Field-service stack
ServiceTitan, Jobber, Housecall Pro
Compare the shared integration strategy across common field-service systems.
View stack pageServiceTitan AI integration
Do not let AI write bad dispatch data into ServiceTitan.
Cape Fear Agent Co. maps the intake path first: what the caller said, what is missing, how urgent it is, and what the owner or dispatcher should approve before a task, note, job draft, or schedule action touches ServiceTitan.
ServiceTitan-ready handoff
Incoming signalGoogle call, LSA lead, form, missed call, voicemail, or after-hours text.
Review packetCaller, job type, address, urgency, missing facts, photos, and blocked promises.
Safe destinationOwner memo, dispatcher review queue, task, note, tag, request, or staged job draft.
Visible savings
Show the dispatcher what they do not have to sort manually.
The workflow should make the cost of messy intake obvious: fewer replayed voicemails, fewer cold callbacks, fewer half-complete notes, and fewer unsafe schedule promises.
5-10 minsorting avoided per messy lead
1 memocaller, urgency, missing facts
0unsupported dispatch promises
Workflow
$ intake --source google-mapsOK classify: no-cool urgentOK stage dispatcher reviewBLOCK auto-dispatch promiseCaller
Caller AC is out and we need help tonight.
Agent I can collect details for the dispatcher. What town and system type?
Caller Wilmington. Split system. Photo ready.
Memo
Ready: source, town, urgency, system clue, photo status, and approval rule.
ServiceTitan-safe next stepCreate review task or note only after the dispatcher approves the route.
Integration map
The first ServiceTitan integration should be a quality gate.
Start by proving the intake record before automating deeper writes.
| Moment | AI should collect | Stage first | Human approves |
|---|---|---|---|
| Missed urgent call | Caller, source, address, job type, urgency, photos, and missing facts. | Dispatcher review memo or task. | Capacity, arrival expectation, dispatch priority, and job creation. |
| After-hours request | Service area, emergency trigger, customer status, access, and callback need. | Owner memo plus morning queue. | Escalation, pricing language, and technician route. |
| Quote follow-up | Prior estimate, blocker, timing, scope change, and preferred channel. | Follow-up task or note. | Discount, revised scope, contract language, and close path. |
Next step
Send one ServiceTitan handoff that wastes office time.
The audit turns that example into a launch packet: fields to collect, blocked promises, first safe destination, and the rule for moving deeper into ServiceTitan later.
Dispatch
AI dispatch assistant
Use the same safe handoff logic before scheduling or dispatch writes.
View dispatch pageStart
ServiceTitan handoff audit
Send one messy intake path and get the first reviewed handoff mapped.
Request audit