ServiceTitan

Field service management platform for the home and commercial trades — CRM, jobs, dispatch, invoicing, pricebook, inventory, memberships, and payroll.

API Key109 tools

Connect ServiceTitan

Three ways to use ServiceTitan

Chat with Geni

Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with ServiceTitan.

Assign Technicians

Assign technicians to a job appointment.

Tool

Cancel Job

Cancel a job with a reason.

Tool

Create Appointment

Add an appointment to an existing job.

Tool

Create Booking

Create a customer booking request.

Tool

Create Campaign

Create a marketing campaign.

Tool

Create Customer

Create a new customer with its locations and contacts.

Tool

Get started automating ServiceTitan

01Connect your accountLink your account securely with OAuth or an API key.

02Choose a trigger or toolPick the events and actions your workflow should use.

03Configure the workflowDescribe what you want and Geni wires it up for you.

04Refine the processTest runs, review output, and tweak until it's right.

05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows

Prompts using ServiceTitan

Browse all

Win back expiring service memberships before they lapse

Every morning, customers whose maintenance plan is about to expire get a personal renewal email that points to the work they already received.

Weekly ServiceTitan accounts receivable aging snapshot

Every Monday morning, every unpaid invoice gets sorted into aging buckets, logged to a spreadsheet, and summarized in Slack so nothing ages past 90 days.