Automate ServiceTitan workflows with AI Agents

ServiceTitan has become the go-to platform for commercial and residential contractors seeking to modernize scheduling, job tracking, invoicing, and customer communications. Yet, many teams struggle with slow manual updates, fragmented collaboration, and time-consuming data searches. Imagine if your team could call up ServiceTitan data, launch workflows, and tap into a smart knowledge base—all by chatting naturally in Slack or Microsoft Teams. With Runbear’s AI agent, teams unlock a new level of ServiceTitan automation and collaboration, bringing all the power of ServiceTitan to where teamwork actually happens.

About ServiceTitan

ServiceTitan is a leading cloud software suite built for trades businesses—plumbers, HVAC, electrical, and field service providers—serving both residential and commercial markets. It offers a unified platform for managing scheduling, dispatching, job tracking, invoicing, customer records, reporting, and more. Core features include advanced field service management, AI-powered analytics (Titan Intelligence), automated billing, and deep integrations with partner apps. Teams use ServiceTitan to boost efficiency, eliminate paperwork, enable rapid-response customer service, and ultimately drive profitability. Thanks to its robust, all-in-one toolkit and role-specific mobile apps, ServiceTitan is trusted by thousands of contractors and service organizations to power their day-to-day operations and business growth.

Use Cases in Practice

When ServiceTitan and Runbear’s AI agent work together inside your team’s chat platform, everyday operations become dramatically smoother. For example, a dispatcher can simply ask, “What open jobs are assigned to our HVAC team this week?” and get an instant, up-to-date list from ServiceTitan, right in Slack. No more digging through screens or sending follow-up emails. Managers can schedule weekly revenue performance summaries, which the AI agent posts as charts, making performance meetings visual and data-driven. Need to onboard new technicians or clarify a process? Team members just ask the AI agent for the latest procedures or customer documentation synced from ServiceTitan and supporting docs. And when someone needs to create a new work order, a single message in chat triggers the AI agent to handle the ticketing—no duplicate data entry, no context lost. These use cases are all about uniting ServiceTitan’s operational muscle with Runbear’s conversational AI automation. For related use cases on connecting spreadsheet data and visual analytics to chat, see how Instantly Query Excel Reports in Slack—No More Manual Data Checks or Simplify Your Business Analytics show teams the power of AI-driven information flow.

ServiceTitan vs ServiceTitan + AI Agent: Key Differences

Integrating Runbear’s AI agent with ServiceTitan transforms tedious data retrieval, reporting, and administrative work into seamless, real-time automation inside your team chat. With ServiceTitan alone, team members often juggle interfaces and rely on manual steps; Runbear unlocks conversational AI, automated summaries, and instant knowledge sharing—making workflows faster and more collaborative.

Implementation Considerations

Adopting an AI agent workflow with ServiceTitan means evolving how your team collaborates. First, ensure your technical lead can connect Runbear to ServiceTitan with the right data permissions—consider granular access and sensitive information controls. Teams will need basic training on how to interact with the AI agent in their chat tool and when to trust AI-generated insights or summaries. Change management is key: encourage early adoption by focusing on time-saving wins, like instant data lookups and scheduled reports. Factor in the ongoing cost of Runbear and compare the ROI versus time saved and improved team productivity. Lastly, ensure data governance policies are updated to include access via AI agents and maintain compliance with industry standards. Real success comes from iterating on prompts, workflows, and integrations to fit your organization’s needs.

Get Started Today

ServiceTitan is already a powerhouse for operations—but with Runbear’s AI agent, your team gains a groundbreaking edge. Imagine every ServiceTitan workflow brought to your fingertips in Slack or Teams: faster data, instant updates, fewer mistakes, and happier teams. Start with simple automations—like scheduled performance summaries or direct ServiceTitan Q&A in your chat—and see real productivity gains within days. The future of service business operations is AI-powered, and with Runbear, your team can experience that transformation right now. Connect Runbear with ServiceTitan and supercharge your team workflows today.