Automate ServiceTitan with Caddi
Built for professional services teams.
ServiceTitan runs dispatch, jobs, and invoicing for field service businesses, but intake, scheduling updates, and accounting sync around it still take office time. Caddi automates the loops around ServiceTitan so the office keeps up with the field.
Automating ServiceTitan takes one screenshare.
Show Caddi the ServiceTitan workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
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Record it once
Screen-share the ServiceTitan task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
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It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with ServiceTitan
Why teams automate ServiceTitan
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 patternCaddi turns inbound calls, forms, and emails into correctly-scheduled ServiceTitan jobs with the right customer and location.
Invoicing & books sync
Recommended patternCaddi 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against ServiceTitan with no model in the loop.
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.
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.