agent

    Let me check. I see a balance of $386 with no payment recorded yet. Would you like me to send the payment link to your email?

  4. Caller

    Yes, please send it.

  5. Agent

    Sent. You'll have it in the next few minutes. Thank you, Mr. Okafor.

How to connect ServiceTitan

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect ServiceTitan

    From Integrations in the dashboard, choose ServiceTitan and enter the connection details from your ServiceTitan account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the ServiceTitan actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with ServiceTitan during the call or after it?

Both. During a call your agent can look up customers, jobs and estimates, and make approved changes such as tags or callback notes. Calls are also logged, so your records stay current afterward.

What do I need to connect ServiceTitan?

You need an active ServiceTitan account. Enter your ServiceTitan credentials from the tool's settings in the AgentCalls dashboard. Your agent then uses the same permissions your staff have.

Which AgentCalls plan includes the ServiceTitan integration?

Tool integrations, including ServiceTitan, are included from the Growth plan.

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Put your agent to work with ServiceTitan.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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