> ## Documentation Index
> Fetch the complete documentation index at: https://docs.civic.com/llms.txt
> Use this file to discover all available pages before exploring further.
# 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.
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 |
***
## Guardrails
In addition to the [14 universal guardrails](/civic/concepts/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."