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In-ProgressCross-vertical

Automate ServiceTitan with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with ServiceTitan. It runs the ServiceTitan steps your team does by hand today, and connects it to Procore, Quickbooks, and Microsoft Outlook. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost ServiceTitan integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across ServiceTitan and every tool it touches, including the screens with no API.

Building on the ServiceTitan API?

How to automate ServiceTitan

  1. Connect ServiceTitan to Caddi

    Allow

    1Sign in to ServiceTitan

    One click with your own ServiceTitan login. No API keys.

  2. Automate inbound job intake in ServiceTitan.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

ServiceTitan integrations

Connect ServiceTitan with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with ServiceTitan

Why teams automate ServiceTitan

ServiceTitan runs dispatch, jobs, and invoicing for field service businesses, but intake, scheduling updates, and accounting sync around it still take office time. Caddi AI Agents automate the loops around ServiceTitan so the office keeps up with the field.

The office cost around ServiceTitan is in the handoffs: booking jobs from inbound requests, updating status, and reconciling invoices. Caddi runs those handoffs end to end.

Loops Caddi runs against ServiceTitan

  • Inbound job intake

    Recommended pattern
    1. ServiceTitan
    2. Microsoft Outlook

    Caddi turns inbound calls, forms, and emails into correctly-scheduled ServiceTitan jobs with the right customer and location.

  • Invoicing & books sync

    Recommended pattern
    1. ServiceTitan
    2. Quickbooks

    Caddi reconciles completed ServiceTitan jobs against accounting and posts invoice-ready records.

Where professional services teams use it

  • Inbound triage

    Watch ServiceTitan for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep ServiceTitan in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using ServiceTitan alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right ServiceTitan update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating ServiceTitan

Does Caddi have a real ServiceTitan integration?

Yes. Caddi runs verified code against ServiceTitan's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for ServiceTitan is reviewed before it runs in production.

Do I need engineering help to automate ServiceTitan with Caddi?

No. You demonstrate the workflow, clicking through ServiceTitan the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my ServiceTitan data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against ServiceTitan, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect ServiceTitan to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating ServiceTitan, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in ServiceTitan?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside ServiceTitan

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See it on your stack

Ready to automate ServiceTitan?

Drop your work email and we'll show you Caddi running end-to-end against ServiceTitan and the rest of your stack.