ServiceTitan logo
CRM & Field Service Integration

Book Jobs and Create Customers in ServiceTitan — Automatically

Marlie AI answers every inbound call, captures customer details, and pushes new jobs directly into ServiceTitan — so your CSRs focus on the field, not the phone.

Your AI receptionist, built for field service operations

Your AI receptionist, built for field service operations

Service businesses run on job volume — HVAC, plumbing, electrical, and home services teams need every call answered and every job captured. One missed call during peak season is lost revenue.

With Marlie AI and ServiceTitan, every inbound call is answered 24/7. Customer details are captured, job type is identified, and a new job record is created in ServiceTitan before your dispatcher even opens their laptop.

What You Get with Marlie + ServiceTitan

Everything you need to connect your phone calls with ServiceTitan — fully automated, zero manual work.

Automatic Job Creation

New service requests are automatically created as jobs in ServiceTitan with full customer details and job description.

Customer Record Sync

New callers are created as ServiceTitan customers. Returning customers are matched and their record updated.

Appointment Booking

Marlie checks technician availability in ServiceTitan and books appointments directly during the call.

Job Type Classification

Marlie identifies the service type — HVAC, plumbing, electrical — and tags the job correctly in ServiceTitan.

After-Hours Coverage

Marlie answers calls nights and weekends, capturing emergency requests and routing them to on-call technicians.

Call Recording & Notes

Full call transcripts and notes are attached to the ServiceTitan job record for dispatcher context.

How It Works

Get up and running with ServiceTitan in minutes — no coding required.

1

Connect ServiceTitan

Link Marlie AI to your ServiceTitan account through our dashboard — no developer or API setup required.

2

Configure Your Job Types

Map the services you offer to ServiceTitan job types so Marlie categorizes and routes each call correctly.

3

Marlie Answers Every Call

Callers reach a professional AI receptionist who gathers job details, schedules appointments, and handles FAQs.

4

Jobs Appear in ServiceTitan Instantly

A complete job record appears in ServiceTitan in real time — ready for your dispatcher to assign and schedule.

Built for Real Scenarios

See how businesses use Marlie + ServiceTitan to capture more leads and streamline operations.

HVAC Companies

Scenario

A homeowner calls at 7 AM reporting their AC isn't working. The office doesn't open until 8 AM.

Outcome

Marlie answers, captures the issue, and creates an emergency job in ServiceTitan — the dispatcher sees it when they log in and dispatches a tech immediately.

Plumbing Services

Scenario

A plumbing company receives 40 calls a day during summer and their CSR team can't keep up.

Outcome

Marlie handles overflow calls, books appointments against live technician schedules, and pushes jobs into ServiceTitan so nothing falls through the cracks.

Electrical Contractors

Scenario

An electrical company wants to capture after-hours emergency calls without paying for 24/7 staffing.

Outcome

Marlie covers after-hours calls, triages urgency, and creates jobs in ServiceTitan — with urgent requests routed directly to the on-call technician.

Frequently Asked Questions

Common questions about the Marlie AI + ServiceTitan integration.

How does Marlie create jobs in ServiceTitan?

Marlie uses the ServiceTitan API to create job records in real time during or immediately after each call. All standard job fields including customer, address, job type, and description are populated.

Can Marlie book appointments against technician availability in ServiceTitan?

Yes. Marlie can check technician schedules in ServiceTitan and book appointments during the call — subject to your dispatch rules and zone configurations.

Does Marlie handle returning ServiceTitan customers correctly?

Yes. Marlie matches callers to existing ServiceTitan customer records by phone number and address, avoiding duplicate customer creation.

Which ServiceTitan plans are supported?

Marlie integrates with ServiceTitan Pro and Enterprise plans that include API access. Contact our team to confirm compatibility with your ServiceTitan configuration.

Can Marlie route emergency calls to on-call technicians?

Yes. Marlie can identify emergency calls, create an urgent job in ServiceTitan, and simultaneously route the call or send an alert to your designated on-call contact.

Are call recordings attached to ServiceTitan job records?

Call transcripts and notes are attached to each ServiceTitan job. Full recordings are accessible via a link to your Marlie dashboard.

Other Integrations

Marlie AI connects with more than just ServiceTitan. Explore our other integrations.

HubSpot logo

HubSpot

CRM

Housecall Pro logo

Housecall Pro

Field Service

Jobber logo

Jobber

Field Service CRM

Google Voice logo

Google Voice

Phone

OpenPhone logo

OpenPhone

Phone Connectivity

Gmail logo

Gmail

Email

Outlook logo

Outlook

Email

Google Calendar logo

Google Calendar

Calendar

Calendly logo

Calendly

Calendar

Slack logo

Slack

Notifications

Microsoft Teams logo

Microsoft Teams

Notifications

Discord logo

Discord

Notifications

Telegram logo

Telegram

Notifications

WhatsApp logo

WhatsApp

Notifications

Google Sheets logo

Google Sheets

CRM & Data

Microsoft Excel logo

Microsoft Excel

CRM & Data

Shopmonkey logo

Shopmonkey

CRM & Data

Buildium logo

Buildium

CRM & Data

Shopify logo

Shopify

CRM & Data

Zapier logo

Zapier

Automation

Stripe logo

Stripe

Payments

Square logo

Square

Payments

Square Appointments logo

Square Appointments

Payments

Salesforce logo

Salesforce

CRM

Pipedrive logo

Pipedrive

CRM

Zoho CRM logo

Zoho CRM

CRM

Follow Up Boss logo

Follow Up Boss

Real Estate CRM

Close logo

Close

CRM

Dubsado logo

Dubsado

CRM

Circle logo

Circle

Community

HoneyBook logo

HoneyBook

CRM

Keap logo

Keap

CRM & Automation

kvCore logo

kvCore

Real Estate CRM

17hats logo

17hats

Creative Business CRM

AccuLynx logo

AccuLynx

Field Service CRM

Act! logo

Act!

CRM

Actionstep logo

Actionstep

Legal CRM

Affinity logo

Affinity

CRM

AFrame logo

AFrame

Creative Business CRM

AgencyZoom logo

AgencyZoom

Insurance CRM

AgentLocator logo

AgentLocator

Real Estate CRM

Agile CRM logo

Agile CRM

CRM

Arbox logo

Arbox

Fitness & Studio CRM

Assembly logo

Assembly

CRM

Attio logo

Attio

CRM

Autotask logo

Autotask

Field Service CRM

Axonaut logo

Axonaut

Business Management

Bark logo

Bark

Lead Generation

Beacon logo

Beacon

Credit Repair CRM

Bigin by Zoho CRM logo

Bigin by Zoho CRM

CRM

Bitrix24 logo

Bitrix24

CRM

BONZO logo

BONZO

CRM

BoomTown logo

BoomTown

Real Estate CRM

Booqable logo

Booqable

Business Management

Brivity logo

Brivity

Real Estate CRM

BrokerEngine logo

BrokerEngine

Mortgage CRM

Builder Prime logo

Builder Prime

Field Service CRM

Bullhorn logo

Bullhorn

Recruitment CRM

Capsule CRM logo

Capsule CRM

CRM

CASEpeer logo

CASEpeer

Legal CRM

CINC logo

CINC

Real Estate CRM

Clientify logo

Clientify

CRM

Clio logo

Clio

Legal CRM

Cloze logo

Cloze

CRM

Compass logo

Compass

Real Estate CRM

ConnectWise Manage logo

ConnectWise Manage

Field Service CRM

Copper logo

Copper

CRM

Credit Repair Cloud logo

Credit Repair Cloud

Credit Repair CRM

Curb Hero logo

Curb Hero

Real Estate CRM

Daylite logo

Daylite

CRM

DisputeFox logo

DisputeFox

Credit Repair CRM

Dotloop logo

Dotloop

Real Estate CRM

DripJobs logo

DripJobs

Field Service CRM

EZLynx logo

EZLynx

Insurance CRM

FieldPulse logo

FieldPulse

Field Service CRM

Finmo logo

Finmo

Mortgage CRM

folk logo

folk

CRM

Freshsales Classic logo

Freshsales Classic

CRM

Freshsales Suite logo

Freshsales Suite

CRM

Gong logo

Gong

Sales Intelligence

Gymdesk logo

Gymdesk

Fitness & Studio CRM

GymMaster logo

GymMaster

Fitness & Studio CRM

Holded logo

Holded

Business Management

IDX Leads logo

IDX Leads

Real Estate CRM

iHomefinder logo

iHomefinder

Real Estate CRM

Insightly logo

Insightly

CRM

Jackrabbit Class logo

Jackrabbit Class

Fitness & Studio CRM

JobAdder logo

JobAdder

Recruitment CRM

JobNimbus logo

JobNimbus

Field Service CRM

Keystone Academic Solutions logo

Keystone Academic Solutions

Education CRM

Kommo logo

Kommo

CRM

Keller Williams Command logo

Keller Williams Command

Real Estate CRM

Lasso CRM logo

Lasso CRM

Homebuilder CRM

Lawmatics logo

Lawmatics

Legal CRM

LeadSimple logo

LeadSimple

Lead Generation

LeadSquared logo

LeadSquared

CRM

Leap CRM logo

Leap CRM

Field Service CRM

Less Annoying CRM logo

Less Annoying CRM

CRM

Levitate logo

Levitate

Customer Communications

Little Green Light logo

Little Green Light

Community & Nonprofit CRM

Lofty logo

Lofty

Real Estate CRM

Luxury Presence logo

Luxury Presence

Real Estate CRM

MaidCentral logo

MaidCentral

Field Service CRM

Markate logo

Markate

Field Service CRM

MarketSharp logo

MarketSharp

Field Service CRM

Meet Alfred logo

Meet Alfred

Customer Communications

Method CRM logo

Method CRM

CRM

Microsoft Dynamics 365 logo

Microsoft Dynamics 365

CRM

mloflo logo

mloflo

Mortgage CRM

MOCO logo

MOCO

Business Management

Mojo logo

Mojo

Customer Communications

Moxie logo

Moxie

Customer Communications

My Music Staff logo

My Music Staff

Creative Business CRM

myRealPage logo

myRealPage

Real Estate CRM

NationBuilder logo

NationBuilder

Community & Nonprofit CRM

NeonCRM logo

NeonCRM

Community & Nonprofit CRM

NetHunt CRM logo

NetHunt CRM

CRM

NetSuite logo

NetSuite

Business Management

noCRM.io logo

noCRM.io

CRM

Nutshell logo

Nutshell

CRM

Odoo CRM logo

Odoo CRM

Business Management

Odoo ERP Self Hosted logo

Odoo ERP Self Hosted

Business Management

OfficeRnD logo

OfficeRnD

Coworking CRM

OnePageCRM logo

OnePageCRM

CRM

OrbisX logo

OrbisX

Field Service CRM

Outseta logo

Outseta

Community & Nonprofit CRM

Pipeline CRM logo

Pipeline CRM

CRM

PracticePanther logo

PracticePanther

Legal CRM

PropertyRadar logo

PropertyRadar

Lead Generation

PushPress logo

PushPress

Fitness & Studio CRM

Ramsey Pro Portal logo

Ramsey Pro Portal

Real Estate CRM

Real Geeks logo

Real Geeks

Real Estate CRM

RealScout logo

RealScout

Real Estate CRM

Recruit CRM logo

Recruit CRM

Recruitment CRM

Redtail CRM logo

Redtail CRM

Wealth Management CRM

RepairShopr logo

RepairShopr

Field Service CRM

REsimpli logo

REsimpli

Lead Generation

respond.io logo

respond.io

Customer Communications

Rex logo

Rex

Real Estate CRM

Salesmate logo

Salesmate

CRM

ServiceM8 logo

ServiceM8

Field Service CRM

Sierra Interactive logo

Sierra Interactive

Real Estate CRM

Spark Membership logo

Spark Membership

Fitness & Studio CRM

Streak logo

Streak

CRM

Studio Pro logo

Studio Pro

Creative Business CRM

SugarAI logo

SugarAI

CRM

Superchat logo

Superchat

Customer Communications

Syncro logo

Syncro

Field Service CRM

Teamleader Focus logo

Teamleader Focus

Business Management

Thryv logo

Thryv

CRM

Time To Pet logo

Time To Pet

Pet Care CRM

Tint Wiz logo

Tint Wiz

Field Service CRM

Urable logo

Urable

Auto Detailing CRM

vcita logo

vcita

CRM

Virtuous logo

Virtuous

Community & Nonprofit CRM

Vitally logo

Vitally

CRM

VSCO Workspace logo

VSCO Workspace

Creative Business CRM

Wealthbox logo

Wealthbox

Wealth Management CRM

WellnessLiving logo

WellnessLiving

Fitness & Studio CRM

WhatConverts logo

WhatConverts

Lead Generation

Wise Agent logo

Wise Agent

Real Estate CRM

Wodify Core logo

Wodify Core

Fitness & Studio CRM

Zendesk Sell logo

Zendesk Sell

CRM

Zillow Tech Connect logo

Zillow Tech Connect

Lead Generation

Ready to connect Marlie AI with ServiceTitan?

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What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

Restaurant Powered by Shopify
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    Marlie AI + ServiceTitan Integration | AI Receptionist for Service Businesses