AI-Agents working with ServiceTitan

Choose a ready-to-run Agent that connects to ServiceTitan and handles recurring work for you.

Book Lead Meetings

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.

Works with33 tools
Send Customer Balance Report

Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.

Works with45 tools
Send Due Date Reminders

Your task owners get due date reminder emails before deadlines, and you get a summary when work falls behind or owner details need fixing.

Works with32 tools
Reconcile Lead Ad Inquiries

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.

Works with36 tools
Clarify Material Requests

Your storekeeper gets a clear materials requisition in the request thread, or the exact questions needed to finish an incomplete request.

Works with12 tools
Add Qualified Leads

Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.

Works with23 tools
Hold Already-Paid Bills

Your AP clerk sees a bill on hold, with the paid accounting entry linked for review before another payment starts.

Works with4 tools
Update Approval Card Dates

Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.

Works with13 tools
Published by Accounts Payable Essentials
Deny Repeat ACH Requests

See likely repeat supplier payments stopped before release, with the paid bill behind each denial ready for your review.

Works with10 tools
Open Bill Follow-Ups

Get clear follow-up tasks for bills nearing payment, so your payables person knows which approvals to chase.

Works with9 tools
Published by Accounts Payable Essentials
Answer WhatsApp Questions

Your WhatsApp customers get answers about your hours or recorded appointments, while uncertain questions reach a teammate in the same chat.

Works with12 tools
Draft Purchase Orders

Get draft purchase orders for missing materials on upcoming ServiceM8 jobs, with job notes that flag gaps before crews start work.

Works with4 tools
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