Train your AI on ServiceTitan
Connect ServiceTitan so the AI can book service calls in the live dispatch board, quote dispatch fees from your rate card, run zone validation, and manage on-call escalation for HVAC, plumbing, electrical, roofing, and pest. The ServiceTitan API supports business-unit routing, skill-based dispatching, and revenue tracking.
Connect once, and Open automatically keeps your AI agent's knowledge up to date. When you update content in ServiceTitan, the changes sync automatically—no manual retraining required.
What can be synced
Customers — Lookup by phone, address, account.
Jobs — Create, reschedule, cancel.
Pricebook — Service codes, rates, dispatch fees.
Technicians — Skill-based and zone-based dispatch.
Business units — Multi-trade businesses (HVAC + plumbing) routed per unit.
Features
- •Live dispatch board — Books in the right business unit, zone, and tech-skill match.
- •Rate-card pricing — Reads your pricebook to quote regular/after-hours/emergency rates accurately.
- •Zone validation — Address validation against your service zones, with referral logic for out-of-zone.
- •On-call escalation — Pages the right on-call tech via SMS or warm transfer with the live transcript.
Requirements
- •ServiceTitan tenant with API access
- •API integration credentials
How to connect
- 1.In ServiceTitan, enable the API and create an API integration
- 2.Note the Tenant ID, Client ID, and Client Secret
- 3.In Open, go to Settings → Integrations → ServiceTitan and provide the credentials
- 4.Map business units, zones, and pricebook items to Open agent rules
- 5.Test a booking and verify it appears in the dispatch board
Good to know
- Multi-business-unit (HVAC + plumbing + electrical) supported in one Open install
- Pricebook updates sync automatically
- Custom job-form fields supported
Security: Open only requires read access to your ServiceTitan. We never write, modify, or delete your content. All data is encrypted in transit and at rest. GDPR compliant, working toward SOC 2 Type II.
Ready to connect ServiceTitan?
AI Training → Sources → ServiceTitan
Other training sources