Your AI agent creates leads, books calls, and populates dispatch boards directly inside ServiceTitan — the industry's most powerful field service management platform.
ServiceTitan is the leading enterprise field service management platform built for large HVAC, plumbing, and electrical operations. It combines advanced dispatching, deep pricebook management, membership programs, marketing attribution, and enterprise-level reporting into a single platform designed for scale.
ServiceTitan is best for contractors with 10 or more technicians who need enterprise-level dispatch, advanced pricebook capabilities, membership management, and deep reporting. If your operation is growing fast and you need a platform that can scale with you, ServiceTitan is the industry standard.
TradeWorks AI integrates directly with ServiceTitan's API, so your AI agent can create leads, book calls to the dispatch board, reference pricebook items for estimates, and sync customer records without your CSRs ever touching a keyboard.
Honest note: For growing teams with 3 to 15 technicians who do not yet need enterprise-level features, consider Jobber — it offers excellent quoting and scheduling at a lower price point. For simplicity and ease of use with 1 to 10 technicians, consider Housecall Pro. We help you choose the right platform during your free audit — we do not push one over another.
Every interaction your AI agent handles flows directly into ServiceTitan in real time. No copy-pasting, no double entry, no leads slipping through the cracks.
When your AI agent captures a new lead via phone, text, or web chat, it automatically creates a lead record in ServiceTitan with the caller's name, phone number, address, and service request details. Your CSR team sees the new lead instantly on their dashboard.
The AI agent checks technician availability and books the call directly onto ServiceTitan's dispatch board with the correct job type, time window, and technician assignment. The dispatcher sees the booked call immediately — no manual re-entry required.
For leads that need a quote before booking, the AI agent can reference your ServiceTitan pricebook to provide accurate estimates during the conversation. When the customer approves, the estimate converts into a booked call on your dispatch board automatically.
Every interaction — call notes, service history, contact details, and communication preferences — is synced to the customer record in ServiceTitan. Your technicians arrive at the job with full context, and your office team has a complete communication history for every customer.
Your digital marketing campaigns generate leads from Google Ads, organic search, social media, and your website. TradeWorks AI ensures every one of those leads automatically populates in ServiceTitan — with full attribution data so you know exactly which campaign drove each customer.
When a homeowner submits a form on your website, the AI agent captures the lead, creates the customer in ServiceTitan, and can book the call before your CSR team even sees the notification. ServiceTitan's built-in marketing scorecard then tracks that lead from first touch to completed job and revenue.
Key marketing-to-ServiceTitan data flows:
ServiceTitan is the most powerful FSM platform in the trades, but most contractors use less than a third of its capabilities. Our CRM consulting team helps you unlock the full potential of the platform you are already paying for.
Starting fresh with ServiceTitan or migrating from another platform? We handle the full setup — pricebook configuration, dispatch zones, technician profiles, membership programs, and automation rules — so your team is productive from day one.
Already on ServiceTitan but not getting the results you expected? We audit your current configuration, identify missed opportunities in dispatching, pricebook utilization, and marketing attribution, and optimize your settings for better conversion rates and higher average tickets.
Build automated workflows that connect ServiceTitan to your entire tech stack. From auto-assigning technicians based on skill tags to triggering SMS follow-ups after job completion, we design and implement automations that save your team hours every week.
Your tools are only as good as the people using them. We provide hands-on training for your CSRs, dispatchers, and field technicians covering everything from the ServiceTitan mobile app to dispatching workflows and AI agent handoffs.
From kickoff to go-live in 10 business days. Here is exactly what happens and when.
We review your ServiceTitan account, current workflows, AI agent requirements, and business goals. We identify which data needs to flow between systems and map out your ideal dispatch and booking automation workflows.
Our team connects TradeWorks AI to your ServiceTitan account via the ServiceTitan Open API. We configure authentication, test the connection, and verify that data can flow in both directions securely.
We map your TradeWorks AI data fields to the corresponding ServiceTitan fields — customer names, phone numbers, addresses, job types, pricebook items, dispatch zones, and any custom fields your business requires. Nothing gets lost in translation.
We run end-to-end tests with your team: simulated leads, booked calls on the dispatch board, pricebook estimate workflows, and customer record syncs. We verify every data point lands correctly in ServiceTitan and fix any issues before going live.
Your integration goes live with full monitoring. We watch the first batch of real leads flow through, confirm everything is working as expected, and provide your team with a quick-reference guide. Ongoing support is included on all plans.
Leads, booked calls, customer records, pricebook estimates, and dispatch assignments all sync automatically. When your AI agent captures a new lead, it creates the customer in ServiceTitan with their name, phone number, address, and service request. When it books a call, the job appears on your dispatch board with the correct job type and time window. Customer records and communication history sync in real time.
The Professional plan at $40 per month includes full ServiceTitan integration along with Housecall Pro and Jobber support. The Starter plan at $10 per month includes Google Calendar integration only. You can upgrade to Professional at any time — no long-term contract required.
No. ServiceTitan integration is included on the Professional plan at $40 per month with no additional per-sync or per-record fees. If you want our consulting team to handle custom ServiceTitan workflow automation, projects start at $199. Full implementation packages start at $499. There are no hidden fees and no long-term contracts.
Yes. Your AI agent can reference your ServiceTitan pricebook to provide callers with accurate estimates during phone and text conversations. When the customer approves, the estimate converts into a booked call on your dispatch board automatically — no CSR involvement needed.
Full integration setup takes 7 to 10 business days. This includes a discovery call on day one, API connection and field mapping during the first week, thorough testing with your team, and go-live support. Most contractors are fully operational within two weeks of signing up. Contact us to get started.
You invested in ServiceTitan because it is the best FSM platform in the trades. TradeWorks AI makes sure you are getting the maximum return on that investment — by connecting an AI agent that fills your dispatch board with qualified leads, books calls around the clock, and keeps your customer data clean and current. Stop paying for the industry's best platform while letting leads fall through the cracks.
ServiceTitan integration included on Professional plan ($40/mo). AI agents from $10/mo with 60-day trial.