Field Service Integration
Best AI Assistant for ServiceTitan
Carly is an AI assistant that connects to ServiceTitan so you can look up jobs, check technician schedules, pull customer history, and update job details — all by email or text. No opening the ServiceTitan desktop app for a quick question.
Try Carly →What Carly can do with ServiceTitan
Pull customer and equipment history
Text Carly a customer name or address and she pulls their past jobs and installed equipment from ServiceTitan — so a tech knows exactly what's on site before they start.
Check technician schedules
Ask Carly what's on a tech's board today or tomorrow and she lists their scheduled jobs with times and addresses from ServiceTitan — no opening dispatch to answer a quick question.
Look up job details from the field
Text Carly a job or customer and she returns the job status, address, and notes from ServiceTitan, so techs and dispatch stay on the same page without a call back to the office.
Add notes after a service call
After finishing a call, tell Carly what happened — parts used, follow-up needed, customer preferences — and she adds it as a note to the right job in ServiceTitan.
How trades teams get answers out of ServiceTitan faster
ServiceTitan runs the back office for HVAC, plumbing, and electrical companies — dispatch, scheduling, customer history, invoicing, and job management all in one heavy platform. It's powerful, but getting a single answer out of it often means opening the app, searching a customer, and clicking through tabs. When a tech radios in from a rooftop unit or a dispatcher needs a customer's equipment history right now, that's too many steps.
AI tools for ServiceTitan should make the data reachable from wherever your people are — in a truck, on a call, standing at a panel. When looking up a job or a customer's past service is as fast as sending a text, the whole team moves quicker. When it means logging into the desktop app, questions go unanswered and jobs slow down.
How Carly works as your AI ServiceTitan assistant
In your Carly dashboard at carlyassistant.com/integrations, connect ServiceTitan with your API key. Once connected, you look up jobs, customers, and schedules over email or text — like having a dispatcher on call who can read the system for you.
Tech at a job and needs the customer's equipment history? Text Carly the address and she pulls past jobs and installed equipment from ServiceTitan. Dispatcher wants to know what's on Diego's board tomorrow? Ask Carly and she lists his scheduled jobs with times and addresses. Need to add a note to a job after a service call? Tell Carly and she updates the record.
Because Carly works from outside ServiceTitan, she can line up job data with your calendar, email, and other tools — checking a customer's last communication or confirming an appointment time alongside their ServiceTitan record.
Who uses Carly with ServiceTitan
HVAC, plumbing, and electrical contractors whose techs are in the field all day and can't stop to log into a desktop app. Dispatchers who field constant "what's on my schedule" and "what's this customer's history" questions. Service managers who want job details and customer records at their fingertips without clicking through ServiceTitan's tabs. If your shop runs on ServiceTitan but the field team can't easily reach it, Carly turns the system into something you can just text.
See it in action
How to connect ServiceTitan to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect ServiceTitan
Authorize the ServiceTitan integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in ServiceTitan. She handles the rest.
Automate ServiceTitan in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for ServiceTitan?
Carly is an AI assistant that connects to ServiceTitan and lets you look up jobs, check technician schedules, pull customer and equipment history, and add job notes — all by email or text. She works from outside the ServiceTitan app so your field team can reach the system without opening the desktop software.
Can AI look up ServiceTitan customer history?
Yes. With Carly, you text or email a customer name or address and she pulls their past jobs, installed equipment, and service notes from ServiceTitan within seconds — so a tech knows what's on site before they arrive.
How does Carly connect to ServiceTitan?
In your Carly dashboard at carlyassistant.com/integrations, connect ServiceTitan with your API key. Once connected, Carly can read jobs, schedules, and customer records and add notes to jobs in your ServiceTitan account.
Can Carly check a technician's schedule in ServiceTitan?
Yes. Ask Carly what's on a tech's board today or tomorrow and she pulls their scheduled jobs with times and addresses from ServiceTitan, so dispatch and techs can plan the day by text instead of logging in.
Can Carly add notes to a job in ServiceTitan?
Yes. Tell Carly what happened on a call — parts used, follow-up needed, customer requests — and she adds it as a note to the right job in ServiceTitan, keeping the record current without a desk session.
Is Carly different from ServiceTitan's built-in automations?
Yes. ServiceTitan's workflows and notifications run inside the platform based on triggers you configure. Carly is an external assistant you email or text — she gives your field team on-demand access to jobs, schedules, and customer history from anywhere, without opening the app. She also connects ServiceTitan to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."