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Train your AI on ServiceTitan

Auth: OAuth 2.0 (Client Credentials)Incremental syncFull refresh

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.

ServiceTitan logosyncs toAI Agent

What can be synced

CustomersLookup by phone, address, account.

JobsCreate, reschedule, cancel.

PricebookService codes, rates, dispatch fees.

TechniciansSkill-based and zone-based dispatch.

Business unitsMulti-trade businesses (HVAC + plumbing) routed per unit.

Features

  • Live dispatch boardBooks in the right business unit, zone, and tech-skill match.
  • Rate-card pricingReads your pricebook to quote regular/after-hours/emergency rates accurately.
  • Zone validationAddress validation against your service zones, with referral logic for out-of-zone.
  • On-call escalationPages 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. 1.In ServiceTitan, enable the API and create an API integration
  2. 2.Note the Tenant ID, Client ID, and Client Secret
  3. 3.In Open, go to Settings → Integrations → ServiceTitan and provide the credentials
  4. 4.Map business units, zones, and pricebook items to Open agent rules
  5. 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