AI agents for ServiceTitan

Find customers

Lists customers, filtered by name, phone number (of any contact), street, city or zip, active state, or created or changed since a time.

Get a customer

Reads one customer by ID: name, type, bill-to address, balance, active, doNotMail, doNotService, nationalAccount, taxExempt, customFields.

List a customer's contacts

Lists the phone numbers, mobile numbers, emails and fax numbers of one customer.

List locations

Lists service locations (the addresses where work is done), for one customer or filtered by name, street, city or zip.

Find jobs

Lists jobs, filtered by status, customer, location, technician, job number, priority, when any appointment starts, when the job was completed, or changed since a time.

Get a job

Reads one job by ID: jobNumber, jobStatus, customerId, locationId, businessUnitId, jobTypeId, priority, campaignId, summary, customerPo, appointmentCount, firstAppointmentId, lastAppointmentId.

List appointments

Lists job appointments (the schedule), filtered by a start time range, technician, job, customer or status.

List technicians

Lists technicians, optionally by name (contains).

List job types

Lists the job types the company books (like "AC repair"), optionally by name.

List campaigns

Lists marketing campaigns (where work comes from), optionally by name.

List estimates

Lists estimates, filtered by job, location, status (Open, Sold, Dismissed), when they were sold, or changed since a time.

List invoices

Lists invoices, filtered by customer, job, invoice number, invoice date or due date range.

Create a customer

Creates a customer with a bill-to address and one service location at that same address (named after the customer unless a location name is given), plus an optional email, phone and mobile number.

Book a job

Books a job at a customer's location with one appointment (start and end time, optional arrival window and technicians).

Add a note to a job

Adds a note to a job, optionally pinned to the top, for the office and the technicians to see.

Send a booking request

Sends a booking (a request for service) to the company's call centre in ServiceTitan, where a CSR turns it into a job.