ServiceTitan

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What is ServiceTitan?

ServiceTitan is field service management software for residential and commercial trades such as HVAC, plumbing and electrical. It runs the business end to end: calls and bookings, dispatch, jobs, estimates, invoices, customers, equipment and technicians. The office spends much of the day looking things up and keeping records current. This connection lets Fabric's assistant handle that for you, in plain language.

What Fabric's assistant can do with ServiceTitan

Once ServiceTitan is connected, Fabric's AI assistant can work across your ServiceTitan account from a simple request. The connection covers more than 80 actions.

Look things up. The assistant can search customers, locations, jobs, appointments, estimates, invoices, leads, projects, technicians, equipment and more. Ask which jobs are booked for tomorrow at a location, or what is still open on an estimate.

Book and schedule work. It can create jobs, appointments and bookings, assign or unassign technicians, and hold, reschedule or cancel appointments.

Keep customers and leads current. It can create and update customers, contacts and locations, add notes, apply tags, and create, update, follow up on or dismiss leads.

Estimates, invoices and purchasing. It can update estimate items, update invoices and invoice items, add invoice adjustments, and create and update purchase orders.

Projects, equipment and staff. It can create and update projects and tasks, record installed equipment, attach files to jobs, and manage employees, technicians and payroll adjustments. API Request (Beta) reaches the ServiceTitan API for anything else.

You stay in control

The assistant works from your instructions, and it confirms with you before cancelling or rescheduling appointments, changing invoices or payroll, or changing employee accounts, unless you've told it not to for a particular task. Searching never changes anything.

When a job should run regularly, a Fabric AI job can run on a schedule, such as a morning summary of the day's appointments. The connection also includes events, such as New Job, New Call, New Lead, New Estimate, New Invoice and Updated Job, which can start an automation.

Search your ServiceTitan records from Fabric

Connecting ServiceTitan also adds keyword search over your ServiceTitan records from Fabric's main search.

How people use it

Office managers look up a customer's history before calling them back.

Dispatchers reschedule an appointment and reassign the technician in one request.

Service managers turn site visit notes in Fabric into job notes and follow up tasks.

Founders of trade businesses get a weekly summary of new leads and open estimates.

Frequently asked questions

What does the ServiceTitan connection do?

It lets Fabric's assistant search and update customers, jobs, appointments, estimates, invoices, leads, projects, equipment and staff, and it adds keyword search over ServiceTitan in Fabric.

Can I book a job with AI?

Yes. Give the assistant the customer, location and job type, and it creates the job.

Can it reschedule appointments?

Yes. Reschedule Appointment moves it after you confirm.

Can it assign technicians?

Yes. Assign Technicians adds them to an appointment.

Can it update an invoice?

Yes. It can update invoices and their items, after you confirm.

What happens when a new lead comes in?

New Lead is an event in the connection, and it can start an automation, for example to alert your sales team.

Does the assistant change records on its own?

No. It acts on your instructions.

Is my data secure?

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the privacy and security guide.

Does Fabric work with other business tools?

Yes. You can also connect Google Calendar and Slack.