ServiceTitan

Field service management — jobs, customers, technicians, estimates, invoices, memberships, campaigns, and dispatching

Overview

ServiceTitan is a field service management platform for running home and commercial service businesses. Connect it to Civic to let your AI agent manage the full service lifecycle: from booking and dispatching to invoicing, memberships, and marketing campaign tracking.

Add to Civic

Connect ServiceTitan at app.civic.com

Available Tools (83)

Tool	Description
assign_technician	Assign a technician to an appointment
cancel_job	Cancel a job
cancel_membership	Cancel a membership subscription
convert_booking_to_job	Convert a booking into a job
convert_lead_to_booking	Convert a lead to a booking
create_appointment	Create an appointment/time slot for a job
create_booking	Create a booking/service request
create_campaign	Create a marketing campaign
create_contact	Add a contact person to a customer account
create_customer	Create a new customer in ServiceTitan
create_customer_note	Add a note to a customer record
create_estimate	Create an estimate/proposal for a job
create_installed_equipment	Record equipment installed at a customer location
create_invoice	Create an invoice for completed work on a job
create_job	Create a new job/work order
create_job_note	Add a note to a job
create_lead	Create a new lead
create_location	Create a new service location for a customer
create_marketing_cost	Record a marketing expense for ROI tracking
create_membership	Create a service membership/subscription for a customer
create_payment	Record a payment from a customer
create_pricebook_equipment	Create a new equipment item in the pricebook
create_pricebook_material	Create a new material item in the pricebook
create_pricebook_service	Create a new service item in the pricebook
create_tag	Create a new tag for categorizing records
create_technician_shift	Create a technician shift/schedule entry
dismiss_booking	Dismiss/cancel a booking that will not be converted to a job
dismiss_estimate	Mark an estimate as dismissed/declined
dismiss_lead	Dismiss a lead that won’t convert to business
get_booking	Get detailed booking information
get_call_response_metrics	Get call response time analytics by campaign or source
get_campaign_performance	Get detailed performance metrics for a campaign
get_customer	Get detailed customer information including locations and contacts
get_invoice_details	Get full invoice details
get_job	Get job details including customer and notes
get_job_appointments	Get all appointments for a job
get_job_estimates	Get all estimates for a job
get_job_invoice	Get the invoice for a job
get_lead	Get detailed lead information
get_location	Get details of a specific customer location
get_membership_types	List available membership plans and their pricing
get_pricebook_item	Get full details of a specific pricebook item
get_report	Run a custom ServiceTitan report by report ID
get_revenue_report	Get revenue breakdown by business unit, campaign, or time period
hold_job	Put a job on hold
list_bookings	List bookings with campaign attribution
list_business_units	List all business units (locations)
list_calls	List calls with details on response times and outcomes
list_campaign_categories	List marketing campaign categories
list_campaigns	List marketing campaigns with performance data
list_categories	List all pricebook categories
list_contacts	List contacts for a customer
list_customers	List customers with contact info and location
list_dispatch_zones	List dispatch zones for technician routing
list_estimates	List all estimates/proposals for total sales analysis
list_installed_equipment	List equipment installed at customer locations
list_job_types	List available job types and categories
list_jobs	List jobs with enriched data including customer info
list_leads	List leads with campaign attribution
list_locations	List customer locations/service addresses
list_marketing_costs	Get marketing costs by date range
list_memberships	List recurring service memberships and subscription plans
list_reports	List available custom reports in ServiceTitan
list_tags	List available tags/labels
list_technician_shifts	List technician shifts/schedules for capacity planning
list_technicians	List technicians with business unit assignment
list_tracking_numbers	List call tracking numbers and their associated campaigns
reschedule_appointment	Reschedule an existing appointment to a new time
search_customers	Search customers by name, phone, email, or address
search_jobs	Search for jobs by customer name, phone, or address
search_pricebook	Search across services, materials, and equipment in the pricebook
sell_estimate	Mark an estimate as sold/approved by customer
unassign_technician	Remove a technician from an appointment
update_booking	Update a booking’s information before conversion to a job
update_campaign	Update a marketing campaign
update_customer	Update an existing customer’s information
update_estimate	Update an estimate’s name, summary, or line items
update_installed_equipment	Update installed equipment information
update_job	Update an existing job’s information
update_lead	Update a lead’s information
update_location	Update a service location’s information
update_membership	Update a membership’s status or details
update_pricebook_equipment	Update an existing equipment item in the pricebook
update_pricebook_material	Update an existing material item in the pricebook
update_pricebook_service	Update an existing service item in the pricebook

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Guardrails

In addition to the 14 universal guardrails, this server has 6 server-specific guardrails across 4 operations.

All guardrails are response-side PII/privacy focused — covering customers, callers, locations, form data, and technician access control.

Guardrail	Operation	Timing	Description
Redact Caller Information	list_calls	Response	Redacts caller phone numbers and personal info
Redact Call Recording URLs	list_calls	Response	Redacts call recording URLs and transcripts
Redact Customer PII	list_customers	Response	Redacts phone numbers, emails, addresses
Redact Form Responses	list_forms	Response	Redacts sensitive form submission data
Redact Location Addresses	list_locations	Response	Redacts street addresses from location data
Filter Technicians by Business Unit	list_technicians	Response	Redacts technicians from non-authorized business units

Configure guardrails via the Civic UI or ask the Configurator Agent: “Add guardrails to my ServiceTitan server.”