Choose a ready-to-run Agent that connects to ServiceTitan and handles recurring work for you.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
Your task owners get due date reminder emails before deadlines, and you get a summary when work falls behind or owner details need fixing.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Your storekeeper gets a clear materials requisition in the request thread, or the exact questions needed to finish an incomplete request.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Your AP clerk sees a bill on hold, with the paid accounting entry linked for review before another payment starts.
Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.
See likely repeat supplier payments stopped before release, with the paid bill behind each denial ready for your review.
Get clear follow-up tasks for bills nearing payment, so your payables person knows which approvals to chase.
Your WhatsApp customers get answers about your hours or recorded appointments, while uncertain questions reach a teammate in the same chat.
Get draft purchase orders for missing materials on upcoming ServiceM8 jobs, with job notes that flag gaps before crews start work.