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.

Start Free Trial Listen to Demos

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.

Connect ServiceTitan

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

Configure Your Job Types

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

Marlie Answers Every Call

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

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.