RevSquared + ServiceTitan.
Your AI agent talks to ServiceTitan the same way your best CSR does. Every call creates or updates a job. Every lead gets logged. Nothing falls through.
How RevSquared Works With ServiceTitan.
ServiceTitan is the leading field service management platform for HVAC, plumbing, and electrical contractors. RevSquared's native integration connects your AI phone agent directly to ServiceTitan so every qualified call creates a job, looks up existing customers, and appears on your dispatch board — all without your team lifting a finger.
Real-Time AI Capabilities.
What your AI agent does during and after every call.
During the Call
Customer Record Lookup
Your AI searches ServiceTitan for existing customer records by phone number and address before creating new ones.
Service Classification
Based on the caller's description, your AI maps the request to the correct ServiceTitan service category automatically.
Live Availability Check
Your AI checks your dispatch board for available slots and offers real appointment windows to the caller.
After the Call
Job Record Created
A complete job record appears in ServiceTitan with service type, address, customer details, and call notes.
Dispatch Board Updated
New bookings land on your dispatch board automatically so your team can see them the moment the call ends.
Call Recording Linked
The full AI call recording is attached to the ServiceTitan job record for complete accountability and training.
What This Integration Does.
Every feature built to keep your business running without you on the phone.
Auto-Create Jobs
When your AI qualifies a lead, a new job is created in ServiceTitan with all the details — service type, address, notes from the call.
Customer Lookup
Your AI checks existing customer records before creating duplicates. Returning customers get recognized and routed correctly.
Live Dispatch Board
New bookings appear on your dispatch board in real time. Your team sees them the moment the call ends.
Call Recording Sync
Every AI-handled call is logged with a recording link inside the ServiceTitan job record for full accountability.
Getting Started.
You'll be connected in minutes, not days.
Connect your ServiceTitan account through our secure integration panel.
Map your service categories so the AI knows how to classify each job.
Set your dispatch rules — which jobs get auto-scheduled vs. flagged for review.
Go live. Every qualified call creates a job automatically.
Real-World Use Cases.
Businesses like yours are already using this integration.
After-Hours Emergency Dispatch
An HVAC company forwards after-hours calls to RevSquared. The AI qualifies the emergency, creates a job in ServiceTitan with the correct priority level, and the on-call tech sees it on their dispatch board before the caller hangs up.
New Customer Onboarding
A first-time caller reaches your plumbing company. The AI creates a complete customer profile in ServiceTitan, schedules a diagnostic visit, and sends the customer a confirmation — all during the same phone call.
Recurring Maintenance Scheduling
Existing customers calling to schedule their seasonal HVAC tune-up are recognized automatically. The AI pulls their service history and books the next visit on their preferred day.
Frequently Asked Questions.
Everything you need to know about this integration.
Does this work with ServiceTitan's new API?
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Can the AI see my real dispatch availability?
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Will this create duplicate customer records?
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Ready to Connect RevSquared + ServiceTitan?
Build a custom AI phone agent in under 5 minutes. No credit card required.