Direct Integration

FlowBots + ServiceTitan

Connect ServiceTitan with your AI-powered workflows for real-time data sync, automated follow-ups, and zero manual work between systems.

Capabilities

What This Integration Does

Real-Time Data Sync

Contacts, deals, and records flow automatically between ServiceTitan and your AI workflows — no manual entry, no duplicates.

AI-Powered Follow-Up

When a new lead or event triggers in ServiceTitan, your AI agent automatically follows up via call, SMS, or email.

Smart Routing & Assignment

Automatically route leads, tickets, and tasks to the right team member based on rules you define inside ServiceTitan.

Reporting & Visibility

Every interaction is logged back into ServiceTitan so your team has full visibility without switching tools.

ServiceTitan is the dominant operating platform for residential and commercial home service businesses. including HVAC, plumbing, electrical, garage door, roofing, and pest control companies generating $1 million to $100 million+ in annual revenue. With comprehensive dispatching, estimating, invoicing, marketing, and reporting capabilities, ServiceTitan processes over $50 billion in annual home service transactions. FlowBots integrates with ServiceTitan through its API and webhook framework to deploy AI voice agents and SMS automation that capture every inbound call, qualify service requests, book appointments into technician schedules, and follow up on unsold estimates. directly within the ServiceTitan ecosystem.

Who Uses ServiceTitan and the AI Automation Opportunity

ServiceTitan has become the industry standard for mid-market and enterprise home service companies, particularly those running 10-500+ trucks across single or multiple locations. The platform’s users face a universal challenge: the phone is their primary revenue channel, yet call handling is their biggest operational bottleneck.

  • HVAC companies experiencing 300-800% call volume spikes during seasonal peaks (first cold snap, first heat wave) when existing CSR teams are overwhelmed and 40-55% of calls go unanswered
  • Plumbing companies receiving emergency calls 24/7 where response time directly correlates to booking rate. a 5-minute callback delay reduces conversion by 67%
  • Electrical contractors managing complex job types from panel upgrades to EV charger installations, each requiring different qualification questions and technician skill matching
  • Multi-trade organizations operating HVAC, plumbing, and electrical divisions where callers need to be routed to the correct service line and booked with appropriately certified technicians

How FlowBots Connects to ServiceTitan

API Integration

FlowBots connects to ServiceTitan’s open API platform using OAuth 2.0 authentication, enabling real-time access to customer records, job history, technician availability, dispatch boards, memberships, and estimate data. When a homeowner calls, the FlowBots AI agent queries ServiceTitan to identify existing customers, review service history, check dispatch availability, and create new bookings. all during the conversation.

Webhook Event Automation

ServiceTitan pushes real-time events to FlowBots: new leads, booked jobs, completed jobs, unsold estimates, membership expirations, and recall opportunities. Each event triggers corresponding AI actions. follow-up calls on unsold estimates, review requests after completed jobs, and membership renewal outreach before expiration dates.

Dispatch Board Synchronization

FlowBots reads ServiceTitan’s dispatch board in real time, understanding technician locations, drive times, skill sets, and availability windows. This enables the AI to offer homeowners accurate arrival windows during the initial call rather than generic “someone will call you back” responses that lose customers to competitors.

Automations That Drive Revenue

Automation Trigger AI Action Revenue Impact
Inbound Call Booking Customer calls main line AI qualifies, checks dispatch, books job 100% answer rate, 72% booking rate
Unsold Estimate Follow-Up Estimate created but not accepted within 48 hours AI calls homeowner to discuss estimate, address objections 31% additional close rate on aged estimates
Membership Renewal Membership expiring within 30 days AI calls with renewal offer and maintenance scheduling 44% renewal rate vs. 22% email-only
Post-Job Review Request Job completed and invoiced AI calls for satisfaction check and Google review 5.2x more Google reviews monthly
Seasonal Demand Surge Call volume exceeds CSR capacity AI handles overflow calls with full booking capability Zero missed calls during peak season
Recall/Warranty Follow-Up Equipment approaching warranty expiration AI contacts homeowner about maintenance or upgrade options $127 average revenue per recall contact

Use Case: Multi-Location HVAC Company

A 47-truck HVAC company operating across 3 locations in the Midwest deployed FlowBots to handle the seasonal call surge that overwhelmed their 8-person CSR team every summer and winter. During the first cold snap, call volume spiked 420%. previously resulting in 340+ missed calls per day. With FlowBots AI agents integrated into ServiceTitan, every call was answered. The AI qualified the service request (heating emergency vs. maintenance vs. new installation), checked ServiceTitan’s dispatch board for the nearest available technician, and booked the appointment with an accurate 2-hour arrival window. Revenue during the peak month increased $483,000 compared to the previous year, directly attributed to zero missed calls.

Use Case: Plumbing Company Estimate Recovery

A residential plumbing company generated 180+ estimates monthly through ServiceTitan but closed only 44%. industry average but leaving significant revenue on the table. FlowBots AI agents now call every homeowner with an unsold estimate 48 hours after presentation. The AI references the specific estimate details from ServiceTitan, addresses common objections (price comparison, timing, financing options), and offers to schedule the work immediately. Close rate on AI-followed-up estimates reached 31%, adding $67,000 in monthly revenue from estimates that previously expired without follow-up.

Use Case: Garage Door Company After-Hours Booking

A garage door company receiving 35% of its calls after 6 PM. when homeowners return from work to find a broken garage door. was sending all after-hours calls to voicemail. Only 19% of voicemail callers called back the next day. FlowBots AI agents now handle after-hours calls with full ServiceTitan integration, booking next-day appointments, providing estimated pricing for common repairs, and dispatching emergency technicians for security-related issues. After-hours booking rate jumped from 19% to 71%, adding 28 booked jobs per month worth approximately $14,200 in additional revenue.

Data Flow Architecture

The FlowBots-ServiceTitan integration creates a closed operational loop. Inbound calls are received by FlowBots AI agents, which authenticate the caller against ServiceTitan’s customer database using phone number matching. For existing customers, the AI accesses full service history, equipment records, membership status, and open estimates. For new customers, the AI creates a complete customer record in ServiceTitan during the call. The AI queries the ServiceTitan dispatch board for real-time technician availability, books the job with appropriate job type coding, and confirms the appointment with the customer. Post-booking, ServiceTitan’s native dispatch and notification workflows take over. After job completion, ServiceTitan events trigger FlowBots follow-up sequences for reviews, membership offers, and maintenance reminders.

Frequently Asked Questions

Does FlowBots work with ServiceTitan’s pricebook and estimate system?

Yes. FlowBots accesses ServiceTitan’s pricebook to provide callers with accurate pricing estimates for common services during the initial call. For complex jobs requiring on-site assessment, the AI explains the diagnostic fee structure and books the assessment appointment. The AI also references existing unsold estimates when following up with homeowners, discussing specific line items and total investment.

Can FlowBots handle ServiceTitan’s multi-trade dispatching?

FlowBots supports multi-trade organizations running HVAC, plumbing, electrical, and other service lines within a single ServiceTitan instance. The AI identifies the correct trade based on the caller’s description, applies trade-specific qualification questions, and books into the correct dispatch board. ensuring a licensed electrician isn’t dispatched for a plumbing emergency.

How does FlowBots handle ServiceTitan membership programs?

FlowBots identifies membership status during inbound calls and applies appropriate pricing, priority scheduling, and service inclusions. For outbound campaigns, the AI contacts non-member customers after completed jobs to present membership benefits with personalized ROI calculations based on the services they just received. Membership enrollment from AI outreach averages 12% conversion rate.

Does the integration support ServiceTitan’s Marketing Pro tracking?

Yes. FlowBots preserves ServiceTitan’s call tracking and campaign attribution by logging the originating marketing source with every booked job. This ensures your Marketing Pro ROI reports remain accurate even when AI handles the call instead of a human CSR. giving you clean attribution data for every marketing dollar spent.

Stop Missing Calls, Start Booking More Jobs

Every missed call is a job booked with your competitor. FlowBots + ServiceTitan ensures that never happens. 24/7 AI call handling with real-time dispatch integration means every caller becomes a booked customer. Book your free ServiceTitan integration demo and see exactly how many jobs you’re losing to missed calls. Serving home service companies nationwide with AI-powered voice automation.

Simple Setup

How It Works

Connect

We connect your ServiceTitan account to FlowBots using secure API credentials. Takes minutes, not days.

Configure

We map your fields, triggers, and workflows so data flows exactly where it needs to go — customized to your process.

Automate

Your AI workflows go live. Leads get followed up, tasks get routed, and data stays in sync — all on autopilot.

Need a Custom Integration?

We integrate with ANY system that has an API. If your tool isn't listed, we'll build the connection for you. Custom integrations are included free with every FlowBots plan.