Custom AI Agents and Automation for ServiceTitan
Every missed call is a booked job that went to whoever answered instead. We build agents that catch them, and that chase the estimates sitting unsold in your pipeline.
ServiceTitan runs the business well. The revenue leaks are around the edges of it: the call that came in while every CSR was busy, the estimate a tech left on Tuesday that nobody followed up on, the customer who would have left a five-star review if someone had asked within the hour. Each one is small. Together they're the difference between a good month and a great one.
Crystal AI builds agents that close those gaps on top of your existing ServiceTitan setup. Missed calls get texted back within seconds and booked into real availability. Unsold estimates get followed up on a schedule that doesn't depend on anyone remembering. Everything lands in ServiceTitan as a proper job or record, because a lead that lives outside your system may as well not exist.
What we automate on ServiceTitan
Missed-call recovery that books the job
A missed or after-hours call triggers an immediate text back, the agent handles the conversation, checks genuine availability, and books the job straight into ServiceTitan — so the customer doesn't have time to call the next company on the list.
Unsold estimate follow-up
Estimates that haven't been accepted get worked on a real cadence — the right message at the right interval, with the job details in it — instead of ageing quietly in the pipeline until they're dead.
Dispatch and scheduling support
The agent handles the back-and-forth of confirmations, reschedules, and on-the-way notifications against live ServiceTitan availability, so your CSRs spend their time on the calls that need a person.
Review requests and recap reporting
Review requests sent at the moment satisfaction peaks — right after a completed job — plus a plain-language weekly recap of booked revenue, unsold estimates, and where work is leaking.
What you get
- Missed and after-hours calls get answered and booked instead of lost
- Unsold estimates get chased on a cadence, not when someone remembers
- CSRs spend their time on calls that genuinely need a person
- More reviews, because the ask happens at the right moment
- Every booking lands in ServiceTitan — nothing lives in a side system
How we build it
We build against the ServiceTitan API, which means the integration reads real availability and writes real jobs rather than keeping a shadow calendar somewhere. Booking logic respects your actual capacity, business hours, and job types, and the agent is built to hand off to a human the moment a conversation goes beyond what it should handle alone — an angry customer, an emergency, anything ambiguous. API access depends on your ServiceTitan plan, so we confirm that before scoping rather than after. Most first builds go live in two to four weeks, with full source code and documentation at handover.
Frequently asked questions
No. The agent books against live ServiceTitan availability, capacity, and job types rather than a copy of your calendar. If a slot isn't genuinely bookable it isn't offered, and edge cases route to a person rather than being guessed at.
API access varies by plan, so we confirm what your account allows before scoping the work — not after you've committed. If your tier is limited, we'll tell you what's possible within it and what isn't.
No, it covers what they can't: calls arriving while everyone is busy, after-hours, and weekends, plus the follow-up nobody has time for. Your CSRs handle the conversations that need judgment, with the routine confirmations already handled.
You do. Full source code, documentation, and credentials at handover, with no lock-in to Crystal AI.
See what this would cost on your ServiceTitan
Describe the workflow eating your team's time and get an honest starting range and timeline in under two minutes — no sales call required to see the math.
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