ServiceTitan is the dominant CRM for residential trades (HVAC, plumbing, electrical, roofing). We connect through ServiceTitan's API using an App Key and Tenant ID provided by their integration team. The chat widget and AI voice agent create Customers, Locations, Jobs, and Estimates directly inside your ServiceTitan tenant.
ServiceTitan exposes webhook subscriptions on the events that actually drive revenue for trades — estimate sent, estimate viewed, job scheduled, job complete, payment overdue. Each one of those becomes an AI follow-up trigger: an SMS the moment an estimate is viewed but not signed, an AI voice call when a job goes overdue, a polite email when a payment is late.
Popular workflow recipes
When this happens → do that
When
ServiceTitan estimate sent
Then
AI SMS at 24h, AI voice at 72h if unsigned
When
ServiceTitan invoice overdue 7+ days
Then
Run dunning SMS + email sequence until paid
When
Missed call to office
Then
Create ServiceTitan Customer + auto SMS reply with booking link
Triggers & Actions
5 triggers · 4 actions
Triggers
From ServiceTitan
events that fire workflows
Estimate created / sent / viewed / sold
Each estimate state change is its own trigger.
Job scheduled / dispatched / complete
Use job lifecycle events to drive reminders and reviews.
Invoice overdue
Fires when ServiceTitan flags an invoice past due.
Payment received
Halt dunning sequences the moment payment posts.
Booking missed / no-show
When a tech can't reach the customer.
Actions
Into ServiceTitan
what we do in the connected app
Create Customer + Location
Match incoming chats/calls to existing ServiceTitan customers by phone and address, or create new.
Create Job
With business unit, job type, campaign, priority, and customer notes.
Create Estimate
Tied to the right customer + location.
Log call recording / transcript
Attach the AI conversation summary on the customer record.
How to connect ServiceTitan
~10 minutes
1
ServiceTitan API access is gated behind their App Marketplace Program — it's not a self-serve API key. Reach out to us first so we can coordinate registering the partner application against your tenant.
2
Once the application is in place, your ServiceTitan admin (with the 'Manage API Application Access' permission) approves it inside your tenant. They then generate four credentials at developer.servicetitan.io: Client ID, Client Secret, App Key, and Tenant ID. Integration and Production environments have separate values.
3
Open Workflows → Integrations → ServiceTitan in the dashboard and paste all four. We exchange Client ID + Client Secret for an OAuth access token, then pass both the token AND the App Key header on every API call.
4
Pick the business unit, job type, and campaign that new chat-sourced jobs should be tagged with.
5
Subscribe to ServiceTitan V2 webhook events for the moments you want as AI follow-up triggers (estimate, job, appointment, invoice domains). Webhooks are HMAC-verified with retries at 10s / 30s / 60s / 300s.
6
Run a test chat from the widget and confirm a Customer + Job appears in ServiceTitan with the conversation summary attached.
Good to know
- ServiceTitan is partner-program gated. API access requires a partner application that goes through ServiceTitan's certification process (Integration Evaluation Call, Data + API Workflow Questionnaire) before any customer can connect. Plan extra setup time and reach out before committing to a launch date.
- Integration and Production environments have separate Client ID/Secret and App Key. Make sure the customer copies the right pair.