Overview
ServiceTitan is a field service management platform for running home and commercial service businesses. Connect it to Civic to let your AI agent manage the full service lifecycle: from booking and dispatching to invoicing, memberships, and marketing campaign tracking.Add to Civic
Connect ServiceTitan at nexus.civic.com
Available Tools (83)
| Tool | Description |
|---|---|
assign_technician | Assign a technician to an appointment |
cancel_job | Cancel a job |
cancel_membership | Cancel a membership subscription |
convert_booking_to_job | Convert a booking into a job |
convert_lead_to_booking | Convert a lead to a booking |
create_appointment | Create an appointment/time slot for a job |
create_booking | Create a booking/service request |
create_campaign | Create a marketing campaign |
create_contact | Add a contact person to a customer account |
create_customer | Create a new customer in ServiceTitan |
create_customer_note | Add a note to a customer record |
create_estimate | Create an estimate/proposal for a job |
create_installed_equipment | Record equipment installed at a customer location |
create_invoice | Create an invoice for completed work on a job |
create_job | Create a new job/work order |
create_job_note | Add a note to a job |
create_lead | Create a new lead |
create_location | Create a new service location for a customer |
create_marketing_cost | Record a marketing expense for ROI tracking |
create_membership | Create a service membership/subscription for a customer |
create_payment | Record a payment from a customer |
create_pricebook_equipment | Create a new equipment item in the pricebook |
create_pricebook_material | Create a new material item in the pricebook |
create_pricebook_service | Create a new service item in the pricebook |
create_tag | Create a new tag for categorizing records |
create_technician_shift | Create a technician shift/schedule entry |
dismiss_booking | Dismiss/cancel a booking that will not be converted to a job |
dismiss_estimate | Mark an estimate as dismissed/declined |
dismiss_lead | Dismiss a lead that won’t convert to business |
get_booking | Get detailed booking information |
get_call_response_metrics | Get call response time analytics by campaign or source |
get_campaign_performance | Get detailed performance metrics for a campaign |
get_customer | Get detailed customer information including locations and contacts |
get_invoice_details | Get full invoice details |
get_job | Get job details including customer and notes |
get_job_appointments | Get all appointments for a job |
get_job_estimates | Get all estimates for a job |
get_job_invoice | Get the invoice for a job |
get_lead | Get detailed lead information |
get_location | Get details of a specific customer location |
get_membership_types | List available membership plans and their pricing |
get_pricebook_item | Get full details of a specific pricebook item |
get_report | Run a custom ServiceTitan report by report ID |
get_revenue_report | Get revenue breakdown by business unit, campaign, or time period |
hold_job | Put a job on hold |
list_bookings | List bookings with campaign attribution |
list_business_units | List all business units (locations) |
list_calls | List calls with details on response times and outcomes |
list_campaign_categories | List marketing campaign categories |
list_campaigns | List marketing campaigns with performance data |
list_categories | List all pricebook categories |
list_contacts | List contacts for a customer |
list_customers | List customers with contact info and location |
list_dispatch_zones | List dispatch zones for technician routing |
list_estimates | List all estimates/proposals for total sales analysis |
list_installed_equipment | List equipment installed at customer locations |
list_job_types | List available job types and categories |
list_jobs | List jobs with enriched data including customer info |
list_leads | List leads with campaign attribution |
list_locations | List customer locations/service addresses |
list_marketing_costs | Get marketing costs by date range |
list_memberships | List recurring service memberships and subscription plans |
list_reports | List available custom reports in ServiceTitan |
list_tags | List available tags/labels |
list_technician_shifts | List technician shifts/schedules for capacity planning |
list_technicians | List technicians with business unit assignment |
list_tracking_numbers | List call tracking numbers and their associated campaigns |
reschedule_appointment | Reschedule an existing appointment to a new time |
search_customers | Search customers by name, phone, email, or address |
search_jobs | Search for jobs by customer name, phone, or address |
search_pricebook | Search across services, materials, and equipment in the pricebook |
sell_estimate | Mark an estimate as sold/approved by customer |
unassign_technician | Remove a technician from an appointment |
update_booking | Update a booking’s information before conversion to a job |
update_campaign | Update a marketing campaign |
update_customer | Update an existing customer’s information |
update_estimate | Update an estimate’s name, summary, or line items |
update_installed_equipment | Update installed equipment information |
update_job | Update an existing job’s information |
update_lead | Update a lead’s information |
update_location | Update a service location’s information |
update_membership | Update a membership’s status or details |
update_pricebook_equipment | Update an existing equipment item in the pricebook |
update_pricebook_material | Update an existing material item in the pricebook |
update_pricebook_service | Update an existing service item in the pricebook |
Guardrails
In addition to the 14 universal guardrails, this server has 6 server-specific guardrails across 4 operations.All guardrails are response-side PII/privacy focused — covering customers, callers, locations, form data, and technician access control.
| Guardrail | Operation | Timing | Description |
|---|---|---|---|
| Redact Caller Information | list_calls | Response | Redacts caller phone numbers and personal info |
| Redact Call Recording URLs | list_calls | Response | Redacts call recording URLs and transcripts |
| Redact Customer PII | list_customers | Response | Redacts phone numbers, emails, addresses |
| Redact Form Responses | list_forms | Response | Redacts sensitive form submission data |
| Redact Location Addresses | list_locations | Response | Redacts street addresses from location data |
| Filter Technicians by Business Unit | list_technicians | Response | Redacts technicians from non-authorized business units |